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The Latest Breaking News from Blackwell

What's Going On With Taiwan Semiconductor Stock Friday?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

Benzinga

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Benzinga

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Nvidia Stock Falls Over 2% In Thursday Pre-Market, Dan Ives Says Any Decline Is A Clear 'Buying Opportunity'

Shares of Nvidia Corporation (NASDAQ:NVDA) fell 2.01% during the pre-market trading session on Thursday after the company logged no revenue from H20 chip sales in China.

Benzinga

Nvidia earnings beat Wall Street’s sky-high expectations, but the stock is falling because ‘there were no H20 sales to China-based customers’

“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.

Fortune

Nvidia Could Raise Its Full-Year Outlook on August 27. Should You Buy NVDA Stock First?

Nvidia heads into its Q2 earnings with strong momentum, driven by surging demand for its Blackwell GPUs and strength across multiple business segments.

Barchart

Nvidia's Big Moment Is Here: Will AMD's Saudi Arabia Megadeal Upstage It?

It's Nvidia Corp's (NASDAQ:NVDA) week to shine as earnings land on Wednesday after the bell. But Saudi Arabia may have just given rival Advanced Micro Devices Inc (NASDAQ:AMD) a stage-stealing spotlight. The kingdom's new AI startup, Humain, has broken ground on its first data centers in Riyadh and Dammam, a…

Benzinga

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I got my hands on Nvidia GeForce Now's new RTX 5080 upgrade and I couldn't tell the games weren't running locally, but 4K with frame gen was a little laggy

I was impressed with the low latency for competitive shooters.

PC Gamer

Amazon, Meta Among Early Adopters Of Nvidia's Jetson Thor Robotics Platform

Nvidia (NASDAQ:NVDA) stock is trading higher on Monday as it rolled out its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform built to power millions of robots, including humanoids, with advanced AI capabilities.

Benzinga

IREN Stock Is Moving Higher Monday: What's Going On?

IREN Limited (NASDAQ:IREN) shares are trading higher. The company on Monday announced the purchase of thousands of Nvidia Corp (NASDAQ:NVDA) Blackwell B200 GPUs.

Benzinga

Nvidia To Showcase Latest Innovations, Including Blackwell GPUs At Hot Chips 2025 As It Strengthens $4.3 Trillion Market Lead

Nvidia Corporation (NASDAQ:NVDA) is gearing up to unveil major advancements in GPUs, networking and AI efficiency at the Hot Chips 2025 conference, highlighting breakthroughs that aim to scale AI workloads beyond single data centers.

Benzinga

Should You Buy Nvidia Stock Before August 27?

While U.S.-China tensions continue, Nvidia remains the undisputed king of AI hardware.

Barchart

Nvidia reportedly shows China-specific B30 chips with 80% of the performance of the standard Blackwell GPU to the U.S. government — Nvidia CEO says approval is still up in the air

Nvidia is still waiting for approval from the U.S. government to sell the B30 chip to China.

Tom’s Hardware

Nvidia's GeForce Now gets an RTX 5080 upgrade — Ultimate subscribers now get Blackwell benefits in the cloud

Nvidia is upgrading its GeForce Now service at Gamescom with new RTX 5080-powered instances for Ultimate subscribers, plus a range of other improvements.

Tom’s Hardware

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PC Gamer

Nvidia announces the 'biggest launch in GeForce Now RTX history': RTX 5080 performance, local-style installs, better game streaming quality, and more

The company is aiming to make GeForce Now streaming match local gaming.

Barchart

Billionaire Philippe Laffont Just Ditched Super Micro Computer Stock. Should You?

Laffont’s investment management firm has completely exited SMCI.

Barchart

China is Pushing Back Against Biggest Firms Using Nvidia Chips Despite Trump Clearing H20 AI Chips for Export

Nvidia's return to the Chinese market with its H20 AI chips, facilitated by a recent easing of U.S. export restrictions, is encountering significant resistance from Beijing.

Tom’s Hardware

Trump may allow Nvidia to ship hobbled current-gen Blackwell AI GPUs to China — U.S. gov't would get 15% of related revenue, China firms would get access to far faster GPUs

Trump signaled he may allow Nvidia to sell heavily downgraded Blackwell AI processors to China in exchange for 15% of related sales revenue to the U.S. government, a move that could give Chinese firms far faster hardware than current H20-based offerings.

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Tom’s Hardware

Nvidia introduces compact Blackwell professional graphics cards — RTX Pro 4000 SFF and Pro 2000 GPUs arrive at SIGGRAPH 2025

Nvidia just released more affordable variants of Blackwell AI GPUs.

Tom’s Hardware

Nvidia RTX Pro 5000 Blackwell laptop GPU beats previous gen by 14% in OpenCL benchmark — professional mobile chip performs like a laptop RTX 5090

Someone has benchmarked Nvidia's RTX Pro 5000 Blackwell Laptop GPU with Geekbench 6.

Benzinga

Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst

BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp (NASDAQ:NVDA) with a price target of $220 on Monday.

TechRadar

Need a new GPU? Nvidia's RTX 5000 Super models may be coming sooner than you expect

While fans may naturally look towards CES 2026 for any new Nvidia GPU announcements, we may be getting a launch later in 2025.

Tom’s Hardware

Elon Musk says xAI is targeting 50 million 'H100 equivalent' AI GPUs in five years — 230k GPUs, including 30k GB200s already reportedly operational for training Grok

Elon Musk's xAI aims to achieve 50 exaFLOPS of AI training compute — equivalent to 50 million H100 GPUs — within five years. Thanks to Nvidia's rapid performance scaling, it is more than doable even with less than a million GPUs, but that will likely require an immense amount of…

Tom’s Hardware

GeForce RTX 5090 Laptop GPU shunt mod increases performance by up to 40% — 175W TGP boosted to 250W to unlock extra performance

GizmoSlipTech applied a shunt mod to a GeForce RTX 5090 Laptop GPU to benchmark the graphics card's performance and thermals.

Barchart

Nvidia Hits New Record as Its CEO Bets Big on Robotics and AI. Is a $10 Trillion Market Cap Next?

Nvidia has reached a $4 trillion market cap, and it’s just the beginning.

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People

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