NVIDIA (NVDA) News Today

NVIDIA Corporation (NVDA) – Shares are trading on a mix of upbeat product launches and cautious China‐related developments.

• Positive Sentiment: OpenAI CEO Sam Altman highlighted deeper integration of Nvidia’s GPUs in ChatGPT infrastructure, signaling robust future demand for Nvidia compute accelerators. OpenAI CEO Sam Altman Just Delivered Incredible News For Nvidia Stock Investors
• Positive Sentiment: President Trump said he’s open to allowing Nvidia to sell a downgraded version of its Blackwell AI chip to China, potentially reopening a multi‐billion‐dollar market. Trump says he's open to letting Nvidia sell downgraded Blackwell AI chip to China
• Positive Sentiment: Nvidia rolled out new Omniverse libraries and Cosmos models at SIGGRAPH, expanding its software suite for robotics simulation, digital twins, and large‐scale synthetic data generation. NVIDIA Expands AI Capabilities with New Omniverse Libraries and Cosmos Models
• Positive Sentiment: Nvidia unveiled its RTX PRO 6000 Blackwell Server Edition GPUs, promising enterprises up to 45× performance gains and 18× better energy efficiency for AI data centers. NVIDIA Unveils RTX PRO 6000 Blackwell Server Edition GPUs for Enhanced Enterprise AI Performance
• Neutral Sentiment: A leading semiconductor analyst argued that agreeing to give the U.S. government 15% of China AI chip sales is preferable to zero exports, balancing market access against margin pressure. ‘85% Is Better than 0%’ for Nvidia, Says Top Analyst After Trump’s 15% Demand
• Neutral Sentiment: Market forecasts show Nvidia’s stock hovering near record highs but factoring in ongoing China headwinds as authorities advise caution on its H20 chips. NVIDIA stock price forecast as fresh China headwinds rise
• Neutral Sentiment: Some analysts believe providing controlled access to Nvidia’s H20 AI chips in China won’t meaningfully erode its competitive edge or compromise national security. Access to Nvidia's H20 won't hand China an AI advantage: Analyst
• Negative Sentiment: Chinese authorities urged domestic firms to steer clear of Nvidia’s H20 processors over security concerns, threatening sales in a critical market segment. China urges firms not to use Nvidia's H20 chips
• Negative Sentiment: Barron’s flags that Nvidia’s China export pact with the Trump administration, while lifting some restrictions, faces legal scrutiny and may dent profit margins. Nvidia Stock Slips. Trump's China Deal Comes with Complications.
• Negative Sentiment: Experts warn the novel 15% revenue-sharing arrangement with the U.S. adds corporate and national security risks, potentially complicating Nvidia’s global strategy. Trump's unusual Nvidia deal raises new corporate and national security risks, lawmakers and experts say