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The Latest Breaking News from Nvidia

Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Benzinga

Rigetti Computing (RGTI) Stock Hits A New All-Time High: What's Going On?

Shares of quantum computing firm Rigetti Computing Inc (NASDAQ:RGTI) surged to a new all-time high on Monday, continuing a 5,900% rally over the past year fueled by strong investor confidence. Here’s what investors need to know.

Benzinga

Intel Faces CPU Market Share Losses And Limited AI Integration, Analyst Flags Challenges

Intel (NASDAQ:INTC) struggled to maintain its moat across its central processing unit (CPU) and artificial intelligence businesses. The chipmaker also grappled with market share losses to Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) in both the PC and server markets, as well as limited integration with AI accelerators, despite…

Benzinga

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Can NVDA Still Be a $300 Stock If Nvidia Loses Its Monopoly in AI GPUs?

While Nvidia’s market share in the AI GPU market might come down, the sheer size of growth in that market means that NVDA stock could still continue to be a winner.

Barchart

Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

Benzinga

JPMorgan announces $1.5 trillion U.S. investment initiative

CEO Jamie Dimon says the move is about strategy and not about seeking favor with the administration.

Axios

Elon Musk has been snapping up ex-Nvidia specialists to help make AI world models, which is fine but please keep away from our games

Rockets are cool, AI slop games are not.

PC Gamer

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OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership — deployments start in 2026

OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.

Tom’s Hardware

Direxion's AMUU, AMDD ETFs Facilitate Speculation In Advanced Micro Devices' Wild Ride

Although semiconductor giant Advanced Micro Devices Inc (NASDAQ:AMD) took the market by storm with a potentially landmark deal, the extreme enthusiasm toward artificial intelligence raises concerns about an unsustainable bubble. As such, last week saw AMD stock tumble into the red after what appeared to be an auspicious start to…

Benzinga

OpenAI's $500 Billion Chip Bet: Is Broadcom The Next AI Winner?

OpenAI is accelerating its push to dominate the artificial intelligence landscape with a staggering $500 billion chip initiative involving Broadcom Inc. (NASDAQ:AVGO).

Benzinga

RTX 5070 Ti with catastrophic damage brought back to life by RX 580 — AMD VRM graft resurrects card with a huge hole burned into its PCB

In Brazil, a dead RTX 5070 Ti fell victim to a lightning surge so abhorrent, it burned a hole through the PCB. Thankfully, it was saved by a donor RX 580 by carefully siphoning power from its VRMs to resuscitate the Nvidia GPU. The repair job is temporary at best,…

Tom’s Hardware

AI Is ‘Just Getting Started’ So Buy Nvidia Stock Now, According to These Analysts

Nvidia is at the heart of the AI boom, and its potential $100 billion OpenAI partnership signals the best may still be ahead for the stock.

Barchart

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Benzinga

China probes Qualcomm with antitrust investigation in the latest asymmetric trade negotiation salvo — Autotalks acquisition risks fouling anti-monopoly laws

Chinese regulators are investigating Qualcomm over a months-old deal to purchase connected car chip firm Autotalks, in a move that could be just the latest aggressive action from China as part of ongoing high-tech trade negotiations.

Tom’s Hardware

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Benzinga

Taiwan Semiconductor Stock Rebounds As AI Hype Overpowers China Tensions

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares rebounded in premarket trading Monday, recovering from Friday's losses as renewed investor enthusiasm for artificial intelligence outweighed mounting geopolitical concerns between Washington and Beijing.

Benzinga

Mark Cuban Urges Companies To Share Stock Options With Employees Amid Rising CEO Pay Gap

Billionaire entrepreneur Mark Cuban is pushing for companies to share financial rewards with employees, arguing that stock options should extend beyond CEOs to all workers who help drive a company's success.

Benzinga

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Oracle's Hype Machine Preps For AI World 2025

Oracle Corp. (NYSE:ORCL) will host its Oracle AI World 2025 conference in Las Vegas from Monday, Oct. 15 through Thursday, Oct. 16.

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news in one place.

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Benzinga

Weekend Tech Roundup: China Targets Nvidia, Meta's AI Glass Ambitions, AMD's Bet And More

From China’s crackdown on Nvidia’s AI chips to Google’s controversial AI healthcare tool, the tech industry was abuzz this week with developments that could shape the future of technology.

TechRadar

Can't afford Nvidia's expensive AI accelerators? Then consider this 10.8Kw server cluster with 32 Intel GPUs and 768GB VRAM

Sparkle unveils a 10.8Kw GPU cluster with 32 Intel GPUs and 768GB VRAM to provide affordable compute power for AI workloads.

Tom’s Hardware

Porsche 911 Turbo S alloy wheel PC powers up with an ignition key — Nvidia Garage goes all-out for bespoke rig with modder JCustom

Nvidia partnered up with modder JCustom to build a gaming PC inside an HRE FF21 wheel, adorned in OEM Python Green color-matched to the recipient's Porsche 911 Turbo S. This bespoke rig has custom liquid-cooling, a floating motherboard design, and a personalized RTX 5080 — all controlled by an actual…

Benzinga

Consumer Tech News (Oct 6-10): China Hits Nvidia, Tesla Tests Cybercab, Sunak Joins Microsoft & More

China has reportedly launched a sweeping customs crackdown on Nvidia Corporation’s (NASDAQ:NVDA) AI chips.

TechRadar

I got to see Intel Panther Lake up close this month, and it is the most important product Intel has ever produced

Intel announced its next series of processors, the Core Ultra series 3, this week, but I got a close up look at these new chips in Arizona ahead of the announcement. Here's what I saw.

Benzinga

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Benzinga

Benzinga Bulls And Bears: Applied Digital, NVIDIA, Senseonics — And Markets Fall On Fresh Tariff Fears

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

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