[FLASH] Nvidia adds $150B to buyback (~$235B remaining) and launches Open Agent Safety Platform with 100+ partners
Nvidia's board authorised a further $150B of share repurchases on Monday Sep 28, taking the remaining authorisation to about $235B through fiscal 2028, the largest single authorisation on record per CNBC and Bloomberg; the same morning it launched the Open Agent Safety Platform (OpenShell sandboxing plus Sentry monitoring on BlueField-4 DPUs), naming more than 100 partners including Microsoft, Anthropic, Palantir, Palo Alto Networks and CrowdStrike. NVDA closed +1.68% at $228.86 on ~141M shares against a -0.92% Nasdaq, after an early +3% faded with the tape. Read-through: the buyback lands with the stock near 16.5x forward earnings (LSEG), its lowest since 2015, and the safety launch is Nvidia's answer to the week of agent incidents that has weighed on the AI complex; agent-security vendors get first-party corroboration of the budget line. Watch: the 8-K for the authorisation, whether the platform ships as open source on the stated schedule, and any China purchase approvals for the RTX PRO 5500 (The Information, Sep 27, unconfirmed).