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NVDA stock retail sentiment on August 24 as of 11:10 a.m. ET | Source: StocktwitsNvidia\u2019s Slew Of Announcements Before Q2 Earnings<\/p>\n
Nvidia announced Monday that SpaceXAI (SPCX) will deploy its Vera CPUs to accelerate next-generation agentic AI applications. The move marks the first integration of Nvidia’s CPU designed specifically for AI agents into what the company describes as one of the industry’s most ambitious AI infrastructure projects.<\/p>\n
SpaceXAI also plans to expand the AI infrastructure that supports Grok, using Nvidia’s Vera Rubin platform. The company is also expected to extend an optimized Vera Rubin NVL72 system into space aboard its first-generation Starmind satellite.<\/p>\n
SPCX stock<\/a> edged 0.3% higher in midday trade, with retail sentiment on Stocktwits trending down to \u2018bearish\u2019 from \u2018neutral\u2019 territory over the past day.<\/p>\n Nvidia also confirmed its Vera Rubin rack-scale system, Groq 3 LPX, is now in full production. In an Artificial Analysis benchmark running the open-source agentic model Gemma 4 31B, the system delivered 3,400 output tokens per second on 100,000-token long-context tasks, four times faster than the nearest competing platform.\u00a0<\/p>\n It also shared that new on-silicon performance data from Nvidia showed Vera Rubin NVL72 systems delivering 30 times higher throughput per megawatt and 35 times lower token costs than the prior-generation GB300 NVL72.<\/p>\n Cantor Sees Five Potential Nvidia Catalysts<\/p>\n In a note cited by Investing, Cantor Fitzgerald reiterated an \u2018Overweight\u2019 rating and a $350 price target on Nvidia, citing five developments it believes could strengthen the stock’s case following Wednesday’s results. The first is clearer visibility into Nvidia’s data-center business for 2027, a segment where the company hasn’t yet issued detailed guidance.\u00a0<\/p>\n The second is more clarity around Anthropic, an important Nvidia customer, ahead of its expected fourth-quarter 2026 IPO. Third, Cantor is watching for stronger capital spending signals from hyperscalers Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG, GOOGL) for 2027 and 2028.<\/p>\n Fourth, the firm expects continued growth among neocloud providers, specialized AI compute providers that have become a growing share of Nvidia’s customer base.\u00a0<\/p>\n Lastly, Cantor sees potential upside if GPUs become more broadly accepted as a financeable asset, which could unlock additional capital for AI companies to purchase Nvidia systems.<\/p>\n Wall Street expects Nvidia to report adjusted earnings per share (EPS) of $2.07 on revenue of $92.03 billion, as per Koyfin data.<\/p>\n Dan Ives, Jim Cramer Push Back On Nvidia Bears<\/p>\n In an interview with Bloomberg TV,\u00a0 Yorkville Ives Partner and Senior Managing Director,\u00a0Dan Ives stated that the technology capital spending boom was a \u201cVegas Strip 1955 type moment\u201d and said the AI revolution remains in its \u201cthird inning.\u201d<\/p>\n \u201cThe reality today, demand supply for chips is upwards of 15-to-1,\u201d Ives said.\u00a0<\/p>\n In a\u00a0post<\/a> on X, CNBC Mad Money host Jim Cramer also pushed back against the growing focus on risks surrounding Nvidia, stating that earnings coverage has become increasingly focused on political challenges, customer financing arrangements and \u201ccircular investments\u201d rather than the company\u2019s underlying growth.<\/p>\n The comments come after Bloomberg\u00a0reported<\/a> on Sunday that some of Nvidia\u2019s biggest customers have been told that the price of some of its AI chips will be higher by 15% starting next year.\u00a0<\/p>\n Read also:\u00a0MSTR Stock Gains After Strategy Sets Up $1.59B \u2018USD Cash\u2019 Pool With Bitcoin Nearing $79K<\/a><\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n![\"image](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/08\/image_1_2_7d78e8f17f.png\")
Source: @jimcarmer\/X<\/p>\n
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