NVIDIA just doubled its revenue per gigawatt of AI capacity and posted triple-digit earnings growth, yet its stock has struggled to keep pace with the profits. A $350 price target sounds ambitious until you see what the math actually requires.

Microsoft says its homegrown Maia chips will handle most of the AI work behind Copilot and its other products, with the new Maia 300 rolling out in 2027. The company says the new chip does more AI work with the same amount of electricity than the GPU-based systems that power most AI today.

Not just the AI's brain, but the technology to nurture AIDid NVIDIA acquire a company called Reflection AI?Additional investment? It seems they are considering it.Reflection AI?The CEO is Misha Laskin.

Nvidia owns the board today with 167 comments and the only clearly bullish mood, while Meta, Nike and Oracle all lean bearish and Microsoft splits the room. Memory names are heating up with Micron,

Cisco and NVIDIA announce USFP, the first 400G-per-lane pluggable form factor. Scale your AI infrastructure efficiently while keeping the proven operations you trust.

Nvidia first announced plans for a standalone CPU business at the turn of the year, with the likes of Meta and CoreWeave among early customers. Amazon Web Services is also in line for Vera, with the hyperscaler billing it as an additional compute option for agentic workloads.

If it hadn't done that, Nvidia's stock would be valued at over $2,000 per share. When Nvidia split its stock back then, it was worth over $1,000 per share, and I think that will be when the next stock split occurs.

Nvidia stock was down around 1.60%, while Microsoft shares gained close to 1.25%. The broader market was mixed, with the Dow Jones Industrial Average rising 0.44%, the S&P 500 trading largely flat and the Nasdaq Composite declining roughly 0.30% at around 11:30 ET.

One industry researcher identified over 300 neoclouds that can provide GPU capacity, up about 55% in less than a year.

Nvidia is reportedly weighing deeper ties with Reflection AI as software hiring favors experienced workers. What could change for junior developers?

Nvidia is pushing deeper into the optics layer where Broadcom and Marvell make their money, teaming with Cisco on a module that packs 4x the bandwidth density of today's 200Gb/s-per-lane parts and