By TradingView
Publication Date: 2026-10-30 20:04:00
Nvidia NVDA, the accelerated-computing chip supplier, is giving cloud customers more ways to put expensive AI hardware to work. Shares fell 4.66% to $203.71 at 12:50 p.m. ET on October 30, as investors weighed an expanded partnership with Oracle, the enterprise software and cloud infrastructure provider. The October 27 announcement lets customers scale CPU and GPU resources independently. The potential payoff: more flexibility to match computing power to demand and keep installed equipment productive.
The companies announced general availability of Vera Rubin NVL72 systems and Vera CPUs on Oracle Cloud Infrastructure, putting the 72-GPU rack-scale platform into the available lineup. Oracle also plans an eight-GPU HGX Rubin NVL8 configuration and a broader expansion to multi-gigawatt scale. Those are future additions. The two configurations differ ninefold in GPU count, but that does not establish a ninefold performance gap. More sizing options could help customers avoid buying capacity their workloads cannot fully use.
The financial picture adds another layer. GuruFocus gives Nvidia a GF Score of 96 out of 100, with strong profitability and growth readings, while its GF Value component is noticeably weaker. A displayed price-to-earnings ratio of 25.75 and price-to-book ratio of 21.49 suggest investors should weigh operating strength against the price they pay. For the Oracle expansion, the next test is execution: production adoption, deliveries and revenue. The announcement…
