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The Latest Breaking News from Nvidia

Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000 — set to increase to $56,000 with next-generation NVL144 racks

Morgan Stanley estimates that the cooling cost per rack will rise from $49,860 for Nvidia’s GN300 NVL72 to $55,710 for the Vera Rubin NVL144 due to hotter Vera CPUs and Rubin GPUs that require pricier $400 cold plates and more advanced liquid cooling systems.

Tom’s Hardware

Michael Burry Is Betting Against Nvidia Stock. Should You?

Nvidia shares inched lower on Tuesday as a filling confirmed Michael Burry is betting against them. Here’s why NVDA stock still remains a great long-term holding.

Barchart

Microsoft and NVIDIA launch UK hub to fuel the next wave of autonomous AI startups

The new Agentic Launchpad program offers UK startups Azure credits, NVIDIA tools, and direct engineering support to scale autonomous AI systems.

Windows Central

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"Record revenue and profitability" — AMD crushes Q3 expectations, and the biggest money maker might not be what you expect

AMD posted its third-quarter financial results, and they're far better than I was expecting. Here's what's driving revenue and where AMD wants to go in the coming year.

Windows Central

SK hynix reveals DRAM development roadmap through 2031 — DDR6, GDDR8, LPDDR6, and 3D DRAM incoming

SK hynix’s DRAM roadmap presented at the SK AI Summit 2025 outlines the company’s AI-focused memory strategy through 2031 that includes DDR6, LPDDR6, GDDR8, and next generations of HBM solutions. HBF is not expected to hit the market before 2030.

Tom’s Hardware

Raising a digital digit to Nvidia, China reportedly set to ban foreign-made AI chips from state-funded data centers

Nvidia's hopes of returning to the Chinese market continue to dwindle.

PC Gamer

Membrane evaporative cooling tech achieves record-breaking results, could be solution for next-generation AI server cooling — clocks 800 watts of heat flux per square centimeter

Engineers from the University of California, San Diego, have developed a new membrane evaporative cooling solution that has achieved record-breaking cooling performance. It could be a key solution for cooling Nvidia's future Feynman GPUs rated at over 4,000 watts of power consumption.

Tom’s Hardware

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China Reportedly Bans Foreign AI Chips In State-Funded Data Centers In A Blow To Nvidia, AMD

Beijing has reportedly issued a directive banning foreign artificial intelligence (AI) chips in state-funded data centers amid an intensifying U.S.-China tech war.

Benzinga

From Chips to Energy: Nvidia’s Market Surge and Its Hidden Risks

Nvidia is once again driving the American stock market. The chipmaker's securities have reached a historic high this week, and the company's capitalization has exceeded $4.5 trillion.

inkl

Global stock markets fall sharply over AI bubble fears

Drop in US, Asia and Europe follows warning from bank bosses that market correction could lie ahead

The Guardian - UK

SMCI Stock Plunges Nearly 9% In Wednesday Pre-Market: What's Going On?

The stock of Super Micro Computer, Inc. (NASDAQ:SMCI) declined 8.99% during Wednesday’s pre-market trading session after its quarterly earnings report fell short of market expectations.

Benzinga

‘Big Short’ investor Michael Burry has a $1.1 billion bet against AI stocks, and markets are plunging

Wall Street expects tech stocks to take a hammering this morning—again.

Fortune

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Fortune

Nvidia, Qualcomm Join $850 Million Push Backing India's Deep-Tech Startups

Nvidia Corp (NASDAQ:NVDA) and Qualcomm‘s (NASDAQ:QCOM) investment arm joined Indian and U.S. investors backing the South Asian country’s deep-tech startups, as the India Deep Tech Alliance (IDTA) expands with new members and fresh capital commitments exceeding $850 million.

Benzinga

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The Conversation

Could a ‘grey swan’ event bring down the AI revolution? Here are 3 risks we should be preparing for

The term “black swan” refers to a shocking event on nobody’s radar until it actually happens. This has become a byword in risk analysis since a book called The Black Swan by Nassim Nicholas Taleb was published in 2007. A frequently cited example is the 9/11 attacks.

Benzinga

Cathie Wood Joins Elon Musk And Brian Roemmele In Hyping Tesla's AI5 Chip: 'It Will Be A Big Deal'

On Tuesday, Cathie Wood threw her support behind Tesla Inc.'s (NASDAQ:TSLA) next-generation AI5 chip after business advisor Brian Roemmele called it a "big deal," with Elon Musk revealing new details about the chip's production and future roadmap.

Benzinga

Market Wants More AMD Datacenter Growth Despite OpenAI Win, Must Answer Nvidia's $500 Trillion Orders, Says Daniel Newman

Despite surpassing Wall Street expectations in its third-quarter results, Advanced Micro Devices Inc. (NASDAQ:AMD) saw its shares tumble as Futurum Group CEO Daniel Newman said that investors were looking for stronger signals of accelerating AI and datacenter momentum.

International Business Times UK

Big Short's Michael Burry Places $1B Put Orders Against Nvidia and Palantir in Q3, Warns of AI Bubble

Michael Burry's Scion Asset Management bets against Nvidia and Palantir, raising concerns of an AI market bubble despite their strong performance.

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The Independent UK

Asian shares sink after losses for Big Tech pull US stocks lower

Tokyo's benchmark Nikkei 225 index has fallen more than 4% and other shares in Asia also sank after a retreat on Wall Street spurred by selling of Big Tech shares

International Business Times UK

FTSE 100 on the Brink: Autumn Budget Could Cut Short Its Stunning Rally

The FTSE 100 has enjoyed a stellar 2025, but the upcoming Autumn Budget could threaten its impressive gains and alter its trajectory for the year.

TechRadar

OpenAI and AWS team up in potentially one of the biggest tech partnerships ever seen - so what will it mean for you?

OpenAI’s $38 billion partnership with AWS will expand massive AI workloads, deepening cloud hosting dependence and raising sustainability concerns.

TechRadar

Nvidia is building an "AI Megafactory" for Samsung with 50,000 GPUs - could this be the start of a new AI dawn?

Samsung’s AI Megafactory aims to unify semiconductor, robotics, and digital twin systems, all powered by Nvidia GPUs.

Tom’s Hardware

Echoing Trump's sentiments, America's finance chief Bessent says the most advanced AI GPUs are restricted to home soil - China can have Blackwell chips once they're outdated

The U.S. Secretary of Treasury Scott Bessent has highlighted a potential future where China could get its hands on Nvidia's current-gen flagship AI chips... when they're no longer the current-gen flagships. Washington is considering letting Nvidia sell Blackwell chips to China once they're outdated by at least a year or…

Barchart

Ahead of a ‘Beat and Raise’ Quarter, Should You Buy Nvidia Stock?

Wall Street bets on another Nvidia blowout, but rich valuations mean even a small miss could spark a sharp pullback.

Benzinga

Uber Q3 2025 Earnings Call Transcript

Uber Technologies, Inc. (NASDAQ:UBER) reported third-quarter financial results on Tuesday. The transcript from the company’s third-quarter earnings call has been provided below.

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