According to JeffDean, Periodic Labs’ Neon, mid-trained and RL’d on months of lab data with 1,300 H200s, surpasses GPT-6 Astra on an analysis benchmark.

According to @CNBC, Nvidia boosts support for Chinese open AI models while warning of tighter White House export crackdowns impacting data center sales.

According to @CNBC, Nvidia beat estimates as revenue more than doubled on AI chip demand, signaling robust data center growth and cloud spend shifts.

According to @CNBC, Nvidia is now 'all-important' to the AI trade; watch supply, inference growth, software margins, competition, and valuation.

According to @CNBC, Nvidia shares dipped as lofty expectations met solid results; analysts eye data center demand, H200 supply, and China exposure.

According to @CNBC, Nvidia is shifting its AI moat from chips to capital, using long term financing and cloud credits to lock in enterprise demand.

According to CNBC... Nvidia plans to tokenize AI chips for trading and financing, enabling securitized H200 capacity and new revenue models, per CNBC report.

According to @CNBC, UBS expects further upside for an AI chipmaker that doubled in 3 months, citing demand for data center accelerators and strong orders.

According to @CNBC, a U.S. trade official said very few Nvidia H200 chips reached China, signaling tighter export curbs and supply risk for AI builders.

According to @CNBC, Nvidia now trades cheaper than the semiconductor sector; analysts outline entry levels, hedges, and catalysts for AI demand.

According to @CNBC, enterprise AI budgets and new GPU cycles could steer spending back to Nvidia, boosting margins and data center revenue.