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The Latest Breaking News from Nvidia

China Cuts Data Center Energy Costs By 50% With Major Subsidies To Boost Domestic Chip Industry: Report

China has boosted subsidies for major data centers, slashing their energy bills by up to 50% to support domestic chipmakers and strengthen global competitiveness, according to a report.

Benzinga

Michael Burry Warns AI Boom Is Repeat Of 2000's Dot-Com Bust After Revealing $1 Billion Bearish Bet On PLTR, NVDA

Famed investor Michael Burry, known for his “Big Short” bet against the 2008 housing market, has issued a stark warning that the current AI boom is a speculative bubble mirroring the 2000 dot-com bust.

Benzinga

Asian shares trade mixed after AI darlings prop up Wall Street

Asian shares are trading mixed after overseas markets got a big lift from optimism over AI technology

The Independent UK

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Palantir quarterly revenue hits $1.2B, though shares dip in after-hours trading

“We were right. Please learn from us,” its CEO said in an interview ahead of the earnings call.

Fortune

This might be one of the best value 1080p gaming laptops I’ve tested – if you can put up with a few missteps

The Medion Erazer Deputy 15 P1 makes a pitch for superb 1080p gaming at a reasonable price.

TechRadar

South Korean president calls for aggressive AI spending in budget speech

South Korean President Lee Jae Myung called for tripling government spending artificial intelligence infrastructure and technology in a budget speech to the legislature

The Independent UK

Jim Cramer Says Trump Has Not 'Banned' Nvidia From China: President's Comments Leave A 'Lot Of Latitude' For The Tech Giant And Beijing

On Monday, Jim Cramer weighed in on President Donald Trump's latest comments about restricting high-end AI chip exports to China, saying the policy still leaves Nvidia Corporation (NASDAQ:NVDA) with "a lot of latitude" to operate — and does not amount to a full ban.

Benzinga

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Nvidia Termed 'Undervalued' By Masayoshi Son Last Year, Now Worth $5 Trillion: Here Is What Japanese Billionaire Investor Said About Ongoing AI Hype

As Nvidia Corp. (NASDAQ:NVDA) races past a record-breaking $5 trillion valuation, a remark from SoftBank Group (OTC:SFTBF) (OTC:SFTBY) CEO Masayoshi Son last year that the chipmaker was "undervalued" looks remarkably prescient.

Benzinga

Nvidia Partners With $750M Startup Spectro Cloud To Fix AI's Biggest Problem: Companies Waste 70% Of Their GPU Computing Power

Spectro Cloud, a Goldman Sachs–backed (NASDAQ:GS) startup valued at about $750 million, announced on Tuesday that it entered a strategic partnership with Nvidia (NASDAQ:NVDA) to address one of the biggest challenges in artificial intelligence: approximately 70% of computing power that often sits unused.

Benzinga

Stocks Close Higher on M&A and AI Optimism

The S&P 500 Index ($SPX ) (SPY ) on Monday rose +0.10%, the Dow Jones Industrials Index ($DOWI ) (DIA ) fell -0.52%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.37%. December E-mini S&P futures (ESZ25 ) rose +0.09%, and December E-mini Nasdaq futures (NQZ25 ) rose...

Barchart

OpenAI and Amazon sign $38 billion deal for AI computing power

OpenAI and Amazon have signed a $38 billion deal to run OpenAI's systems on Amazon's cloud services

The Independent UK

'America First, Even in AI': Trump Warns Nvidia's Blackwell Chip Is 'Not for Other People'

President Donald Trump vows that Nvidia's new 'Blackwell' AI chip will be reserved for US use only, signalling tighter export controls and intensifying the tech race with China.

International Business Times UK

Move Over Nvidia: These ETFs See Amazon As The Next AI Infrastructure Star

The latest stock rally in Amazon.com Inc (NASDAQ:AMZN) is doing more than rewarding shareholders, it is redrawing the ETF map for AI exposure.

Benzinga

A $9.7 Billion Reason to Buy IREN Stock Right Now

IREN stock soars as the company inks a $9.7 billion deal with Microsoft. But IREN shares still aren’t worth owning heading into 2026.

Barchart

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International Business Times UK

Trump Imposes Export Ban On Nvidia Blackwell AI Chip — China's Tech Dreams Face a Setback

The US-China tech rivalry intensifies as President Donald Trump confirms an export ban on Nvidia's most advanced Blackwell AI chips, reserving them exclusively for American companies.

The Guardian - UK

OpenAI signs $38bn cloud computing deal with Amazon

Agreement to use AWS datacentres, and Nvidia chips inside them, part of $1.4tn spending spree on AI infrastructure

PC Gamer

Trump says that nobody 'other than the United States' should have Nvidia's Blackwell AI chips

But Nvidia would quite like to sell in China again one day.

Benzinga

9 'Second-Level' AI Trades To Consider Buying Now

Everyone knows the story: artificial intelligence (AI) is the next big thing. Headlines focus on Nvidia (NASDAQ:NVDA) , Microsoft (NASDAQ:MSFT), and the handful of giants building the chips and software that power machine learning.

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Benzinga

IREN, Cipher Bag Billion-Dollar AI Deals: Which Company Is Next?

IREN Ltd (NASDAQ:IREN) and Cipher Mining Inc. (NASDAQ:CIFR) burst into the spotlight on Monday with multi-billion-dollar deals that are reshaping the AI infrastructure arms race.

Tom’s Hardware

Trump says no Blackwell chips to be sold to China — Nvidia re-entry into Beijing nixed despite temporary trade truce

Despite a trade truce, Trump has just made it clear that Nvidia's flagship AI GPUs from its Blackwell lineup will not be allowed to be sold to China.

Barchart

This Robotaxi Stock Just Scored a Major Win. Should You Buy It Here?

WeRide just got a driverless taxi permit for the UAE.

Benzinga

Palantir Q3 Preview: 'AI Juggernaut' Can Double Market Cap To $1 Trillion, Analyst Says

Palantir Technologies Inc (NASDQ:PLTR) reports third-quarter financial results on Monday after market close, with shares trading at all-time highs.

Benzinga

Nvidia Rallies As Microsoft Expands AI Infrastructure In Middle East With US Backing

Nvidia Corp (NASDAQ:NVDA) shares are trading higher after the U.S. reportedly approved Microsoft Corp (NASDAQ:MSFT) to ship the U.S. chip designer’s artificial intelligence chips for use in the United Arab Emirates (UAE).

The Independent UK

Microsoft to ship 60,000 Nvidia AI chips to UAE under US-approved deal

Microsoft has announced it will ship Nvidia's advanced AI chips to the United Arab Emirates

Barchart

Stocks See Support From M&A and AI Optimism

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08% the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. December E-mini S&P futures (ESZ25 ) are up +0.16%, and December E-mini Nasdaq futures...

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