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The Latest Breaking News from Nvidia

US official says Nvidia has begun shipping powerful H200 AI chips to China

In May, ⁠Reuters reported ⁠the Commerce Department had cleared around 10 Chinese firms to buy the H200, but no deliveries had been made at the time. Sources said at the time that Alibaba, Tencent and ByteDance were among those approved.

The Economic Times

Quote of the day by Linux creator Linus Torvalds: 'Nvidia has been the single worst company we've ever dealt with' — airing frustrations at walled gardens

The Linux creator had a particularly tough time with Nvidia throughout history – but things have changed dramatically since then

TechRadar

US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech

The United States has licensed Chinese telecom giant ZTE to purchase restricted Nvidia H200 AI chips, but Chinese regulators and domestic procurement initiatives may limit the material impact of the change.

Tom’s Hardware

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Cooler CPI, Hotter Risk Appetite: Data Slams Door on July Fed Rate Hike

June’s cooler‑than‑expected Consumer Price Index print gave the Federal Reserve breathing room to hold rates steady this month, sending U.S. stocks modestly higher as traders slashed the odds of a near‑term hike.

Benzinga

China claims chip exports nearly doubled to $177 billion in the first half of 2026 as memory prices surged — 96% year-on-year increase inflated by hikes

The Chinese customs administration attributed the surge to global demand for AI hardware.

Tom’s Hardware

ZTE among Chinese firms licensed to purchase Nvidia's H200 chips, documents show

US regulators have approved some Chinese companies to buy advanced AI chips. ZTE Kangxun Telecom and Maginfra can purchase Nvidia's H200 chips. Zhuhai Hengqin Yunxiang Zhisheng Network Technology received clearance for AMD chips. These approvals expand the list of Chinese firms receiving US chip purchase permissions. Progress is indicated in…

The Economic Times

Evercore’s Beat‑and‑Raise 4: Why Nvidia, Alphabet, Netflix and Booking May Finally Catch a Bid

Evercore ISI’s latest "beaten‑down beat and raisers" call fits squarely into a broader thesis they’ve been building: earnings strength is still powerful enough to flatten the "wall of worry” and extend the bull market, even if leadership rotates.

Benzinga

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Nvidia halves Asia buyer list in China chip crackdown: Report

Over the past ‌few months, ⁠Nvidia has ⁠stepped up due diligence in Singapore, Malaysia and Japan, the report said, citing three people familiar with the matter.

The Economic Times

Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington

The company culled its list of verified customers, cutting out more than half of its existing client list to reduce incidents of smuggling. Remaining clients have passed more stringent checks, including physical inspections of data centers and interviews with end users.

Tom’s Hardware

'It's exploding now?' — Reddit user's Zotac RTX 5090 'explodes' while playing Assassin's Creed Black Flag Resynced, and I'm starting to get worried that high-powered GPUs aren't safe

Nvidia RTX 5090 GPU melting issues aren't a big surprise anymore, but this latest case may be the worst of them all.

TechRadar

Nvidia Reportedly Cuts More Than Half of Its Asian AI Chip Customers Amid Tighter China Screening

Nvidia Corp. (NASDAQ:NVDA) has reportedly slashed the number of approved AI chip buyers across parts of Asia after introducing stricter compliance measures designed to prevent its advanced processors from reaching China.

Benzinga

SK Hynix's Record Drop Jolts AI Chip Rally After Nasdaq Debut

SK Hynix suffered its biggest-ever drop after its Nasdaq debut as investors reassessed AI chip valuations despite strong demand.

International Business Times UK

Meta and xAI Just Strengthened Nvidia's AI Moat, Portfolio Manager Says

As investors debate whether custom AI chips will eventually chip away at Nvidia Corp.’s (NASDAQ:NVDA) dominance, Gabelli Funds portfolio manager John Belton says the latest releases from Meta Platforms Inc. (NASDAQ:META) and Space Exploration Technologies Corp‘s (NASDAQ:SPCX) xAI suggest the chipmaker’s competitive moat remains firmly intact.

Benzinga

SK Hynix vs. Micron: Wall Street's AI Memory Battle Just Got Real

For years, Micron Technology, Inc. (NASDAQ:MU) was the go-to stock for U.S. investors looking to ride the AI memory boom. Now, it has company. SK hynix Inc‘s (NASDAQ:SKHY) recent Nasdaq debut has brought one of the world’s largest memory chipmakers directly to U.S. investors, setting up a fresh rivalry between…

Benzinga

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Benzinga

Quantum Tech on Capitol Hill: Nvidia, IBM and More Stocks to Watch

Quantum computing is stepping out of the lab and into Washington D.C., with a high-profile industry showcase putting some of the market’s most speculative — and potentially transformative — names back on the radar.

PC Gamer

Too hot to handle: A leaked internal Nvidia tool re-enables blocked GPU hotspot sensor data for RTX 50-series graphics cards

Exactly how hot are we talking?

MarketBeat

Why Micron Is Doubling Down While the HBM Shortage Persists

Micron plans $250 billion in U.S. investment amid a persistent HBM shortage, as analysts maintain a Buy consensus and see substantial upside in the stock's valuation.

PC Gamer

More evidence that Multi Frame Gen is on the way to AMD RDNA4 GPUs, potentially as high as 8x

Not only that, but Ray Regeneration and Neural Radiance Caching overrides.

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MarketBeat

Analysts See Major Upside for These 5 Stocks

NVIDIA, Vistra, Mastercard, Micron, and Energy Transfer carry Buy ratings, high MarketRank scores, and double-digit analyst-implied upside ahead of earnings season.

Barchart

AMD Is Following Nvidia’s Playbook. Here’s Why Investors Should Pay Attention.

AMD's latest partnership isn't about selling more chips today. It's about competing with Nvidia by helping build the AI factories of tomorrow.

MarketBeat

AMD's 5C Deal Positions It as a Direct NVIDIA Rival

AMD's 5C data center partnership positions it as a full-stack AI competitor to NVIDIA, with analysts citing strong price targets, growing coverage, and hypergrowth revenue forecasts ahead.

Digital Camera World

Movavi Video Editor 2026: An affordable and feature-packed non-linear video editor

This AI-powered video editing app gives you access to high-end post-production tools such as background removal and auto-subtitling

Tom’s Hardware

Apple's rumored M7 Ultra targets 1.5TB of memory and Blackwell-class AI performance, report claims — monster 2028 offering would depend on memory shortage easing

Apple's planned M7 Ultra chip is being designed to support up to 1.5 TB of unified memory and to push AI performance toward the class of Nvidia's Blackwell accelerators.

Barchart

Stocks Set to Open Lower as SK Hynix Sparks Chip Selloff, U.S. Inflation Data and Big Bank Earnings Awaited

September S&P 500 E-Mini futures (ESU26) are down -0.29%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.94% this morning, pointing to a lower open on Wall Street as chipmakers came under renewed selling pressure following a selloff in their South Korean peers.

Euronews

TSMC's June sales drive revenue surge of 68% ahead of earnings report

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.

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