As the company prepares for its upcoming developer conference, Nvidia is making significant strategic announcements across multiple fronts. Recent developments, including a substantial capital investment and the release of a new AI model, provide a clear view of the chipmaker’s strategic trajectory.
Financial Performance Sets the Stage
These latest initiatives are built upon a foundation of remarkable financial strength. For the fiscal year 2026, Nvidia reported revenue of $215.9 billion, representing a 65% increase over the prior year. The fourth quarter alone contributed $68.1 billion in sales, with the data center segment expanding by 75% to reach $62.3 billion. Looking ahead, management has provided first-quarter revenue guidance of approximately $78 billion.
Despite this robust performance, Nvidia’s share price currently trades about 10% below its 52-week high. Market observers attribute this pressure to anticipated U.S. export restrictions on advanced AI chips and broader market weakness. The next potential catalyst is already scheduled: CEO Jensen Huang is set to deliver the keynote at GTC 2026 in San Jose, running from March 16th to 19th. The event is expected to feature announcements concerning the next-generation GPU architecture and further details on “NemoClaw,” a newly announced open-source platform for AI agents.
A $2 Billion Bet on Cloud Infrastructure
In a major move announced Wednesday, Nvidia is committing $2 billion to Nebius, a cloud provider specializing in artificial intelligence. The agreement stipulates that, in return, Nebius will operate over five gigawatts of Nvidia systems by the end of 2030. This deployment will include the forthcoming Rubin platform, Vera CPUs, and BlueField storage systems. Beyond hardware, the partnership encompasses collaborative efforts on AI factory design, inference infrastructure, and fleet management solutions.
Should investors sell immediately? Or is it worth buying Nvidia?
Jensen Huang characterized Nebius as a cloud service built entirely around the Nvidia ecosystem, from hardware to software. The market reaction was immediate: Nebius shares surged roughly 12% on the news, while Nvidia’s own stock showed little movement.
This investment is part of a recognizable pattern for the semiconductor giant. Just one week prior, Nvidia directed $2 billion each into optical component manufacturers Lumentum and Coherent. Earlier this year, a similar $2 billion investment flowed to CoreWeave, a direct competitor to Nebius. Analysts note that this strategy—where Nvidia provides funding to companies that are simultaneously its customers—is creating a progressively tighter AI investment cycle.
Introducing Nemotron 3 Super: An Open-Source Model for Autonomous Agents
Coinciding with the Nebius deal, Nvidia unveiled its new language model, Nemotron 3 Super. Designed specifically for powering complex, autonomous AI agents, the model features 120 billion parameters with 12 billion active parameters. The company claims its hybrid architecture delivers up to five times the throughput and double the accuracy of its predecessor. A context window of one million tokens enables agents to maintain complete workflows in memory.
Released under an open license, Nemotron 3 Super is accessible through platforms including Hugging Face, Google Cloud Vertex AI, and Oracle Cloud Infrastructure. It has already been integrated into products from firms such as Perplexity and CodeRabbit.
Ad
Nvidia Stock: Buy or Sell?! New Nvidia Analysis from March 12 delivers the answer:
The latest Nvidia figures speak for themselves: Urgent action needed for Nvidia investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from March 12.
Nvidia: Buy or sell? Read more here...
