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The Latest Breaking News from Nvidia

China Is Winning The Open AI Race, Hugging Face CEO Says. Warns U.S. Risks Falling Behind Without More Collaboration

Hugging Face CEO Clément Delangue said China has emerged as the leader in open-weight AI models and could match or surpass U.S. frontier AI labs within the next year.

International Business Times

This eGPU hack proved Snapdragon laptops can game with an RTX GPU, but developers need to catch up

Creators were able to connect an NVIDIA RTX 4060 to an ASUS Zenbook A16 with a Snapdragon X2 Elite Extreme. Is this a glimmer of hope for Windows on Arm gaming or just a clever workaround?

Windows Central

New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe

Sandisk and SK hynix formally introduce HBF specification that promises up to 3 TB/s of bandwidth eventually, though only four companies are currently interested in the technology.

Tom’s Hardware

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How four Asian economies are positioning themselves for the AI age

The global AI race is usually portrayed as a contest between the US and China. But another story is unfolding across east Asia, where countries such as Taiwan, South Korea, Japan and Vietnam are looking to command key parts of the AI value chain.

The Conversation

Anthropic inks $10 billion computing deal with new cloud startup Volta Infra

Anthropic has secured ten billion dollars in computing capacity from Volta Infra Holdings. This deal aims to meet the growing demand for Anthropic's artificial intelligence products. Volta Infra Holdings is an infrastructure startup backed by Nvidia. The agreement spans six years and involves a data center in Norway. This move…

The Economic Times

He dropped out of college as a teenager. Nine years later, his AI firm is worth $3.3bn

Olix’s value has tripled after a fundraising round as it looks to compete against Nvidia

The Independent UK

Super Micro Computer Stock: Is Wall Street Bullish or Bearish?

As Super Micro Computer has lagged behind the broader market over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.

Barchart

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Gears of War: E-Day's Xbox and PC multiplayer beta tests are starting soon: Here's how to enter, what content to expect, and what rewards they'll offer

The Coalition has released details regarding Gears of War: E-Day's upcoming beta test weekends for its multiplayer modes. Here's everything you need to know about how to sign up for the betas and what rewards they'll offer in the full game.

Windows Central

How dumb I was! When Peter Lynch regretted not buying Warren Buffett's favourite stock whose product his daughter used

Legendary investor Peter Lynch expressed regret over missing out on Apple despite his daughter buying an iPod, calling the oversight a mistake given Apple's simple business model and strong balance sheet. Lynch emphasized his core investing rule to know what you own before putting money into any stock.

The Economic Times

What bubble? Amazon enters $3 trillion market cap club, CEO highlights striking AI demand

Amazon shares reached a new high, briefly surpassing $3 trillion in market value. This surge followed a strong earnings report and increased investor confidence in artificial intelligence. The company's cloud services showed significant growth, exceeding expectations and boosting its valuation. Amazon anticipates substantial capital expenditures to meet future artificial intelligence…

The Economic Times

The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead

So long as the U.S. controls the underlying infrastructure that enables AI ecosystems, it will stay dominant.

Fortune

Nvidia could invest $250bn in OpenAI's 10Gw Ohio data center — but costs could balloon to $500bn

Nvidia is considering $250 billion in financing support as OpenAI pursues a 10GW Ohio data center costing more than $500 billion.

TechRadar

TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.

MarketBeat

In a troubling sign, Nvidia RTX 50 series prices jump up to 30% in South Korea — TSMC wafer hikes and $20 GDDR7 modules push RTX 5090 past $5,100

The latest round of price increases affects the entire RTX 50 lineup, with premium models bearing the brunt of rising production costs.

Tom’s Hardware

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International Business Times UK

'China Controls 99%': Jeff Bezos Backs $2.6bn AI Startup as Chipmakers Face Gallium Shortage

Jeff Bezos has invested in Cambridge start-up CuspAI, a $2.6 billion AI firm working with Nvidia and Meta to tackle looming shortages of critical chip materials such as gallium.

International Business Times

Nvidia CEO Predicts a Massive AI Infrastructure Boom. Skilled Trade Workers Could See Six Figure Opportunities.

The rapid construction of data centers, semiconductor facilities, and AI factories is already reshaping labor demand, with companies competing for workers capable of building and maintaining these highly specialized facilities.

Barchart

ARM Stock: A $1 Billion AGI CPU Opportunity Could End Up Being Much Bigger Than Wall Street Expects

If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.

Barchart

AMD’s Helios Is Coming for Nvidia’s Rack, Not Just Its GPU

AMD's Helios rackscale AI platform marks the company's greatest challenge yet to Nvidia's dominance in integrated AI infrastructure.

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PC Gamer

Razer Blade 16 (2026) review

It's still one of the best gaming laptops money can buy, but the massive price tag throws me for a loop.

PC Gamer

Valve may be putting the finishing touches to the Steam Frame software stack, because Lepton and FEX are now on Steam

How soon is now?

MarketBeat

3 Humanoid Robot ETFs to Ride a Speculative Trend

As humanoid robots emerge as AI's next growth driver, investors can gain diversified exposure through ETFs like BOTZ, CHAT, and AIPO rather than picking individual robotics stocks.

Tom’s Hardware

Gaming on the 4GB Radeon RX 6500 XT and GTX 1650 Super in 2026 — upscaling makes low-end GPUs viable for esports and internet cafes

Practically every graphics card introduced since 2022 has had at least 6GB or 8GB of VRAM, but AMD is bucking that trend in 2026 with the new RX 9050 4GB. We dusted off two older 4GB cards to see if that little VRAM means an instant performance cliff.

Tom’s Hardware

GPU prices keep surging in 2026 — Lack of sale discounts and rising VRAM costs keep current-gen prices sky-high

AI, tariffs, and greed have put pressure on PC builders wanting a new GPU. Can you still get a cheap GPU?

Barchart

Here’s What Magnificent 7 Earnings Tell Us About the AI Trade in 2026

The Magnificent 7 companies, except Nvidia, have reported their June quarter earnings. Here are the key takeaways from their earnings and the implications for the AI trade.

Kiplinger

After Decades of Investing, Your Biggest Winner May Now Be Your Biggest Risk

It can be hard to let go of stocks that have served you well, especially when a hefty tax bill results. What are the options when holding on becomes too risky?

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