NVIDIA Eyes $30B Perplexity Stake, $7B Poolside Deal Ahead of Earnings
NVDA sits 27% above its 52-week low of $164.07.
Summary
NVIDIA is reportedly in talks to invest about $30B in AI startup Perplexity at a valuation over $30B, and has agreed to a multibillion-dollar deal with Poolside AI involving a $6B license payment and $1B investment. The company also invested in Lancium to expand gigawatt-scale AI factory capacity. These moves come ahead of after-hours earnings expected to show record revenue and EPS, with shares slipping pre-release amid multi-day declines. Michael Burry rolled his NVDA puts into June 2027, signaling continued bearishness on hyperscaler spending. Rubin Ultra's HBM4 capacity was reduced to 192GB from a prior 1TB plan, a notable design change. The Perplexity and Poolside deals would deepen NVIDIA's AI ecosystem and monetization, while the Lancium partnership expands its data-center reach.
At the time of this announcement, NVDA was trading at $208.90 on NASDAQ in the Technology sector, with a market capitalization of approximately $5T. The 52-week trading range was $164.07 to $236.54. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.