- Nvidia CEO Jensen Huang said AI firms should not receive exemptions from antitrust or liability laws, speaking on a New York Times podcast with host Ezra Klein.
- Nvidia guided Q3 FY2027 revenue to $108.0 billion at a 74.0% gross margin, notably excluding any China data center revenue.
- The Q3 target hinges on the Vera Rubin platform ramp, a rack carrying 1.3 million components, with Nvidia partnering with Palantir to manage manufacturing.
- Nvidia acquired Hugging Face for $12.93 billion, a vertical-integration move; Daiwa trimmed its price target on the stock.
- Nvidia filed a Form 144 for a proposed sale of securities dated September 21, 2026, signaling potential insider share sales.
Quotes
“AI firms should not receive exemptions from antitrust or liability laws”
“publicly rejected exemptions for AI developers from antitrust or liability laws”
“provided strong Q3 FY2027 revenue guidance of USD 108.0 billion with a 74.0 percent gross margin”