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The Latest Breaking News from Nvidia

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.

Barchart

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

From analysis to the latest developments in health,
read the most diverse news in one place.

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.

MarketBeat

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.

Barchart

'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.

TechRadar

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Why DOGE's legacy is hard to measure

Also: All the news and watercooler chat from Fortune.

Fortune

Nvidia's own DLSS 5 announcement video gets taken down by YouTube in Italy due to a copyright strike — local TV channel sent a copyright strike to every YouTube video for using the trailer it used for its own broadcast

YouTube's AI moderator acted on an errant DMCA takedown, affecting nearly every video that contained clips of the DLSS 5 trailer, including Nvidia's own YouTube video.

Tom’s Hardware

Samsung S90H review: An excellent true OLED TV

The S90 range has dropped QD-OLED for classic OLED – with great results

Supermicro soared because of $4 trillion Nvidia—and Jensen Huang can walk away anytime he wants

Nvidia giving Supermicro the cold shoulder on GPUs would gut the hardware manufacturer’s sales.

Fortune

3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid

Energy demand from AI is surging. Altimetry highlights MasTec, Regal Rexnord and EQT as top energy plays, while warning investors to avoid CoreWeave and Oklo.

MarketBeat

Nvidia Pascal GPUs debuted 10 years ago today, best known for the GTX 1060 and GTX 1080 Ti — architecture kicked off with the Tesla P100

Nvidia delivered 'five architectural breakthroughs' with the launch of the Tesla P100 accelerator 10 years ago today.

Tom’s Hardware

Apple approves drivers that let AMD and Nvidia eGPUs run on Mac — software designed for AI, though, and not built for gaming

The company behind the tiny box AI accelerator says that its macOS driver for Nvidia eGPUs has just been signed by Apple, making it a legitimate software for Macs and no longer needs workarounds to work with the device.

Tom’s Hardware

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Tom’s Hardware

Nvidia AI tech claims to slash gaming GPU memory usage by 85% with zero quality loss — Neural Texture Compression demo reveals stunning visual parity between 6.5GB of VRAM and 970MB

Nvidia has just demoed its Neural Texture Compression technique again at a GTC talk, where it showed VRAM usage dropping from 6.5 GB to just 970 MB in a scene. NTC uses a neural network to decompress textures instead of standard block-based compression, reducing texture size and VRAM usage while…

TechRadar

Korean startup backed by Samsung and Arm launches rack-sized inference monsters, claims "6x lower power consumption" and up to 75% cheaper acquisition cost compared to Nvidia

Rebellions launches rack-scale AI infrastructure systems, claiming lower power usage and costs, backed by $400 million pre-IPO funding.

MarketBeat

3 Edge AI Stocks to Watch as the Next Wave of AI Demand Builds

Honeywell, Vertiv, and One Stop Systems each target a different layer of the edge AI buildout, from industrial infrastructure to thermal management to defense-grade computing.

Tom’s Hardware

New 'GeForge' and 'GDDRHammer' attacks can fully infiltrate your system through Nvidia's GPU memory — Rowhammer attacks in GPUs force bit flips in protected VRAM regions to gain read/write access

Two new Rowhammer attacks for GPUs have been discovered that can cause bit flips in VRAM to gain arbitrary read/write access over it. These attacks target page files and the page directory that are otherwise protected from electrical disturbance by the driver. By "massaging" these data structures into vulnerable regions…

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Nvidia Still Looks Cheap - Shorting Out-of-the-Money NVDA Put Options Is Attractive

Nvidia Inc. stock is still cheap here. Shorting one-month out Nvidia put options yields over 1.6% at a strike price 7% lower than the current price. Value investors can set a lower buy-in point and get paid with this play.

TechRadar

Ten years ago Acer debuted its awesomely ridiculous $10K gaming laptop – how well does it hold up in 2026?

Two Nvidia GTX 1080 GPUs, a 21-inch screen, and a $10K price tag - the Acer Predator 21X was a ridiculous device 10 years ago, and I fired it up to see how it fares today.

Tom’s Hardware

Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm

SemiAnalysis estimates on Thursday that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026.

Barchart

The Key Technology at the Heart of the $2 Billion Nvidia-Marvell Deal

NVLink Fusion is essentially the fabric Nvidia and Marvell want to turn racks of GPUs, memory, and networking into one AI architectural giant, streamlining efficiency without draining power budgets. Should investors pay attention to this promising duo?

MarketBeat

3 Magnificent 7 Stocks at Make-or-Break Moments for AI Investors

Short-term volatility in leading artificial intelligence stocks may create a compelling long-term buying opportunity for investors

Tom’s Hardware

Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond

Super Micro Computer co-founder Yih-Shyan "Wally" Liaw pleaded not guilty on Wednesday in a Manhattan federal court.

Tom’s Hardware

Iran says it has struck Oracle data center in Dubai, Amazon data center in Bahrain — country has threatened to attack Nvidia, Intel, and others, too

Iran's Islamic Revolutionary Guard Corps (IRGC) said on Thursday that it had hit a data center linked to Oracle in Dubai as part of its war against the U.S. and U.S. technology companies in the region.

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