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The Latest Breaking News from Nvidia

RAM crisis prompts further RTX 3060 GPU resurrections as Palit launches new 12GB model — I just hope pricing makes more sense than it has done so far

The RAM crisis is forcing graphics card-makers to turn back the clock.

TechRadar

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…

The Economic Times

Fujitsu and leading Japanese robotics companies to use Nvidia technology in 'physical AI'

Japanese communications company Fujitsu is leading a major push in artificial intelligence and robotics using Nvidia’s technology to develop “physical AI.”

The Independent UK

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TSMC posts 77% profit jump for Q2, surging past market expectations

Taiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial intelligence chips. The company's net profit climbed significantly, exceeding market expectations. Analysts anticipate TSMC will raise its full-year revenue growth outlook. Future capital spending will indicate management's confidence in AI demand…

The Economic Times

Beyond Nvidia: The hidden winners of the AI investment boom

The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO at Appreciate. His test for investors: does a company own a constraint that money cannot quickly relieve? Software can be scaled in an afternoon, but a…

The Economic Times

Nvidia partners with Japan robotics firms on AI development

Nvidia announced a partnership with Japanese companies like Fanuc and Yaskawa Electric. This collaboration aims to advance robotics and artificial intelligence development significantly. Nvidia CEO Jensen Huang attended several events in Tokyo, generating considerable interest. His appearances drew attention from onlookers and industry executives alike. This move highlights the growing…

The Economic Times

Cadence rolls out AI agent to speed circuit board, chip packaging design

The tool, called AuraStack, lets engineers describe their goals in plain language, then plans and carries out the work ‌using Cadence's ⁠existing ⁠software tools to lay out and virtually test circuit designs. Cadence said Nvidia chips will accelerate the AI work.

The Economic Times

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What IBM’s Weak Report Reveals About the Market

IBM’s weak preliminary report isn’t a sign of AI slowing but a leading indicator of the second wave of AI. Traditional enterprises are shifting budgets from software to hardware, proving that AI adoption has spread from Big Tech to the wider economy.

Barchart

Cisco Took 25 Years to Make Investors Whole Again After Its Dot-Com Crash. Here's What That Means for Traders Buying NVIDIA Now.

Are the Magnificent 7 stocks overpriced? Explore valuation, earnings yield, Graham’s margin of safety, and the risks of paying for perfection.

Barchart

Nvidia's Huang vows to deliver 'giant amounts' of Vera Rubin — company says that 'our roadmap is intact'

Chief executive of Nvidia says the company is on track to produce 'giant amounts' of Vera Rubin-based machines, but fails to address rumored delays of Kyber NVL144 racks from 2027 to 2028.

Tom’s Hardware

Nvidia Stock Could Still Soar 140% to Reach $500, Says Wall Street

Nvidia stock may have slowed down this year, but Wall Street thinks the biggest rally is still ahead.

Barchart

Huge, Unusual Put Options Volume in Nvidia - Are Investors Bullish or Bearish on NVDA?

Today, a large volume of in-the-money (ITM) Nvidia (NVDA) put options traded for expiry in 12 days. Are investors bearish or bullish on NVDA ahead of earnings next month?

Barchart

Elon Musk's latest $1 billion purchase isn't AI chips — it’s gas turbines

Elon Musk reportedly spent $1 billion on a gas turbine company to help power Grok. Here's why electricity is becoming AI's next big bottleneck.

Tom’s Guide

Alienware made an "entry-level" gaming laptop with RTX 5050 graphics — but this 15-inch PC needs more than NVIDIA's clever upscaling tech to offset its downsides.

The Alienware 15 gaming laptop with RTX 5050 graphics delivers capable gaming performance with NVIDIA's DLSS tech, but loud fans and tight storage hold it back.

Windows Central

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MarketBeat

2 Quantum Stocks That Could Challenge IonQ’s Leadership

As IonQ shares slide amid a lofty valuation, Quantinuum and Quantum Computing Inc. emerge as speculative alternatives with strong cash positions but minimal revenue and rising expenses.

Barchart

Nebius Just Bagged a Billion-Dollar Deal With Reflection AI. How to Play NBIS Stock Here.

The deal will let Reflection access Nebius's AI computing capacity through 2029.

International Business Times

The U.S. Approved the Export of AI Chips to China. Now A Top Trade Official Says 'Very Few' Made It.

Commerce Department official Jeffery Kessler told lawmakers that shipments of Nvidia's H200 processors have remained minimal despite export licenses being issued earlier this year.

Barchart

Alphabet Sends Huge Market Signal with Surprise Hardware Push. How to Play GOOGL Stock Here.

Alphabet is turning its AI chips into a business for outside companies, a bold move that puts it in direct competition with Nvidia.

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Barchart

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

KeyBanc lifted its Intel stock price target to $155 from $110, citing AI-driven server demand, better chip yields and new design wins from major tech names.

MarketBeat

Blueprint for a Billion: Nebius Group Secures the AI Floor

Nebius Group shares fell 6% amid a tech sell-off, but a $1 billion Reflection AI compute deal pushed its contracted backlog to roughly $50 billion, bolstering its neocloud position.

Tom’s Hardware

Palit officially announces RTX 3060 return with 'new' Infinity 2 OC launch — 2021 GPU with 12GB of VRAM is an AI crisis stopgap

Nvidia has rebooted its five-year-old RTX 3060 graphics card, as is, for the modern AI era, bringing back the GPU officially at its original $329 price. It still features 12GB of VRAM, which serves as its main selling point during a memory crisis, but don't let the capacity fool you.

Tom’s Hardware

Nvidia and Sega team up to deliver RTX Spark support for future games — partnership kicks off next year with upcoming Virtua Fighter Crossroads

Nvidia and Sega announced today that the upcoming Virtua Fighter Crossroads will support the RTX Spark platform when the game launches in 2027. Sega is also promising Spark support in its future titles.

International Business Times UK

IBM Just Lost $68B in a Day: What Triggered Its Worst Stock Crash Since 1968

The reasons behind IBM's 25% stock plunge, the impact on UK savers, and how AI hardware shifts are reshaping market value. Learn which bank downgraded IBM and what it means for your investments.

GamesRadar

Palit releases a new RTX 3060 model after clearly falling into a wormhole to 2021

Palit has created a brand-new RTX 3060 graphics card for Nvidia's 2026 revival, but it's still just the same Ampere GPU that arrived five years ago.

The Economic Times

US-China tech rivalry explained: Why the AI and chip war matters

The US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this ongoing rivalry. Export controls are intensifying the AI chip war between these nations. Global supply chains are being reshaped by this intense technological race. Other countries face opportunities and challenges…

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