Infineon teams with Nvidia on AI systems, and Nvidia stock costs EUR 192.08

Published on 10/23/2026 at 10:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Infineon teams with Nvidia on AI systems. Nvidia stock costs EUR 192.08 on October 23, 2026, and Q2 revenue was USD 96.2 billion.

Event, guidance and timing

Infineon described an 800-volt AI data center collaboration with Nvidia on October 21, 2026.
Nvidia reported USD 96.2 billion in fiscal second-quarter revenue for the period ended July 26, 2026.
Nvidia stock trades at EUR 192.08 at 10:32 a.m. CEST at Lang & Schwarz on October 23, 2026.
Zacks lists November 18, 2026 as Nvidia's next earnings date.

Pop-Art-Comic-Illustration eines KI-Roboterkopfes mit sichtbarem neuronalem Netz, verbunden mit Chip-Platinen, in kräftigen Rastertönen, Magenta, Gelb, Cyan und Schwarz — Nvidia US67066G1040 KI-Roboterkopf mit neuralem Netz und Chip-Platine im Pop-Art-Comic-Stil nach Lichtenstein, Illustration mit AI erstellt.

Nvidia (ISIN US67066G1040) was trading at EUR 192.08 at Lang & Schwarz on October 23, 2026 at 10:32 a.m. CEST. The latest company-linked development was an Infineon collaboration on gallium-nitride power systems for 800-volt AI data centers, reported on October 21, 2026 by MarketScreener.

Infineon brings a power angle

The partnership adds a power-conversion element to Nvidia's data center story. The source identifies gallium-nitride systems designed for 800-volt direct-current infrastructure, a technical focus that links Nvidia's accelerated-computing platforms with higher-voltage AI facilities.

Nvidia's latest reported quarter provides the financial scale behind that demand. For the fiscal second quarter ended July 26, 2026, revenue reached USD 96.221 billion, up 106 percent from USD 46.743 billion in the year-ago quarter, while GAAP gross margin was 75.0 percent, according to TPEhub.

What does 74.00 percent margin guidance mean?

Management guided fiscal third-quarter revenue to USD 108.0 billion, plus or minus 2 percent, and projected GAAP gross margin at 74.0 percent, plus or minus 50 basis points. That outlook places growth beside a one-percentage-point margin step down from the fiscal second quarter, with the company also excluding Data Center compute revenue from China in the forecast.

Three dated Nvidia developments

On August 26, 2026, Nvidia reported fiscal second-quarter revenue of USD 96.221 billion and GAAP diluted earnings per share of USD 2.46, as reported by TPEhub. On October 16, 2026, Mercedes-Benz and Nvidia expanded a strategic partnership for highly automated driving, according to MarketScreener. On October 21, 2026, Infineon detailed the gallium-nitride collaboration for 800-volt AI data centers.

The next date is November 18

Zacks lists November 18, 2026 as Nvidia's next earnings date and gives a consensus estimate of USD 2.49 for earnings per share. The report will test whether the USD 108.0 billion fiscal third-quarter revenue outlook remains on track.

Stock price and investor context

The combination of power infrastructure partnerships and quarterly guidance keeps Nvidia's investment case tied to two measurable variables: data center demand and gross margin. The October 23 Lang & Schwarz quote places the stock at EUR 192.08 during regular Xetra-era trading hours.

Nvidia was trading at EUR 192.08 at Lang & Schwarz on October 23, 2026 at 10:32 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Nvidia stock.