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The Latest Breaking News from Nvidia

Two mystery customers alone were responsible for nearly 40% of Nvidia's quarterly revenue

Nvidia saw a 56% jump in year-over-year revenue in the second quarter.

Fortune

What's Going On With Best Buy Stock Today?

Best Buy Co., Inc. (NYSE:BBY) shares are trading higher on Friday.

Benzinga

Gap Shares Rise As JPMorgan Sees Inflection Point Under CEO's Merchandising Playbook

Retailers are navigating a challenging landscape marked by shifting consumer preferences and unpredictable weather patterns, which impact seasonal sales. In this environment, companies like Gap, Inc. (NYSE:GAP) are striving to adapt their strategies to maintain growth and profitability.

Benzinga

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What's Going On With Broadcom Stock Friday?

Broadcom (NASDAQ:AVGO) shares slipped Friday, weighed down by weakness in rival Marvell Technology (NASDAQ:MRVL) after the latter posted better-than-expected quarterly earnings but tempered sentiment with cautious guidance and a wave of analyst price forecast cuts.

Benzinga

Analysts Highlight IREN's Cloud Services As Long-Term Engine Behind Continued Stock Rally

IREN Limited (NASDAQ:IREN) extended its rally on Friday, continuing the momentum from the previous day. The company delivered record fiscal 2025 results that topped Wall Street estimates and unveiled a $168 million GPU expansion to accelerate its AI cloud push.

Benzinga

Highly intricate water blocks like this one may become the norm as server CPU power consumption soars, and could even trickle down into gaming PCs

Massive AI GPUs are already using them, so naturally, CPUs are feeling a bit jealous.

PC Gamer

You can upgrade FSR 3.1 games to FSR 4 with manual DLL swapping — GitHub community discovers FSR swapping works similar to DLSS upgrades

GitHub user has discovered that DLL swapping works with FSR 4 in FSR 3.1 games. Allowing FSR 3.1 games to be upgraded to FSR 4 merely by replacing a few DLLs in the game's files.

Tom’s Hardware

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'There's no such thing as a laser-resistant weed' says company employing dozens of Nvidia GPUs to fry weeds with lasers from above

Imagine laser hair removal, except for fields.

PC Gamer

China Doesn't Need Nvidia Anymore: Alibaba's New Chip Is A Challenge To Washington

Alibaba Group Holding Ltd (NYSE:BABA) (NYSE:BABAF) has just raised the stakes in the U.S.–China tech rivalry. The Chinese e-commerce and cloud giant has unveiled a new AI chip designed to reduce reliance on Nvidia, Washington's favorite export-turned-bargaining chip.

Benzinga

Nvidia Joins Investment Of Nuclear Fusion Startup Backed By Bill Gates, Google

Support from the White House administration for nuclear energy has led to more investments in the sector and investors are looking for the stocks to watch in the sector. Private nuclear companies are also landing more investments, with one startup picking up support from the world's most valuable company.

Benzinga

Nvidia CEO Jensen Huang says talks with Trump to allow chips into China will take time

Banned from selling H20 chips to China, Nvidia could have to scale down its Blackwell chips by 30-50% to restart sales.

TechRadar

According to a Linkedin profile, AMD is working on another chiplet-based GPU — UDNA could herald the return of 2.5D/ 3.5D chiplet-based configuration

AMD's upcoming RDNA 5 (Navi 5x) GPUs could mark the company's first consumer graphics architecture to use a multi-tile GPU design.

Tom’s Hardware

Is NVIDIA Stock Outperforming the Dow?

NVIDIA has outperformed the Dow over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart

What's Going On With Taiwan Semiconductor Stock Friday?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

Benzinga

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Barchart

Nvidia's Free Cash Flow Falters From Higher Capex - Is NVDA Stock Fully Valued?

Nvidia said its fiscal Q2 sales were up just 6% from the prior quarter, and free cash flow (FCF) fell slightly from a year ago. Moreover, its FCF margins have faltered with higher capex spending. Is NVDA stock overvalued now?

Barchart

Nvidia’s Jensen Huang Warns America Must ‘Lead and Win the AI Race,’ Says China is a $50 Billion Opportunity and Growing ‘50% Per Year’

NVIDIA CEO Jensen Huang spotlighted China as a central piece of the global AI economy during the company’s earnings call this week, estimating that the market represents a $50 billion opportunity for NVIDIA this year alone.

PC Gamer

Battlefield 6 Ultra system requirements have finally been revealed and you will need at least an RTX 4080 for this shooter to look its explosive best

But only if you don't use upscaling.

Benzinga

Alibaba Sees Historic Opportunities As CEO Points To AI And Quick Commerce Wins

Alibaba Group Holding (NYSE:BABA) shares climbed on Friday following the release of its fiscal first-quarter results, as the e-commerce giant co-founded by Jack Ma reported revenue that exceeded analyst expectations.

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Windows Central

I tested Razer's new Blade 18 to see how hot (and loud) it gets — is this RTX 5090 gaming laptop a space heater or the real deal?

NVIDIA's RTX 5090 GPU meets vapor chamber cooling in this Razer Blade 18 sample that I'm testing in 2025. It's still tornado loud, but can it handle the heat alongside its high-end Intel CPU?

Fortune

Recap: An AI super PAC, tech earnings, and Taylor Swift

This week, tech earnings came in, Silicon Valley is thinking about midterms, and more.

Benzinga

Super Micro Flags Risks That Could Disrupt Results, Stock Falls

Super Micro Computer (NASDAQ:SMCI) warned that weaknesses in its financial disclosure controls could hinder its ability to deliver timely and accurate results if left unaddressed.

Fortune

Don’t envy Nvidia CEO Jensen Huang—he’s hamstrung by Washington and Beijing

Also: All the news and watercooler chat from Fortune.

TechRadar

I gamed for days on the Acer Nitro V 15 Intel, and its 1080p performance is great for the price – as long as you can stand the heat

The Acer Nitro V 15 Intel offers strong performance at a budget price – is there a catch?

TechRadar

I tested the ASUS TUF Gaming A16 (2025) and it performs better than its price suggests – but there’s one big sacrifice you’ll have to make

The ASUS TUF Gaming A16 (2025) is a very well-priced machine considering the spec – but is it really worth your money?

TechRadar

Fujitsu is teaming with Nvidia to build probably the world's fastest AI supercomputer ever at 600,000 FP8 Petaflops - so Feyman GPU could well feature

Japan’s FugakuNEXT supercomputer will combine Fujitsu CPUs and Nvidia GPUs to deliver 600EFLOPS AI performance and up to 100x application speedup.

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