Nvidia CEO says GPU lifespan exceeds 8 years, boosting residual value

Jensen Huang claims Nvidia GPUs have a useful life of eight years or longer, versus the four-year norm. The CEO argues this durability creates high residual value, making assets low-risk collateral for lenders. Nvidia partnered with major asset managers to mobilize $500 billion for AI infrastructure financing. Investor Michael Burry criticized the financing plan as a "Wall Street stunt" involving opaque arrangements. Nvidia stock traded down 2.45% in pre-market on Thursday despite a 19.02% year-to-date gain.

Nvidia stock remains underappreciated, says Gene Munster after GTC Berlin

Nvidia stock seen as underappreciated by Gene Munster post-GTC Berlin. New DSX Pod aims to cut data center setup time from 5 months to 1 month. AI agents projected to consume 10-15x more tokens than chatbots. Analysts forecast Q3 revenue of $109.17 billion and EPS of $2.48.

Nvidia and cloud providers rise as Musk cites AI compute shortage

Nvidia, CoreWeave, and Nebius shares rose in pre-market trading following comments by Elon Musk. Musk stated during a SpaceX earnings call that cloud providers have no available AI compute capacity. Nvidia gained 2.17%, while CoreWeave and Nebius rose 2.35% and 2.26%, respectively. Cryptocurrency miner IREN advanced 4.02% as investors sought alternative AI data center exposure.

NVIDIA plans to boost substrate capacity 2.5x with key supply chain partners

Aggregate substrate capacity from IBIDEN, Samsung Electro-Mechanics, and Unimicron will rise **2.5x** over three years. Amkor Technology plans to increase advanced packaging capacity by more than **300%** by end of 2028. KYEC will build new U.S. facilities supported by a **$1.1 billion** advance from NVIDIA. SPIL targets a **15x** increase in optical-engine capacity for co-packaged optics by mid-2027.

NVIDIA expands Isaac platform with new humanoid reference and tools

NVIDIA Corp expands Isaac platform with Agile ONE SN reference humanoid. Agile ONE SN features Jetson Thor with 2,070 FP4 teraflops compute. New Isaac Lab 3.0 and Isaac OS released to accelerate robot learning. European partners including ABB and KUKA adopt NVIDIA Omniverse tools. Toyota Material Handling reduces deployment time by up to 50% with Isaac Sim.

NVIDIA partners with European automakers on autonomous vehicle platform

NVIDIA partners with Bolt, Mercedes-Benz, and Volvo Cars to build autonomous vehicles on the Hyperion platform. Bolt plans to deploy at least 25,000 level 4-capable Lucid vehicles in Europe starting in 2027. Introduction of Halos SAFE framework to provide measurable and traceable safety evidence for AVs. New tools like Alpamayo 2 Edge and Cosmos 3 Nano aim to reduce physical test drives by up to 90%.