Company
NVIDIA
NVIDIA is a U.S. accelerated computing company. After establishing itself in graphics processors, it now develops GPUs, systems, networking and software for artificial intelligence, data centers, scientific computing, gaming and robotics.
News
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DLSS 5 adds a neural pass after the game engine finishes rendering
NVIDIA has published new technical details on DLSS 5's 3D-Guided Neural Rendering. Unlike Super Resolution or Multi Frame Generation, this feature is less about reconstructing pixels or producing extra frames than altering the final rendered image itself. NBA 2K27 is the first commercial implementation and already exposes both sides of the approach: fine-grained engine integration and a heavy Tensor workload.
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Nvidia is worth more than $5.5 trillion: the huge valuation gap inside AI
There is no single useful number for "the value of AI." By late September 2026, Nvidia is worth more than $5.5 trillion on the public market while CoreWeave remains below $50 billion. Between them sit cloud giants, chipmakers and software companies financing the same computing boom.
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Nvidia just made $89 billion from data centers in a single quarter
Nvidia's quarterly numbers have become so large that percentages can obscure the actual scale. Its latest Data Center figure does the opposite: $89 billion in three months from the business supplying the infrastructure behind the AI buildout.
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NVIDIA's Rubin transition is already showing up in revenue before Blackwell has slowed down
New GPU generations normally create an awkward handover. Customers know faster hardware is coming, suppliers need to retool, and the previous architecture risks losing momentum before the replacement reaches volume. NVIDIA is attempting that transition while Data Center revenue is still growing 117% year over year.
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H200 is old by NVIDIA's roadmap and still valuable enough to fight over in China
Calling H200 a last-generation GPU is technically fair and practically misleading. Chinese AI companies are not shopping from NVIDIA's complete 2026 catalog. Export licenses decide which generations can become products at all.