Nvidia (NVDA) Stock Gains as $82B in Unreported Revenue Emerges

Key Takeaways Nvidia shares gained 1.6% during Wednesday’s premarket session, trading at $177.97 Arm Holdings unveiled the Arm AGI CPU for data centers, projecting $15B yearly revenue by 2031 The new Arm CPU doesn’t directly challenge Nvidia’s GPUs — though it could overlap with Nvidia’s newly launched Vera CPU lineup Amazon Web Services committed to purchasing 1 million Nvidia GPUs for AI inference workloads, a deal estimated above $50 billion Nvidia has restarted H200 chip manufacturing for China and is developing a Groq 3 variant for the Chinese market, representing roughly $32B in annual revenue Nvidia shares advanced in Wednesday’s early trading hours, maintaining momentum despite Arm Holdings’ entry into the AI chip sector. The development occurred alongside two substantial revenue announcements that had received minimal attention from market observers. NVIDIA Corporation, NVDA Arm revealed its inaugural data center CPU on Tuesday evening — the Arm AGI CPU — identifying Meta Platforms and OpenAI among its initial clients. During an after-hours investor presentation, Arm outlined aggressive growth targets, forecasting approximately $15 billion in yearly CPU revenue by 2031 as part of its broader $25 billion revenue objective. Arm shares surged 12% in premarket activity following the disclosure. However, market analysts were swift to clarify that this new processor doesn’t directly compete with Nvidia’s primary GPU offerings. Benchmark Research’s Cody Acree noted that Arm’s strategy is “less about catching up to the accelerator wave and more about inserting itself deeper into the architecture that governs how AI infrastructure actually runs.” Nvidia’s CEO Jensen Huang appeared in Arm’s promotional materials, describing their nearly 20-year collaboration as the foundation for “one seamless platform, from cloud to edge to AI factories.” The competitive dynamics become more intriguing regarding Nvidia’s standalone Vera CPUs, which debuted at last week’s develope...