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The Latest Breaking News from Nvidia

My New Bulwark Article on Trump's Unconstitutional Export Tax

The article explains why the policy is unconstitutional, but also why it is unlikely to be challenged in court in the near future.

Reason

AI experts warn that China is miles ahead of the US in electricity generation — lack of supply and infrastructure threatens the US’s long-term AI plans

Experts say that China has no power supply issues, allowing it to build as many data centers as it wants without worrying about exceeding its grid's capacity.

Tom’s Hardware

Alibaba Launches AI-Powered Agent To Automate Merchant Operations

Alibaba Group’s (NYSE:BABA) international commerce arm launched the Accio Agent on Thursday to help merchants source products and supplies, aiming to transform online business operations.

Benzinga

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DeepSeek's Latest AI Model Delayed After Huawei Chips Fail Amid China's Push To Reduce Reliance On US Companies Like Nvidia: Report

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s (NASDAQ:NVDA) processors.

Benzinga

I spent days testing the Dell 14 Premium vs Apple MacBook Pro 14 to find out which is the best 14-inch laptop – and the results are in

I spent days putting the Dell 14 Premium against the MacBook Pro 14-inch M4 to see which is the better laptop, and the result is rather surprising.

TechRadar

Hedge Fund Elliott Management's Q2 Moves Include Positions Tied To S&P 500, Nasdaq, Nvidia (CORRECTED)

Editor's Note: This article has been updated to clarify language around options holdings

Benzinga

"We don't install secret tracking devices in our products," — NVIDIA responds to a new report suggesting US officials are adding trackers to AI chip shipments

In a new report from Reuters, it's claimed that trackers have been discovered in some AI chip shipments "at high risk of illegal diversion to China." That's terrible timing for NVIDIA, which is under the microscope due to national security concerns from Beijing officials.

Windows Central

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Nvidia's smallest workstation CPUs get a Blackwell boost, but will still pack a punch - and cost a whole lot less than you might think

New Nvidia RTX Pro 4000 SFF and Pro 2000 deliver Blackwell-powered AI and rendering performance for compact workstations with low power and cooling requirements.

TechRadar

5 questions to ask yourself when buying a PC, from someone who reviews them for a living

Shopping for a new PC? Before you start building a wishlist or pricing out parts, ask yourself these five simple questions from an experienced PC reviewer.

Tom’s Guide

Trump Administration Plans To Tax More American Companies on Overseas Sales

The president's revenue-sharing agreement on chip sales to China may pass legal muster, paving the way for effective export tariffs.

Reason

HP Unveils Its Most Powerful Gaming Desktop Ever — And the Stealthiest, for Those Who Prefer a Minimalist Aesthetic

HP has unveiled the OMEN MAX 45L flagship gaming desktop PC powered by AMD and NVIDIA, as well as a refreshed HP OMEN 35L (with a new Stealth Edition).

Windows Central

HP made a gaming PC for people who don't want to look like they own a gaming PC — meet the Omen 35L Stealth Edition

HP just announced an updated model of its Omen 35L, and one version has a "stealthy" design with no RGB lighting. This is the gaming HP I want.

Tom’s Guide

HP's new Omen 35L comes in a 'Stealth' edition for people who hate RGB — and the Omen Max 45L got refreshed, too

HP updated its Omen 35L and Omen Max 45L to the latest parts from Nvidia and AMD, and added some slight design changes. New headsets and mics are also on offer from HyperX.

Tom’s Hardware

HP announces an updated set of Omen Max 45L RTX 5090 rigs with Ryzen CPUs, but no word on price yet leaves me worried

More Ryzen rigs feel like a good thing.

PC Gamer

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International Business Times UK

From $37 to $70: NYSE Explodes; How Did the Bullish Crypto Listing Nearly Double on Debut?

A bullish new stock has doubled from $37 to $70 in its market debut, leaving investors eager to know what's driving the surge and whether it can last.

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Fortune

AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer

As AI wipes the job market for Gen Z, AMD CEO Lisa Su insists she’s still hiring at the $300 billion semiconductor company—and believes humanity will not be outpaced by AI.

PC Gamer

White House says it's still working on the 'legality' of 15% China tax for Nvidia and AMD GPU sales as it threatens similar deals with other companies

You get the feeling Nvidia and AMD aren't arguing.

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Tom’s Hardware

Microsoft brings native Xbox app gaming to Windows on Arm PCs – hints at bigger hardware shift ahead

Native Xbox games for Arm-based Windows 11 PCs is finally here

Tom’s Hardware

ChatGPT 5 power consumption could be as much as eight times higher than GPT 4 — research institute estimates medium-sized GPT-5 response can consume up to 40 watt-hours of electricity

Estimates from the University of Rhode Island's AI lab suggest OpenAI's more capable GPT 5 could consume up to 45 GWh per day. But researchers may be wrong.

Barchart

Sure, Nvidia’s (NVDA) Hot But Bargain-Hunting Investors Should Consider This Overlooked Semiconductor Name

Wall Street is much like counting cards in blackjack and NVDA stock isn’t always going to give you a strong hand. Instead, tech investors may look into this under-the-radar play.

Tom’s Hardware

DeepSeek reportedly urged by Chinese authorities to train new model on Huawei hardware — after multiple failures, R2 training to switch back to Nvidia hardware while Ascend GPUs handle inference

DeepSeek’s bid to train R2 on Huawei’s Ascend chips failed due to technical limits, forcing a return to Nvidia GPUs and delaying the launch.

Fortune

U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable for the right fee.”

MarketBeat

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

Benzinga

Bridgewater Retreats From China, Shifts Billions Into US Mega-Cap Tech

Bridgewater Associates exited its holdings in U.S.-listed Chinese companies in the second quarter, signaling a decisive retreat as geopolitical tensions and shifting sentiment darkened the outlook for the world’s second-largest economy.

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