Скачать или смотреть Nvidia (NVDA) News for Week 4, 2026

🎙️ TickerWatch news for Nvidia, week 4 of 2026

1. Cold Open & Hook



Is the artificial intelligence story shifting from silicon to cement? While investors have spent years focused on chips, this week the narrative took a hard turn toward the power grid. With reports circulating that the AI build-out will require trillions of dollars in infrastructure, a major bottleneck has emerged that could dictate the speed of future growth. Plus, a key supplier in South Korea is reportedly on the verge of a manufacturing breakthrough that could ease supply constraints for Nvidia's next-generation platforms.

2. Intro



Welcome to TickerWatch news for Nvidia, week 4 of 2026. This episode covers the latest news, developments, and market analysis surrounding the world's leading AI chipmaker.

3. Stock Snapshot: What happened last 7 days



While specific weekly trading data for this current week is still developing, the broader context for Nvidia’s performance has come into sharper focus. Over the course of 2025, the stock posted a gain of roughly 39%, a solid performance, though it trailed the explosive 77% rise seen by rival Advanced Micro Devices during the same period.



Valuation metrics have seen a significant shift. According to analysis from Zacks Investment Research, the price-to-sales ratio for Nvidia has retreated from highs of around 200 times in 2023 to approximately 24 times sales recently. This compression occurs even as the company’s fundamentals strengthen, suggesting the stock is becoming attractive to a wider range of institutional investors focused on valuation.

4. Top News & Headlines



Infrastructure Takes Center Stage at Davos
The headline story this week comes from the World Economic Forum in Davos, where the conversation revolved around the massive energy and infrastructure requirements for AI. Nvidia CEO Jensen Huang, speaking with BlackRock CEO Larry Fink, stated that despite the hundreds of billions already spent by Big Tech, the industry is looking at "trillions of dollars" in future spending. This is being termed the “largest infrastructure build-out in history.”



The focus has moved beyond just the chips to the "pipes and power" needed to run them. Goldman Sachs research indicates that global power usage by data centers is expected to jump from 55 gigawatts to 84 gigawatts in the next two years. However, backlogs for heavy machinery and grid connections are creating delays, prompting leaders to look at alternatives like nuclear energy.



Samsung Enters the HBM4 Arena
In critical supply chain news, Reuters and Bloomberg report that Samsung Electronics is preparing to start production of next-generation high-bandwidth memory chips, known as HBM4, as early as next month. Sources indicate Samsung has passed qualification tests and is nearing final certification to supply these chips to Nvidia.



This is significant because Nvidia has previously relied heavily on SK Hynix for these advanced memory components. The new HBM4 chips are intended to be paired with Nvidia’s upcoming Vera Rubin platform, which is reportedly already in full production.



China Sales and Regulatory Hurdles
There is a major development regarding the Chinese market. Reports indicate Nvidia has received approval to sell its H20 AI chips in China following a deal with the U.S. government. The terms of this agreement are unique: Nvidia will reportedly pay 15% of total revenues from H20 sales in China to the U.S. government. While this revenue-sharing arrangement may impact margins, it re-opens the door to one of the largest AI markets in the world.



Strategic Partnerships and Investments
Nvidia continues to widen its ecosystem through strategic moves. The company’s venture arm, NVentures, participated in a Series E funding round for Synthesia, a British AI video startup now valued at $4 billion. Additionally, crypto-miner Bitfarms is pivoting its strategy to focus on high-performance computing, planning to develop data centers specifically designed to support Nvidia’s Vera Rubin GPUs.

5. Market Reaction & Investor Sentiment



Analyst Sentiment
Wall Street remains largely bullish. Zacks has maintained a "Strong Buy" rank on the stock, citing the company's transition from a gaming pioneer to the bedrock of the AI revolution. Analysts have largely dismissed bubble fears, pointing to rising spot prices for GPUs and the difficulty companies still face in renting compute capacity.



Capital Expenditure Expectations
Financial institutions are revising their estimates for industry spending upward. Goldman Sachs Research now cites a consensus estimate of $527 billion for hyperscaler capital expenditures in 2026, a figure that has been revised up repeatedly.



The Bond Market Signal
There is also a notable shift in how this build-out is being funded. Tech companies are increasingly turning to the bond market, selling nearly $109 billion in bonds in the fourth quarter of 2025 alone. This suggests the "build-out" is tran...