NVIDIA Corporation NVDA

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Nvda/Nvidia stock gained more than 4% after Dell raised its AI server outlook.
Dell’s AI server backlog data provides a fresh read-through for Nvidia’s chip demand.
Nvidia is also broadening its AI infrastructure reach through MediaTek.
Nvidia stock NVDA climbed over 4% on Wednesday as a stronger-than-expected earnings report from Dell Technologies provided fresh evidence that spending on artificial intelligence infrastructure remains robust.

The move also came as broader US markets recovered after three consecutive sessions of losses.

The S&P 500 was up about 0.7%, while the Dow Jones Industrial Average gained roughly 0.9% and the Nasdaq Composite advanced about 0.5%.

Dell reported a stronger-than-expected quarter on Tuesday and raised its full-year revenue and earnings forecasts for the second time this year.

The company now expects fiscal 2027 revenue of $192 billion, up sharply from its previous forecast of $167 billion.

Its adjusted earnings-per-share forecast rose to $25.50 from $17.90.

The Infrastructure Solutions Group, which includes Dell's data-center hardware operations, generated $31.78 billion in quarterly revenue, an 89% increase from a year earlier and above the $29.61 billion consensus estimate.

AI-optimized servers generated $16.40 billion in revenue, slightly ahead of expectations and twice the level recorded a year earlier.

More striking was the strength of future demand.

Dell said AI server orders reached $60.9 billion during the quarter, while its AI-related backlog surged to $95 billion from $51.3 billion in the previous earnings report.

Dell also raised its fiscal 2027 forecast for AI-optimized server revenue to $74 billion from $60 billion.

"The AI momentum spoke for itself," said analysts at J.P. Morgan, pointing to Dell's record $60 billion of orders and $95 billion backlog.

Why Dell's numbers matter for Nvidia

The results are significant for Nvidia because Dell's AI servers incorporate Nvidia's processors and are being purchased by customers such as AI cloud providers Nscale and CoreWeave to build computing clusters used to train and run AI models.

That creates an important read-through for Nvidia.

Dell's growing order pipeline suggests demand for the infrastructure surrounding Nvidia's accelerators remains strong, rather than being limited to a handful of hyperscalers.

Dell has continued expanding its portfolio around Nvidia's latest technology.

The company unveiled servers powered by Nvidia's Blackwell Ultra chips last year and has said its systems will support Nvidia's Vera central processing units, which are expected to succeed its Grace server processor.

Dell also plans to support Nvidia's Vera Rubin platform, extending the relationship into future generations of AI infrastructure.

Morgan Stanley analysts led by Erik Woodring, head of US technology hardware equity research, said Dell's results show that AI spending remains strong and increasingly durable.

The analysts noted that Dell had essentially no AI-related revenue four years ago but now expects $74 billion in annual revenue from AI servers alone.

That shift illustrates how rapidly AI infrastructure has moved from an emerging market into a major source of hardware demand.

The Dell results arrive shortly after Nvidia's own fiscal second-quarter earnings, where the chipmaker offered investors an unusually strong longer-term outlook.

Nvidia said it expects revenue growth of 70% in fiscal 2028, significantly above analyst expectations for about 45% growth.

Nvidia expands beyond its own chips with MediaTek deal

Nvidia is also widening its influence across the AI infrastructure stack through a new partnership with MediaTek.

Nvidia plans to invest $3.5 billion in convertible bonds issued by Taiwan-based MediaTek, while MediaTek will adopt Nvidia's NVLink Fusion platform.

The technology allows customers to develop customized processors that can connect to Nvidia's NVLink-based rack-scale AI systems.

The partnership could help Nvidia participate in the growing custom-chip market without having to design every accelerator itself.

Supply-chain analyst Ming-Chi Kuo said MediaTek can develop customized chips for customers while Nvidia provides the connectivity and rack-scale infrastructure needed to integrate those processors into AI systems.

The two companies will also continue working together on future generations of Nvidia's RTX Spark and DGX Spark platforms, as well as technologies for AI-powered vehicles.

"Nvidia is just covering all its bases here & abroad," said Paul Meeks, head of technology research at Freedom Capital Markets in a MarketWatch report.

He added that Nvidia was "continuing to boost its influence in the AI infrastructure ecosystem even beyond" its graphics processing units.

JPMorgan lifts NVDA stock PT, 35 analysts raise earnings estimates

Meanwhile, Nvidia recently received a fresh bullish commentary from JPMorgan, the most conservative bank, which lifted its price target to $320 from $280 while maintaining an Overweight rating.

JPMorgan analyst Harlan Sur recently met with Nvidia's Toshiya Hari, vice president of investor relations and strategic finance, who said the 70% growth framework reflected broad-based demand across these customer groups.

The company also said it had offered an out-year forecast because it sees a meaningful gap between Wall Street estimates and its own internal projections.

Nvidia's recent financial performance reinforces that confidence.

Revenue has grown 83% over the past 12 months, while 35 analysts have raised earnings estimates for the upcoming period.

Perhaps more importantly, Nvidia continues to describe its business as supply-constrained rather than demand-constrained.

Hari indicated that without supply limitations, Nvidia's business could potentially more than double year over year.

Nvda-Wall Street Is Obsessing Over Nvidia's $105 Billion Circular Financing Structure With OpenAI. Here's the More Important Deal No One Is Talking About.
Nvidia is working with SoftBank and OpenAI to build a new data center in Ohio.
By Adam Spatacco – Sep 2, 2026 at 12:10PM EST
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Nvidia is pledging up to $105 billion in residual guarantees for OpenAI's Ohio data center project.
Nvidia also announced it is acquiring open-source model platform Hugging Face for $12.9 billion.
OpenAI and Hugging Face represent two very different opportunities for Nvidia's AI empire.
Nvidia (
NVDA
+3.46%
) sits at the center of two very different bets on artificial intelligence (AI) infrastructure. One side of the equation is loud and already consumes Wall Street's attention: a deepening commercial and financial partnership with OpenAI. The other side is quieter and much easier to miss: a reported agreement to acquire Hugging Face, a website where open-source AI models are published and shared.

The Nvidia-OpenAI relationship builds and fills AI factories. With Hugging Face, Nvidia can own something far more lucrative -- the marketplace where AI factories get their orders. Let's break down both deals and explore what's at stake for Nvidia investors.

Nvidia headquarters.
Image source: Nvidia.

Nvidia's relationship with OpenAI bridges compute and credit

In February, OpenAI conducted a funding round that raised $110 billion at a $730 billion pre-money valuation. During that round, SoftBank and Nvidia each invested $30 billion, while Amazon committed $50 billion. More recently, SoftBank's SB Energy announced that it plans to build a data center at PORTS-Pike Technology Campus in Pike County, Ohio, and lease the facility to OpenAI.

The initial build-out plan covers 4.25 gigawatts of capacity, with an option for an additional 3.75 gigawatts. Nvidia will be the exclusive compute supplier as capacity comes online in 2028. According to an 8-K filing in late August, Nvidia entered into a series of residual value guarantees for up to $105 billion to help finance this infrastructure.

On the surface, this deal might look like a home run for Nvidia. But think about this for a minute: OpenAI needs graphics processing units (GPUs) from Nvidia to train its models. At the same time, OpenAI is hemorrhaging cash. So now, Nvidia is stepping in as a financier to bankroll OpenAI's infrastructure roadmap so that OpenAI can, in turn, buy more chips from none other than Nvidia. Unsurprisingly, Wall Street is skeptical of the mechanics, with some calling this financing arrangement too circular.

Nvidia CEO Jensen Huang and CFO Colette Kress both addressed this concern during the recent fiscal 2027 second-quarter earnings call. Huang described the arrangement with OpenAI as a way to lock in demand for Nvidia compute so OpenAI can build productive AI factories that can be "upgraded repeatedly." Kress went even further, saying that the downside risk from the OpenAI financing is limited because demand from frontier labs is so strong that they create entirely new businesses and ecosystems for Nvidia. She stated that "equity returns on our invested capital will be excellent."

Nevertheless, Wall Street still sees a supplier helping one of its core customers finance the very buildings that will be packed with that same supplier's hardware -- a loop that undoubtedly makes credit desks skittish.

$NVDA...>320 eoy🚀🚀🚀

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Nvda/ the long term investors will profit the most from this stock! If you are looking for a quick buck exit to the left!

Nvda/ love reading delirious bear posts!

Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That.
CEO Jensen Huang says "compute is revenue" as the chipmaker moves deeper into the AI stack.
By Bryan White – Sep 2, 2026 at 10:18AM EST
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KEY POINTS

Last quarter, Nvidia doubled its revenue year over year to nearly $100 billion.
Amazon Web Services is adding 2 million graphics processing units (GPUs), and sales of Vera Rubin are ramping up faster than any platform before it.
Nvidia is securing land, power, and financing to support a cloud backlog that now exceeds $2 trillion.