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The Latest Breaking News from Blackwell

IREN Is Flipping the Switch from Bitcoin to AI

IREN is leveraging its massive grid-connected power assets in Texas to secure high-margin artificial intelligence contracts and transform its valuation.

MarketBeat

NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

MarketBeat

Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the year

Nvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY2027 report is the single most important data point in AI infrastructure this quarter.

The Economic Times

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Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

Barchart

Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?

NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’s valuation close to an astonishing $5.5 trillion.

The Economic Times

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Tom’s Hardware

Data, not guessing: Looking at Nvidia's past GPUs to predict the specs for its future RTX 60-series graphics cards

I've stared at Excel so much, I'm dreaming about spreadsheets now.

PC Gamer

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As Michael Burry Adds to His Nvidia Puts, Should You Buy, Sell, or Hold NVDA Stock?

Michael Burry just added to his Nvidia put options, comparing it to Cisco's dot-com crash. Here's what NVDA investors need to know right now.

Barchart

CoreWeave co-founder says even older GPUs are still rising in price and are in demand for AI servers

Though I suppose every chip this side of the moon is in demand with the AI boom.

PC Gamer

NVIDIA Stock Surges 3% as AI Demand Eases Geopolitical Fears Amid Strong Blackwell Momentum

NVIDIA Corp. shares jumped more than 3% in morning trading Tuesday, climbing toward $170.80 as investors welcomed signs of potential de-escalation in the U.S.-Iran conflict and bet on continued explosive demand for the company's artificial intelligence chips.

International Business Times

Intel Arc Pro B70 and Arc Pro B65 GPUs bring 32GB of RAM to AI and pro apps — bigger Battlemage finally arrives, but it's not for gamers

Intel's Arc Pro B70 and B65 GPUs bring options for more raw compute, 32GB of RAM and multi-GPU scalability to the market for local AI explorers looking to run inference workloads for relatively low prices.

Tom’s Hardware

China's ByteDance to access 36,000 Blackwell GPU cluster through Malaysia cloud operator — Nvidia confirms no objections, deal is in line with US export controls

Nvidia says it is permissible for ByteDance to use AI clusters outside of China to develop its AI prowess as long as these clusters are built in compliance with the U.S. export controls.

Tom’s Hardware

Rumored RTX 5050 9GB GDDR7 could make hay from recycled RTX 5060 silicon — refreshed entry-level Blackwell card might finally have enough VRAM for DLSS and MFG in demanding games

Trusted hardware leaker kopite7kimi has released fresh rumors regarding Nvidia's purported GeForce RTX 5050 9GB GDDR7 graphics card.

Tom’s Hardware

As Akamai Loads Up on GPUs, Should You Buy, Sell, or Hold AKAM Stock?

Akamai is loading up on Blackwell GPUs for its cloud infrastructure. Does that mean the stock is a buy, sell, or hold now?

Barchart

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Tom’s Hardware

Nvidia’s RTX 5070 seemingly crushes memory shortages to reign supreme as Steam’s number one GPU — but there are questions about why

The latest Steam Hardware & Software Survey for February 2026 has shown that the GeForce RTX 5070 has become the platform's most popular gaming graphics card, but there are some doubts about the survey methodology.

Barchart

1 Analyst Thinks This Stock is The "Godfather of AI"

The tech selloff has not spared Nvidia, but this dip could be a golden entry point for long-term AI investors.

Tom’s Hardware

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture roadmap that explicitly targets Nvidia’s next-gen Rubin platform as its main competition.

Tom’s Hardware

Microsoft introduces newest in-house AI chip — Maia 200 is faster than other bespoke Nvidia competitors, built on TSMC 3nm with 216GB of HBM3e

30% more performance per dollar than Maia 100, and faster than Amazon or Google.

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Tom’s Hardware

Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

Despite Elon Musk's claim that xAI’s Colossus 2 has already reached a 1 GW scale, satellite analysis by Epoch AI indicates the supercomputer is still far below that level due to limited cooling capacity.

MarketBeat

2 Analysts Sour On Super Micro: Can SMCI Recover Amid +40% Fall?

Analysts see Super Micro as in a bit of a pickle. See how the company's trade-off between growth and profitability is shifting sentiment around the stock.

Barchart

Want to Invest in Nvidia’s Futuristic Rubin Chips? Consider This 1 ‘Picks-and-Shovels’ Stock Instead.

Wells Fargo believes Monolithic Power could benefit as Nvidia’s Rubin scales, making it a subtle picks-and-shovels play.

TechRadar

Forget the RAM crisis – are we headed for a full-blown GPU crisis? Rumored production cut for Nvidia GPUs makes it seem more likely

Nvidia won't have any new GPUs for 2026, rumor claims – and with an up to 20% drop in production, this year could be a troubled one.

Tom’s Hardware

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

A new report says Nvidia's presence is about to shrink drastically in China.

TechRadar

Rumor claims Nvidia has 'essentially killed off' the RTX 5070 Ti and 5060 Ti 16GB – possibly leaving AMD free to dominate mid-range GPUs

You might want to move fast to grab a mid-range GPU, if you're after an Nvidia card, that is.

Windows Central

UPDATE: NVIDIA's RTX 5070 Ti is NOT going away, but don't expect production to be unaffected

Rumors have suggested for months that NVIDIA would be cutting back its RTX 50-series GPU production, and we've now arrived at a new reality where the 5070 Ti could be a thing of the past. Here's what you need to know.

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