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The Latest Breaking News from Nvidia

Nvidia High-Fives Palantir, Rocket Lab — On This List Of '10-Bagger' Legends

Ten stocks in the large-cap Russell 1000 index have achieved at least 1,000% returns since the October 2022 bull market bottom, showcasing the power and volatility of high-growth companies in a rapidly recovering market environment.

Benzinga

The ‘Irrational Exuberance’ in AI Stocks Isn’t Going Anywhere. Buy These 3 Top-Rated Names Here.

This analyst believes the AI rally is far from over, but we may still be looking at a dot com-esque boom in the coming years.

Barchart

Is Oracle Stock a Buy, Sell, or Hold as the Company Names 2 New CEOs?

Oracle is going the Netflix route with Clay Magouyrk and Mike Sicilia appointed as co-CEOs.

Barchart

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I love Borderlands 4 despite its poor performance and bad optimization — here’s why

I've always loved the Borderlands franchise, and Borderlands 4 hit all the right notes we've come to expect from the original looter shooter, but it does have some technical issues.

Tom’s Guide

What's Going On With CoreWeave (CRWV) Stock Tuesday?

CoreWeave Inc (NASDAQ:CRWV) shares are in the spotlight Tuesday morning following a major announcement from NVIDIA Corp (NASDAQ:NVDA) and OpenAI.

Benzinga

Nvidia CEO Jensen Huang confirms the upcoming N1 APU that's heading for the PC is indeed the same as the GB10 'Superchip' in the DGX Spark AI box

An all-powerful APU with RTX 5070 performance in a laptop, but at what cost?

PC Gamer

Is Super Micro Next in Line for a Big AI Takeover?

With rising energy costs and AI infrastructure stress, Super Micro combines efficiency and valuation that could make it a target after Intel‑NVDA consolidation.

MarketBeat

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Nvidia Is Partnering Up With OpenAI. Should You Buy, Sell, or Hold NVDA Stock Here?

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence giant aims to aggressively expand its data center footprint.

Barchart

Nvidia's $100 billion investment in OpenAI raises big antitrust concerns — legal experts and policymakers raise eyebrows over potential for market imbalance

Nvidia's planned $100 billion investment in OpenAI represents a historic alliance between the dominant AI GPU developer and a leading AI model developer, but it raises serious antitrust concerns over potential market favoritism, supply chain imbalances, and regulatory scrutiny.

Tom’s Hardware

IREN Stock Is Trending Tuesday: What's Going On?

Following Monday’s surge, IREN Ltd (NASDAQ:IREN) shares are trading marginally higher Tuesday morning. The stock jumped Monday after the company announced an expansion of its artificial intelligence cloud capacity and issued new revenue guidance.

Benzinga

Microsoft’s new 'Fairwater' megafactory aims to revolutionize AI training — how the world’s most powerful datacenter works

Microsoft has unveiled Fairwater, its largest AI datacenter in Wisconsin, built to power massive AI models with NVIDIA’s latest GPUs and exabyte-scale storage.

Windows Central

AI buildouts need $2 trillion in annual revenue to sustain growth, but massive cash shortfall looms — even generous forecasts highlight $800 billion black hole, says report

A new report by Bain & Company says AI’s compute appetite will require more than $500 billion per year in global data center investment by 2030.

Tom’s Hardware

Super Micro And Nvidia Power Lambda's Zero-Emission Data Center For AI Training Expansion

Lambda, the Superintelligence Cloud, deployed hydrogen-powered, production-grade Nvidia (NASDAQ:NVDA) GB300 NVL72 systems at ECL's Mountain View campus. The off-grid modular data center, MV1, runs entirely on hydrogen fuel cells, offering zero emissions and zero water usage while supporting AI inference and large-scale model training.

Benzinga

Tariffs on talent? Trumps’s visa fees threaten tech’s most prized employees

The president’s deal on visas could upend Silicon Valley, and will a TikTok purchase finally go through?

The Guardian - US

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Barchart

‘I’d Like to Thank Jensen for the Confidence in Me,’ Lip-Bu Tan Marks 6 Months as Intel’s New CEO by Announcing a $50-Billion-a-Year Deal with Nvidia

During a question-and-answer session with analysts, Intel’s new CEO recognized the vote of confidence the larger company’s CEO showed him.

Dot Esports

How to fix League of Legends could not initialize graphics device error

One of the most annoying errors for sure.

Benzinga

Nvidia Gives. Nvidia Gets. Nvidia Grows—Jensen Huang's $100 Billion Brainwave

Nvidia Corp (NASDAQ:NVDA) just flipped the script on corporate strategy: it gives customers money to buy its chips and, in return, secures its own growth. The $100 billion planned investment in OpenAI isn't charity; it's a masterstroke in demand engineering. By funding AI data centers stacked with millions of Nvidia…

Benzinga

Nvidia Supplier ASML Soars In Quality Rankings As BofA Sees It Winning Big From $5 Billion Intel-Nvidia Deal

ASML Holding NV (NASDAQ:ASML) has made a significant leap in its quality ranking, moving decisively within the top echelon of global stocks, as highlighted by the most recent quality percentile data.

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Tom’s Hardware

Nvidia promises its $100 billion OpenAI deal won't impact GPU supply — 'we will continue to make every customer a top priority'

Nvidia has released a statement to make it clear that, no matter what deals it does with companies to provide hardware or take an equity stake in their business, it will ensure all companies have equal access to next-generation GPU hardware.

PC Gamer

If claims about TMSC's prices for its next-gen process node are even only half right, then the best CPUs and graphics cards are going to become a lot more expensive

Apparently, the cost for an N2 wafer will be more than 50% greater than an N3 one.

Windows Central

NVIDIA to invest $100 billion in OpenAI — after Microsoft backed out of two data center deals to escape additional ChatGPT training support

NVIDIA recently announced its plan to invest up to $100 billion in OpenAI to build at least 10 gigawatts of AI datacenters, which will help train and run next-gen AI models.

PC Gamer

Nvidia plans to splash OpenAI with cash, pouring out $100 billion for ChatGPT's creator and making last week's Intel investment look like a drop in the money bucket

Hey, Nvidia, lend us a couple of bob, would ya?

Benzinga

Huawei Bets On Brute Force To Outpace Nvidia

Nvidia (NASDAQ:NVDA) shares pulled back in premarket trading on Tuesday, surrendering some of Monday’s gains following reports that Huawei is aggressively pursuing an alternative path to challenge the U.S. chip designer’s dominance.

Benzinga

Can MediaTek's New Chip Take On Qualcomm?

MediaTek, a key player in Taiwan’s mobile chip industry, has strategically launched its new Dimensity 9500 mobile processor, intensifying its competition with Qualcomm (NASDAQ:QCOM) in the race to power on-device agentic artificial intelligence.

Benzinga

Short-Seller Jim Chanos Scrutinizes Jensen Huang-Led Nvidia's AI Factory Cost Estimates: 'Well Above What Companies Are Telling Investors'

Just a day after Nvidia Corp. (NASDAQ:NVDA) and OpenAI announced a landmark $100 billion AI infrastructure deal, famed short-seller Jim Chanos is raising red flags over the foundational economics of the AI gold rush.

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