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The Latest Breaking News from Blackwell

GeForce RTX 50-series GPU prices spike as much as 39% as Blackwell price hikes hit the US — RTX 5070 gets a 36% hike, RTX 5060 up 27% at the median of Newegg listings

After recent news of price hikes on RTX 50-series GPUs in other regions, those same increases now appear to have come Stateside, as Newegg prices for some Blackwell cards have spiked as much as 39% compared to June 2026.

Tom’s Hardware

China's Moonshot AI reportedly used Nvidia Blackwell chips for training Kimi K3 — company circumvented both U.S. export and Chinese import controls to acquire compute

China's Moonshot AI reportedly used Nvidia Blackwell chips for training Kimi K3 — company circumvented both U.S. export and Chinese import controls to acquire compute

Moonshot AI reportedly used Nvidia Blackwell chips for training Kimi K3 — potentially circumventing both U.S. export and Chinese import controls

Tom’s Hardware

MSI and Colorful raise Nvidia RTX 50-series prices in China by up to 59% across the entire lineup — change in distributer pricing suggests GPU price hikes are on the way

MSI and Colorful raise Nvidia RTX 50-series prices in China by up to 59% across the entire lineup — change in distributer pricing suggests GPU price hikes are on the way

GPU prices seem to be on the rise once again with official distributor announcements in China hiking up the entire Blackwell lineup overnight. Compared to MSRP, we're witnessing a staggering bump of up to 75% at the top-end.

Tom’s Hardware

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New plugin unlocks granular VRAM temperature tracking on Nvidia RTX 50-series GPUs — community cracks open Blackwell's forbidden telemetry sensors

Modders have discovered a method to monitor every single memory module on Nvidia's GeForce RTX 50-series (codenamed Blackwell) graphics cards.

Tom’s Hardware

US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech

The United States has licensed Chinese telecom giant ZTE to purchase restricted Nvidia H200 AI chips, but Chinese regulators and domestic procurement initiatives may limit the material impact of the change.

Tom’s Hardware

Unannounced Nvidia RTX 50 Super GPUs appear in Seasonic PSU calculator — unreleased graphics cards shown with 10-17% higher TGP over original models

Total graphics power figures for Nvidia's unanounced, unreleased RTX 50 Super-series graphics cards have appeared in Seasonic's PSU capacity calculator, revealing potentially higher TGPs of those products.

Tom’s Hardware

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

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With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

Despite Blackwell being banned in China, its GPU prices are rising in that country, putting Nvidia stock in the spotlight.

Yotta ramps up AI push with additional $6 billion investment

Yotta ramps up AI push with additional $6 billion investment

Yotta Data Services is injecting a massive $6 billion into expanding its AI infrastructure, significantly boosting its Nvidia GPU deployment. The company is increasing its Nvidia Blackwell GPU order and plans to integrate thousands of next-generation chips. This move highlights India's ambition to become a global AI compute hub, ensuring…

The Economic Times

Tech leaker claims that the RTX 50 Super refresh is still on, despite the RAMpocalypse, and it'll be joined by a 12 GB RTX 5060

Tech leaker claims that the RTX 50 Super refresh is still on, despite the RAMpocalypse, and it'll be joined by a 12 GB RTX 5060

Gotta use all them Blackwell dies somehow.

Nvidia RTX 5000 Super GPU refreshes could arrive in 2026 after all — with a surprise addition that won't destroy your wallet like the others

Nvidia RTX 5000 Super GPU refreshes could arrive in 2026 after all — with a surprise addition that won't destroy your wallet like the others

Has Nvidia changed its mind about RTX Super GPU refreshes for Blackwell? Apparently, although I remain skeptical...

Nvidia’s AI Monopoly Could Push It to Become a $10 Trillion Company by 2030

The biggest AI winner could become much bigger as trillions of dollars flow into AI infrastructure over the next decade.

Microsoft Surface Laptop Ultra weilds Nvidia's RTX Spark superchip with 128GB of RAM, 20 Arm CPU cores, and a Blackwell GPU — 15-inch mini-LED PixelSense Ultra display rounds out the powerful package

Microsoft Surface Laptop Ultra weilds Nvidia's RTX Spark superchip with 128GB of RAM, 20 Arm CPU cores, and a Blackwell GPU — 15-inch mini-LED PixelSense Ultra display rounds out the powerful package

Powered by Nvidia's RTX Spark Superchip, the Surface Laptop Ultra features 20 Arm CPU cores, 6,144 CUDA cores, and up to 128GB of unified memory

Tom’s Hardware

ASUS ProArt P16 and P14 N1X bring workstation‑class power, RTX graphics, and AI‑PC performance for creators

ASUS ProArt P16 and P14 N1X bring workstation‑class power, RTX graphics, and AI‑PC performance for creators

ASUS joins the RTX Spark revolution with the ProArt P16 and P14, featuring 128GB of RAM and Blackwell GPUs to challenge the MacBook Pro.

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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.

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

The Economic Times

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.

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.

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The Economic Times

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.

Tom’s Hardware

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.

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.

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.

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.

International Business Times

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.

Tom’s Hardware

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.

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