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The Latest Breaking News from Nvidia

Large-scale shipments of Nvidia GB300 servers tipped to start in September — GB200 demand remains 'robust' despite widespread coolant leak reports

Thanks to design reuse and a modular approach, Nvidia's GB300 AI servers are set for a smoother rollout, with large-scale shipments expected in September 2025. However, liquid cooling remains a headache.

Tom’s Hardware

China pledges to crack down on illicit exports of rare earths, urges US to lift more trade controls

China's Ministry of State Security says it is cracking down on alleged smuggling of rare earths materials that it says threaten national security

The Independent UK

Is Europe losing the AI race? Magnificent Seven widen gap over Europe's giants

The US ‘Magnificent Seven’ have pulled far ahead of Europe’s corporate giants, driven by massive AI growth. While US tech surges, Europe’s top firms—mostly in traditional sectors—struggle to keep pace in the new innovation-driven economy.

Euronews

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Malaysia’s AI darling NationGate sees shares tumble after it got raided in a scrap metal smuggling probe

Shares in Nationgate, the fastest-growing company on Fortune's Southeast Asia 500, are down over 10% since Tuesday.

Fortune

TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand

After posting a record $30 billion revenue in Q2 2025, TSMC announced plans to build at least 15 new fabs worldwide.

Tom’s Hardware

Donkey Kong Bananza among Switch 2 games with no DLSS support — reviewers balk at Nintendo's aversion to technology

Donkey Kong Bananza is among the list of Nintendo Switch 2 games that do not have DLSS support, one of the most exciting features in the new handheld.

Tom’s Hardware

'Overvalued' AI Stocks Like Nvidia, Microsoft May Trigger Market Crash Worse Than The Dot-Com Bubble, Economist Warns

The current artificial intelligence (AI) frenzy could potentially trigger a market crash more severe than the dot-com bubble burst of 1999, according to a leading economist.

Benzinga

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Company insolvencies fall in England and Wales, in ‘glimmer of relief’; Trump blasts Fed board – as it happened

Rolling coverage of the latest economic and financial news

The Guardian - UK

Wedbush Analyst Says TSMC Blowout Earnings Confirm AI Demand Is 'Really, Really Strong' — Bullish Signal For Nvidia And Big Tech

On Thursday, Wedbush Securities' Matt Bryson said Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) stellar second-quarter earnings leave little doubt that artificial intelligence (AI) demand remains red hot — a promising signal for Nvidia Corporation (NASDAQ:NVDA) and the broader tech sector.

Benzinga

After a couple of weeks testing the Lenovo Legion Pro 7i, I found its performance and screen impressive, but its battery life? Not so much

The Lenovo Legion Pro 7i is a powerful gaming laptop that’s an ideal desktop replacement but has weak battery life and a high price tag.

TechRadar

EXCLUSIVE: Video Game ETF CEO Says Switch 2 Is 'Blockbuster,' EA Gains From Sports, GameStop Doesn't Pass ETF Test

The Roundhill Video Games ETF (NASDAQ:NERD) launched in 2019 and is having a great year in 2025 thanks to the launch of the Switch 2 console from Nintendo Co (OTC:NTDOY).

Benzinga

Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet

AI isn’t just consuming the world; it’s poised to devour the power grid. Big tech companies such as Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN) and Palantir (NASDAQ:PLTR) are going all-in on artificial intelligence, fueling a historic development of data center infrastructure. For ETF investors, that implies it’s time to move beyond…

Benzinga

Insider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with China

Lawmakers loaded up on AI stocks days before the U.S. reversed its chip policy with China — and you can track every move with Barchart tools.

Barchart

Wall Street's Big 7 Are Now Bigger Than China's Entire Economy

The combined market capitalization of America's seven largest corporations has now overtaken the entire economic output of China, the world's second-largest economy.

Benzinga

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Benzinga

This New Themes ETF Lets You Bet On China's ChatGPT Rivals

American investors now have a new means of accessing China’s rapidly evolving artificial intelligence environment, without needing to use a VPN or a Chinese tutor. Themes ETFs launched the Themes China Generative AI ETF (BATS:DRGN) on Wednesday, the first U.S.-listed ETF exclusively investing in Chinese firms driving the generative AI revolution. The…

Benzinga

Semiconductor Stocks React To Key Policies And Earnings

AI chip companies, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI), had a rollercoaster week so far.

Benzinga

Oracle's Nvidia‑Backed AI Push Set To Upend The Cloud

In a significant industry shift, Oracle Corporation (NYSE:ORCL) is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.

PC Gamer

If you want to know why graphics cards are still so painfully pricey, you might want to take a look at TSMC's record-high profits which are heading for $50 billion this year

Would sir care for just one more wafer?

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Fortune

Apollo's chief economist warns the AI bubble is even worse than the 1999 dot-com bubble

"The top 10 companies in the S&P 500 today are more overvalued than they were in the 1990s."

Seismic Xbox Game Pass upgrade could change the way you game forever

Change is reportedly coming to Xbox Cloud Gaming for Xbox Game Pass Ultimate members

Benzinga

Nvidia-Supplier TSMC Crushes It, Yet Chip ETFs Face A Tariff Storm

At first glance, the numbers shout “boom.” Contract chipmaker Taiwan Semiconductor Manufacturing Company (NYSE:TSMC) just reported record-breaking Q2 results. Profit jumped 61% year-over-year and revenue surpassed expectations.

PC Gamer

Looks like the Taiwanese chip industry is becoming a hot target for Chinese state-sponsored hackers trying to nab trade secrets

Get your own chips, these are mine.

Benzinga

Digi Power X Stock Jumps After Deal With Supermicro To Roll Out Nvidia-Powered AI Systems

Digi Power X (NASDAQ:DGXX) stock gained on Thursday after it announced it has signed a definitive purchase order with Super Micro Computer (NASDAQ:SMCI) to supply systems powered by Nvidia’s (NASDAQ:NVDA) latest B200 GPUs for its Tier 3 modular AI infrastructure, NeoCloud.

PC Gamer

OptiScaler has been updated to theoretically support AMD's FSR 4 in all games with upscaling that don't use Vulkan or anti-cheat—which is nice, but why the heck doesn't AMD do this?

FSR 4 is great, which is why the limited game support is so disappointing.

Tom’s Hardware

Intel's rumored 'Nova Lake-AX' allegedly packs insane specs but might never launch — reportedly featured 28 CPU cores, 48 Xe3 GPU cores, and an upgraded 256-bit memory bus to counter AMD Strix Halo

Intel’s Nova Lake-AX SoC could mark a major leap for x86 mobile chips, pairing 28 CPU cores with a massive 384-EU Xe3 GPU and LPDDR5X at up to 10,667 MT/s. Aimed at hybrid APU competitors like AMD Strix Halo and Apple M-series, it might never even see the light of…

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