NVIDIA announced the DSX platform, enhancing AI factory infrastructure with open-source software for optimized performance and cost efficiency.
Quiver AI Summary
NVIDIA has introduced the DSX platform, designed specifically for building next-generation AI factories, which integrates hardware, software, and partner technologies to minimize token costs and speed up production. The DSX includes new software tools like DSX MaxLPS, which optimizes performance per megawatt to achieve cost efficiency, and DSX OS, which offers modular solutions for lifecycle management and multi-tenant operations. NVIDIA's approach fosters collaboration with major manufacturers to create systems compatible with the DSX framework, enhancing the speed and reliability of AI infrastructure deployment. The platform's components, such as DSX Sim for simulation and DSX Flex for adaptive power management, are being adopted by various partners to support scalable, resilient AI factory solutions globally.
Potential Positives
- NVIDIA announced the DSX platform, positioning itself as the only company providing a comprehensive solution for building AI factories by integrating hardware, software, and facilities.
- The introduction of DSX MaxLPS software is set to lower operating costs by maximizing token performance per megawatt, making AI factory operations more efficient.
- Partnerships with leading manufacturers and cloud providers for the DSX platform will accelerate the deployment of AI factories, expanding NVIDIA's ecosystem and market reach.
- The DSX platform's modular software and lifecycle management capabilities enhance operational reliability and flexibility, further solidifying NVIDIA's leadership in AI infrastructure.
Potential Negatives
- The press release relies heavily on forward-looking statements, which are inherently uncertain and could lead to potential misinterpretations regarding the company's future performance and the success of the DSX platform.
- The mention of technological development and competition indicates that NVIDIA faces significant risks that could impact its market position and the effectiveness of the DSX platform.
- There are extensive disclaimers regarding the non-commitment to deliver products and features, which may raise concerns about the reliability and timeliness of the DSX offerings for customers and partners.
FAQ
What is the NVIDIA DSX platform?
The NVIDIA DSX platform is an integrated solution for designing and operating AI factories, focusing on infrastructure and operational efficiency.
How does DSX MaxLPS software benefit AI factories?
DSX MaxLPS maximizes token performance per megawatt, enabling the lowest token cost and improving GPU utilization in AI infrastructure.
What features does DSX OS provide?
DSX OS offers lifecycle management, health automation, and multi-tenant operations tailored for optimal AI factory management.
Who are the partners involved in the DSX ecosystem?
NVIDIA partners with leading manufacturers and cloud providers, including Dell, HPE, and CoreWeave, to expand the DSX ecosystem.
What is the significance of DSX Sim in the AI factory lifecycle?
DSX Sim allows modeling and simulating the entire AI factory lifecycle, aiding in design, validation, and operational optimization.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 140 times in the past 6 months. Of those trades, 0 have been purchases and 140 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 9 sales selling 1,000,000 shares for an estimated $183,002,962.
- MARK A STEVENS has made 0 purchases and 4 sales selling 794,182 shares for an estimated $142,193,969.
- DEBORA SHOQUIST (EVP, Operations) has made 0 purchases and 20 sales selling 309,840 shares for an estimated $56,186,171.
- HARVEY C JONES sold 250,000 shares for an estimated $44,333,450
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 84 sales selling 208,430 shares for an estimated $37,132,313.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 16 sales selling 109,986 shares for an estimated $20,556,412.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 19,000 shares for an estimated $3,357,549.
- A BROOKE SEAWELL sold 12,728 shares for an estimated $2,341,117
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,629 shares for an estimated $689,189.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NVDA Revenue
$NVDA had revenues of $81.6B in Q1 2027. This is an increase of 85.23% from the same period in the prior year.
You can track NVDA financials on Quiver Quantitative's NVDA stock page.
You can access data on NVDA stock through the Quiver Quantitative API.
$NVDA Congressional Stock Trading
Members of Congress have traded $NVDA stock 21 times in the past 6 months. Of those trades, 7 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE DANIEL MEUSER has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 04/24, 03/25, 02/25, 01/30, 01/14.
- REPRESENTATIVE JOHN MCGUIRE has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/15, 01/30 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 6 times. They made 2 purchases worth up to $30,000 on 03/13, 01/30 and 4 sales worth up to $95,000 on 04/14, 03/25, 12/24, 12/19.
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- REPRESENTATIVE TIM MOORE sold up to $50,000 on 03/24.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/19.
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $500,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/09.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$NVDA Hedge Fund Activity
We have seen 2,925 institutional investors add shares of $NVDA stock to their portfolio, and 2,620 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 125,140,953 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $21,389,091,686
- CARDANO RISK MANAGEMENT B.V. removed 70,049,522 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $11,972,864,300
- VANGUARD GROUP INC added 43,149,475 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $8,047,377,087
- SG AMERICAS SECURITIES, LLC removed 37,810,007 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,462,486,396
- JPMORGAN CHASE & CO removed 32,478,144 shares (-6.6%) from their portfolio in Q4 2025, for an estimated $6,057,173,856
- SOFTBANK GROUP CORP. removed 32,110,456 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,988,600,044
- FMR LLC added 22,789,685 shares (+2.3%) to their portfolio in Q1 2026, for an estimated $3,895,212,960
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/21/2026
- Benchmark issued a "Buy" rating on 03/31/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Stifel issued a "Buy" rating on 12/29/2025
- Truist Securities issued a "Buy" rating on 12/29/2025
- Bernstein issued a "Outperform" rating on 12/26/2025
To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.
$NVDA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 26 analysts offer price targets for $NVDA in the last 6 months, with a median target of $303.5.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $425.0 on 05/27/2026
- Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
- John Vinh from Keybanc set a target price of $310.0 on 05/21/2026
- Cody Acree from Benchmark set a target price of $335.0 on 05/21/2026
- Vivek Arya from B of A Securities set a target price of $350.0 on 05/21/2026
- Tristan Gerra from Baird set a target price of $500.0 on 05/21/2026
- Blayne Curtis from Jefferies set a target price of $300.0 on 05/21/2026
Full Release
News Summary:
- Engineered from the ground up for AI factories, the NVIDIA DSX platform defines how next-generation infrastructure is designed, built and operated — driving lowest token cost and accelerating time to first production across NVIDIA chips, systems, software, facilities and partner technologies.
- New DSX MaxLPS software enables AI infrastructure and factories to deliver the lowest token cost by maximizing token performance per megawatt.
- Open source, modular DSX OS software brings together lifecycle management, runtime consistency and health automation, resiliency, multi-tenant AI factory operations and platform services.
- Industry-leading manufacturers are building NVIDIA DSX-ready systems supporting the buildout of AI factories with extreme codesign.
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Growing DSX partnerships across every layer of the stack accelerate the design, deployment and operation of AI factories worldwide.
TAIPEI, Taiwan, May 31, 2026 (GLOBE NEWSWIRE) -- NVIDIA GTC Taipei -- NVIDIA today announced the NVIDIA DSX™ platform, which gives infrastructure builders a complete playbook to create AI factories.
NVIDIA DSX brings together open source, modular software libraries, application programming interfaces, reference designs, NVIDIA accelerated computing platforms and partner technologies into a common, codesigned platform for AI factory design, deployment and operations.
NVIDIA is the only company that builds the full AI factory . By aligning every layer of the stack across compute, software, facilities and partner technologies, DSX provides infrastructure builders with a proven framework to design, deploy and operate AI factories at scale.
The integrated platform accelerates deployment, improves operational reliability and resiliency at scale and enables a broad ecosystem of solutions designed to turn every megawatt into more intelligence at the lowest token cost.
“We’re not just shipping chips — we’re giving every infrastructure builder a complete playbook to build AI factories,” said Jensen Huang, founder and CEO of NVIDIA. “With the DSX platform, you can simulate the entire factory before you spend a dollar, validate performance before a single rack is installed and operate with the kind of reliability that production AI demands.”
DSX Platform Elements
DSX now spans the full stack, from silicon and systems to infrastructure software, facilities and partner technologies. The latest additions to the platform include new open source software:
- DSX MaxLPS™: A suite of technologies to maximize token performance per megawatt within a fixed power budget, enabling lowest token cost for AI factories. Combining 45-degrees-Celsius liquid cooling with in-rack technologies that optimize performance per watt, DSX MaxLPS lets operators run up to 40% more GPUs at their most energy-efficient operating point with minimal impact on workload performance.
- DSX OS ™: Open source, modular software purpose-built for AI factory operations, providing lifecycle management, intelligence scheduling, runtime consistency, health automation, resiliency, multi-tenant operations and platform services.
DSX MaxLPS and DSX OS join an existing set of features under the DSX platform:
- DSX Reference Design: Generation-specific, validated AI factory architectures covering compute, networking, storage, hardware cluster design and facilities infrastructure — including power, cooling and controls, as well as civil, structural and architectural design.
- DSX Sim™: High-fidelity simulation layer for the AI factory lifecycle, helping NVIDIA, partners and customers to model, validate and optimize infrastructure decisions from planning and design through deployment and operations.
- DSX Flex: Connects AI factories to power-grid services, enabling dynamic workload adaptation to grid signals such as load shedding, demand response and pricing events, and orchestrating renewable and hybrid power across utility, onsite renewables and storage.
- DSX Exchange™: Enables scalable, secure integration of compute, network, energy, power and cooling plant signals between IT, operational technology and operations agents.
Growing DSX Ecosystem
NVIDIA is partnering with industry-leading Taiwan system manufacturers to
expand the DSX ecosystem
, supporting the buildout of AI factories with extreme codesign at their core.
NVIDIA cloud partners CoreWeave, Crusoe, Firmus, IREN, Lambda, Nebius, Nscale and Yotta Data Services are deploying core components of the DSX platform stack — DSX Sim, DSX MaxLPS and DSX OS — to reduce risk, improve GPU utilization and bring AI cloud capacity online faster.
Dell Technologies, HPE, Lenovo and Supermicro together with ASUS , Foxconn, GIGABYTE, Pegatron, Quanta Cloud Technology (QCT), Wistron and Wiwynn are building NVIDIA DSX-ready systems and contributing simulation-ready assets that enable customers to deploy complete, full-stack AI factory solutions at global scale.
Within the ecosystem, model-based systems engineering serves as the bridge between rack design to facility deployment, for an AI infrastructure optimized for token performance per megawatt. Quanta Cloud Technology (QCT) and Pegatron are working with Dassault Systèmes to create a live AI factory digital twin configurator to automate rack-to-facility design with increased quality and reduced workload. The adoption of DSX Sim by system manufacturers expands the NVIDIA Omniverse DSX Blueprint ecosystem, deepening integration with software partners Cadence , PTC and Siemens.
DSX Flex is powering a commercial, multi-megawatt pilot with Emerald AI and Silicon Valley Power to demonstrate grid-responsive AI factories that can dynamically adjust power consumption in response to utility signals while protecting AI workload performance, helping safeguard grid reliability and affordability for customers while unlocking additional power capacity to support AI growth.
Partners are adopting various DSX OS software components for lifecycle management, multi-tenancy, security, health automation, resilience and platform services. Ecosystem partners adopting DSX OS components include Aible, BeyondAI, Bhashini, DCAI, Mirantis, OpenNebula Systems, Rafay, Red Hat, Sarvam, Simplismart, Spectro Cloud, Supermicro, vCluster and Vultr.
Watch Huang's keynote and learn more at NVIDIA GTC Taipei .
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Kristin Uchiyama
Corporate Communications
NVIDIA Corporation
[email protected]
Certain statements in this press release including, but not limited to, statements as to: expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DSX Exchange, DSX OS, DSX Sim, DSX MaxLPS and NVIDIA DSX are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ab7c906c-4467-47b2-942a-b09fcd152f65
