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The Latest Breaking News from Nvidia

Nvidia Fights Back Against ‘Supply Constraint’ Rumors. Should You Buy the Dip in NVDA Stock Now?

Nvidia has dispelled rumours about supply constraints for its H100 and H200 chips.

Barchart

Mediatek's crucial role in building the Nvidia GB10 highlighted in new presentation - so could Jensen Huang mull a potential $73 billion acquisition?

GB10 presentation highlights how industry-standard interfaces enable Nvidia GPUs and Mediatek CPUs to work seamlessly together.

TechRadar

IREN Is Up 186% YTD on AI Pivot—And It’s Just Getting Started

IREN stock is soaring on AI data center growth while Bitcoin mining provides steady cash flow. Here’s why the bullish trend may still have room to run

MarketBeat

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This new Japanese consortium wants to develop a novel method for making the next generation of interposer layers for multi-chiplet mega-processors

The shape for today is a square. Organically square.

PC Gamer

Nvidia says its H100/H200 GPUs are not sold out, despite Jensen alluding otherwise during earnings call — company clarifies it has plenty of GPU supply

Nvidia has released a statement clarifying that its H100 and H200 GPUs are not sold out, saying that it can meet demand for every order. China-exclusive H20 GPUs also have no impact on existing production lines for Hopper AI accelerators. That's all fine and dandy, but Nvidia's own CEO said…

Tom’s Hardware

Nvidia's Biggest Threat? AMD's New Chips Are Built For AI War

Nvidia Corp's (NASDAQ:NVDA) dominance in AI chips is facing its fiercest challenge yet as Advanced Micro Devices Inc’s (NASDAQ:AMD) new GPUs step squarely into the AI arms race. At this year's Hot Chips 2025, AMD unveiled details of its MI350 series while reiterating a 2026 launch for the MI400 lineup—advancements…

Benzinga

Ollama on Windows 11 vs WSL: two brilliant ways to use local LLMs

On Windows 11, you can use Ollama either natively or through WSL, with the latter being potentially important for developers. The good news is, it works well.

Windows Central

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32GB of RAM for gaming is more important than you think, and Valve's new Steam Hardware survey highlights that

32GB of RAM for PC gaming is gradually becoming more common, and Valve's latest Steam survey is a strong indication.

TechRadar

Acer unveils powerful new gaming laptops and stylish Copilot+ PC at IFA 2025

At IFA 2025, Acer showed off the Swift Air 16, Nitro V 16, Helios 18P, and new Predator Orion desktops with RTX 50 GPUs.

Windows Central

Nvidia has never been more dominant with GPUs – and that suggests AMD's RX 9000 models have a pricing problem

Nvidia now has a 94% share of the GPU market, while AMD languishes at an all-time low. So, what can Team Red do?

TechRadar

Nvidia reckons its new AI pipeline is the end of tedious prototyping for 3D artists

The new AI Blueprint can populate a scene from a simple text prompt.

Creative Bloq

Nvidia dominates GPU shipments with 94% share — 27% surge in shipments likely caused by customers getting ahead of tariffs

Research shows that GPU sales increased by 27% in 2Q25 over the last quarter.

Tom’s Hardware

Broadcom Vs. Nvidia: The AI Chip War You're Not Watching

In the escalating AI hardware arms race, Nvidia Corp (NASDAQ:NVDA) may hog the spotlight—but Broadcom Inc (NASDAQ:AVGO) is quietly firing back with smart silicon and hyperscaler-grade networking gear, setting up a surprisingly fierce head-to-head battle in the datacenter compute arena.

Benzinga

Intel spent so much cash on research and development last year that it outspent Nvidia by 28% and AMD by a whopping 156%

Hopefully, Nova Lake will be worth every cent.

PC Gamer

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MarketBeat

What to Expect From the Q3 Reporting Season

The Q3 earnings cycle will produce stronger results than what is forecasted in early September, driven by AI and resilient consumers.

Tom’s Hardware

TSMC swats away rumors that Jensen Huang visited to pressure company into revenue-sharing plan with Trump administration

Nvidia CEO Jensen Huang recently visited TSMC where he had dinner with executives, gave an internal speech to the workers, and checked on the progress of his Rubin Vera GPUs. What he was not there for was to deliver a message about profit sharing from President Trump, as TSMC has…

PC Gamer

AMD's PC graphics card market share falls to a worrying 6% according to the latest analyst data putting Nvidia at 94% and probably an all-time high

But AMD has taken a big chunk out of Intel in CPUs.

Fortune

Nvidia’s massive market cap is a ‘bubble risk,’ Deutsche Bank says: ‘We appear to be in uncharted territory’

“Nvidia’s market cap is now larger than every country’s entire listed stock exchange apart from the U.S., China, Japan, and India,” the bank said.

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This monster gaming laptop has up to 192GB memory –and I so want one

Acer's 18-inch Predator Helios 18P AI has some killer specs

Tom’s Hardware

Acer hedges its hardware bets, puts vPro and ECC memory in new high-end gaming laptop

The Acer Predator Helios 18P AI straddles the line between gaming laptop and AI workstation, with an RTX 5090 and up to 192GB of ECC memory.

MarketBeat

Alibaba Rallies on New AI Chip Design, Sending NVIDIA Stock Lower

Alibaba has entered the AI chipmaking race, responding to NVIDIA pulling out of the market by not selling H20 cihps to China anymore.

Benzinga

Nvidia Worth More Than 180x Lululemon, 3000x Cracker Barrel

NVIDIA Corp.'s (NASDAQ:NVDA) growth has reached astonishing proportions. Nvidia is the largest company in the world by market capitalization and also larger than the full stock markets of several major economies.

TechRadar

Could Cambricon create a Deepseek moment in AI hardware? The rise of China's answer to Nvidia has been nothing short of meteoric - but is it too good to be true?

With profits and revenue surging, is Cambricon becoming "China’s Nvidia", or an overvalued AI player that risks collapse?

International Business Times UK

Tech Stocks in Freefall: Nasdaq Wipes Out Gains as Nvidia and Amazon Lead Market Meltdown

Wall Street's tech sector tumbled as the Nasdaq erased August gains, with rising yields, tariff uncertainty, and weak data from Amazon and Nvidia fuelling investor anxiety.

Fortune

As EV sales continue to plummet, Elon Musk says Optimus robots will make up 80% of Tesla’s value, despite production delays

Part four of Tesla’s “Master Plan” de-emphasizes its EV business, which is on pace for its second consecutive year of declining global sales.

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