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The Latest Breaking News from Nvidia

King discusses AI risks with Nvidia founder and top scientists

Seven engineers each received a 2025 Queen Elizabeth Prize for Engineering (QEPrize) to honour their work developing machine learning in the AI field.

Evening Standard

Palantir Just Got a New Street-High Price Target. Should You Buy PLTR Stock Here?

Palantir soared to a new record-high analyst price target of $230 after its Q3 report showed 63% revenue growth and blockbuster U.S. commercial sales, but the stock trades well above its consensus target and over 450x forward earnings, so expectations are sky-high and volatility is elevated.

Barchart

Buy Nvidia Stock Now for the Next ‘Golden Wave’ of AI

Nvidia’s next growth phase is being fueled by soaring Blackwell GPU demand and record AI infrastructure spending from hyperscalers.

Barchart

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You can now rent a $3000 Nvidia RTX 5090 GPU from just $0.25/hour, when you need it, for as long as you need it

Renting Nvidia’s $3000 RTX 5090 GPU now costs less than a dollar an hour as decentralized cloud networks provide affordable access to high-end AI hardware.

TechRadar

The Big Short investor who called 2008 crash is betting big against AI

Tech stocks took a nosedive Tuesday as a result of the investor’s bets

The Independent UK

Investors Flee AI Stocks as Asian Chipmakers Trigger Global Sell-Off

Global markets tumble as Asian chipmakers trigger a $500 billion sell-off in AI and semiconductor stocks, fuelling fears of an overheated tech bubble and renewed investor caution.

International Business Times UK

China bans foreign AI chips from state-funded data centers, report claims — crackdown would include removing Nvidia, AMD, and Intel chips from builds in early stages

China has reportedly issued a sweeping ban on foreign AI chips in any data center backed by government money, applying retroactively to early-stage builds.

Tom’s Hardware

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Nvidia Could Be the First Company to Reach $8.5 Trillion. Should You Buy NVDA Stock Here?

Loop Capital analyst Ananda Baruah sees the chip major's stock reaching $350.

Barchart

Microsoft strengthens its in-country data processing push with more sovereignty options

Microsoft says 15 markets will have local Copilot processing by the end of 2026, with more to come.

TechRadar

Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000 — set to increase to $56,000 with next-generation NVL144 racks

Morgan Stanley estimates that the cooling cost per rack will rise from $49,860 for Nvidia’s GN300 NVL72 to $55,710 for the Vera Rubin NVL144 due to hotter Vera CPUs and Rubin GPUs that require pricier $400 cold plates and more advanced liquid cooling systems.

Tom’s Hardware

Michael Burry Is Betting Against Nvidia Stock. Should You?

Nvidia shares inched lower on Tuesday as a filling confirmed Michael Burry is betting against them. Here’s why NVDA stock still remains a great long-term holding.

Barchart

Microsoft and NVIDIA launch UK hub to fuel the next wave of autonomous AI startups

The new Agentic Launchpad program offers UK startups Azure credits, NVIDIA tools, and direct engineering support to scale autonomous AI systems.

Windows Central

"Record revenue and profitability" — AMD crushes Q3 expectations, and the biggest money maker might not be what you expect

AMD posted its third-quarter financial results, and they're far better than I was expecting. Here's what's driving revenue and where AMD wants to go in the coming year.

Windows Central

SK hynix reveals DRAM development roadmap through 2031 — DDR6, GDDR8, LPDDR6, and 3D DRAM incoming

SK hynix’s DRAM roadmap presented at the SK AI Summit 2025 outlines the company’s AI-focused memory strategy through 2031 that includes DDR6, LPDDR6, GDDR8, and next generations of HBM solutions. HBF is not expected to hit the market before 2030.

Tom’s Hardware

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PC Gamer

Raising a digital digit to Nvidia, China reportedly set to ban foreign-made AI chips from state-funded data centers

Nvidia's hopes of returning to the Chinese market continue to dwindle.

Tom’s Hardware

Membrane evaporative cooling tech achieves record-breaking results, could be solution for next-generation AI server cooling — clocks 800 watts of heat flux per square centimeter

Engineers from the University of California, San Diego, have developed a new membrane evaporative cooling solution that has achieved record-breaking cooling performance. It could be a key solution for cooling Nvidia's future Feynman GPUs rated at over 4,000 watts of power consumption.

Benzinga

China Reportedly Bans Foreign AI Chips In State-Funded Data Centers In A Blow To Nvidia, AMD

Beijing has reportedly issued a directive banning foreign artificial intelligence (AI) chips in state-funded data centers amid an intensifying U.S.-China tech war.

inkl

From Chips to Energy: Nvidia’s Market Surge and Its Hidden Risks

Nvidia is once again driving the American stock market. The chipmaker's securities have reached a historic high this week, and the company's capitalization has exceeded $4.5 trillion.

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The Guardian - UK

Global stock markets fall sharply over AI bubble fears

Drop in US, Asia and Europe follows warning from bank bosses that market correction could lie ahead

Benzinga

SMCI Stock Plunges Nearly 9% In Wednesday Pre-Market: What's Going On?

The stock of Super Micro Computer, Inc. (NASDAQ:SMCI) declined 8.99% during Wednesday’s pre-market trading session after its quarterly earnings report fell short of market expectations.

Fortune

‘Big Short’ investor Michael Burry has a $1.1 billion bet against AI stocks, and markets are plunging

Wall Street expects tech stocks to take a hammering this morning—again.

Fortune

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Benzinga

Nvidia, Qualcomm Join $850 Million Push Backing India's Deep-Tech Startups

Nvidia Corp (NASDAQ:NVDA) and Qualcomm‘s (NASDAQ:QCOM) investment arm joined Indian and U.S. investors backing the South Asian country’s deep-tech startups, as the India Deep Tech Alliance (IDTA) expands with new members and fresh capital commitments exceeding $850 million.

The Conversation

Could a ‘grey swan’ event bring down the AI revolution? Here are 3 risks we should be preparing for

The term “black swan” refers to a shocking event on nobody’s radar until it actually happens. This has become a byword in risk analysis since a book called The Black Swan by Nassim Nicholas Taleb was published in 2007. A frequently cited example is the 9/11 attacks.

Benzinga

Cathie Wood Joins Elon Musk And Brian Roemmele In Hyping Tesla's AI5 Chip: 'It Will Be A Big Deal'

On Tuesday, Cathie Wood threw her support behind Tesla Inc.'s (NASDAQ:TSLA) next-generation AI5 chip after business advisor Brian Roemmele called it a "big deal," with Elon Musk revealing new details about the chip's production and future roadmap.

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