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The Latest Breaking News from Nvidia

Few Investors See It Coming: Nvidia's Next Growth Engine Is Already in Motion

Nvidia's next big opportunity may not lie in data centres but in AI-powered personal computers — a market poised to triple in size by 2026 and redefine how users interact with artificial intelligence.

International Business Times UK

Nvidia Stock Price's Wild Rollercoaster: Shares Plummet Then Roar Back After AMD's Shock OpenAI Deal

Nvidia's stock recovers after an initial dip as rival AMD announces a major AI chip deal with OpenAI. Explore the market reaction and the escalating battle for GPU supremacy in our latest analysis.

International Business Times UK

AMD stock soars after striking a landmark deal with OpenAI—part of Sam Altman’s bid to loosen Nvidia’s grip on AI

The deal represents a major win for AMD in its battle against GPU leader Nvidia, and shows how OpenAI is racing to secure the hardware it needs to scale, even as it navigates its complex ties to Nvidia.

Fortune

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Intel's morale is reportedly 'in the toilet' as the chip maker strives to be 'really lean, fast moving'

Will deals like the Nvidia joint venture turn things around for Intel?

PC Gamer

AMD Bets the House on OpenAI: Deep Dive into the High-Stakes Partnership Shaking Up the AI Landscape

The ChatGPT maker's new partnership with the chipmaker is its latest move in a trillion-dollar push to build the future of artificial intelligence, directly challenging the market leader, Nvidia.

International Business Times UK

Churchill Capital Corp X (CCCX) Stock Soars As Citron Highlights Quantum Opportunity The Market Is Missing

Shares of Churchill Capital Corp X (NASDAQ:CCCX) are rising Monday after a notable research firm expressed optimism for the quantum computing technology company on social media.

Benzinga

Nvidia Is Now An AI Hedge Fund—But Goldman Says The Math May Not Work

Nvidia Corp. (NASDAQ:NVDA) is doubling down on AI with multibillion-dollar bets in startups like OpenAI and established businesses like Intel Corp. (NASDAQ:INTC); yet, analysts are beginning to highlight that part of that revenue could be looping back in disguise.

Benzinga

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Taiwan Semiconductor Surges Past 52-Week High As AI Boom Fuels Record Market Rally

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) topped its 52-week high of $196.72 on Monday as the continued artificial intelligence frenzy spurred investor optimism.

Benzinga

AMD seals multi-year megadeal with OpenAI involving 6 gigawatts' worth of AI GPUs and a possible 10% stake in AMD

Take that, Nvidia.

PC Gamer

OpenAI Signs Multi-billion Dollar Chip Deal With AMD

OpenAI signed a multi-year partnership Monday with chipmaker Advanced Micro Devices as the ChatGPT-maker continues an investment spree to secure massive amounts of computing power for rolling out generative artificial intelligence.

International Business Times

Acer chief says Nvidia’s Intel investment will complicate PC supply chains — says Lutnick's 50/50 proposal could take 50 years to realize

Acer CEO Jason Chen says that the Nvidia-Intel partnership could potentially complicate product planning and placement for PC makers.

Tom’s Hardware

This Crypto and AI Stock Just Got a Massive New Street-High Price Target That Implies Shares Could Double in the Next Year

A massive upgrade on IREN Limited signals a potential doubling of IREN stock.

Barchart

Stocks Supported by AI Spending

The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. December E-mini S&P futures (ESZ25 ) are up +0.21%, and December E-mini Nasdaq futures...

Barchart

"Advancing the entire AI ecosystem" — AMD and OpenAI announce bombshell computing deal worth tens of billions of dollars

AMD and OpenAI today announced a partnership that will see the former deliver 6 gigawatts of compute power over the next five years for OpenAI's next-gen infrastructure. Here's what you need to know.

Windows Central

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Benzinga

ChatGPT Parent OpenAI, AMD Partner In Landmark AI Deal

Advanced Micro Devices (NASDAQ:AMD) shares surged premarket Monday following a landmark agreement with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPU power for the tech giant's next-generation AI infrastructure.

International Business Times

AMD Shares Jump 25% as OpenAI Strikes Landmark AI Chip Deal

Under the agreement, OpenAI will deploy up to 6 gigawatts of AMD's Instinct GPUs over several years, starting with a 1 GW rollout in 2026.

The Independent UK

OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure

AMD is announcing a deal to supply its chips to OpenAI for building AI infrastructure

Tom’s Hardware

OpenAI and AMD announce multibillion-dollar partnership — AMD to supply 6 gigawatts in chips, OpenAI could get up to 10% of AMD shares in return

AMD and OpenAI have announced a multibillion-dollar partnership to collaborate on AI data centers powered by AMD chips.

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Benzinga

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

International Business Times UK

Can €1bn Buy Europe's AI Independence? Experts Warn Brussels Needs More Than Ambition

The EU plans to accelerate the deployment of its own AI solutions across critical industries to reduce reliance on the US and China.

International Business Times

China's Chip Challenge: The Race To Match US Tech

China's push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.

International Business Times

Competition Heats Up To Challenge Nvidia's AI Chip Dominance

The artificial intelligence (AI) revolution has whetted the appetites of Nvidia's competitors, who are seeking to close the gap on the chip giant, which has so far been the central playmaker in the AI revolution.

TechRadar

Samsung will collaborate with OpenAI to develop floating data centers and power plants as Sam Altman rushes to compete with his firm's own partners

OpenAI signs letter of intent with Samsung covering semiconductors, floating data centers, and enterprise AI services.

Tom’s Hardware

Nintendo Switch 2 supports two different types of Nvidia DLSS — A second, 'light' version for upscaling beyond 1080p, along with the standard, PC-like CNN model

Nintendo apparently includes two different versions of DLSS on the Switch 2, corroborating long-standing rumors of a custom DLSS present on the console. Digital Foundry's latest testing reveals that the second, 'light' version of DLSS can upscale beyond 1080p at the cost of an inferior image while in motion.

TechRadar

Huawei Atlas 950 SuperPoD vs Nvidia DGX SuperPOD vs AMD Instinct Mega POD: How do they compare?

Huawei, Nvidia, and AMD clash over AI supercomputing dominance with radically different designs, performance philosophies, and rollout timelines.

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