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The Latest Breaking News from Nvidia

Mag 7 Remains Top Picks for Hedge Funds as Money Managers Poured $185B Into These Stocks in Q2

US megacap tech stocks, which are driving the AI boom, remain the top picks for hedge funds, reaffirming their forecasts of long-term growth potential.

International Business Times UK

Nvidia RTX 50 SUPER GPU release window narrows with new launch rumor — what we know

Nvidia's rumored RTX 50 SUPER GPUs may not arrive during CES 2026, as a new rumor suggests the next-gen graphics cards will "most likely" launch between March and May next year. Here's what we know.

Tom’s Guide

Nvidia’s CEO Jensen Huang says electricians and plumbers will be needed by the hundreds of thousands in the new working world

The $4 trillion tech CEO warns the future won’t be powered by tech bros—but rather the blue-collar workers.

Fortune

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UiPath Stock Is Surging Tuesday: What's Going On?

UiPath, Inc. (NYSE:PATH) shares are trading higher Tuesday after the company announced a partnership with OpenAI to develop ChatGPT to integrate OpenAI frontier models with enterprise customer workflows.

Benzinga

Excited for Nvidia's RTX 5000 Super GPUs? Prepare yourself for disappointment as new rumor suggests they aren't close to launch

Rumor about imminent arrival of Nvidia's RTX 5000 Super GPUs is wrong, apparently - they won't be here anytime soon.

TechRadar

Nvidia's China Nightmare Deepens—Huawei's Chip Army Is Coming

Nvidia's dominance in AI chips just hit a serious test. Huawei is ramping up production at breakneck speed, signaling that the Chinese tech giant isn't just competing—it's mobilizing a full-fledged "chip army" to challenge Nvidia in its own backyard.

Benzinga

CoreWeave Extends Hot Streak With Meta's $14 Billion Cloud Deal

CoreWeave Inc. (NASDAQ:CRWV) surged after it disclosed in a regulatory filing that it has entered into a multibillion-dollar agreement with Meta Platforms Inc. (NASDAQ:META) for cloud computing capacity valued at up to $14.2 billion.

Benzinga

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Maingear debuts new premium desktop PCs — Apex Rush, Force models start at $6,259, with top-end model featuring hardline tubing and dual 420mm radiators

Maingear has today unveiled a couple of new desktop PCs, a new Apex Rush and a new Apex Force.

Tom’s Hardware

Nvidia's new CPX GPU aims to change the game in AI inference — how the debut of cheaper and cooler GDDR7 memory could redefine AI inference infrastructure

Nvidia has introduced Rubin CPX, a specialized GPU designed to accelerate compute-heavy context phase of long-context inference in large AI models, enabling more efficient handling of million-token workloads by offloading this task from 'Big' GPUs with HBM memory to smaller GPUs with GDDR7 memory.

Tom’s Hardware

Alibaba Stock Breaks Past 52-Week High As AI Frenzy Heats Up

Alibaba Group (NYSE:BABA) stock closed approximately 5% higher on Monday, a surge driven by growing investor confidence in the company’s aggressive push into cloud computing and artificial intelligence.

Benzinga

China’s DeepSeek unveils new AI model: Here is everything we know about it

The announcement comes as China pressures its tech companies to break their reliance on foreign chip makers so it can compete in the AI race.

Euronews

Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change'

The Trump administration has announced a significant tightening of export controls on Chinese companies, particularly those in the semiconductor industry, in a move aimed at impeding China’s technological advancement.

Benzinga

Reports claim Intel approached Apple for collaboration and investment - I predict that the rest of the Magnificent 7 will get the same call before the end of the year

Prior to securing a $5 billion stake from Nvidia, Intel reportedly spoke with Apple and TSMC, and many predict other Magnificent 7 firms will be next.

TechRadar

Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA

A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.

Benzinga

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Benzinga

Gavin Newsom Says He's Signing A Law To Install 'Common-Sense Guardrails' For AI Safety: What This Means For Google, Meta And Nvidia

On Monday, Governor Gavin Newsom (D-Calif.) signed a landmark law requiring artificial intelligence giants such as OpenAI, Alphabet Inc.'s (NASDAQ: GOOG) (NASDAQ: GOOGL) Google, Meta Platforms, Inc. (NASDAQ: META) and Nvidia Corporation (NASDAQ: NVDA) to disclose how they plan to prevent their most advanced models from causing potential catastrophic risks.

Barchart

Move Over, Nvidia! These Analysts Are Betting on Another Tech Stock for the World’s No. 1 Spot.

Analysts are bullish on GOOGL stock as Alphabet continues to expand its AI capabilities while growing revenue and earnings at a steady pace.

Fortune

Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa setting “the bar a little too high.”

TechRadar

AMD’s next-gen ‘Redstone’ AI upscaling tech looks imminent – and a big clue has been spotted in the latest drivers

AMD's preview driver has potentially spilled the beans on a new AFMF 3 update, and indicates that its 'Redstone' AI upscaling tech overhaul may be here sooner than we expected.

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InsideEVs

‘Sorry To Customers Who Lost Trust’: Inside Volvo’s Scramble To Fix Its Software

After the disastrous launch of the EX90, Volvo says a heavily upgraded software stack can finally iron out all the problems.

Tom’s Hardware

Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report

According to a recent report by The Information, Amazon and Google each provide advance notice to Huang before unveiling updates to their custom silicon.

Benzinga

Alibaba's $53 Billion AI Push Is The Threat Nvidia Can't Ignore

Alibaba Group Holding Ltd‘s (NYSE: BABA) (NYSE: BABAF) stealth AI expansion may be Wall Street's blind spot—but it's Nvidia Corp's (NASDAQ: NVDA) margin moat that's directly in the crosshairs. CEO Eddie Wu has pledged to surpass the company's $53 billion AI investment as demand for compute skyrockets, setting up a…

TechRadar

MSI Stealth A16 AI+ review: thin, light, and hot

The MSI Stealth A16 AI+ is a sleek gaming laptop that punches above its weight when it comes to performance - but this comes at a price.

MarketBeat

ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

Tom’s Hardware

OpenAI President teases our 10-billion GPU future — says always-working AI future calls for 'every person to have their own dedicated GPU'

OpenAI's vision for world needs 10 billion GPUs

PC Gamer

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

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