Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
The open-source AI agent framework crossed 250,000 GitHub stars in roughly 60 days, surpassing React's decade-long total. NVIDIA CEO Jensen Huang called it the most important software release ever.
Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.
Nvidia posted record Q4 revenue of $68.1 billion, beat EPS by 6%, guided Q1 to $78 billion above all estimates, and the stock still fell 4.33% the next day. The AI trade has entered a new phase where beating expectations is no longer enough.
Nvidia reported Q4 FY2026 revenue of $68.1 billion - beating Wall Street estimates by nearly $2 billion - and guided Q1 to $78 billion, sending shares above $200 for the first time.
Nvidia abandons its $100B infrastructure partnership with OpenAI after five months of stalling, replacing it with a $30B equity stake as OpenAI's record-breaking funding round nears $100B at an $850B valuation.
