NVDA NVIDIA Corporation

NVIDIA Introduces New Family of BlueField DPUs to Bring Breakthrough Networking, Storage and Security Performance to Every Data Center

NVIDIA Introduces New Family of BlueField DPUs to Bring Breakthrough Networking, Storage and Security Performance to Every Data Center
EN
05/10/2020

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AMD-OpenAI deal: Our initial cheat sheet – quite something!

AMD announced a partnership with OpenAI this morning to deploy 6 Gigawatts of AMD GPUs. Please follow the link below for our take.

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Daily Views on Tech Headlines

As such, 1) we see a continued opportunity for NVDA (and other US vendors) to again sell parts into China (even assuming capabilities remain limited vs. Western product) and 2) we believe that US vendors should have a significant advantage competing in other geographies (vs. Chinese offerings) assu

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
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MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
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NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 225,000 shares at 187.081USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

NVDA NVIDIA CORPORATION
10/03/25 October 3, 2025 1 EN

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