Nvidia News Brief – Tuesday, 24 February 2026
📝 Summary
Networking & Optics checks positive for Broadcom, Nvidia: Evercore | Seeking Alpha Evercore said its AI channel checks related to Networking and Optics are positive for Nvidia (NVDA), Broadcom (AVGO), Astera, Marvell and Macom. Nvidia reportedly plotting GB10-like SoCs for Windows PCs • The Register Nvidia’s GB10 SoC launched in October as part of a collaboration between MediaTek and Nvidia. Nvidia lines up partners to boost security for industrial operations – Network World Nvidia partnerships with Akamai, Forescout, Palo Alto Networks, Siemens and Xage Security are aimed at delivering AI-powered security for OT.
🔍 Key Themes
🔗 Top Articles
Nvidia lines up partners to boost security for industrial operations – Network World
Nvidia partnerships with Akamai, Forescout, Palo Alto Networks, Siemens and Xage Security are aimed at delivering AI-powered security for OT ……
Morgan Stanley resets Nvidia stock forecast ahead of earnings – TheStreet
Nvidia will report its earnings on February 25. · Morgan Stanley maintains its bullish outlook. · The firm expects $2 billion or more of upside to ……
Nvidia reportedly plotting GB10-like SoCs for Windows PCs • The Register
Nvidia’s GB10 SoC launched in October as part of a collaboration between MediaTek and Nvidia. The first systems were AI workstations from Nvidia, Dell…
AMD Vs. NVIDIA: Which AI Stock Is The Better Buy For 2026? – Forbes
NVIDIA (NVDA) stock provides remarkable revenue growth in crucial periods, enhanced profitability, and a comparatively lower valuation in contrast to …
China's DeepSeek trained AI model on Nvidia's best chip despite US ban, official says
Chinese AI startup DeepSeek’s latest AI model, set to be released as soon as next week, was trained on Nvidia’s most advanced AI chip, ……
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