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The Latest Breaking News from Nvidia

JPMorgan CEO Jamie Dimon Says Nvidia Is An 'Unbelievable' Company — But Warns Investors Some AI Stocks May Be Overpriced

On Wednesday, JPMorgan Chase (NYSE:JPM) CEO Jamie Dimon praised Nvidia Corporation (NASDAQ:NVDA) and the artificial intelligence revolution but cautioned that some stocks in the sector might be trading at unsustainable valuations.

Benzinga

Jensen Huang Warns China Will Win The AI Race Days After Donald Trump Said US Won't Let 'Anybody' Have Nvidia's Most Advanced Chips

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang warned that China is poised to surpass the U.S. in artificial intelligence development, citing cheaper energy and looser regulations that give Beijing an edge.

Benzinga

Jensen Huang Once Said He Would Have Followed Mark Zuckerberg's Playbook For A 'Head Start' In Life If He'd Known Success Would Take So Long

At SIGGRAPH 2024, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang shared a humorous insight into the long road to success, joking that he might have followed Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg's early college-dropout approach if he had known how long building a tech empire would take.

Benzinga

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Boost your gaming with expert tips, pro settings, and FPS optimization strategies for smooth, competitive play. Discover instant performance tweaks for any rig.

Player One

China offers Alibaba and other domestic giants half-price data center energy if it picks chips from Huawei over Nvidia

China offers energy subsidies to tech giants using domestic chips, seeking AI independence while confronting efficiency and performance challenges.

TechRadar

King discusses AI risks with Nvidia founder and top scientists

Seven engineers each received a 2025 Queen Elizabeth Prize for Engineering (QEPrize) to honour their work developing machine learning in the AI field.

Evening Standard

King warns of AI risks as he hands out awards to tech leaders

‘I need to talk to you’ was the first thing Charles told Mr Huang at the St James’ Palace event

The Independent UK

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Palantir Just Got a New Street-High Price Target. Should You Buy PLTR Stock Here?

Palantir soared to a new record-high analyst price target of $230 after its Q3 report showed 63% revenue growth and blockbuster U.S. commercial sales, but the stock trades well above its consensus target and over 450x forward earnings, so expectations are sky-high and volatility is elevated.

Barchart

Buy Nvidia Stock Now for the Next ‘Golden Wave’ of AI

Nvidia’s next growth phase is being fueled by soaring Blackwell GPU demand and record AI infrastructure spending from hyperscalers.

Barchart

You can now rent a $3000 Nvidia RTX 5090 GPU from just $0.25/hour, when you need it, for as long as you need it

Renting Nvidia’s $3000 RTX 5090 GPU now costs less than a dollar an hour as decentralized cloud networks provide affordable access to high-end AI hardware.

TechRadar

The Big Short investor who called 2008 crash is betting big against AI

Tech stocks took a nosedive Tuesday as a result of the investor’s bets

The Independent UK

Investors Flee AI Stocks as Asian Chipmakers Trigger Global Sell-Off

Global markets tumble as Asian chipmakers trigger a $500 billion sell-off in AI and semiconductor stocks, fuelling fears of an overheated tech bubble and renewed investor caution.

International Business Times UK

China bans foreign AI chips from state-funded data centers, report claims — crackdown would include removing Nvidia, AMD, and Intel chips from builds in early stages

China has reportedly issued a sweeping ban on foreign AI chips in any data center backed by government money, applying retroactively to early-stage builds.

Tom’s Hardware

Nvidia Could Be the First Company to Reach $8.5 Trillion. Should You Buy NVDA Stock Here?

Loop Capital analyst Ananda Baruah sees the chip major's stock reaching $350.

Barchart

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TechRadar

Microsoft strengthens its in-country data processing push with more sovereignty options

Microsoft says 15 markets will have local Copilot processing by the end of 2026, with more to come.

Tom’s Hardware

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.

Barchart

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.

Windows Central

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.

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Windows Central

"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.

Tom’s Hardware

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.

PC Gamer

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.

Tom’s Hardware

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.

Benzinga

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.

inkl

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.

The Guardian - UK

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

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