Nvidia
May 7 – May 14, 2026 Updated May 14
Every published chapter of The Fold's coverage of Nvidia, in one place — oldest to newest, updated as the story develops.
Wall Street prepares for Nvidia's May 20 print with AI capex in focus
Analysts expect Nvidia to report EPS of $1.76 and revenue of $78.5 billion for the quarter, with focus on whether the company will lift its $1 trillion datacentre guidance from GTC.
Nvidia’s 2026 AI investment commitments top $40 billion
Nvidia has pledged more than $40 billion in AI-related investments in 2026, led by a $30 billion stake in OpenAI. Recent deals include rights to invest in data-centre operator IREN and glassmaker Corning.