nvidia

According to Gate market data, Nvidia (NVDA.O) stock price decline rapidly expanded to 3%.

According to Wall Street News, NVIDIA CEO Jensen Huang announced at the annual shareholder meeting that the era of AI agents has officially arrived. He redefined the new type of data center as an "AI factory" specifically for producing tokens, and revealed that the new Vera CPU and Vera Rubin platform, designed to meet the ultra-low latency demands of agents, have fully entered mass production. Huang emphasized that as AI creates substantial economic value, the demand for computing power is showing an accelerating expansion trend, and its core software ecosystem CUDA is gradually transforming into a toolbox dedicated to agents.Regarding market access and compliance, Huang revealed that the U.S. government has now approved the export of H200 chips to Chinese customers, but this business has yet to generate any revenue, and there remains uncertainty regarding actual importation. At the same time, he rarely issued a public warning about the risks of chip smuggling, clearly stating that NVIDIA will not provide any hardware or software support and repair services for restricted smuggled products, and bluntly said that relying on smuggling to piece together advanced AI data centers is a "dead end." Additionally, he reiterated the long-term commitment to capital returns, planning to return over 50% of free cash flow to shareholders.

According to Gate market data, Nvidia's market value has fallen below $500 billion, with a latest drop of 2.6%.

At the ISC High Performance Computing Conference held in Hamburg, Germany, the latest edition of the global supercomputer TOP500 and energy efficiency Green500 rankings was officially released. The data shows that NVIDIA technology has powered more than 400 of the world's 500 fastest supercomputers, accounting for 81%, and nearly 90% of the newly ranked systems.In terms of hardware distribution, the list includes 376 systems that utilize NVIDIA networking technology, 238 systems accelerated by its GPUs, and another 26 systems that use Grace CPUs. In the Green500 ranking, which measures green energy efficiency, the top 8 positions are all driven by NVIDIA GPUs, with the KAIROS system based on the Grace Hopper superchip taking the top spot. Additionally, supercomputing systems based on the new Blackwell architecture (B200 and GB200) have also made their debut on this ranking.

According to Techstartups, AI infrastructure startup Upscale AI announced the completion of a new round of financing totaling $190 million, with investors including NVIDIA and Salesforce Ventures. After this round of financing, the company's valuation reached $2 billion.This round of financing is part of its Series A extension, bringing Upscale AI's total financing to $500 million, led by Premji Invest, with new investors such as Temasek and Seligman Ventures participating, while existing shareholders including Maverick Silicon, Mayfield, Prosperity7 Ventures, StepStone Group, and Tiger Global continue to invest.Upscale AI focuses on building network infrastructure for large-scale AI clusters, attempting to solve the "computing power interconnection bottleneck" problem in AI training and inference. The company is developing a full-stack AI network architecture covering chips, systems, and software, aiming to create an open standard network interconnection solution suitable for large-scale AI workloads.The company stated that as the scale of AI clusters continues to expand, network performance is becoming a key limiting factor affecting GPU utilization and training efficiency. Inefficient interconnection can directly lead to wasted computing power and increased training costs. Currently, Upscale AI has begun collaborations with several hyperscale cloud providers and "new cloud" infrastructure providers for evaluation and deployment, but has not disclosed specific client information.Analysts point out that investment in AI infrastructure is spreading from the model layer to the underlying hardware and network layers, with network interconnection becoming one of the most关注的 key infrastructure tracks following GPUs.

According to Jinshi News, Nvidia has released "Halos for Robotics," which is the industry's first full-stack safety system for physical artificial intelligence.

Sharon AI announced the issuance of convertible senior notes to raise $700 million, with funds to support the computing agreement with NVIDIA.

J.P. Morgan strategist Tarek Hamid and his team have raised their forecast for total investment in artificial intelligence infrastructure by 2030 to $5.5 trillion in a recent research report, an increase of $400 billion from their prediction last November. The bank noted that in this investment race for super-scale data centers, approximately $4.1 trillion will come from debt financing, with loans covering an average of 85% of total project costs, indicating that AI capital expenditures have shifted to a debt market-centric financing model.Since last November, global bond issuance related to AI and data centers has exceeded $300 billion. The latest typical case comes from chip giant NVIDIA, which completed the pricing of a $25 billion investment-grade bond issuance this Monday, marking its return to the bond market for the first time in five years. This issuance was conducted in seven tranches (with maturities ranging from 2 to 30 years) and attracted oversubscription of up to $85 billion, ultimately increasing the issuance size by 25% from the initial target.The research report emphasizes that although tech giants like NVIDIA, Alphabet, and Amazon are generating substantial cash flow from the AI boom (with NVIDIA estimating free cash flow exceeding $200 billion this fiscal year), these giants still choose to issue hundreds of billions of dollars in bonds. This indicates that such bond issuance is not due to a "lack of financing," but rather that the credit market is confirming the pricing of AI assets.

According to CoinGlass data, the total open interest for Nvidia (NVDA) contracts across the network reached $237 million. Among the related trading platforms, tradeXYZ, Binance, and Bitget ranked in the top three, with open interest amounts of $166 million, $32.17 million, and $11.25 million, respectively.Previously, it was reported that Nvidia plans to return to the bond market, aiming to raise at least $20 billion, with the funds primarily used to expand AI chip production capacity and data center construction.

According to Gate market data, U.S. stocks closed higher on Monday, with the Dow Jones Industrial Average initially rising 0.9%, the S&P 500 index up 1.66%, and the Nasdaq up 3.07%. SpaceX (SPCX.O) rose nearly 20%, with a market value exceeding $2.5 trillion. Nvidia (NVDA.O) rose over 3%, and Oracle (ORCL.N) rose over 4%. The Nasdaq China Golden Dragon Index closed up 0.3%, and iQIYI (IQ.O) rose nearly 2%.

According to Gate market data, U.S. stocks opened with the Dow Jones up 1.2%, the S&P 500 index up 1.3%, and the Nasdaq up 2.1%. The new stock SpaceX (SPCX.O) continued its upward trend, rising by 6.7%. Nvidia (NVDA.O) rose by 1.7%, as the company plans to raise at least $20 billion through the issuance of high-grade bonds. The Nasdaq Golden Dragon China Index rose by 0.85%.

According to The Information, data center software startup and AI server broker Hydra Host has completed a new round of financing of $100 million, with a valuation of approximately $800 million. This round was led by Kindred Ventures, with participation from NVIDIA, ARK Invest under Cathie Wood, early CoreWeave investor Magnetar, and existing shareholders Founders Fund and Flume Ventures.Hydra Host was founded in 2021, initially serving cryptocurrency miners, and has now transformed into a data center operator providing automation software, as well as undertaking AI server trading matchmaking business. NVIDIA's direct involvement further highlights its strategic intent to build an ecological landscape in the AI computing power market.

Bitget, in collaboration with Block Scholes, released the RWA perpetual contract liquidity report. The data shows that since 2026, the tokenized stock and commodity markets on Bitget have continued to mature. Taking Nvidia NVDA-USDT as an example, as of mid-May, the order book liquidity within its ±2% price range is approximately $4.1 million, reaching about 75% of the depth of the Bitget Bitcoin spot market.During the high volatility period triggered by geopolitical conflicts in February 2026, although the price spread briefly widened, the liquidity in the related markets quickly returned to normal levels within a few days, demonstrating strong resilience. Bitget CEO Gracy Chen stated that the core competitive point of the current tokenized market has shifted from "access" to "efficiency," and liquidity is becoming one of the important indicators for measuring the tokenized market.

The white-haired stock god stated that NVIDIA and Google are advancing the early application of 800V direct current (DC) power architecture, with related small batch shipments expected to start in the third quarter of 2026. It is reported that this technology will first be applied to NVIDIA's Vera Rubin platform and Google's next-generation AI data centers.Due to the acceleration of this process, the power semiconductor and data center infrastructure sectors are expected to receive significant boosts. Currently, the supply chain companies regarded as core beneficiaries include Delta Electronics (2308), Vertiv (VRT), Songchuan Precision (7788), as well as Schneider Electric, Eaton, and Siemens.

According to the official announcement, to meet users' demand for round-the-clock trading, Bitget stock spot (rToken) has officially launched weekend trading functionality. The first batch supports 20 popular U.S. stock assets, including rAAPL (Apple), rNVDA (NVIDIA), and rTSLA (Tesla).During the U.S. stock market's off-hours, the platform will generate weekend continuous trading prices based on Friday's closing price, market maker quotes, and market expectations. This feature supports limit orders and take profit/stop loss settings. To prevent abnormal fluctuations, the system has a protection limit of approximately ±20% for weekend limit orders.The rToken, identified by the letter r + stock code (e.g., NVIDIA as rNVDA), is issued by Reality, a licensed RWA protocol under Bitget, and is directly connected to global liquidity pools such as NASDAQ and NYSE through collaboration with compliant broker Alpaca.

According to Gate market data, at the opening of the US stock market, the Dow Jones Industrial Average rose by 0.59%, the S&P 500 index rose by 0.2%, and the Nasdaq Composite Index was close to flat. SpaceX is listed today, Rocket Lab rose by 1.5%, and Virgin Galactic fell by 14%. Large tech stocks opened steadily, with Sharon AI down by 3.9%, as the company signed a six-year computing power cooperation agreement with Nvidia.

Sources say that Nvidia has begun marketing its first standalone Central Processing Unit (CPU) product, Vera, to Chinese customers. This chip is designed for Agentic AI systems and has now entered mass production, marking Nvidia's attempt to further expand its presence in the Chinese market through CPU products.Insiders indicate that some Chinese customers have shown interest in Vera. One large Chinese cloud computing company plans to purchase over 300 servers equipped with dual Vera CPUs for testing and will decide whether to scale up purchases after the testing is completed.Vera is built on the Arm Holdings architecture and is Nvidia's first standalone CPU product. Nvidia previously stated that Vera's performance in AI agent-related computing tasks can reach 1.8 times that of competing products, and it is expected that this product will contribute approximately $20 billion in revenue before the end of the current fiscal year (by the end of January next year).Reports point out that as the focus of the AI industry gradually shifts from model training to inference computing, CPUs and custom chips are gaining more attention. Vera also puts Nvidia in direct competition with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.Insiders have noted that due to strict restrictions imposed by the U.S. on high-end GPU exports, CPUs face relatively fewer regulatory hurdles in the Chinese market compared to GPU products. Currently, some Chinese customers plan to first deploy Vera chips in overseas data centers for testing. Meanwhile, software ecosystem compatibility and the existing domestic AI chip deployment system may still affect the subsequent large-scale adoption of Vera.