Nvidia traded higher in pre-market action after reports that two major US data center operators placed record orders for its latest-generation AI GPUs. Analysts said hyperscalers continue to accelerate investments in compute infrastructure to support enterprise AI workloads. The surge in demand is expected to drive strong revenue visibility across Nvidia’s data-center segment through FY26. Market participants added that broader tech-sector momentum and supply-chain stability have improved investor sentiment ahead of upcoming quarterly earnings.