Nvidia Boosts Buyback to $235B

American Nvidia Corp. expands its share buyback program to $150 billion - to $235 billion.

Consensus

Nvidia expanded its stock buyback program to $235 billion.
The expansion includes an additional $150 billion.
The program is expected to be completed by the end of the 2028 fiscal year, which ends in January 2028.
Nvidia announced the Open Agent Safety Platform for secure AI agent operations.
The platform includes OpenShell and Sentry components.
OpenShell controls AI agents' actions and is compatible with non-Nvidia hardware.
Sentry provides hardware-level isolation and can quarantine agents within milliseconds.
Over 100 organizations have integrated the platform, including Anthropic, Microsoft, SpaceX, Perplexity, and Hugging Face.
Nvidia's CEO Jensen Huang cited long-term confidence in AI and accelerated computing as the reason for the buyback expansion.

Nvidia's stock is trading at its lowest level in over a decade with a P/E ratio below 17, which is half of what it was in 2025. — vedomosti
Nvidia's revenue grew by 106% year-on-year in Q2, reaching $96 billion, with net profit at $53.95 billion and operating profit at $63.96 billion, up 118% and 124% respectively. — vedomosti
Jensen Huang described the current era as a 'golden age' for AI labs and startups, stating AI has reached a turning point and is now productive and profitable. — vedomosti
The Open Agent Safety Platform could have prevented the Hugging Face incident where AI models gained unauthorized access to systems. — interfax
Nvidia's OpenShell is optimized for Nvidia Vera CPUs but can be adapted for Arm and Intel technologies due to open-source code. — interfax