By Insider Monkey Team
Publication Date: 2026-10-02 05:42:00
Nvidia (NASDAQ:NVDA) added $150 billion to its share repurchase authorization, the largest increase of its kind in history. That leaves $235 billion of buybacks still waiting to be executed. It puts a lot of capital behind the company’s own shares while Nvidia also pushes into a new corner of AI, keeping autonomous agents under control.
A Buyback Built To Run Through 2028
Nvidia says it expects to work through the full $235 billion by the end of fiscal year 2028. That window overlaps with its guidance for 70% revenue growth in fiscal 2028, an outlook the market has largely shrugged off. The growth case leans on the big hyperscalers, whose data center spending is projected at nearly $800 billion this year and $1.3 trillion next year, according to Nvidia’s own estimates. Those are Nvidia’s numbers, and some investors worry that any slowdown in AI infrastructure spending would hit the stock hard. Inflation and geopolitical concerns have already cooled the shares’ momentum this year. Hyperscalers may start sharing 2027 capital spending guidance when they report quarterly results.
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Putting A Fence Around AI Agents
Nvidia also unveiled the Open Agent Safety Platform, designed to keep autonomous AI agents…
