$NVDA.US today — Sep 17, 2026 — latest:
1. Pricing power signal — Nebius hikes GPU rental prices
Neocloud Nebius (NBIS) said today it will hike on-demand rates for $NVDA.US $ H100, H200, B200, B300 from Oct 1 by 17-21%, plus CPU +25% and memory +41% — second hike in 3 months. Rival CoreWeave also said it's signing contracts at higher prices. Market reads this as demand outstripping supply for Nvidia chips, especially since old-gen prices normally decay when new gen ships, but here even old + new are going up 43a719ea
*2. Anthropic IPO anchor — up to $10B*
Reuters — Nvidia in talks to anchor Anthropic's IPO with up to $10B, at $2T valuation, $100B raise — would be largest IPO ever. This is on top of the $10B Nvidia already committed in Nov 2025 as part of the Microsoft-Azure $30B deal. Neither company confirmed yet.
3. Enterprise AR deal
Snap announced partnership yesterday — Nvidia will power AI for its new $2,195 Specs AR glasses, interpreting worker's visual environment and retrieving company data alongside Salesforce Agentforce and AWS.
4. CEO doubles down
Jensen Huang today: Nvidia to sell twice as many chips next year as this year, says AI safety is paramount. Follows Q2 FY27 blowout: Revenue $96.2B +106% YoY, Data Center $89B +117% YoY, gross margin 75% 0a1c
Stock context:
Opened today at $213.90, near 12-month peak $236.54, only +1.5% last quarter despite beat. UBS says mispriced — sees 86% cash flow return on investment, Buy rating avg target $324.34, with $80B buyback authorized and $99B remaining from last authorization 4822
#NVDA股价大涨 #NVDA/SOL #NVDAUSDT
1. Pricing power signal — Nebius hikes GPU rental prices
Neocloud Nebius (NBIS) said today it will hike on-demand rates for $NVDA.US $ H100, H200, B200, B300 from Oct 1 by 17-21%, plus CPU +25% and memory +41% — second hike in 3 months. Rival CoreWeave also said it's signing contracts at higher prices. Market reads this as demand outstripping supply for Nvidia chips, especially since old-gen prices normally decay when new gen ships, but here even old + new are going up 43a719ea
*2. Anthropic IPO anchor — up to $10B*
Reuters — Nvidia in talks to anchor Anthropic's IPO with up to $10B, at $2T valuation, $100B raise — would be largest IPO ever. This is on top of the $10B Nvidia already committed in Nov 2025 as part of the Microsoft-Azure $30B deal. Neither company confirmed yet.
3. Enterprise AR deal
Snap announced partnership yesterday — Nvidia will power AI for its new $2,195 Specs AR glasses, interpreting worker's visual environment and retrieving company data alongside Salesforce Agentforce and AWS.
4. CEO doubles down
Jensen Huang today: Nvidia to sell twice as many chips next year as this year, says AI safety is paramount. Follows Q2 FY27 blowout: Revenue $96.2B +106% YoY, Data Center $89B +117% YoY, gross margin 75% 0a1c
Stock context:
Opened today at $213.90, near 12-month peak $236.54, only +1.5% last quarter despite beat. UBS says mispriced — sees 86% cash flow return on investment, Buy rating avg target $324.34, with $80B buyback authorized and $99B remaining from last authorization 4822
#NVDA股价大涨 #NVDA/SOL #NVDAUSDT
