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NVIDIA Exceeds $500 Billion Target and Advances in AI and Networking

The event highlights the financial and technological progress of a leading technology firm,...
February 25, 2026 by
Key Metrics

11.93

Heat Index
  • Impact Level
    Medium
  • Scope Level
    Global
  • Last Update
    2026-02-25
Key Impacts
Positive Impacts (9)
PHLX Semiconductor Index (SOX)
High-Bandwidth Memory Producers (e.g., Micron, SK hynix)
Taiwan Semiconductor Manufacturing Co. (TSMC)
NVIDIA Corp (NVDA)
ASML Holding
Super Micro Computer Inc. (SMCI)
Negative Impacts (1)
Advanced Micro Devices (AMD)
Total impacts: 13 | Positive: 9 | Negative: 1
Event Overview

The event highlights the financial and technological progress of a leading technology firm, emphasizing its ambitious growth targets and strategic investments in AI. It also underscores the significant contribution of new AI applications and networking to the company's revenue.

Collect Records
NVIDIA Aims to Exceed $500 Billion Target and Discusses OpenAI Investment
2026-02-26 06:16

During its earnings call, NVIDIA announced that it aims to exceed its previously set $500 billion target. The company is still in negotiations with OpenAI regarding a potential investment, but no finalized agreement has been reached yet. The Grace Blackwell system contributed two-thirds of the data center revenue in the fourth quarter. Embodied and physical AI applications are beginning to drive financial performance. Additionally, the networking business showed strong results in Q4, with record-high demand for scalable deployment and technology expansion.

Total records: 1
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