Last mentioned: 17h ago
Earnings Release
Official reporting date for fiscal Q4 results and forward guidance.
Massive AI Bets
Global firms announce multi-billion dollar expansions in Indian AI infrastructure and R&D centers.
China Sales Clearance
U.S. regulators grant permission for Nvidia to resume specific chip sales to the Chinese market.
Fiscal Q4 Ends
Nvidia concludes its fourth quarter with a $65B revenue target.
52-Week High
NVDA shares hit a peak of $212.19 amid peak AI optimism.
Skilling Launch
Microsoft kicks off its 'ADVANTA(I)GE INDIA' initiative to train 2 million workers.
Initial Partnerships
Nvidia announces major GPU supply agreements with Reliance and Tata Group.
Microsoft and Nvidia have unveiled a series of massive infrastructure and development investments in India, positioning the nation as a central hub for global AI operations. These strategic bets signal a shift in the global tech landscape as firms seek to leverage India's talent pool and growing digital infrastructure.
As investors look toward the next half-decade, the focus shifts from short-term volatility to secular growth leaders. Nvidia and Amazon emerge as the primary 'monster stocks' capable of compounding wealth through AI infrastructure and cloud dominance.
As Nvidia prepares to report fiscal Q4 results on February 25, investors are weighing a $65 billion revenue forecast against a recent stock pullback. With new clearance for China sales and a strategic $5 billion partnership with Intel, the company's hardware-software moat remains the central pillar of the AI infrastructure trade.
As the artificial intelligence sector transitions from speculative hype to infrastructure-led growth, long-term investors are focusing on 'foundational' equities. Analysts identify three key players—Nvidia, Microsoft, and Alphabet—as the primary beneficiaries of the multi-trillion dollar AI shift over the next decade.
Nvidia is restructuring its massive commitment to OpenAI, shifting from a $100 billion staggered partnership to a $30 billion direct equity investment. This move comes amid a broader cooling of AI valuations and a strategic pivot toward securing OpenAI's capital for hardware procurement.