Nvidia Corp shares surge 3.93% on AI sector developments and cloud partnership rumors

Santa Clara, CA — Shares of Nvidia Corp surged 3.9336% in pre-market trading on Dec. 22, 2025, as investor sentiment turned bullish amid strategic developments in the AI semiconductor sector. The move followed a quiet session in regular hours, with the stock closing flat the previous day.

Analysts attributed the pre-market momentum to a combination of sector rotation and renewed confidence in Nvidia’s dominance in AI infrastructure. Recent earnings reports highlighted sustained demand for its data center chips, particularly from enterprise clients expanding generative AI capabilities. The stock’s performance also aligned with broader market optimism toward AI-driven tech equities, though volume remained moderate ahead of the open.

Key catalysts included a rumored partnership with a major cloud provider to co-develop next-generation inference solutions, though no official statement has been released. Additionally, supply chain adjustments at TSMC suggested potential lead time reductions for Nvidia’s H100 series, reinforcing near-term revenue visibility. However, investors remained cautious about valuation multiples, with the stock trading at a 22x forward P/E relative to peers.

Technical indicators showed buying pressure consolidating above critical support levels, with options activity suggesting increased positioning for a potential post-earnings pop. While macroeconomic risks persist, Nvidia’s product roadmap and ecosystem dominance continue to underpin its premium valuation in the AI hardware space.