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The Latest Breaking News from Nvidia

Dell, Super Micro Shipments With Nvidia, AMD Chips Secretly Fitted With US Trackers To Detect Diversions To China: Report

U.S. authorities have reportedly placed location tracking devices in targeted shipments of advanced AI chips at high risk of illegal diversion to China.

Benzinga

Huawei releases new tool to get Chinese firms around crushing HBM export blacklist — new UCM software claims up to 22x throughput gain and 90% latency reduction for traditional cache hierarchies in AI workloads

Huawei's newest software tool, called the Unified Cache Manager, seeks to optimize utilization across the traditional cache hierarchy for AI inference, allowing China's AI firms to be more competitive without the need for exotic HBM memory that is near-impossible to obtain in the country.

Tom’s Hardware

Taiwan Semiconductor Streamlines Legacy Fabs As AI Chip Demand Surges

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) will shut down its 6-inch wafer manufacturing business over the next two years and consolidate its 8-inch wafer production capacity to boost efficiency, the company said Tuesday.

Benzinga

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German tech firm sues Nvidia for patent infringement, seeks to block Nvidia across 18 European countries — ParTec lawsuit alleges DGX AI supercomputer design theft

ParTec AG has filed its third patent infringement lawsuit against Nvidia at the Unified Patent Court, targeting the company's DGX AI supercomputers. The case centers on ParTec’s patented dynamic Modular System Architecture (dMSA), crucial for CPU-GPU coordination in AI workloads, seeking a Europe-wide sales injunction and damages.

Tom’s Hardware

Mark Cuban Says 'I Support Tariffs,' But Calls Blanket Levies 'Idiotic,' Warns Of Heavy Toll On Small Businesses

Billionaire investor Mark Cuban endorsed targeted tariffs for strategic industries while criticizing across-the-board trade measures, citing concerns over small business impacts in Tuesday’s social media posts.

Benzinga

China pressures AI firms to avoid Nvidia’s H20 GPUs amid trust concerns

Just when NVIDIA thought it was in the clear to resume sales of its H20 AI GPUs to China, a new report suggests that Beijing is putting pressure on its major firms to avoid the chips.

Windows Central

Stocks Rally on Higher Odds for Fed Rate Cut after CPI Report

The S&P 500 Index ($SPX ) (SPY ) on Tuesday rose by +1.14%, the Dow Jones Industrials Index ($DOWI ) (DIA ) rose by +1.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose by +1.33%. September E-mini S&P futures (ESU25 ) rose by +1.06%, and September E-mini Nasdaq...

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Samsung's biggest rival and Sandisk have come together to standardize High Bandwidth Flash memory - which could mean better AI performance for everyone

Sandisk and SK Hynix developing High Bandwidth Flash, a hybrid memory design combining DRAM-like speed with NAND capacity to expand AI performance and efficiency.

TechRadar

I played games for 100 hours on Intel Arc B580 — it proved to me that GPUs are Intel's way back from the brink

The Intel Arc B580 is easily the best budget gaming GPU you can buy right now. At $249 (provided you can find one at this MSRP), you won’t find anything else new that comes close for 1440p gaming.

Tom’s Guide

ETF Investors Face Crosswinds: China Hits Chips, US Spares Gold

ETF investors are facing a new combination of policy risk and reprieve this week as US–China tensions overflow into the semiconductor and precious metals markets.

Benzinga

Congressman Invests $6.4 Million In Magnificent 7 Stocks—Top Pick Inside

A member of Congress recently disclosed millions of dollars in stock purchases, including big bets on six of the Magnificent Seven stocks.

Benzinga

Nvidia RTX 5090D V2 limits AI performance even more with 25% less VRAM and bandwidth — downgraded gaming flagship keeps same $2299 MSRP in China

Nvidia has officially released the GeForce RTX 5090D V2 gaming graphics card for the Chinese market, priced at $2,300 MSRP.

Tom’s Hardware

Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax?

NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) recently agreed to pay the U.S. government 15% of their AI chip revenue from China — a groundbreaking arrangement driven by export license conditions. But not all chipmakers are equally exposed.

Benzinga

Rockstar and Nvidia aren't done with GTA 5 just yet, and I'm not either – now it's getting DLSS 4 Multi Frame Generation support

Nvidia is providing Multi Frame Generation support for GTA 5 and Hellblade 2, with a new Game Ready Driver available now.

TechRadar

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Benzinga

What Is Going On With Chinese EV Stocks Nio, Li Auto, Xpeng On Tuesday?

Electric vehicle makers in mainland China sold 1.26 million units in July, including passenger cars and commercial vehicles. This marked a 5% drop from June and the first month-on-month decline since May, according to the China Association of Automobile Manufacturers (CAAM). Despite the slowdown, sales still rose 27.4% year over…

Tom’s Hardware

Modder builds gaming handheld powered by an RTX 4090 laptop GPU and Intel i9-14900HX — system sports 12.5-inch 4K display, 175W mobile GPU

A China-based computing enthusiast and modder has created a gaming handheld that pushes the envelope for the form factor.

GamesRadar

CyberPowerPC's custom builder feels like choosing burger toppings at Five Guys, and I think I want all of them

The CyberPowerPC Ultra XT3D is a solid custom-built PC that offers great performance across 1080p, 1440p, and 4K resolutions.

Tom’s Hardware

AMD's new RX 9060 ripped out of OEM PC and benchmarked — beats the RTX 5050 by 20 percent, basically ties the RTX 5060 in gaming and productivity

AMD’s new RX 9060 8GB non-XT delivers a 19.8% performance lead over Nvidia’s RTX 5050 and comes within 2% of the RTX 5060 in 1080p gaming. In 3DMark, it scores 38% and 25% higher than the RTX 5050 in Time Spy and Fire Strike.

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Stocks Rally on Increased Odds for Fed Rate Cut after CPI Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.72%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +1.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.64%. September E-mini S&P futures (ESU25 ) are up +0.63%, and September E-mini Nasdaq futures...

Benzinga

Intel's White House Advantage: The Only Chip Giant Not Paying The China Tax

While Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) face a new government-imposed 15% revenue cut on AI chip sales to China, Intel is notably absent from this "China tax" club. That absence isn't luck—it's the result of Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan's upcoming White House meeting, which…

Barchart

Stocks See Support from Increased Odds for Fed Rate Cut after CPI Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. September E-mini S&P futures (ESU25 ) are up +0.56%, and September E-mini Nasdaq futures...

TechRadar

I didn’t think 4K gaming handhelds were possible, but this DIY Nvidia RTX 4090 model has proved me wrong

The handheld gaming PC market is growing exponentially, and a DIY model may have just proven that 4K handheld gaming is in the realm of possibility.

The Guardian - US

In the time of tariffs, Nvidia and AMD cut unusual deals with Trump

Two chipmakers make revenue-sharing pledges, OpenAI reveals GPT-5 and AOL bids dial-up adieu

PC Gamer

Trump says Nvidia's 'super-duper advanced' Blackwell AI chips might be part of future China deals as long as they're 'somewhat enhanced, in a negative way'

'I think he’s coming to see me again about that, but that will be an un-enhanced version of the big one.'

Benzinga

Beijing Asks Alibaba, ByteDance Why They Need Nvidia H20 Chips Instead Of Local Alternatives

Beijing is pressuring major Chinese tech companies, including Alibaba Group (NYSE:BABA) and ByteDance, to justify their purchases of Nvidia's (NASDAQ:NVDA) H20 artificial intelligence chips instead of opting for domestic alternatives.

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