Dell's CEO reckons that the total memory demand from the entire AI market in 2028 will be 625x bigger than it was in 2022 Who needs DRAM in their PC anyway? Mine works on wishes and positive thoughts. PC Gamer · Apr 8
The Private Assets Held in Public Companies Shareholders of some of the most widely owned stocks are investing indirectly in private equity and debt. Kiplinger · Apr 8
Supermicro launches probe after cofounder’s arrest on charges of $2.5 billion in chip smuggling This is the Nvidia-allied server maker’s third internal investigation since 2017. Fortune · Apr 7
"Video games are cooked": Publisher head says "it doesn't matter" how many of us hate gen AI, Pandora's box has opened and "it's gonna get used now" "Kinda gives me the ick to look at gen AI art" GamesRadar · Apr 7
Intel introduces its own Neural Compression technology with a fallback mode that works on GPUs without dedicated AI cores — early performance is on the level of Nvidia NTC Intel is working on its own neural texture compression with similar compression performance to Nvidia's counterpart. Best of all, Intel has a fallback version of its compression tech that will work with GPUs that don't come with Intel's XMX engine. Tom’s Hardware · Apr 7
The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting The question now: Is this a generational buying opportunity? Fortune · Apr 7
71% of you say you could never be convinced to turn on DLSS 5, with 37% saying it wouldn't matter how good it looked Back to the drawing board, Jen-Hsun? PC Gamer · Apr 7
Marvell Insider David Casper Just Sold Nearly 18,000 Shares of MRVL Stock. Should You Sell Too? Marvell Technology insider sale raises questions, but strong AI-driven growth keeps the long-term story intact. Barchart · Apr 7
GitHub user creates open-source Nvidia GeForce Now client alternative — removes tracking, telemetry, and AFK limitations Zortos293 uploaded an open-source GeForce Now client to GitHub, allowing gamers to connect to Nvidia's service without being tracked by the tech giant. Tom’s Hardware · Apr 7
Spring Cleaning Your Portfolio: 4 Stocks With Rising Risks Heading Into Q2 Investors are monitoring NVIDIA, Tesla, Rivian and NIKE, as these high-profile stocks face valuation and demand hurdles in the coming second quarter. MarketBeat · Apr 7
Why Is a Prolonged Iran War Bearish for Nvidia Stock? After Trump said that the U.S. plans to strike Iran "extremely hard" over the next 2-3 weeks, tech stocks like Nvidia sold off significantly. What is the rationale for this? Barchart · Apr 7
A One-Stop Shop to Track the Magnificent Seven as Big Tech Tries to Stabilize The NASDAQ’s recent correction is a rare buying opportunity in the Magnificent Seven. This ETF offers balanced exposure as institutional buyers are diving in. MarketBeat · Apr 7
Nvidia’s DLSS 5 video gets blocked after false copyright claim from Italian broadcaster Even Nvidia isn't safe from false claims. Dot Esports · Apr 7
NVIDIA's DLSS 5 AI Trailer Now Taken Down on YouTube—Is It Because of AI Use Violations? NVIDIA's DLSS 5 teaser that many have described as an "AI trailer" has recently been taken down on YouTube. Player One · Apr 7
TechRadar · Apr 6 'The inference inflection has arrived': Nvidia pumps $2 billion into chipmaker Marvell to boost its AI factories to the next level — so does this mean it'll be working with Amazon Trainium soon? Nvidia invests $2 billion in Marvell, integrating XPUs, photonics, and networking into NVLink Fusion to expand AI infrastructure globally
Barchart · Apr 6 Joe Rogan Says Nancy Pelosi Is ‘Better’ at Stock Market Picks Than Warren Buffett and George Soros — ‘She Can do No Wrong, Bro’ Joe Rogan highlighted how Nancy Pelosi’s husband’s apparently well-timed Nvidia stock trade seemed to defy the usual market wisdom of patience and diversification. Rogan humorously suggested Pelosi was a stock-picking prodigy, outperforming even legendary investors like Warren Buffett and George Soros.
MarketBeat · Apr 6 Is There a Buying Opportunity in the SPY ETF? The SPY ETF is set up to rebound strongly in Q2 as the Q1 earnings reports are released; the forecast is for robust growth and solid guidance.
PC Gamer · Apr 6 Italian television channel does DLSS 5 haters a favor by broadcasting footage from reveal trailer, then copyright striking Nvidia's own YouTube channel That's a spicy DLSSaball.
Barchart · Apr 6 Intel Wants to Invest More in SambaNova. What Does That Mean for INTC Stock Holders? Intel is set to invest another $15 million in CEO Lip-Bu Tan-chaired SambaNova.
Barchart · Apr 6 Marvell Technology Stock Surges on Nvidia Investment, Sparking Huge Unusual Options Trades Nvidia Inc.'s $2 billion investment in Marvell Technology and management's recent earnings guidance have pushed MRVL stock higher. That's led to huge, unusual in-the-money put options trading - a bullish signal.
MarketBeat · Apr 6 These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom Higher Micron, Seagate, Ciena, and Ubiquiti are benefiting from the AI data center buildout. Here's what's driving each stock's growth and what investors should watch.
MarketBeat · Apr 6 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally The QQQ ETF is on track to advance in April after signaling a trend-following entry. Upside potential runs into the high-double-digits near-term.
Barchart · Apr 6 As Iran Threatens Attacks on Nvidia, Should You Actually Sell NVDA Stock? Rising geopolitical tensions are shaking sentiment, but Nvidia’s fundamentals and AI-driven demand continue to tell a very different story.
TechRadar · Apr 6 'Silicon photonics is central to next-generation AI infrastructure': How light-based chips could solve AI’s growing bottlenecks A silicon photonics pioneer explains how light-based technology could reshape AI, computing, and data infrastructure.
TechRadar · Apr 6 Iran is threatening to bomb the $30 billion Stargate AI data center backed by OpenAI, Nvidia, and other tech giants The Stargate UAE AI data center, proudly announced by OpenAI and the US government, could be hit by missile strikes.