The Latest Breaking News from Colette Kress

'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

PC Gamer · Feb 26

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue'

As hyperscalers pour billions into AI, Nvidia’s results offer a new benchmark for capital spending on compute.

Fortune · Feb 26

Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion

I think it's obvious why us gamers are perhaps not team green's top priority right now.

PC Gamer · Feb 26

As Trump Greenlights AI Chip Sales to China, Should You Buy Nvidia Stock?

Nvidia stock continues to trade at a discount to consensus price targets in December 2025 despite its spectacular bull run over the past decade.

Barchart · Dec 10, 2025

Ignore the AI Bubble Talk. Morgan Stanley Still Thinks Nvidia Stock Can Gain 40% from Here.

Nvidia stock is at the epicenter of the AI gold rush and has significant upside potential in December 2025, according to Morgan Stanley.

Barchart · Dec 3, 2025

Nvidia admits the $100bn 'biggest AI infrastructure project in history' OpenAI deal still isn't finalized

OpenAI’s $100 billion deal with Nvidia is a headline-grabber, but Nvidia says it’s still unconfirmed.

TechRadar · Dec 3, 2025

Nvidia CFO Says No 'Definitive Agreement' With OpenAI Yet, Dismisses Google TPU Threat

Despite the initial announcement, the $100 billion potential deal between Nvidia Corp. (NASDAQ:NVDA) and OpenAI is yet to be finalized, the company’s CFO revealed on Tuesday.

Benzinga · Dec 3, 2025

Nvidia’s CFO admits the $100 billion OpenAI megadeal 'still' isn't 'definitive'—two months after it helped fuel an AI rally

CFO Colette Kress also said the company is “absolutely not” threatened by competitors like Google.

Fortune · Dec 2, 2025

Four accused in black-market scheme to smuggle hundreds of Nvidia GPUs to China—while raking in millions

The smugglers are facing decades in prison for an alleged conspiracy that involved routing highly coveted chips through Malaysia and Thailand.

Fortune · Nov 21, 2025

As Nvidia Stock Soars Following Q3 Beat, Will Michael Burry Bite the Dust?

Nvidia stock is soaring today after reporting stellar earnings, lifting the entire tech space in the process. Is Michael Burry wrong about the bubble he sees in AI?

Barchart · Nov 20, 2025