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The Latest Breaking News from Nvidia

‘It’s About to Go Up By a Billion Times’: Nvidia CEO Jensen Huang Says the Next ‘Industrial Revolution’ Is Already Here

Nvidia CEO Jensen Huang’s remarks on the exponential rise of inference computing highlight the scale of AI’s industrial revolution and its economic implications.

Barchart

Groups including BlackRock, Microsoft, Nvidia, and xAI join forces to acquire Aligned Data Centers — $40B deal delivers 5GW of operational and planned data center capacity

Microsoft, Nvidia, and xAI partner with asset management firm BlackRock under AIP to make massive investments in data center infrastructure.

Tom’s Hardware

Microsoft And Nvidia-Backed Nscale Announce Large-Scale AI Project In US And Europe

Nscale unveiled an expanded partnership with Microsoft Corp. (NASDAQ:MSFT) to deploy roughly 200,000 NVIDIA Corp. (NASDAQ:NVDA) GB300 GPUs across Europe and the United States, marking an important AI infrastructure rollout.

Benzinga

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MSI fervently denies RTX 5090 sales in China after pallets of illicit GPUs spotted in the country — company says it has identified 'unauthorized distribution unrelated to our sales policy'

Pallets of RTX 5090 GPUs from MSI had been spotted on Reddit a few days ago, sparking concern and curiosity over export controls. The White House has barred China from receiving most high-end GPUs, so these cards arrived via illegal channels, as MSI clarifies and denies any involvement in a…

Tom’s Hardware

S&P 500 companies totalling $20 trillion in market cap have medium-to-high AI exposure — concerns of an impending bubble collapse extend to almost half of the index

Investors are keeping a close eye on potential signs of the AI industry reaching the point of bursting its inflated bubble, as it's revealed that almost half of all the largest companies on the S&P 500 have medium-to-high exposure to AI. The risks associated with the industry collapsing under its…

Tom’s Hardware

Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

Artificial intelligence chipmakers Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI) rebounded on Wednesday following a brief profit-taking selloff.

Benzinga

Intel's Panther Lake chip graphics look 50% faster in early benchmarks — but it still falls behind a big rival

Intel's Panther Lake CPU is already showing major GPU performance gains in an early benchmark, offering up to a 50% graphics performance boost compared to Lunar Lake, and even matches an entry-level RTX 3050 GPU. But it still falls behind a big competitor.

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MSI denies selling selling the RTX 5090 in China after pictures surface showing giant pallets of the restricted GPUs in the country

Smugglers getting busy again?

PC Gamer

S&P Futures Climb on Fed Rate-Cut Optimism, More Big Bank Earnings on Tap

December S&P 500 E-Mini futures (ESZ25) are trending up +0.63% this morning amid optimism over Federal Reserve interest-rate cuts following dovish comments from Fed Chair Jerome Powell, while investors await quarterly reports from more big banks.

Barchart

Frore's new LiquidJet coldplates are designed to handle up to 4,400W of power from Nvidia's Feynman AI GPUs — new design uses semiconductor manufacturing techniques to create 3D jet-channel microstructures

Frore Systems's LiquidJet coldplate uses semiconductor-style metal wafer fabrication and 3D short-loop jet microstructures to double cooling density and cut pressure loss fourfold, setting the stage for multi-kilowatt AI GPUs.

Tom’s Hardware

MANGO beats FAANG in battle for tech supremacy

The companies commanding attention today are the ones leading the AI revolution.

Axios

Nvidia CEO Jensen Huang Hails Release of Israeli Engineer Avinatan Or After Two Years in Hamas Captivity: 'Close Of A Painful Chapter'

On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang praised the safe release of Avinatan Or, an Israeli engineer who spent more than two years in Hamas captivity.

Benzinga

Dell 16 Premium review: I want to love this gorgeous Windows ultraportable, but 3 things hold me back

There's a lot to love about the new Dell 16 Premium, but also some things I hate

Tom’s Guide

Intel Bets Big On AI Revival With New 'Crescent Island' Chip Built To Optimize 'Performance Per Dollar'

Intel Corp. (NASDAQ:INTC) is making a renewed push into the artificial intelligence chip market with the launch of its new "Crescent Island" GPU, a data center processor set to debut next year.

Benzinga

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Barchart

Trade Jitters Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.69%. December E-mini S&P futures (ESZ25 ) fell -0.20%, and December E-mini Nasdaq futures...

Benzinga

Taiwan Semiconductor Manufacturing Q3 Preview: With Stock Near 52-Week Highs, Here's What To Watch

Chip foundry company Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) could highlight strength for the semiconductor sector when the company reports third-quarter financial results before the market opens on Thursday.

Barchart

How Much Higher Can Nvidia Take Navitas Semiconductor Stock?

Navitas shares soared following a bullish update on its partnership with Nvidia. Here’s how high NVTS stock could fly through the end of 2025.

Tom’s Hardware

Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity

OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

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PC Gamer

Intel attempts to clarify whether the new Xe3 iGPU in Panther Lake is next-gen Celestial technology but I'm left confused and fearing for the future of Intel Arc graphics

So is it Celestial, or not?

Benzinga

Nvidia Stock Is Facing Selling Pressure Today: Why Some Investors Are Taking Profits

NVIDIA Corporation (NASDAQ:NVDA) shares are trading lower on Tuesday alongside other semiconductor stocks as escalating U.S.-China trade tensions create macro uncertainty, weighing on the broader market.

Benzinga

Supermicro's All-In-One Data Center Kits Could Change How Companies Go Online

Super Micro Computer, Inc. (SMCI) has launched its Data Center Building Block Solutions (DCBBS), a new business line enabling organizations to design, order, and build complete data centers from a single vendor.

Benzinga

Oracle Launches AI Factory To Help Businesses Modernize And Scale AI

Oracle Corp. (NYSE:ORCL) announced the launch of the Oracle AI Factory on Tuesday, a suite of customer and partner support services designed to help organizations accelerate AI adoption and modernization.

Tom’s Hardware

AMD debuts Helios rack-scale AI hardware platform at OCP Global Summit 2025 — promises easier serviceability and 50% more memory than Nvidia's Vera Rubin

AMD has showcased its new Helios rack-scale AI hardware platform based on the Open Rack Wide standard developed by Meta. Combining AMD's next-generation CPUs and GPUs on a single platform, this is AMD's pitch to AI infrastructure developers that it has a product that can compete directly with the likes…

Benzinga

CoreWeave (CRWV) Stock Is Sliding Tuesday: What's Going On?

Shares of AI infrastructure provider CoreWeave Inc (NASDAQ:CRWV) are trading lower Tuesday despite a lack of specific news for the session. The stock appears to be under pressure as investors weigh recent heavy insider selling against the company's aggressive expansion plans. Here’s what investors need to know.

Barchart

Jensen Huang Says the U.S. Is Desperate for Data Centers. Here’s 1 Top-Rated Stock to Buy Now.

The Nvidia CEO says that the U.S. needs to invest in energy as AI compute demand grows “exponentially.”

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