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The Latest Breaking News from Nvidia

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

Benzinga

Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors

While the world is focused on the race for faster AI chips, the true bottleneck for the industry’s explosive growth is rapidly becoming power, according to a leading tech analyst from I/O Fund, Beth Kindig.

Benzinga

China's Rare Earth Policy Could 'Backfire', Warn Analysts While Highlighting Options Available To Trump: Beijing 'May Find Itself Cut Off…'

China’s recent move to tighten its rare earths export controls may not be as comprehensive as initially feared, but they could still pose a significant risk, according to a new analysis.

Benzinga

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OpenAI Big Chip Orders Dwarf Its Revenues -- For Now

OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.

International Business Times

Meta joins Nvidia, OpenAI, and AMD to launch Ethernet for Scale Up Network - ESUN competes with InfiniBand but will work with Ultra Ethernet Consortium

A new OCP initiative unites major tech firms to develop open Ethernet standards for AI data centers, challenging InfiniBand’s dominance.

TechRadar

Jensen Huang says Nvidia went from 95% market share in China to 0%—‘I can’t imagine any policymaker thinking that that’s a good idea’

“Before we leap towards policies that are hurtful to other people, take a step back and maybe reflect on what are the policies that are helpful to America.”

Fortune

Oracle claims to have the largest AI supercomputer in the cloud with 16 zettaFLOPS of peak performance, 800,000 Nvidia GPUs

Oracle unveils Zettascale10, a claimed 16 zettaFLOP cloud AI supercomputer using 800,000 Nvidia GPUs with advanced RoCE networking architecture.

TechRadar

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A secret AMD Christmas tree? Nah, it's just a close up of a very bright $3 million 72-GPU MI450 Helios rack monster at OCP Summit

AMD’s Helios MI450 rack captivated OCP Summit visitors with its 72-GPU design, dense OCP architecture, and new layout optimized for data center-scale AI systems.

TechRadar

TSMC gives an ultra-rare video look inside its fabs — 'Silver Highway' and fab tools revealed in flyby video of company's US Arizona Fab 21

TSMC's new flyby video of its Fab 21 in Arizona offers a rare glimpse inside the fully operational N4/N5 cleanroom, highlighting ASML's EUV scanners producing chips for Apple, AMD, and Nvidia.

Tom’s Hardware

‘So Freaking Cool’: First reviews of Nvidia DGX Spark leave absolutely no doubt this may be Nvidia’s Apple Mac moment

Nvidia’s DGX Spark impresses reviewers with its compact design and ability to run large AI models locally without relying on cloud infrastructure or external GPUs.

TechRadar

Palantir chief takes a jab at Nvidia CEO Jensen Huang, says people decrying ‘China hawks’ are useful idiots — 'The first step to ending our dependence on China is admitting we have a problem'

The Palantir CTO called out Jensen Huang's 'China hawk' comments.

Tom’s Hardware

Consumer Tech News (Oct 13-17): Elon Musk's Starlink Under US Probe, Salesforce Eyes $60B Revenue, Apple Launches M5 Chip And More

A bipartisan committee in the U.S. Congress has reportedly begun a probe into Elon Musk‘s Starlink satellite business for its alleged involvement in providing internet access to scam centers in Myanmar.

Benzinga

Only 4 brands sell laptops with Intel's fastest ever mobile CPU, the Ultra 9 285 HX - and shockingly, two are already massively discounted

Only four brands currently sell laptops with Intel’s Ultra 9 285HX - and two already have major price cuts.

TechRadar

Nvidia CEO Jensen Huang To Meet Global Leaders, Korean Chip Executives At APEC Summit Amid Trade Tensions

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is set to meet with world leaders and top South Korean business executives during the Asia-Pacific Economic Cooperation (APEC) CEO Summit in South Korea.

Benzinga

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Benzinga

Alibaba Cloud's New System Cuts Nvidia GPU Usage By 82%, Amid Trump's Flip Flop On AI Chip Ban On China

Alibaba Group Holding (NYSE:BABA) has introduced a new computing pooling system called Aegaeon, which dramatically reduces the reliance on Nvidia (NASDAQ:NVDA) GPUs by 82% for AI models.

TechRadar

Samsung will help Nvidia build custom non-x86 CPUs and XPUs in a bid to stave off competition from OpenAI, Google, AWS, Broadcom, Meta, and its other key partners

Nvidia partners with Samsung Foundry to expand NVLink Fusion, embedding custom silicon across AI data centers while controlling ecosystem access.

Tom’s Hardware

Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now.

Creative Bloq

Apple is still the best brand in the world, according to Interbrand's report

The Best Global Brands shows which brands are going up, and which are going down...

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Tom’s Hardware

Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker's data center revenue

Nvidia CEO Jensen Huang said last week that the company’s share of China’s advanced AI accelerator market has collapsed from roughly 95% to zero as US export controls continue to bite.

MarketBeat

Happy Third Birthday to the Bull Market

The bull market turned three years old this month. Amid concerns about an AI bubble and record valuations, here's how long it could continue.

Tom’s Hardware

Jensen Huang personally delivers DGX Spark Mini PCs to Elon Musk and Sam Altman — separately

We spotted both Elon Musk and Sam Altman being handed cute glittering DGX Spark mini PCs by Jensen Huang this week.

Benzinga

Jensen Huang Says Nvidia Went From 95% Market Share To 0% In China: 'I Think It's A Mistake For US Not To...'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says the company's market share in China has collapsed from 95% to zero.

MarketBeat

Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

Broadcom just added ChatGPT maker OpenAI to its list of high-profile AI customers. Many analysts now see shares going to $400 or more.

MarketBeat

Microsoft & NVIDIA Unveil GB300 Supercomputer as AI Race Heats Up

Microsoft’s GB300 Supercomputer launch with NVIDIA strengthens its AI and cloud leadership, positioning MSFT stock for more upside beyond $650

Barchart

‘Every Single Person in Our Company Right Now’ Uses AI, Says Nvidia CEO Jensen Huang; If Everyone Else Did This, ‘Apply Nvidia’s Story to the GDP’

Nvidia CEO Jensen Huang highlights how company-wide AI integration boosts productivity, profitability, and innovation—suggesting broader economic implications for global growth.

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