11/17/2025
Nvidia’s momentum isn’t slowing, it’s accelerating.
Amazon just signed a $38B deal to deploy hundreds of thousands of Nvidia GPUs, while Anthropic’s soaring valuation boosted Amazon’s earnings.
Microsoft secured approval to ship 66,000 GB300 chips, and Samsung is buying 50,000 GPUs for a new AI Megafactory.
SoftBank may have sold its stake, but global AI giants are doubling down, and Nvidia remains at the center of it all.