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The Latest Breaking News from Nvidia

Why the Oracle-OpenAI deal has set 'AI Bubble' alarm bells ringing

Oracle’s $300B deal with OpenAI drove a stock surge, but investors worry both companies could fail to deliver

Fortune

I'm not asking you to believe me, I'm telling you to believe me: the Lenovo Legion Go S Z1 Extreme is one of the best handheld gaming PCs you'll find

It's been a long time coming, but I've finally managed to get my hands on an 8-inch handheld, the Lenovo Legion Go S, which has easily slotted itself into the rankings of my favorite handhelds.

TechRadar

"Substantially superior to FSR 3.1" — How modders forced FSR 4 upscaling onto unsupported AMD and NVIDIA cards

Remember that FSR 4 source code leak on GitHub from a few weeks ago? Someone used it to get AMD's latest upscaler running on unsupported hardware.

Windows Central

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'Could this be the RTX 6090': Tech analyst reckons Nvidia's just-announced AI GPU hides a tantalizing secret that could throw down a massive gauntlet to AMD

Nvidia’s Rubin CPX announcement fuels theories about a hidden connection to RTX 6090.

TechRadar

Chinese giant Tencent announces domestic AI chip push — says it has fully adapted infrastructure to support homegrown silicon in blow to Nvidia

Tencent says it has “fully adapted” its AI computing infrastructure to support Chinese-designed processors

Tom’s Hardware

Nvidia's unreleased 'GTX 2080 Ti' surfaces online with 12 GB VRAM and 384-bit memory bus — engineering sample has better specs than the final retail 'RTX' version

A purported engineering sample for Nvidia's RTX 2080 Ti has surfaced online, except it's a "GTX" 2080 Ti with 12 GB VRAM and upgraded specs across the board. The card still has its RT cores and performs similarly to a regular 2080 Ti. It was discovered by a Reddit user…

Tom’s Hardware

Are high-end GPUs even worth buying anymore? I'm starting to have my doubts

The best GPUs promise to give us everything we've ever dreamed of, but hear me out -- you might not need one at all.

PC Gamer

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Nvidia's China-exclusive RTX 6000D reportedly gets lukewarm reception in China due to hobbled performance — could leave Nvidia with huge backlog of unwanted GPUs

Nvidia may struggle to sell the reported two million RTX6000D Chinese GPUs it's set to produce this year, as Chinese firms are showing lukewarm interest amidst ongoing trade negotiations and the uncertain future of Nvidia's B30A GPU.

Tom’s Hardware

Nvidia's Market Capitalization Surpasses Canada's GDP, As McKinsey Projects $1.7 Trillion AI Data Center Spend By 2030

Nvidia Corp.’s (NASDAQ:NVDA) market capitalization has reached a staggering $4.32 trillion, surpassing the gross domestic product (GDP) of Canada's entire economy, as new forecasts point to explosive global demand for AI-driven data centers.

Benzinga

Stock Market Today: Nasdaq Futures Gain, Dow Slips As FOMC Begins Its 2-Day Meet — Tesla, Adtran, Ferguson In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Benzinga

CoreWeave Is A 'Debt-Fueled GPU Rental Business,' Says Kerrisdale, Shorting CRWV Amid Criticisms Of Valuation-Boosting 'Circle Jerk' With Nvidia

Kerrisdale Capital has revealed a short position against CoreWeave Inc. (NASDAQ:CRWV), labeling the AI infrastructure firm a “debt fueled GPU rental business with no moat” and setting a price target that implies 90% downside from its current valuation.

Benzinga

Nvidia's Multi-Trillion Dollar AI Playground: McKinsey Quantifies 3.5x Surge In AI Data Center Demand, Presenting $6.2 Trillion Opportunity For NVDA

A new analysis by McKinsey Company projects a massive 3.5-fold increase in the global demand for AI-specific data center capacity by 2030, potentially creating a multi-trillion-dollar market opportunity for chipmaker Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Asian shares trade mixed after Wall Street sets new records

Asian shares are trading mixed after Wall Street set new records as investor anticipation grew that the U.S. Federal Reserve will announce the first cut of the year on its main interest rate

The Independent UK

Nvidia, Alphabet, Oklo, Webtoon Entertainment And Coreweave: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices ended in the green with the Dow Jones Industrial Average rising 0.1% to 45,883.45 and the SP 500 gaining almost 0.5% to 6,615.28. The Nasdaq ended the day higher by 0.9% at 22,348.75.

Benzinga

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TechRadar

I've moved on from Microsoft's Xbox controllers, but this new feature is something I've wanted for years on Windows 11

The ROG Xbox Ally's new full-screen experience is still a long way off for other Windows 11 systems, but one of its handheld-friendly features is already available via Microsoft's Windows Insider program.

Fortune

Google tops $3 trillion for the first time, joining select market-cap club with only 3 other members

Alphabet's shares surged by over 4% in Monday trading.

TechRadar

SK Hynix's HBM4 will be the first out of the gate for Nvidia's Rubin AI GPU, leaving Samsung and Micron in its wake

SK Hynix becomes the first company to finish developing HBM4 memory and announces plans for mass production ahead of Samsung and Micron.

Al Jazeera

China accuses Nvidia of violating anti-monopoly laws

The claim came as the US and China held trade talks in Madrid that concluded on Monday.

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news in one place.

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Kiplinger

Stocks Rise to Start Fed Week: Stock Market Today

The Nasdaq Composite and S&P 500 hit new record closing highs as Wall Street awaits the Fed's next rate cut.

Benzinga

Nvidia's China Crisis Is Deepening—Is Trump To Blame?

Nvidia Corp's (NASDAQ:NVDA) China headache is turning into a full-blown migraine—and it's not just over one thing. On one front, Beijing is tightening the screws with an antitrust probe. On the other, policy whiplash from Washington has turned Nvidia into a bargaining chip in a larger geopolitical game. Together, they're…

Caixin Global

China Escalates Antitrust Scrutiny of Nvidia Over Mellanox Deal

Regulators say the U.S. chipmaker breached merger terms, potentially exposing it to billions of dollars in fines

Benzinga

Quantum Stock Tracker: IonQ's Higher Price Targets, Rigetti Climbs 30%, Nvidia's New Quantum Investments

Quantum stocks have been on a tear over the past week, moving higher on news and momentum.

International Business Times

US Stocks Edge Higher Amid China Trade Optimism And Anticipated Fed Rate Cut

The S&P 500 and Nasdaq Composite are poised to extend last week's record highs, while the Dow Jones Industrial Average remained largely unchanged.

TechRadar

China accuses Nvidia of breaking anti-monopoly rules ahead of trade talks with US

China says Nvidia has violated agreements made during its acquisition of Mellanox Technologies.

Windows Central

"Some need to learn how their PCs work" — Borderlands 4 head fires back as optimal settings for 68 GPUs released

Borderlands 4 was released on PC with some serious performance issues, and while the Gearbox CEO is arguing with gamers, a list of optimal settings for 68 different GPUs has arrived.

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