By TradingView
Publication Date: 2026-05-11 20:08:00
- Nvidia raised AI infrastructure commitments to over $40B and announced deals: up to $2.1B with data-center operator IREN and up to $3.2B with glass maker Corning, expanding its AI hardware ecosystem.1
- Michael Burry flagged Nvidia’s growing TSMC contracts, noting they lock over $100 billion in manufacturing capacity and may mirror past tech supplier contract risks.2
- Nvidia stays the AI chip leader. NVDA has trailed Intel and AMD year-to-date. Investors shifted focus to power and CPUs. Nvidia’s May 20 earnings release is the next key catalyst.3
- NVIDIA will offer technical mentorship, training and enablement to DominAite startups focused on generative AI and advanced models; eligible firms can apply to NVIDIA Inception for extra resources.4
