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The Latest Breaking News from Nvidia

A Meta employee created a dashboard so coworkers can compete to be the company's No. 1 AI token user—and Zuckerberg doesn't even rank in the top 250

The company’s employees could compare themselves to their colleagues and earn achievement titles like “Model Connoisseur” and “Cache Wizard” on the “Claudeonomics” leaderboard.

Fortune

Ark Invest Is Buying the Dip in CoreWeave Stock. Should You?

Ark Invest is loading up on CRWV stock, betting that its hyper‑growth AI cloud business, Nvidia partnership, and huge revenue backlog will ultimately outweigh today’s deep losses and heavy leverage.

Barchart

Intel and SambaNova team up on heterogenous AI inference platform — different hardware performs different workloads

Intel and SambaNova announce heterogeneous inference platform that can take advantage of Intel Xeon 6 CPUs, SambaNova SN50 RDUs, and Nvidia GPUs.

Tom’s Hardware

From analysis to the latest developments in health,
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'Our work shows that Rowhammer, which is well-studied on CPUs, is a serious threat on GPUs as well': High-end Nvidia hardware targeted by all-new attacks entering a new "territory."

New Rowhammer attacks on Nvidia GPUs enable full system compromise by manipulating memory, exposing risks in shared environments despite limited real-world use.

TechRadar

AI Stocks Are Splitting. Here’s 1 Winner and 1 Comeback Play

While Nvidia still leads, Intel is fighting its way back.

Barchart

Apple’s Silent Partner Just Validated the Hardware Boom

Foxconn's first-quarter revenue growth, fueled by unprecedented AI server demand, validates the rapid expansion of the global hardware market.

MarketBeat

Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution

Megaspeed gets final nail in its coffin after Bridge Data Centers cancels its tenancy and replaces it with U.S.-based Zenplayer.

Tom’s Hardware

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Apple's MacBook Neo is reportedly close to selling out which has got me thinking about why we can't have more simple and affordable gaming PCs like the Steam Deck

An RTX 5090 is nice and all, but...

PC Gamer

"I hope NVIDIA's legal team lets this slide": I dive into OpenNOW, an open-source GeForce Now alternative that's trending in cloud gaming — for good reason

OpenNOW is quickly gaining popularity as a quality GeForce Now app alternative, all thanks to its open-source nature. It still has some limitations compared to the official software, but it's on the right path ... assuming NVIDIA's legal team doesn't get involved.

Windows Central

NVIDIA Bets Big on Industrial Revolution 4.0: Outlook Swells

NVIDIA is on track to dominate the world of physical AI after dominating the data center build-out phase and has a triple-digit gain in store for its stock.

MarketBeat

Why Mizuho Just Slashed Its Price Target on Super Micro Stock by 25%

Wall Street is growing increasingly cautious on Super Micro as regulatory troubles cast a shadow over its AI-driven momentum.

Barchart

NVIDIA Invests $2B in Marvell: What It Means for Both Stocks

NVIDIA just can't stop making multi-billion dollar investments in AI stocks. See what its latest investment in Marvell signals going forward.

MarketBeat

'Video games are cooked' — founder of No More Robots condemns gen AI in gaming and says 'from a publisher perspective, it's mega annoying'

The generative AI genie is out of the bottle, and the founder of an indie game publisher believes it's too late to turn back.

TechRadar

Nvidia Bull Put Spread Could Return 22%

Nvidia (NVDA) has been range bound for a few months, but could be ready to start getting back into rally mode with earnings just around the corner.

Barchart

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PC Gamer

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.

Kiplinger

The Private Assets Held in Public Companies

Shareholders of some of the most widely owned stocks are investing indirectly in private equity and debt.

Fortune

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.

GamesRadar

"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"

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Tom’s Hardware

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.

Fortune

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?

PC Gamer

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?

Barchart

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.

Tom’s Hardware

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.

MarketBeat

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.

Barchart

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?

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