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The Latest Breaking News from Nvidia

Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker — Intel has gained $73 billion in market cap since investment

The U.S. government’s 10% stake in Intel, acquired in August, transformed a struggling chipmaker's fortunes into a $73 billion market share uptick while reinforcing America's national security and industrial sovereignty.

Tom’s Hardware

Justin Wolfers Says AI's Soaring Energy Demand Is Like Egg Shortage — But Predicts Market Will 'Hatch More Watts' As Prices Rise

Economist Justin Wolfers compared the current surge in electricity demand driven by artificial intelligence to a temporary "egg shortage," arguing that rising prices will spur new investment and stabilize power supply over time.

Benzinga

Yay! Intel has a new AI GPU with 160GB of LPDDR5X - Crescent Island does inference only, uses cheaper memory, and targets value air-cooled enterprise servers

Intel’s Crescent Island GPU targets data centers with inference-only performance, efficient LPDDR5X memory, and affordable air-cooled AI acceleration.

TechRadar

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read the most diverse news in one place.

5 Surprising Stocks Set to Benefit From a Future Robotics Boom

The robotics revolution is accelerating in 2025, expanding beyond factories into healthcare, logistics, and homes, fueled by advances in AI and automation.

MarketBeat

Why Is GSI Technology Stock Soaring Monday?

Shares of GSI Technology, Inc. (NASDAQ:GSIT) are rising Monday after the company shared a significant technological advancement regarding high-performance computing power.

Benzinga

AI-linked stocks are seeing steady to solid gains in Monday trading, as investors continue to weigh growth prospects across the sector's top names.

International Business Times

Jensen Huang says the future workforce will be a mix of ‘humans and digital humans,’ who could be licensed out or hired—and need onboarding

“I tell my CIO, our company’s IT department, they’re going to be the HR department of agentic AI in the future,” Huang said.

Fortune

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Nvidia's $0 In China Could Be A Blessing In Disguise

Nvidia Corp's (NASDAQ:NVDA) exit from China has been framed as a policy-driven blow, but AI-focused investors may view it as a chance for the company to double down on high-margin opportunities elsewhere.

Benzinga

'From 95% to 0%': Nvidia CEO Jensen Huang Sounds Alarm Over US Tech Sanctions on China

Nvidia CEO Jensen Huang revealed that US export restrictions have wiped out the company's once-dominant 95% market share in China.

International Business Times UK

Lucky Facebook Marketplace shopper finds souped-up prototype GTX 2080 Ti inside a $500 PC — mythical Nvidia project features 12GB of VRAM and higher memory bandwidth

Specifications suggest Nvidia once considered a more powerful TU102 design for the RTX 2080 Ti GPU

Tom’s Hardware

Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system— up to 9x increase in output lets 213 GPUs perform like 1,192

Alibaba Cloud claims its new Aegaeon pooling system reduced the number of Nvidia GPUs required to serve large language models by 82% during a multi-month beta test inside its Model Studio marketplace.

Tom’s Hardware

Nvidia CEO Jensen Huang: 'At the moment we are 100% out of China... it's important to be mindful that what harms China could oftentimes also harm America'

'We went from 95% market share to 0%.'

PC Gamer

Acer Predator Triton 14 AI review

A compact laptop with a muddled identity and a pricing problem.

PC Gamer

Nvidia And Taiwan Semiconductor Make First US-Built AI Chip In Historic Milestone

Nvidia Corporation (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) are strengthening America’s artificial intelligence (AI) manufacturing base with a significant new milestone — the production of Nvidia’s first Blackwell wafer on U.S. soil.

Benzinga

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Benzinga

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.

International Business Times

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.

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TechRadar

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.

Fortune

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.”

TechRadar

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

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.

Tom’s Hardware

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.

TechRadar

‘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.

Tom’s Hardware

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.

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