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The Latest Breaking News from Nvidia

AMD Paves Path for Market Share Gains: Stock Rally Has Just Begun

Advanced Micro Devices is on track to combine years of work into an end-to-end solution for hyperscalers and begin taking share from NVIDIA.

MarketBeat

Advanced Micro Devices Whiffed on Earnings. Should You Buy, Sell, or Hold AMD Stock Here?

AMD is a tech stock that continues to trade at a reasonable valuation in 2025, making it a top buy for long-term shareholders in 2025.

Barchart

Nvidia RTX 5070 Ti bought from Amazon had the box contents swapped for bag of suspicious white powder — PC hardware enthusiast bamboozled by Amazon just days after ordering a 5090 with no GPU core, finds salt instead

A PC hardware enthusiast in Taiwan video recorded their Amazon-sourced RTX 5070 Ti unboxing only to discover the box contained a bag of salt instead of a graphics card.

Tom’s Hardware

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Nvidia responds to claim China is urging local companies to avoid Nvidia H20 — report claims authorities have sent notices discouraging use, especially for government-related purposes

A new report claims that China is urging local companies to avoid using Nvidia's H20 chip.

Tom’s Hardware

Ex-Intel CEO calls current Intel CEO's plans for chip factory investment a 'joke' and wants Nvidia, Apple and Google to stump up the cash to save the fabs

Craig Barrett's bullet points aim the barrel squarely at Lip Bu Tan.

PC Gamer

Dell Unveils AI Platform Upgrades To Tackle Enterprise Data Complexity

Dell Technologies (NYSE:DELL) on Monday announced new updates to its Dell AI Data Platform to help enterprises manage the full AI workload lifecycle, from ingestion and transformation to agentic inferencing and AI-powered knowledge retrieval.

Benzinga

Inflation Report: Consumer Prices Up 2.7% Annually, Meeting Expectations

September S&P 500 E-Mini futures (ESU25) are up +0.06%, and September Nasdaq 100 E-Mini futures (NQU25) are up +0.02% this morning as investors refrained from making big bets ahead of key U.S. inflation data that could reshape expectations for Federal Reserve rate cuts.

Barchart

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What CEOs really think about Nvidia and AMD's China export deal: 'Brilliant, a tariff that we don’t have to pay'

Also: All the news and watercooler chat from Fortune.

Fortune

Mark Cuban Says Trump's Nvidia, AMD Export Tax Is What Warren, AOC, Sanders Should've Done — Kevin O'Leary Calls It 'Blackmail'

Mark Cuban and Kevin O’Leary have weighed in on President Donald Trump’s controversial deal with Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD), with Cuban praising it as a progressive move and O’Leary calling it corporate “blackmail.”

Benzinga

Mohamed El-Erian Warns On China-US Tariff Truce As Trump Cites 'Very Good Relationship' With Xi Jinping—Long-Term Calm 'Far From Guaranteed'

President Donald Trump extended the tariff suspension with China for 90 days on Monday, citing his “very good relationship” with Chinese President Xi Jinping. But prominent economist Mohamed El-Erian cautioned that short-term relief doesn’t ensure lasting trade calm between the world’s largest economies.

Benzinga

China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: Report

China has reportedly raised security concerns about Nvidia Corp.’s (NASDAQ:NVDA) H20 chips, especially regarding potential backdoor risks, while the U.S. government, spearheaded by Donald Trump, pushes for a 15% revenue share from sales to China as part of its deal with the chipmaker.

Benzinga

Trump sparks concern after suggesting he might allow sales of Nvidia’s advanced AI chips in China

President says he could make deal for Nvidia to sell downgraded version of Blackwell chip in China but expert warns that could help Beijing compete in AI

The Guardian - AU

Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'

U.S. President Donald Trump has expressed openness to Nvidia Corporation's (NASDAQ:NVDA) proposal to sell a downgraded version of its next-generation Blackwell AI chip to China, with performance reductions of up to 50%, despite concerns over national security.

Benzinga

Brave or foolhardy? Huawei takes the fight to Nvidia CUDA by making its Ascend AI GPU software open source

Huawei is open-sourcing its CANN toolkit for Ascend AI GPUs, aiming to rival Nvidia CUDA.

TechRadar

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Windows Central

“American National Security Principles Are Negotiable for the Right Fee” — Why NVIDIA and AMD Agreed to Pay the US Government 15% of China AI Chip Revenue

Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI GPUs in order to receive export licenses.

Tom’s Hardware

Trump may allow Nvidia to ship hobbled current-gen Blackwell AI GPUs to China — U.S. gov't would get 15% of related revenue, China firms would get access to far faster GPUs

Trump signaled he may allow Nvidia to sell heavily downgraded Blackwell AI processors to China in exchange for 15% of related sales revenue to the U.S. government, a move that could give Chinese firms far faster hardware than current H20-based offerings.

Kiplinger

Stocks Slip Ahead of July CPI Report: Stock Market Today

The latest inflation updates roll in this week and Wall Street is watching to see how much of an impact tariffs are having on cost pressures.

International Business Times UK

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

The agreement—covering Nvidia's H20 and AMD's MI308 AI chips—is a precondition for obtaining export licenses, according to multiple officials.

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Tom’s Hardware

Former Intel CEO lays out radical plan to rescue the company — Suggests ousting Lip-Bu Tan and asks for $40 billion investment from Nvidia, Apple, and others

Ex-Intel chief Craig Barrett warns the US could lose its only advanced chip foundry without urgent $40B funding from major customers like Apple and Nvidia, pushing for High-NA EUV, 14A development, and tariffs on imports.

Barchart

Tesla Is Axing Its Dojo Supercomputer Plans. What Does That Mean for TSLA Stock Here?

Tesla stock rallies as billionaire Elon Musk abandons the company’s Dojo supercomputer project. Morgan Stanley explains why that’s a positive for TSLA shares.

Benzinga

Nvidia Nears 52-Week High As AI Frenzy, China Chip Export Deal Drive Momentum

Nvidia Corp. (NASDAQ:NVDA) traded Monday just shy of its 52-week high of $183.88, driven by ongoing artificial intelligence optimism and a major resolution in its China chip export dispute.

International Business Times

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

Barchart

How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

The Independent UK

Chip makers Nvidia and AMD agree to pay 15 percent of Chinese revenue to America in deal to make Trump happy

Tech giants Nvidia and AMD agree to highly unusual terms as part of requirements to help them obtain export licenses for China

Reason

U.S. Revenue Grab on Chip Exports Raises Legal, Economic Alarms

The Trump administration will allow Nvidia and AMD to sell chips in the Chinese market—in exchange for 15 percent of their revenue.

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