Tell me the latest news about NVDA.

``` The deep research logic is organized as follows: Okay, let's tackle the user's question about the latest news on NVDA. First, I need to go through all the provided references to gather the most recent and relevant information. The user is asking for the latest news, so I should focus on the most recent dates and key developments. Looking at the references, the dates are all from 2025-08-25, which is the current date as per the user's query. That's good because it means all the information is up-to-date. The user is interested in the latest news, so I need to highlight the most impactful events. The first thing I notice is that NVDA has launched the Jetson AGX Thor robotics platform. This is a significant product release, targeting the robotics market. The Jetson Thor offers a massive upgrade over the previous model, with 7.5 times more AI compute power and 3.5 times better energy efficiency. This could be a key growth driver for NVDA outside of their traditional gaming and data center segments. Also, the price point of $3,499 and the partnerships with major companies like Amazon Robotics and Meta are important points to mention. Next, there's the issue with China. NVDA faced challenges with their H20 chips, where the Chinese government advised against their use due to security concerns. However, NVDA has a revenue-sharing deal with the U.S. government to resume sales in China. This deal involves a 15% revenue cut to the U.S., which might affect their margins but keeps the market open. Additionally, NVDA is developing a new B30A chip for China based on their Blackwell architecture, which could be a game-changer if approved. This situation is crucial because China is a significant market, and any restrictions or deals here impact NVDA's revenue projections. Another important point is the upcoming earnings report. Analysts are expecting strong results, with revenue around $46 billion and EPS of $1.01. There's a lot of analyst activity with price targets being raised, indicating bullish sentiment. For example, Stifel raised their target to $212, and Baird to $225. The consensus is a Strong Buy, which is a positive sign for investors. However, there are concerns about the AI market's sustainability and potential overvaluation, so the earnings call will be closely watched for guidance on future growth. The launch of Spectrum-XGS Ethernet is another technological advancement aimed at enhancing AI data centers. This could support NVDA's leadership in AI infrastructure and data center solutions. The recent price surge and analyst upgrades suggest that the market is optimistic about these developments. I also need to consider the user's profile. They have a preference for the NASDAQ Composite, indicating an interest in tech stocks and possibly a shorter-term investment horizon. The user might be looking for high-growth opportunities and market-moving news. Therefore, emphasizing the product launches, market expansion into robotics, and the China deal would be relevant. The earnings report and analyst sentiment are also key since they can drive short-term stock movements. Putting it all together, the latest news on NVDA includes product launches in robotics, navigating China market challenges, upcoming earnings with high analyst expectations, and technological advancements in data center solutions. These points should be presented clearly, with the most impactful information highlighted first. Using tables and visualizations where possible will make the answer more engaging and easier to digest for the user. ``` ### **Latest News on NVDA (NVIDIA Corporation)** 🚀 Here’s a concise breakdown of the most critical updates as of **2025-08-25**: --- #### **1. Jetson AGX Thor Robotics Platform Launch** NVIDIA has made its **Jetson AGX Thor developer kit** and production modules available for purchase. Priced at **$3,499**, this AI-powered robotics computer offers: - **7.5x more AI compute power** compared to the Jetson Orin . - **3.5x better energy efficiency** . - **128GB of memory** to run advanced AI models . **Key Partnerships**: Amazon Robotics, Caterpillar, Meta, and others are integrating Jetson Thor into their systems . Query |code|stock code|stock name|Last Price|Last Change|Theme|Inclusion Reason|market_code| |---|---|---|---|---|---|---|---| |CANG|CANG.N|Cango|5.01|2.244898|||169| |RIOT|RIOT.O|Riot Platforms|13.28|0.45385800000000004|||186| |HUT|HUT.O|Hut 8|23.45|0.342319|||185| |CAN|CAN.O|Canaan|0.74|-1.634986|||185| |BTDR|BTDR.O|Bitdeer|13.12|-1.722846|||186| |WULF|WULF.O|TeraWulf|8.93|-2.510917|||186| |BTCM|BTCM.N|BIT Mining|3.06|-2.547771|||169| |BTBT|BTBT.O|Bit Digital|2.78|-3.472222|||186| |CLSK|CLSK.O|CleanSpark|9.45|-3.7678209999999996|||186| |MSTR|MSTR.O|Strategy|343.2|-4.168877|||185| --- #### **2. China Market Developments** - **H20 Chip Restrictions**: The Chinese government advised against using NVIDIA’s H20 chips due to security concerns . - **Revenue-Sharing Deal**: NVIDIA agreed to a **15% revenue-sharing agreement** with the U.S. government to resume H20 sales in China . - **New Chip for China**: NVIDIA is developing the **B30A chip** (based on Blackwell architecture) for the Chinese market, which could be a game-changer if approved . --- #### **3. Earnings Outlook & Analyst Sentiment** - **Q2 2026 Earnings**: Expected **$46 billion revenue** and **$1.01 EPS** . - **Analyst Consensus**: **12 of 13 analysts rate NVDA a “Buy”** with price targets ranging up to **$225** . - **Price Target Upgrades**: | Analyst Firm | New Price Target | |--------------|-------------------| | Stifel | $212 | | Baird | $225 | | KeyBanc | $215 | --- #### **4. Technological Innovations** - **Spectrum-XGS Ethernet**: NVIDIA launched this technology to connect distributed data centers into unified AI super-factories . - **AI Chip Demand**: Strong demand for NVIDIA’s **GB300 chips** (50% higher FP4 performance than GB200) . --- #### **5. Market Reaction** - **Stock Price**: NVDA surged **38%** over the past three months, trading at **$181.32** as of August 25 . - **Earnings Volatility**: Options pricing suggests a **±6.5% price swing** post-earnings . --- ### **Conclusion** 🎯 NVIDIA is at a pivotal juncture with **robotics innovation**, **China market risks**, and **AI infrastructure dominance**. The upcoming earnings report (August 27) will be critical for assessing its ability to sustain growth amid geopolitical tensions and competitive pressures. For tech-focused investors, NVDA remains a **front-runner in the AI revolution**. Let me know if you’d like deeper dives into any specific area! 🚀