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Nvidia News & Analysis

Latest market news, earnings coverage, and analysis for Nvidia (NVDA) from KAHROS.

Latest Articles

22 articles

Snap Inc. tries to grow up (without losing the plot)

Snap Inc. tries to grow up (without losing the plot)

Snap is leaning into health advertising as activists push cost cuts and an AR reset. Here’s what matters for SNAP’s 2026 narrative.

KAHROS Team•April 9, 2026•

NVIDIA Corporation and the AI Data Center Money Machine

NVIDIA Corporation and the AI Data Center Money Machine

NVIDIA’s 2026 story is shifting from AI hype to AI infrastructure: data center revenue scale, financing, insurance, and the physical limits of building compute.

KAHROS Team•April 6, 2026•

Advanced Micro Devices is no longer the “alternative” AI chip story

Advanced Micro Devices is no longer the “alternative” AI chip story

AMD’s AI narrative is maturing in 2026: real scale, tougher competition, and an earnings season that will test whether demand is repeatable.

KAHROS Team•April 5, 2026•

Oracle Corporation’s AI Era Comes With Layoffs, Big Capacity Questions, and a Very 2026 Vibe

Oracle Corporation’s AI Era Comes With Layoffs, Big Capacity Questions, and a Very 2026 Vibe

Oracle reportedly started thousands of layoffs as AI spending ramps. Here’s what Oracle’s cloud growth and capacity constraints mean for ORCL in 2026.

KAHROS Team•April 1, 2026•

NVIDIA Corporation is trying to make AI feel inevitable again

NVIDIA Corporation is trying to make AI feel inevitable again

NVIDIA is pairing massive cash returns with a huge AI roadmap. Here’s what its $41.1B buybacks and $1T+ sales talk mean in 2026.

KAHROS Team•March 29, 2026•

NVIDIA Corporation and the New Problem: Too Much Demand

NVIDIA Corporation and the New Problem: Too Much Demand

NVIDIA’s GTC 2026 message is clear: AI is a systems business now. Here’s why $1T talk, export scrutiny, and execution matter for NVDA.

KAHROS Team•March 20, 2026•

Tesla, Inc. is trying to become its own chip supplier—again

Tesla, Inc. is trying to become its own chip supplier—again

Tesla says its Terafab AI chip project will “launch” March 21, 2026. Here’s why TSLA is leaning into chips, AI, and energy as deliveries cool.

KAHROS Team•March 15, 2026•

Advanced Micro Devices is trying to win the AI era without becoming a one-trick pony

Advanced Micro Devices is trying to win the AI era without becoming a one-trick pony

AMD’s 2026 story hinges on scaling Instinct, building an AI rack platform, and navigating export limits—without losing its CPU and PC momentum.

KAHROS Team•March 13, 2026•

NVIDIA Corporation heads into GTC with the whole AI world watching

NVIDIA Corporation heads into GTC with the whole AI world watching

Ahead of GTC 2026, NVIDIA is trying to prove it’s not just selling GPUs—it’s becoming the default blueprint for AI data centers worldwide.

KAHROS Team•March 13, 2026•

Meta Platforms is betting on a future where bots have timelines, too

Meta Platforms is betting on a future where bots have timelines, too

Meta Platforms acquired Moltbook on March 10, 2026, betting on a bot-to-bot social layer as regulators push for chronological feed options in Europe.

KAHROS Team•March 10, 2026•

NVIDIA Corporation’s new favorite customer is the AI startup era

NVIDIA Corporation’s new favorite customer is the AI startup era

NVIDIA backs Thinking Machines Lab and locks in a gigawatt-scale Vera Rubin deployment, as GTC 2026 nears and enterprise AI agents come into focus.

KAHROS Team•March 10, 2026•

NVIDIA Corporation is trying to turn AI hype into an actual industry

NVIDIA Corporation is trying to turn AI hype into an actual industry

NVIDIA’s latest results show AI spending becoming real infrastructure: $68.13B quarterly revenue, $193.7B full-year, and big bets on GB300 and Rubin.

KAHROS Team•March 8, 2026•