NVIDIA Corporation · NVDA · archive
2026-08
Every published High Signal call on NVIDIA Corporation during 2026-08. The archive is regenerated whenever a signal is added, edited, killed, or scored.
signals this month
26
published only
up calls
11
directional bullish
down calls
15
directional bearish
distinct types
17
signal taxonomies seen
signals — 2026-08
2026-08-12 · china_export_policy_gpu_resale · down · low
Prediction-market consensus on Manifold dated 2026-08-12 puts only 15.34% odds on 'Will Nvidia resume selling its top...
2026-08-12 · china_ai_chip_competition · down · low
As of 2026-08-12, Manifold prediction markets present a coherent bearish read on Nvidia's (NVDA) competitive position...
2026-08-12 · ai_infrastructure_financing_platform · up · high
Nvidia announced on Aug 11, 2026 that it signed memorandums of understanding with Apollo, BlackRock, Blackstone,...
2026-08-12 · export_restriction · down · low
As of 2026-08-12, Manifold prediction markets collectively signal that Nvidia's top GPUs will remain barred from China...
2026-08-11 · ai_chip_competition_risk · down · low
As of 2026-08-11, several Manifold prediction markets for NVDA cluster around negative structural themes: accelerating...
2026-08-11 · ai_infrastructure_financing · up · high
Nvidia announced a landmark initiative to mobilize more than $500 billion in third-party capital for AI infrastructure,...
2026-08-11 · export_restriction · down · low
Prediction-market consensus on Manifold as of 2026-08-11 signals durable export restrictions and rising competitive...
2026-08-10 · grid_constraint · up · medium
Two Digitimes reports dated 2026-08-10 indicate Nvidia is in talks to invest up to $3B in Lancium, a Texas power...
2026-08-10 · competitive_threat_sentiment · down · low
Manifold prediction markets as of 2026-08-10 cluster around a bearish competitive outlook for NVDA.
2026-08-09 · power_infrastructure_investment · up · low
Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI/Oracle...
2026-08-08 · data_center_buildout · up · medium
Nvidia has agreed to invest $2 billion in Lancium, the Blackstone-backed power infrastructure developer behind the...
2026-08-07 · competitive_risk_sentiment · down · low
Manifold prediction markets as of 2026-08-07 reveal elevated expectations of competitive pressure on Nvidia.
2026-08-07 · data_center_buildout · up · low
On 2026-08-07, Reuters reported that Sydney-based AI data center company Firmus raised $2B in equity from Coatue,...
2026-08-06 · design_win · up · high
On August 5, 2026, SpaceX CEO Elon Musk announced that SpaceX will build its AI infrastructure exclusively on Nvidia,...
2026-08-06 · gpu_lead_time_shift · down · low
Cross-referencing prediction-market snapshots logged 2026-08-06 for NVDA surfaces one outlier worth flagging against...
2026-08-05 · devtool_trust · up · high
On Aug 4-5, 2026, NVIDIA made a series of ecosystem announcements strengthening its position in AI infrastructure.
2026-08-04 · ai_policy_competition · down · low
As of 2026-08-04, Manifold Markets prediction markets present a two-sided outlook for NVDA.
2026-08-04 · partnership · up · low
The TechCrunch report ( details Valar Atomics' $1B equity raise led by Sequoia and a $200M line of credit.
2026-08-04 · export_restriction · down · low
Prediction market consensus on Manifold shows market participants assign low probability to Nvidia (NVDA) regaining...
2026-08-03 · partnership · up · medium
South Korean financial media report that Nvidia is providing GPUs to a new 'AI factory' operated by Naver, with...
2026-08-03 · export_restriction · down · low
Manifold prediction-market probabilities as of Aug 3, 2026 cluster around a durable US-China export wall on NVIDIA's...
2026-08-02 · china_ai_chip_progress_signal · down · low
Prediction-market consensus on Manifold (as of 2026-08-02) gives 74.92% probability to "China's AI chip sector make...
2026-08-02 · export_restriction · down · low
Prediction market consensus from August 2, 2026 indicates traders assign only 11% probability that Nvidia resumes...
2026-08-02 · partnership · up · low
NVIDIA has announced a partnership with Kawasaki to build AI-powered shipyard robots, signaling further expansion...
2026-08-01 · export_restriction · down · low
On 2026-07-31, MarketWatch reported that a new report suggests Nvidia chips played a role in China building a top-tier...
2026-08-01 · ai_policy_competition · down · medium
Prediction-market consensus as of 2026-08-01 points to a sustained, policy-driven challenge to NVIDIA in China plus a...