NVIDIA’s Record $81.6B Quarterly Revenue and OpenAI's 10GW Ohio Data Center Backed by Nvidia - June 2026

Key points

• •NVIDIA reported an unprecedented quarterly revenue of $81.6 billion in 2026, a new record that highlights the company's dominant market share in GPUs and data center technologies globally. Despite this commercial success, data shows several billionaires and institutional investors are losing confidence, leading to noticeable declines in stock valuations and ownership stakes, suggesting emerging concerns about future growth or risks.[tech-insider.org][The Motley Fool]
• •OpenAI is nearing a lease agreement for a massive 10-gigawatt AI data center facility in Ohio, with NVIDIA providing critical financial credit support, underscoring NVIDIA’s deepening involvement in scaling AI compute infrastructure. This project marks one of the largest AI data center developments globally, potentially transforming AI service capacity and cloud capabilities.[Crypto Briefing][GuruFocus]
• •NVIDIA’s ecosystem is expanding beyond hardware as AMD’s Lemonade SDK now supports NVIDIA CUDA, allowing broader integration of NVIDIA GPUs for local AI development and facilitating enhanced workflow compatibility. This collaboration extends NVIDIA’s influence in AI software stacks and developer communities.[Phoronix]
• •Strategic partnerships continue to fuel NVIDIA’s AI computing capacity, exemplified by the joint efforts with SK Telecom to grow data center infrastructure dedicated to AI workloads. These collaborations are pivotal for enhancing cloud-based AI performance and regional expansion in Asia’s AI market.[Data Centre Magazine]
• •NVIDIA is innovating in AI infrastructure technology by upgrading its DGX Spark platform to optimize the performance of local large language model training and inference workloads, targeting enterprise AI solutions. This advancement signals NVIDIA’s commitment to strengthening AI computing at the edge and within data centers.[Reddit r/nvidia RSS]
• •Apple has chosen to run advanced AI models on NVIDIA GPUs via Google Cloud, strategically shifting away from private AI infrastructure toward cloud-based GPU resources. This marks a major enterprise adoption of NVIDIA’s GPU technology in AI, highlighting the cloud as a preferred environment for AI deployment.[24/7 Wall St.]
• •NVIDIA CEO Jensen Huang shared insights into the company’s long-term vision, technological risks, and ongoing GPU innovations in a recent interview, offering valuable perspectives on NVIDIA’s strategic direction and sustained leadership in AI and GPU markets.[Reddit r/nvidia RSS]
• •NTT has initiated a $500 million optical network fund aimed at competing with NVIDIA in the AI infrastructure and networking domain, signaling intensifying rivalry among major players striving for dominance in AI connectivity and hardware ecosystems.[Nikkei Asia]

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