Nvidia dominates GPU shipments with 94% share — 27% surge in shipments likely caused by customers getting ahead of tariffs Research shows that GPU sales increased by 27% in 2Q25 over the last quarter. Tom’s Hardware · Sep 3, 2025
Broadcom Vs. Nvidia: The AI Chip War You're Not Watching In the escalating AI hardware arms race, Nvidia Corp (NASDAQ:NVDA) may hog the spotlight—but Broadcom Inc (NASDAQ:AVGO) is quietly firing back with smart silicon and hyperscaler-grade networking gear, setting up a surprisingly fierce head-to-head battle in the datacenter compute arena. Benzinga · Sep 3, 2025
Intel spent so much cash on research and development last year that it outspent Nvidia by 28% and AMD by a whopping 156% Hopefully, Nova Lake will be worth every cent. PC Gamer · Sep 3, 2025
What to Expect From the Q3 Reporting Season The Q3 earnings cycle will produce stronger results than what is forecasted in early September, driven by AI and resilient consumers. MarketBeat · Sep 3, 2025
TSMC swats away rumors that Jensen Huang visited to pressure company into revenue-sharing plan with Trump administration Nvidia CEO Jensen Huang recently visited TSMC where he had dinner with executives, gave an internal speech to the workers, and checked on the progress of his Rubin Vera GPUs. What he was not there for was to deliver a message about profit sharing from President Trump, as TSMC has… Tom’s Hardware · Sep 3, 2025
AMD's PC graphics card market share falls to a worrying 6% according to the latest analyst data putting Nvidia at 94% and probably an all-time high But AMD has taken a big chunk out of Intel in CPUs. PC Gamer · Sep 3, 2025
Nvidia’s massive market cap is a ‘bubble risk,’ Deutsche Bank says: ‘We appear to be in uncharted territory’ “Nvidia’s market cap is now larger than every country’s entire listed stock exchange apart from the U.S., China, Japan, and India,” the bank said. Fortune · Sep 3, 2025
Acer hedges its hardware bets, puts vPro and ECC memory in new high-end gaming laptop The Acer Predator Helios 18P AI straddles the line between gaming laptop and AI workstation, with an RTX 5090 and up to 192GB of ECC memory. Tom’s Hardware · Sep 3, 2025
This monster gaming laptop has up to 192GB memory –and I so want one Acer's 18-inch Predator Helios 18P AI has some killer specs T3 · Sep 3, 2025
Alibaba Rallies on New AI Chip Design, Sending NVIDIA Stock Lower Alibaba has entered the AI chipmaking race, responding to NVIDIA pulling out of the market by not selling H20 cihps to China anymore. MarketBeat · Sep 2, 2025
Nvidia Worth More Than 180x Lululemon, 3000x Cracker Barrel NVIDIA Corp.'s (NASDAQ:NVDA) growth has reached astonishing proportions. Nvidia is the largest company in the world by market capitalization and also larger than the full stock markets of several major economies. Benzinga · Sep 2, 2025
Could Cambricon create a Deepseek moment in AI hardware? The rise of China's answer to Nvidia has been nothing short of meteoric - but is it too good to be true? With profits and revenue surging, is Cambricon becoming "China’s Nvidia", or an overvalued AI player that risks collapse? TechRadar · Sep 2, 2025
Tech Stocks in Freefall: Nasdaq Wipes Out Gains as Nvidia and Amazon Lead Market Meltdown Wall Street's tech sector tumbled as the Nasdaq erased August gains, with rising yields, tariff uncertainty, and weak data from Amazon and Nvidia fuelling investor anxiety. International Business Times UK · Sep 2, 2025
As EV sales continue to plummet, Elon Musk says Optimus robots will make up 80% of Tesla’s value, despite production delays Part four of Tesla’s “Master Plan” de-emphasizes its EV business, which is on pace for its second consecutive year of declining global sales. Fortune · Sep 2, 2025
Benzinga · Sep 2, 2025 EXCLUSIVE: August's 20 Most-Searched Tickers On Benzinga Pro – Where Do Opendoor, Palantir, BitMine Immersion, Apple Stock Rank? Each trading day features hundreds of headlines and press releases on Benzinga Pro, a source for traders to see the latest news on the overall market and individual tickers.
Benzinga · Sep 2, 2025 What's Going On With Nvidia Stock? NVIDIA Corp (NASDAQ:NVDA) stock is trading lower Tuesday, caught in a broader tech sell-off as rising long-term interest rates spook investors. Here’s what you need to know.
Tom’s Hardware · Sep 2, 2025 Amkor’s Arizona mega-plant could plug the holes in America’s chip ambitions — advanced packaging plant would reduce need to send US-produced chips to foreign shores for packaging and test Amkor Technology has confirmed it will build a $2 billion advanced packaging and test facility on a 104-acre site in Peoria, Arizona, with construction beginning imminently.
GOBankingRates · Sep 2, 2025 5 Stocks That Should Stay Stable in a Trump Economy President Donald Trump's second term has brought a lot of volatility in the stock market. Tariffs brought some uneasiness on what they would mean for stocks -- this had a major impact on the market....
Barchart · Sep 2, 2025 Nvidia’s Jensen Huang Calls Its New Technology a ‘$4 Trillion Infrastructure Opportunity’ and They’re Just ‘In The Beginning of This Buildout’ Chip giant Nvidia is betting that AI infrastructure will lead the next great industrial revolution, and CEO Jensen Huang attached some bold numbers to that forecast during the Q2 earnings call.
PC Gamer · Sep 2, 2025 If this report about 2nm silicon from Japanese chip manufacturing start-up Rapidus beating TSMC is true, there might just be hope for GPU prices ...and Intel 18A isn't really in the running, allegedly.
Benzinga · Sep 2, 2025 What Is Going On With Semiconductor Stocks On Tuesday Semiconductor stocks traded lower on Tuesday, signaling investor profit-taking.
PC Gamer · Sep 2, 2025 Samsung and SK Hynix, the world's biggest makers of DRAM and flash memory chips, have potentially lost the right to buy US equipment for use in their China-based factories It's not a big problem at the moment, but don't be surprised if, at the end of it all, you'll just be paying more for your PC parts.
Benzinga · Sep 2, 2025 Nvidia, Palantir, Tesla Tumble In Pre-Market Trading As Rising Yields Crush High P/E Tech — Gary Black Sees Fed Cut Bets Colliding With Inflation Gary Black, Managing Director of The Future Fund LLC, expressed his concerns about the impact of rising long-term interest rates on certain stocks.
PC Gamer · Sep 2, 2025 Nvidia's RTX 5070 is the most popular current-gen GPU in the latest Steam hardware survey but AMD's RDNA 4 cards don't even make the top 100 Wherefore art thou, RDNA ?
Tom’s Guide · Sep 2, 2025 I shrunk my gaming setup to a mini PC and eGPU — it’s shockingly good and cheaper too I thought I needed a giant gaming tower, but then I tried a mini PC with an eGPU. It shocked me with how close it came to matching my old rig while saving space and money.