Nubank & Nvidia
25 shared events · Importance 21 · Last updated Jul 02, 2026
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Business
Nubank: Nubank is another computer chip maker in which SoftBank Group has investments, benefiting from the growth of AI.
Nvidia: Nvidia was the subject of SoftBank Group's stake sale, which generated a healthy profit for SoftBank Group due to Nvidia's recent market value increase. Nvidia also plans a $100 billion investment in OpenAI.
Nov 11, 2025 · 6 articles
International
Nubank: Nubank produces extreme ultraviolet lithography machines essential for making Nvidia's most powerful AI chips, but China is barred from buying these machines due to US export controls.
Nvidia: Nvidia is losing significant market share in China's AI chip market due to US export controls and the rise of domestic competitors like Huawei. The company is pivoting to sell its new Vera CPU in China to regain ground.
Apr 20, 2026 · 20 articles
Business
Nubank: Nubank, a Dutch chip-equipment maker, rose in Europe, indicating a broader positive sentiment in the semiconductor industry.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
Nubank: ASML's stock fell, reflecting the broader European semiconductor market's reaction to the global chip sell-off.
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
May 21, 2026 · 8 articles
Business
Nubank: Nubank is a Dutch equipment maker whose extreme ultraviolet scanners SK Hynix plans to purchase with proceeds from its listing, indicating a positive impact on ASML's business.
Nvidia: Nvidia is a major customer of SK Hynix, purchasing high-bandwidth memory chips for its AI systems. The partnership between the two companies is crucial for the development of next-generation AI infrastructure.
Apr 20, 2026 · 36 articles
Business
Nubank: Nubank is considered a crown jewel for SoftBank Group and is central to its capital-intensive AI infrastructure strategy.
Nvidia: Nvidia is a public holding that contributed to SoftBank Vision Fund's strongest quarterly performance, and SoftBank Group has taken stakes in it as part of its AI ecosystem strategy.
Sep 18, 2025 · 6 articles
Business
Nubank: Nubank reported record orders and raised its 2026 sales guidance due to strong AI-related demand, leading to a significant increase in its stock price. Despite job cuts, the company's financial outlook is positive.
Jan 28, 2026 · 7 articles
Business
Nubank: Nubank is one of SoftBank Group's key holdings, used as collateral for loans to fund investments in OpenAI. SoftBank Group expanded a margin loan using shares in Nubank to $20 billion.
Feb 12, 2026 · 6 articles
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