Nvidia helped lift the market and climbed 1.6% after Meta Platforms announced a long-term partnership where it will use millions of chips and other equipment from Nvidia for its artificial-intelligence data centers.

Philippe Laffont, a hedge fund manager with an excellent track record, sold Nvidia and bought Netflix in the fourth quarter.

Nvidia is expanding its partnerships in India, including with venture capital firms, as it bets on the country's AI ecosystem that has drawn massive Big Tech investments.

Instead, the market looked beyond the impressive AI order book and focused on a single forward-looking metric that reshaped the narrative: a

CEO Jensen Huang runs the world’s largest company and his placement on the ‘Mount Rushmore’ of tech leaders is all but secured. Yet, what we’re seeing across the past six months might be his greatest work to date,

The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.

Nvidia shares dipped ahead of next week’s earnings release. Oppenheimer expects $2–3 billion sales upside led by GB300. OpenAI funding and hyperscaler capex seen supporting demand.

Meta just announced a deal to buy "millions" of NVIDIA Blackwell and Rubin GPUs in a new long-term partnership.

The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.

Feb 20 (Reuters) - Nvidia's earnings report is next week's centrepiece for markets, flanked by important data and politics in Europe, where both politicians and central bankers are jostling for top jobs.