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The Latest Breaking News from Nvidia

If Microsoft can't source enough electricity to power all the AI GPUs it has, you have to wonder how Amazon is going to cope in its new $38 billion deal with OpenAI

I worry about powering the sole GPU that's in my gaming rig, so that means I'm bonding with Microsoft, right?

PC Gamer

Chinese provinces offer steep power discounts to AI companies using China-made chips — country continues its aggressive push towards AI independence and homegrown silicon

Chinese provinces offer steep power discounts to AI companies using domestic chips

Tom’s Hardware

Nvidia unexpectedly replaces a damaged RTX 5090 GPU despite user blunder — $1,999 flagship GPU escapes paperweight status against all odds

A GeForce RTX 5090 owner damaged his graphics card while attempting to install a water block, but Nvidia agreed to replace it anyway.

Tom’s Hardware

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2008 financial crisis prophet bets against the AI bubble with potential $1 billion payout — Michael Burry reveals put options on Nvidia and Palantir

Big bets are being put on the imminent decline of several big AI industry players.

Tom’s Hardware

China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech

Artificial intelligence chip companies including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology Inc (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM), Intel Corp (NASDAQ:INTC) were under pressure on Tuesday.

Benzinga

Palantir CEO Says Michael Burry, AI Short-Sellers Are 'BatS--t Crazy'

On Tuesday morning, Palantir Technologies, Inc. (NASDAQ:PLTR) CEO Alex Karp criticized short-sellers and pointed directly at investor "Big Short" Michael Burry.

Benzinga

The mind-boggling valuations of AI companies

You try wrapping your head around a string of deals worth nearly $600bn

The Guardian - US

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Microsoft is investing $15.2 billion in the world's AI hotspot — Why that's great news for NVIDIA and its specialized GPUs

Microsoft says it plans to spend another $7.9 billion in the UAE's AI buildout from 2026 until 2029, and NVIDIA's specialized AI GPUs are at the heart of the expenses.

Windows Central

The best new laptops of 2025 for creatives – tried and tested

3 brand-new options from Acer, Apple and ASUS.

Creative Bloq

OpenAI Partners With AWS in $38 Billion Deal to Power Next-Gen AI Innovation

OpenAI partners with Amazon Web Services in a $38B deal to boost ChatGPT's power using AWS's advanced Nvidia GPU infrastructure for next-gen AI.

International Business Times

Stock Index Futures Plunge on Valuation Concerns

December S&P 500 E-Mini futures (ESZ25) are down -1.01%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -1.31% this morning as quarterly results from AI bellwether Palantir failed to impress investors and Wall Street executives cautioned about a potential correction due to sky-high valuations.

Barchart

AMD Hit With Two Lawsuits From Adeia Alleging Massive Patent Violations Ahead Of Q3 Earnings

U.S. tech licensing firm Adeia (NASDAQ:ADEA) has filed two lawsuits against Advanced Micro Devices (NASDAQ:AMD) in the Texas federal court, alleging the chip giant infringed on ten patents related to semiconductor innovations, ahead of its earnings.

Benzinga

China Cuts Data Center Energy Costs By 50% With Major Subsidies To Boost Domestic Chip Industry: Report

China has boosted subsidies for major data centers, slashing their energy bills by up to 50% to support domestic chipmakers and strengthen global competitiveness, according to a report.

Benzinga

Michael Burry Warns AI Boom Is Repeat Of 2000's Dot-Com Bust After Revealing $1 Billion Bearish Bet On PLTR, NVDA

Famed investor Michael Burry, known for his “Big Short” bet against the 2008 housing market, has issued a stark warning that the current AI boom is a speculative bubble mirroring the 2000 dot-com bust.

Benzinga

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The Independent UK

Asian shares trade mixed after AI darlings prop up Wall Street

Asian shares are trading mixed after overseas markets got a big lift from optimism over AI technology

Fortune

Palantir quarterly revenue hits $1.2B, though shares dip in after-hours trading

“We were right. Please learn from us,” its CEO said in an interview ahead of the earnings call.

TechRadar

This might be one of the best value 1080p gaming laptops I’ve tested – if you can put up with a few missteps

The Medion Erazer Deputy 15 P1 makes a pitch for superb 1080p gaming at a reasonable price.

The Independent UK

South Korean president calls for aggressive AI spending in budget speech

South Korean President Lee Jae Myung called for tripling government spending artificial intelligence infrastructure and technology in a budget speech to the legislature

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news in one place.

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Benzinga

Jim Cramer Says Trump Has Not 'Banned' Nvidia From China: President's Comments Leave A 'Lot Of Latitude' For The Tech Giant And Beijing

On Monday, Jim Cramer weighed in on President Donald Trump's latest comments about restricting high-end AI chip exports to China, saying the policy still leaves Nvidia Corporation (NASDAQ:NVDA) with "a lot of latitude" to operate — and does not amount to a full ban.

Benzinga

Nvidia Termed 'Undervalued' By Masayoshi Son Last Year, Now Worth $5 Trillion: Here Is What Japanese Billionaire Investor Said About Ongoing AI Hype

As Nvidia Corp. (NASDAQ:NVDA) races past a record-breaking $5 trillion valuation, a remark from SoftBank Group (OTC:SFTBF) (OTC:SFTBY) CEO Masayoshi Son last year that the chipmaker was "undervalued" looks remarkably prescient.

Benzinga

Nvidia Partners With $750M Startup Spectro Cloud To Fix AI's Biggest Problem: Companies Waste 70% Of Their GPU Computing Power

Spectro Cloud, a Goldman Sachs–backed (NASDAQ:GS) startup valued at about $750 million, announced on Tuesday that it entered a strategic partnership with Nvidia (NASDAQ:NVDA) to address one of the biggest challenges in artificial intelligence: approximately 70% of computing power that often sits unused.

Barchart

Stocks Close Higher on M&A and AI Optimism

The S&P 500 Index ($SPX ) (SPY ) on Monday rose +0.10%, the Dow Jones Industrials Index ($DOWI ) (DIA ) fell -0.52%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.37%. December E-mini S&P futures (ESZ25 ) rose +0.09%, and December E-mini Nasdaq futures (NQZ25 ) rose...

The Independent UK

OpenAI and Amazon sign $38 billion deal for AI computing power

OpenAI and Amazon have signed a $38 billion deal to run OpenAI's systems on Amazon's cloud services

International Business Times UK

'America First, Even in AI': Trump Warns Nvidia's Blackwell Chip Is 'Not for Other People'

President Donald Trump vows that Nvidia's new 'Blackwell' AI chip will be reserved for US use only, signalling tighter export controls and intensifying the tech race with China.

Benzinga

Move Over Nvidia: These ETFs See Amazon As The Next AI Infrastructure Star

The latest stock rally in Amazon.com Inc (NASDAQ:AMZN) is doing more than rewarding shareholders, it is redrawing the ETF map for AI exposure.

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