#NVIDIA150BRăscumpărare
About NVIDIA150BRăscumpărare
La 28 septembrie, NVIDIA a aprobat o autorizație suplimentară de răscumpărare de acțiuni în valoare de 150 miliarde USD, ridicând capacitatea rămasă de răscumpărare la 235 miliarde USD, programul fiind așteptat să continue până în anul fiscal 2028. Creșterea depășește autorizația de 80 miliarde USD adăugată în mai și reprezintă cea mai mare extindere a programului de răscumpărare din ultimii ani. NVIDIA a generat 70 miliarde USD în flux de numerar liber în prima jumătate a anului fiscal 2027 și a cheltuit aproximativ 40 miliarde USD pe răscumpărări. Pe măsură ce cheltuielile de capital pentru AI cresc, poate cererea să susțină fluxul de numerar pentru investiții, extindere și returnări către acționari?
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Nvidia majorează autorizația de răscumpărare a acțiunilor cu 150 de miliarde de dolari, până la 235 de miliarde de dolari, până în anul fiscal 2028
07:19 AM EDT, 28.09.2026 (MT Newswires) -- Consiliul de administrație al Nvidia (NVDA) a autorizat un supliment de 150 de miliarde de dolari în cadrul programului existent de răscumpărare de acțiuni al companiei, crescând autorizația totală rămasă la 235 de miliarde de dolari, a declarat compania luni.
Nvidia se așteaptă să efectueze răscumpărările de acțiuni în cadrul programului rămas până în anul fiscal 2028, a precizat aceasta.
Nvidia a afirmat că această creștere reprezintă cea mai mare maj
NVIDIA’s $150B buyback increase is a signal of management confidence.
Its new share repurchase authorization lifts its remaining authorized repurchase capacity to $235B, expected to run through fiscal 2028. NVIDIA calls it the largest share repurchase authorization increase in its history.
Key figures
· Q2 FY2027 revenue: $96.2B, up 106% YoY
· Data Center revenue: $89.0B, up 117% YoY
· Q3 guidance: about $108B, plus or minus 2%
· Q1 returns: ~$20B, including repurchases and dividends
· Q2 capital returned to shareholders: around $26B, including repurchases and cash dividends
But a buyback authorization is capacity, not a fixed purchase schedule.
The impact depends on execution, share price, future cash generation, margins, and how much capital NVIDIA needs to sustain technology leadership across the AI stack.
That is the bigger market question.
AI spending is no longer just about buying more GPUs. It is about data centers, networking, power, AI factories, and whether customers can translate compute investment into durable economic returns.
If demand stays strong, the remaining $235B authorization may support the view that NVIDIA sees a multi-year cash-flow opportunity. If monetization slows or margins tighten, the trade-off between reinvestment and shareholder returns could become more visible.
Earlier in May, NVIDIA added $80B to its authorization and raised its quarterly dividend from $0.01 to $0.25 per share. The September move is a step-up in a broader capital-return policy, not a standalone event.
Two details sharpen the thesis. Q3 guidance assumes no Data Center compute revenue from China, making the $108B target a cleaner test of demand elsewhere while keeping policy risk in view. Q2 gross margin was 75.0%; Q3 guidance is 74.0%, plus or minus 50 basis points. Margin durability will help determine how much AI revenue can be reinvested in R&D and returned to shareholders.
For market participants, what matters more here: NVIDIA’s buyback size, AI demand, or whether AI customers can translate compute spending into durable returns?
#NVIDIA150BBuyback
NVIDIA’s enlarged authorization is less a forecast than an allocation signal: management sees enough balance-sheet flexibility to fund AI investment while returning capital. With the program running through fiscal 2028, the real test is whether rising AI capex continues converting into free cash flow rather than simply raising spending needs.
#NVIDIA150BBuyback
They realized their stock was too cheap $NVDA
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Nvidia added $150B to its buyback, the largest share repurchase authorization increase in history.
Jensen Huang: “Our cash generation gives us the capacity to invest in the technologies that advance this transformation and return capital to shareholders.”
Smashing 150 billion! Nvidia's epic stock buyback boost!!! #本周迎非农与PCE关键数据 #美伊继续磋商霍尔木兹开放条件
Nvidia directly adds a $150 billion buyback authorization, bringing the total authorized buyback to $235 billion, planned to continue through fiscal year 2028. This is the largest buyback expansion in its history.
In plain terms, the company is using a massive amount of cash to repurchase its own shares, reducing the number of shares circulating in the market, directly supporting the stock price, which
NVIDIA JUST ADDED ANOTHER $150B TO ITS BUYBACK $NVDA WAR CHEST.
NVIDIA’s board has approved an additional $150 billion share buyback authorization, bringing the remaining authorization to $235 billion.
• 💰 New authorization: $150B
• 📊 Total remaining authorization: $235B
• 🤖 NVIDIA says AI + accelerated computing remain key growth drivers
• 📅 Company expects to complete the remaining program by the end of FY2028
CEO Jensen Huang said NVIDIA cash generation allows the company to continue investing in AI while returning capital to shareholders.
AI prints the money.
NVIDIA buys back the shares.
Wall Street watches the machine keep running.