Overview
- Nvidia’s dominance continues to draw capital, with recent 13F filings showing billionaires trimming Palantir stakes and rotating into the chipmaker.
- Nvidia publicized progress on its Vera Rubin rack‑scale CPU+GPU platform, saying it is taped out and in fab at TSMC with general availability targeted for late 2026.
- The Street reports Microsoft, BlackRock and Nvidia are working on a roughly $40 billion acquisition of Aligned Data Centers, a transaction that would accelerate AI buildouts if completed.
- Competitive pressure is rising as Broadcom and OpenAI struck a multiyear AI‑accelerator codevelopment plan targeting 10 GW by 2029, and AMD lined up a multibillion MI450 commitment with OpenAI tied to 6 GW and warrant incentives.
- Wall Street turned more bullish on Nvidia, with HSBC upgrading to Buy and lifting its target to $320 and Jefferies reiterating Buy as it said the ecosystem is still “chasing” Nvidia’s lead.