Nvidia News Brief – Friday, 27 February 2026

๐Ÿ“Š Sentiment: Neutral

๐Ÿ“ Summary

Nvidia's exposure to Anthropic and OpenAI is beneficial for the company, says Melius' Ben Reitzes Ben Reitzes, head of technology research at Melius Research, joins ‘Squawk on the Street’ to discuss Nvidia’s latest earnings report, the impacts. ElevenLabs Partners with Google Cloud for Cloud Services and the Latest NVIDIA Blackwell GPUs ElevenLabs expands use of Google Cloud’s AI stack, including Gemini and Veo models, and NVIDIA Blackwell GPUs to scale enterprise AI voice tools. Despite Blockbuster Results, Nvidia Faces Downbeat Market Reaction Amid Weak Sentiment Nvidia delivered results that blew past Wall Street analysts’ estimates.

๐Ÿ” Key Themes

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๐Ÿ”— Top Articles

Nvidia's exposure to Anthropic and OpenAI is beneficial for the company, says Melius' Ben Reitzes

Ben Reitzes, head of technology research at Melius Research, joins ‘Squawk on the Street’ to discuss Nvidia’s latest earnings report, the impactsย ……

ElevenLabs Partners with Google Cloud for Cloud Services and the Latest NVIDIA Blackwell GPUs

ElevenLabs expands use of Google Cloud’s AI stack, including Gemini and Veo models, and NVIDIA Blackwell GPUs to scale enterprise AI voice tools….

AI giant Nvidia made $120 billion in profit last year. Investors are still spooked. – NBC News

Nvidia generated a staggering $120 billion in profits last year. But not even the world’s most valuable company is immune to the “AI scare trade.”…

Bank of America resets Nvidia price target after earnings – Yahoo Finance

Nvidia (NVDA) reported its Q4 earnings on Feb. 25 after the bell. Despite the earnings smasher, the stock is trading 5.6% lower at the time ofย ……

Nvidia CEO Jensen Huang: AI has gone through a new inflection point – YouTube

Nvidia CEO Jensen Huang joins ‘Squawk Box’ to discuss the company’s quarterly earnings results, revenue growth in its core data center business,ย ……

๐Ÿ“ก This news brief was automatically generated from Google Alerts feeds.