NVIDIA (NVDA) Company Report

Nvidia CEO Jensen Huang reiterated that the company will make its largest investment yet in OpenAI’s new financing round, calling reports of a stalled deal “nonsense”.
The planned contribution will be significant but fall short of the previously cited $100 billion figure.
China granted conditional approval for AI startup DeepSeek to purchase Nvidia’s H200 chips, underscoring regulatory complexities in chip sales.
Nvidia shares closed down 0.7% at $191.13, while Wolfe Research raised its price target to $275 on strong GPU demand and solid margins.

1 day ago

Bloomberg

Winamp Group announces 2025 revenue and artist growth

NVDA

Earnings

Winamp Group reports €2.15 million in normalized consolidated revenue for 2025, reflecting a planned transition phase ahead of accelerated monetization in 2026.
The platform’s artist community reached 75,000 total artists, including 5,000 on Winamp for Creators, with a target to monetize 10,000 creators to drive future revenue.
The end-2025 “Creator Program” marketing campaign engaged over 4,000 artists across 110+ countries, underscoring the platform’s expanding international reach.
The Group’s content catalogue now exceeds 100,000 YouTube-managed tracks and 34,000 titles under Bridger management, positioning it for recurring revenue streams.

2 days ago

Press Release

NVIDIA-backed Ubitus launches Maizuru AI data center project

NVDA

New Projects/Investments

Ubitus to build a 2.3-hectare AI GPU data center in Maizuru, Kyoto, leveraging port/logistics infrastructure to support high-density computing.
Powered by NVIDIA Blackwell GPUs and NeoCloud architecture for scalable, high-throughput AI training and inference.
Construction begins in 2026 with main works slated for completion in 2027 under a two-phase development plan.
Partnership follows Ubitus’s selection for METI’s large-scale investment grant, advancing Japan’s first major GPU IA infrastructure.

4 days ago

Press Release

NVIDIA seeks China approval for H200 license

NVDA

NVIDIA CEO Jensen Huang said Beijing is still deciding on allowing imports of H200 AI chips, and the export licence is in its final stages, pending regulatory green light.
Huang framed the H200 as a critical piece of AI infrastructure with strong interest from cloud operators, internet platforms and Chinese enterprises, but sales remain on hold until China approves an export-compliant configuration.
Nvidia shares rose 1.4% to $191.15 on Jan. 29, nearing technical resistance around $192 with an RSI near 66, indicating bullish momentum among traders.
Mizuho analyst Vijay Rakesh raised his 12-month price target to $275 (from $245) and maintained an Outperform rating, reflecting continued optimism despite the licensing delay.

5 days ago

Bloomberg

NVIDIA-backed AI Data Center Project Launched in Maizuru, Japan

NVDA

New Projects/Investments

On January 29, 2026, Ubitus and Maizuru City signed a land agreement to develop a 2.3-hectare AI Data Center, marking the first phase of Japan’s next-generation AI GPU infrastructure.
The center will leverage NVIDIA Blackwell GPUs combined with Ubitus’s NeoCloud platform to enable high-density, scalable compute for generative AI and large language models.
Construction is scheduled to begin in 2026 with major development targeted for completion by 2027, following a phased approach to match growing AI demand.

5 days ago

Press Release

NVIDIA-backed Ubitus launches AI Data Center in Maizuru City

NVDA

New Projects/Investments

Ubitus will build a top-tier AI GPU center in Maizuru City, powered by NVIDIA Blackwell GPUs and NeoCloud, with construction beginning January 2026 and core site operations slated for completion in 2027.
Japan’s Ministry of Economy, Trade and Industry is supporting the project with up to ¥17 billion JPY in investment subsidies to establish a nationwide leading AI GPU hub.
The facility spans 2.3 hectares (approx. 23,000 m²) near port and logistics infrastructure, enabling high-density, high-reliability AI computing deployments.
A two-phase rollout will first establish core data-center capabilities (Phase 1) before scaling for generative AI and large language model workloads (Phase 2) to meet long-term compute growth.

5 days ago

Press Release

Gatik operates first fully driverless trucks at scale

NVDA

New Projects/Investments

Gatik has become the first U.S. company to deploy fully driverless trucks at scale, completing 60,000 commercial orders with no incidents and securing $600 million in contracted revenue.
The Gatik Driver™ system has logged over 2,000 hours and 10,000 driverless miles on public roads, covering routes up to 400 miles.
Autonomous 26- and 30-foot trucks run nearly 24 hours a day in the Dallas–Fort Worth, Phoenix, and Northwest Arkansas regions, with plans to expand to new U.S. markets.
Gatik partners with Isuzu Motors to integrate its Level 4 system into medium-duty platforms and prepare for mass-production autonomous-ready vehicles.

6 days ago

Press Release

NVIDIA partner ElephantSqlDB opens $46M pre-IPO funding round

NVDA

Convertible Preferred Issuance

New Projects/Investments

ElephantSqlDB has secured $143 million in active proof-of-concept engagements since its August 2025 platform launch, demonstrating significant enterprise interest.
The company opened a $46 million post-money pre-IPO round via a SAFE at $4.60 per share, featuring a 20% IPO discount protection.
As a NVIDIA Inception partner, ElephantSqlDB gains access to NVIDIA’s AI and GPU resources to accelerate its quantum-augmented O(1) database development.
The SAFE converts immediately to common stock, and ElephantSqlDB targets a NASDAQ IPO within 12 months.

6 days ago

Press Release

Nvidia invests $2B in CoreWeave

NVDA

New Projects/Investments

Nvidia will purchase roughly 23 million CoreWeave Class A shares at $87.20 each, committing $2 billion and nearly doubling its stake in the company.
The investment deepens a partnership to accelerate construction of over 5 gigawatts of AI-focused data centers (AI factories) by 2030 and aligns both firms on hardware, software and platform strategies.
Supply-chain signals tied to the deal include Samsung’s ramp-up of next-generation HBM4 memory for Nvidia and the company’s Vera Rubin platform already entering full production.
CoreWeave will deploy Nvidia’s Rubin platform, Vera CPUs, Bluefield storage systems and test AI-native software for potential inclusion in Nvidia reference architectures, reinforcing robust AI cloud demand.

7 days ago

Bloomberg

NVIDIA expands collaboration with CoreWeave to accelerate AI factory buildout

NVDA

New Projects/Investments

NVIDIA invests $2 billion in CoreWeave Class A common stock at $87.20 per share to deepen their partnership.
Collaboration targets the buildout of over 5 gigawatts of AI factories by 2030, leveraging NVIDIA CPU and storage platforms.
CoreWeave will deploy multiple NVIDIA infrastructure generations—Rubin platform, Vera CPUs, and Bluefield storage—and validate its AI-native software for inclusion in NVIDIA’s reference architectures.
The partnership combines NVIDIA’s financial strength with CoreWeave’s cloud and operational expertise to meet rapidly growing AI compute demand.