Overview
- At GTC, Nvidia outlined roughly a $1 trillion data‑center sales opportunity through 2027, and Bank of America reaffirmed a Buy after meeting the CFO, noting a demand mix spanning hyperscalers as well as enterprise and sovereign buyers.
- Nvidia released Nemotron 3 Super, an open‑weight 120‑billion‑parameter hybrid mixture‑of‑experts model with a 1‑million‑token context window, plus training methodology, data, and evaluation tools.
- Sovereign‑AI revenue surpassed $30 billion in fiscal 2026, representing about 14% of Nvidia’s total and signaling growing government projects.
- Nvidia selected Samsung and SK hynix to supply HBM4 for its Rubin platform, underscoring memory as a key supply bottleneck for AI systems.
- AMD posted strong Q4 2025 results and confirmed separate 6‑gigawatt Instinct GPU deployments with Meta and OpenAI, kept MI450/Helios slated for the second half of 2026, and drew an Outperform reiteration from BNP Paribas.