The Latest Breaking News from Blackwell

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 · Apr 15

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 · Apr 2

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 · Mar 31

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.

Tom’s Hardware · Mar 2

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.

Barchart · Feb 20

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 · Jan 27

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.

Tom’s Hardware · Jan 26

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.

Tom’s Hardware · Jan 21

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.

MarketBeat · Jan 20

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.

Barchart · Jan 19