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The Latest Breaking News from Nvidia

Former Intel CEO lays out radical plan to rescue the company — Suggests ousting Lip-Bu Tan and asks for $40 billion investment from Nvidia, Apple, and others

Ex-Intel chief Craig Barrett warns the US could lose its only advanced chip foundry without urgent $40B funding from major customers like Apple and Nvidia, pushing for High-NA EUV, 14A development, and tariffs on imports.

Tom’s Hardware

Tesla Is Axing Its Dojo Supercomputer Plans. What Does That Mean for TSLA Stock Here?

Tesla stock rallies as billionaire Elon Musk abandons the company’s Dojo supercomputer project. Morgan Stanley explains why that’s a positive for TSLA shares.

Barchart

Nvidia Nears 52-Week High As AI Frenzy, China Chip Export Deal Drive Momentum

Nvidia Corp. (NASDAQ:NVDA) traded Monday just shy of its 52-week high of $183.88, driven by ongoing artificial intelligence optimism and a major resolution in its China chip export dispute.

Benzinga

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Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

International Business Times

How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

Barchart

Chip makers Nvidia and AMD agree to pay 15 percent of Chinese revenue to America in deal to make Trump happy

Tech giants Nvidia and AMD agree to highly unusual terms as part of requirements to help them obtain export licenses for China

The Independent UK

U.S. Revenue Grab on Chip Exports Raises Legal, Economic Alarms

The Trump administration will allow Nvidia and AMD to sell chips in the Chinese market—in exchange for 15 percent of their revenue.

Reason

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AMD Stock Rallies After US Clears China AI Chip Sales With 15% Cut To Washington

Advanced Micro Devices (NASDAQ:AMD) shares climbed Monday after the chipmaker agreed to pay 15% of its China AI chip sales revenue to the U.S. government in exchange for export licenses for its MI308 processors.

Benzinga

Stocks Turn Mixed Ahead of This Week's Key Inflation Reports

The S&P 500 Index ($SPX ) (SPY ) today is down -0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.08%. September E-mini S&P futures (ESU25 ) are down -0.05%, and September E-mini Nasdaq futures...

Barchart

Nvidia introduces compact Blackwell professional graphics cards — RTX Pro 4000 SFF and Pro 2000 GPUs arrive at SIGGRAPH 2025

Nvidia just released more affordable variants of Blackwell AI GPUs.

Tom’s Hardware

Nvidia unveils 2U RTX Pro 6000 servers at SIGGRAPH — double shot of Blackwell power comes to smaller rackmount form factors

Nvidia has announced 2U server form factor compatibility with its latest RTX 6000 Pro Server Edition GPU, providing enterprise customers with the most compact method of deploying Blackwell AI GPUs yet.

Tom’s Hardware

Stocks Supported by Fed Rate Cut Speculation and Strength in Chip Makers

The S&P 500 Index ($SPX ) (SPY ) today is up +0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.04%. September E-mini S&P futures (ESU25 ) are up +0.04%, and September E-mini Nasdaq futures...

Barchart

Nvidia and AMD reportedly sharing 15% of their China GPU revenue in exchange for export licenses — 'unprecedented' export revenue sharing deal may have been struck

Nvidia and AMD have reportedly agreed to pay the U.S. government 15% of China-sourced revenues to unlock export licenses for previously restricted chips.

Tom’s Hardware

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

Barchart

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Benzinga

Micron Stock Jumps After Boosting Sales And Profit Outlook On Soaring AI Chip Demand

Micron Technology (NASDAQ:MU) stock gained on Monday after the company lifted its fourth-quarter fiscal 2025 guidance, citing stronger-than-expected pricing, particularly in DRAM, and solid operational execution.

The Independent UK

Nvidia, AMD to pay 15% of China chip sale revenue to U.S. government

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, a U.S. government official has confirmed

Tom’s Hardware

Intel CEO Lip-Bu Tan expected to visit Trump to address China links — duo tipped to have 'wide-ranging' conversation to address national security concerns

Intel CEO Lip-Bu Tan, facing pressure from Trump over China ties, will reportedly meet the president to clarify his background and stress Intel’s national security role. Tan, who led Cadence Design, aims to secure support for Intel’s U.S. manufacturing amid strategic board tensions and slowed plant progress.

Barchart

Are Wall Street Analysts Bullish on NVIDIA Stock?

NVIDIA has considerably outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

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International Business Times

Nvidia, AMD To Hand Over 15% Of China AI Chip Revenue To US Government

Chipmakers agree to revenue-sharing arrangement to resume shipments ahead of trade deadline; analysts warn of margin hit and legal challenges.

The Guardian - UK

Nvidia and AMD agree to pay 15% of China chip export revenues to US

Unprecedented deal, an apparent reversal of security restrictions, is in return for licences to sell to China

TechRadar

Desperate for a cheap GPU? AMD's RX 7400 just arrived – but I'd forget about that, and start hoping the rumored Intel B380 is real

I wouldn't bet on the new AMD RX 7400 being your budget GPU savior – that might be Intel's B380 instead.

PC Gamer

Intel CEO set to meet with President Trump and probably discuss company's woes, domestic chip manufacturing, and that awkward moment Trump called for his resignation last week

That was one way to force Intel to the negotiating table...

Barchart

Stocks Set for Muted Open as Investors Await U.S. Inflation Data and Trump-Putin Summit

September S&P 500 E-Mini futures (ESU25) are up +0.09%, and September Nasdaq 100 E-Mini futures (NQU25) are up +0.05% this morning, pointing to a muted open on Wall Street as investors await key U.S. economic data, especially the inflation report, and a summit between U.S. President Donald Trump and Russia’s…

TechRadar

15% of Nvidia and AMD China chip sales to go to US government - new export licenses subject to ‘unprecedented’ sales tariff despite ‘national security problem’

AMD and Nvidia will have to hand over 15% of the revenue from new China chips sales to US government in 'unprecedented' sales deal.

TechRadar

The hidden mathematics of AI: why your GPU bills don't add up

AI workloads are breaking cloud economics. Here’s why smarter teams are rethinking their infrastructure strategy.

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