Nvidia’s Two?Front Push: A Dividend Salvo and a Physical?AI Blitz
05.06.2026 - 06:51:33 | boerse-global.de
Jensen Huang has had a busy week, and not just in one city. While the Nvidia chief was wooing family offices in Taipei with talk of “insanely profitable” returns on AI investment, the company’s engineers were in Denver showcasing a raft of new tools for robotics and autonomous driving. Back home, the board doubled down on shareholder rewards with a tenfold dividend hike and an $80 billion buyback—even as hedge?fund legend Michael Burry started betting against the stock.
Shares of the chip giant edged up on Thursday, closing at €190.38 in European trading, a gain of 2.8% on the day. The move came on the ex?dividend date, meaning the stock traded with that day’s payout stripped out. For the week, Nvidia still managed a 3.8% advance, bringing its year?to?date rise to roughly 18%—within 6% of the all?time high set in May.
Huang in Taipei: “Insanely Profitable” Returns
Speaking to more than 300 invited guests at an exclusive Taipei event, Huang pushed back against any suggestion that generative AI might fail to generate sustainable returns. “The sector has already created trillions of dollars in value,” he said, according to reports from the gathering. He called for stepped?up investment in land, energy and financing solutions to build out the infrastructure needed for the next phase of AI growth. The demand for the Blackwell chip generation, he added, remains unbroken.
Among the audience were representatives from Hillhouse Investment and other influential family offices—a sign that Nvidia is actively courting the deep?pocketed institutional capital that will fund future data?center buildouts.
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Dividend Tenfold Hike and a Record Buyback
Nvidia’s capital?allocation moves underscore its confidence in the cash?generating power of its AI business. The quarterly dividend has been raised from $0.01 to $0.25 per share—a tenfold increase—with payment scheduled for June 26, 2026. The board also approved a whopping $80 billion share?repurchase program.
The generosity is backed by strong numbers. In the fiscal first quarter, Nvidia posted revenue of $81.62 billion, up 85% from a year earlier, with earnings per share of $1.87. Those figures are the bedrock on which both the dividend hike and the buyback rest.
Burry’s “Fugazi” Jab and Structural Risks
Not everyone is buying the narrative. Michael Burry, the investor famous for betting against the housing bubble before the 2008 crisis, is reported to have built a short position of more than 1 million shares in Nvidia. His main gripe: the quality of certain deals. Burry allegedly described a $5.4 billion agreement with xAI for GB200 GPUs as a “Fugazi”—slang for a fake or a sham. He joins a chorus of critics who worry about Nvidia’s customer concentration: three clients account for over 60% of outstanding receivables. Some of those clients are developing their own chips, which could erode Nvidia’s dominance over time.
Nvidia’s grip on the AI?accelerator market remains formidable, however, with an estimated 86% share. The broader semiconductor environment turned sour on Thursday as rival Broadcom suffered double?digit losses after disappointing quarterly results, but Nvidia held its ground.
Physical?AI Offensive at CVPR
Meanwhile, at the Computer Vision and Pattern Recognition conference (CVPR) in Denver, Nvidia unleashed a broad set of tools aimed at physical AI—robotics, autonomous driving and vision models. The company unveiled GraspGenX, described as the first foundation model for object grasping, trained on billions of simulated grip movements and designed to work with any gripper. Another release, LCDrive, replaces text?based workflows with compact latent representations, allowing autonomous driving systems to think faster on embedded hardware.
All the tools are open?source and available on GitHub. Nvidia also made synthetic data generation available as “Physical AI Launchables” on its Brev platform, complete with test credits for researchers. The company’s Physical AI Dataset has already surpassed 15 million downloads.
The conference push is part of a wider ecosystem strategy. At Microsoft Build, Nvidia announced an expanded partnership with Microsoft that includes RTX Spark, DGX Station for Windows, GPU?accelerated Microsoft Fabric and open models on Microsoft Foundry. Nvidia’s open?source physical?AI tools are now integrated directly into Azure, giving developers a unified platform to simulate and train robots, autonomous vehicles and industrial systems.
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Key industrial players—Cadence, Dassault Systèmes, Siemens and Synopsys—are already using Nvidia’s NemoClaw to build “autonomous AI engineers.” The new Nemotron 3 Ultra model delivers five?times faster inference at up to 30% lower cost.
Analyst Backing and Technical Footing
Goldman Sachs analyst James Schneider reaffirmed a buy rating and a $285 price target, implying roughly 35% upside from current levels. He cited a positive catalyst path, with hyperscaler investment in AI projected to hit $1 trillion by 2027. In the latest quarter, Nvidia’s revenue growth of 85% already outpaced the sector.
Technically, the stock looks steady. At around €188–190, Nvidia trades roughly 7% below its 52?week high of €202.50 but well above its 50? and 200?day moving averages. The relative strength index sits at 54.8, a neutral reading that suggests no immediate overbought or oversold conditions.
Whether the flurry of product announcements and capital?return firepower will eventually translate into even higher revenues is a question for the quarters ahead. For now, Nvidia is playing offense on every front—court big money in Asia, arm developers with new tools, and reward long?term holders with a much fatter dividend check.
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