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The Latest Breaking News from Nvidia

Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech

Huawei's current Rotating Chairman thanked the United States for its export bans, which boosted the progress of China's semiconductor industry. He made the comment after unveiling the groundbreaking LogicFolding chip architecture, when reporters asked him how the company came up with the idea.

Tom’s Hardware

Nvidia CFO Colette Kress: 'AI is no longer a nice-to-have'

The tech giant sees $3 trillion to $4 trillion in global AI infrastructure spending by the end of the decade.

Fortune

If You'd Put $1,000 Into Micron Stock 20 Years Ago, Here's What You'd Have Today

MU stock has been a massive market beater for anyone who could stomach the ride.

Kiplinger

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The AI economy could crash on mounting chip costs — and those token costs won't help

Soaring GPU prices, debt-funded chip deals and an agentic token explosion — the cost of the hardware and compute powering AI could be what breaks it.

Fortune

Nvidia CEO Jensen Huang to visit South Korea: source

The chief executive of the world's most valuable company is expected to meet with companies including SK Group, Hyundai Motor Group, LG Corp and Naver, to discuss so-called "physical AI" applications such as robotics, local media including the Chosun Daily and MBC reported.

The Economic Times

At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage

Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.

The Economic Times

Nvidia Expands Photonics Push With Billions In New AI Infrastructure Investments

Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networking companies since March, widening its effort to address one of the biggest infrastructure constraints facing the AI industry.

International Business Times

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AMD's rival to Nvidia's GB10 AI workstation is set to go on preorder in days, but is it too little too late?

The AMD Ryzen AI Halo will be available for preorder in June 2026, as the California-based chipmaker aims to compete with Nvidia's DGX by focusing on price and performance.

TechRadar

Western Digital Is Making the Right Moves Amid Fierce Momentum for Memory Stocks

A former Nvidia exec joins Western Digital's board of directors.

Barchart

Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems

An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.

Tom’s Hardware

SK Hynix Enters $1 Trillion Club As AI Chip Demand Reshapes Global Tech Industry

South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this week,.

International Business Times

Micron Isn’t Nvidia. It’s Time to Take Your Foot Off the Gas with MU Stock.

Investors pricing in a decade of dominance for Micron are falling into a dangerous trap by ignoring the physical realities of the semiconductor market. The company is selling standardized hardware, and once competitors scale their own production using the exact same ASML technology, pricing power will collapse.

Barchart

"A new era of PC": Microsoft and NVIDIA tease major announcement experts predict to be the fabled N1X chip

Microsoft and NVIDIA just teased a massive hardware announcement. Will the rumored N1X chip usher in the "new era of PC" promised by both companies?

Windows Central

TikTok owner ByteDance is reportedly developing its own custom AI CPUs — company looks to ease China's dependence on US chipmakers

TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers

Tom’s Hardware

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Tom’s Hardware

Acer unveils its first Ryzen 9 9955X3D gaming laptop — refreshed Nitro 16 joins new Predator Helios 18 AI and streaming-only Nitro Blaze Link handheld

Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.

inkl

China's GPU Gambit: What the Lisuan LX-7G100 Could Mean for the Gaming Industry

For years, China's ambition to build a competitive domestic graphics card remained largely theoretical. The launch of Lisuan Technology's LX-7G100 marks a concrete, if imperfect, step toward changing that, and its implications extend well beyond benchmark sheets.

PC Gamer

This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin the prices of graphics cards

One hiccup over there, a price increase here, and our precious GPUs become a whole lot more expensive.

The Economic Times

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz

AMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their differing strategies reflect the complex AI chip market in China. AMD offers a broader product range, while Nvidia faces significant export control challenges. Both companies are making investments in…

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The Economic Times

Dell rallies about 40% on strong Nvidia‑powered AI server demand

The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value ‌at the ⁠current share ⁠price of $442.70, if gains hold.

The Economic Times

Foxconn has immense confidence in growth momentum due to AI, chairman says

Taiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud providers' massive AI investments are fueling this confidence. Foxconn, a key supplier for Nvidia and Apple, reported a profit rise. The company expects its capital expenditure to grow…

AAP

Infineon Joins NVIDIA's MGX™ AI Factory Ecosystem to Transform Power Delivery Architecture for Next-Generation AI Server Racks

MUNICH, May 29, 2026 /PRNewswire/ -- Infineon Technologies (FSE: IFX) (OTCQX: IFNNY), a leading provider of power systems and IoT, has joined NVIDIA's MGX AI Factory ecosystem to help transform power delivery for next-generation AI data centers. Infineon's power management solutions will support NVIDIA's MGX™ architecture and 800 VDC power…

International Business Times UK

Elon Musk's SpaceX Will Buy Intel For $1 Trillion, Market Analysis Predicts

A $1T hypothetical SpaceX–Intel deal shows how owning chip factories could lock in AI power, underscoring semiconductors as tech's ultimate lever.

TechRadar

Quote of the day by AMD CEO Lisa Su: "The age of traditional computing is dead" — marking the start of the heterogeneous computing era

A decade before GPUs took center stage in the AI buildout, Su projected a future in which conventional processors would no longer reign supreme

MarketBeat

Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

TechRadar

The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

Huawei introduced Tau Scaling Law and LogicFolding architecture as potential alternatives to Moore’s Law and traditional semiconductor scaling limitations.

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