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The Latest Breaking News from Nvidia

Dell's CEO reckons that the total memory demand from the entire AI market in 2028 will be 625x bigger than it was in 2022

Who needs DRAM in their PC anyway? Mine works on wishes and positive thoughts.

PC Gamer

The Private Assets Held in Public Companies

Shareholders of some of the most widely owned stocks are investing indirectly in private equity and debt.

Kiplinger

Supermicro launches probe after cofounder’s arrest on charges of $2.5 billion in chip smuggling

This is the Nvidia-allied server maker’s third internal investigation since 2017.

Fortune

From analysis to the latest developments in health,
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"Video games are cooked": Publisher head says "it doesn't matter" how many of us hate gen AI, Pandora's box has opened and "it's gonna get used now"

"Kinda gives me the ick to look at gen AI art"

GamesRadar

Intel introduces its own Neural Compression technology with a fallback mode that works on GPUs without dedicated AI cores — early performance is on the level of Nvidia NTC

Intel is working on its own neural texture compression with similar compression performance to Nvidia's counterpart. Best of all, Intel has a fallback version of its compression tech that will work with GPUs that don't come with Intel's XMX engine.

Tom’s Hardware

The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting

The question now: Is this a generational buying opportunity?

Fortune

71% of you say you could never be convinced to turn on DLSS 5, with 37% saying it wouldn't matter how good it looked

Back to the drawing board, Jen-Hsun?

PC Gamer

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Marvell Insider David Casper Just Sold Nearly 18,000 Shares of MRVL Stock. Should You Sell Too?

Marvell Technology insider sale raises questions, but strong AI-driven growth keeps the long-term story intact.

Barchart

GitHub user creates open-source Nvidia GeForce Now client alternative — removes tracking, telemetry, and AFK limitations

Zortos293 uploaded an open-source GeForce Now client to GitHub, allowing gamers to connect to Nvidia's service without being tracked by the tech giant.

Tom’s Hardware

Spring Cleaning Your Portfolio: 4 Stocks With Rising Risks Heading Into Q2

Investors are monitoring NVIDIA, Tesla, Rivian and NIKE, as these high-profile stocks face valuation and demand hurdles in the coming second quarter.

MarketBeat

Why Is a Prolonged Iran War Bearish for Nvidia Stock?

After Trump said that the U.S. plans to strike Iran "extremely hard" over the next 2-3 weeks, tech stocks like Nvidia sold off significantly. What is the rationale for this?

Barchart

A One-Stop Shop to Track the Magnificent Seven as Big Tech Tries to Stabilize

The NASDAQ’s recent correction is a rare buying opportunity in the Magnificent Seven. This ETF offers balanced exposure as institutional buyers are diving in.

MarketBeat

Nvidia’s DLSS 5 video gets blocked after false copyright claim from Italian broadcaster

Even Nvidia isn't safe from false claims.

Dot Esports

NVIDIA's DLSS 5 AI Trailer Now Taken Down on YouTube—Is It Because of AI Use Violations?

NVIDIA's DLSS 5 teaser that many have described as an "AI trailer" has recently been taken down on YouTube.

Player One

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TechRadar

'The inference inflection has arrived': Nvidia pumps $2 billion into chipmaker Marvell to boost its AI factories to the next level — so does this mean it'll be working with Amazon Trainium soon?

Nvidia invests $2 billion in Marvell, integrating XPUs, photonics, and networking into NVLink Fusion to expand AI infrastructure globally

Barchart

Joe Rogan Says Nancy Pelosi Is ‘Better’ at Stock Market Picks Than Warren Buffett and George Soros — ‘She Can do No Wrong, Bro’

Joe Rogan highlighted how Nancy Pelosi’s husband’s apparently well-timed Nvidia stock trade seemed to defy the usual market wisdom of patience and diversification. Rogan humorously suggested Pelosi was a stock-picking prodigy, outperforming even legendary investors like Warren Buffett and George Soros.

MarketBeat

Is There a Buying Opportunity in the SPY ETF?

The SPY ETF is set up to rebound strongly in Q2 as the Q1 earnings reports are released; the forecast is for robust growth and solid guidance.

PC Gamer

Italian television channel does DLSS 5 haters a favor by broadcasting footage from reveal trailer, then copyright striking Nvidia's own YouTube channel

That's a spicy DLSSaball.

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news in one place.

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Barchart

Intel Wants to Invest More in SambaNova. What Does That Mean for INTC Stock Holders?

Intel is set to invest another $15 million in CEO Lip-Bu Tan-chaired SambaNova.

Barchart

Marvell Technology Stock Surges on Nvidia Investment, Sparking Huge Unusual Options Trades

Nvidia Inc.'s $2 billion investment in Marvell Technology and management's recent earnings guidance have pushed MRVL stock higher. That's led to huge, unusual in-the-money put options trading - a bullish signal.

MarketBeat

These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom Higher

Micron, Seagate, Ciena, and Ubiquiti are benefiting from the AI data center buildout. Here's what's driving each stock's growth and what investors should watch.

MarketBeat

5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally

The QQQ ETF is on track to advance in April after signaling a trend-following entry. Upside potential runs into the high-double-digits near-term.

Barchart

As Iran Threatens Attacks on Nvidia, Should You Actually Sell NVDA Stock?

Rising geopolitical tensions are shaking sentiment, but Nvidia’s fundamentals and AI-driven demand continue to tell a very different story.

TechRadar

'Silicon photonics is central to next-generation AI infrastructure': How light-based chips could solve AI’s growing bottlenecks

A silicon photonics pioneer explains how light-based technology could reshape AI, computing, and data infrastructure.

TechRadar

Iran is threatening to bomb the $30 billion Stargate AI data center backed by OpenAI, Nvidia, and other tech giants

The Stargate UAE AI data center, proudly announced by OpenAI and the US government, could be hit by missile strikes.

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