NVIDIA Data Center Revenue Tops $75B; IREN Invests $3.6B in NVIDIA AI Hardware - June 2026

Key points

• •NVIDIA's data center segment has achieved a revenue milestone of over $75 billion as of May 2026, signaling robust growth driven by AI and cloud demand. This landmark figure demonstrates NVIDIA's dominance but also raises questions about its ability to maintain accelerating growth amidst escalating competition.[Zacks Investment Research]
• •IREN has made significant financial commitments totaling $3.6 billion to acquire NVIDIA GPUs and develop AI-ready architectures for Microsoft-led AI data center projects, including a major West Texas campus. Additionally, IREN signed a $1.6 billion contract with Dell Technologies to provision NVIDIA Blackwell servers, illustrating large-scale adoption of NVIDIA hardware in cutting-edge AI infrastructure.[Bloomberg.com][KTXS][marketscreener.com][Data Center Dynamics]
• •NVIDIA's latest CUDA 13.3 release introduces CUDA Python 1.0 and a novel tile-based programming model for C++, marking a major evolution in GPU programming techniques. These enhancements aim to boost developer productivity and GPU performance by shifting from thread-based to tile-based computation.[igor´sLAB]
• •CEO Jensen Huang envisions data centers beyond terrestrial constraints, asserting in May 2026 that there are no physical limitations to building data centers in space. This futuristic outlook highlights NVIDIA's strategic interest in pioneering new frontiers in data center infrastructure and scalability.[CNBC]
• •NVIDIA is deeply influencing Taiwan’s emergence as a global AI infrastructure hub through its advanced GPU technologies. The island’s manufacturing and technology sectors are increasingly centered on NVIDIA’s AI chips, amplifying Taiwan’s significance in the global AI supply chain.[semivision]
• •NVIDIA's supply chain faces potential headwinds as a key supplier warned of ongoing shortages across multiple essential components until 2028. This could constrain NVIDIA's GPU production capabilities and affect the supply of its AI-optimized hardware amidst fast-growing global demand.[富途牛牛]
• •Expanding beyond GPUs, NVIDIA’s Vera CPU targets a vast $200 billion market, positioning itself competitively against AMD and Intel. This strategic move diversifies NVIDIA’s product portfolio and signals ambitions to capture a significant share of the CPU market.[Gotrade]

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