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The Latest Breaking News from Nvidia

Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down

Nvidia stock is back near record highs. Wolfe Research doubled down on its bullish AI thesis, arguing hyperscalers “have no choice but to spend” amid accelerating agentic AI demand.

Barchart

China bypasses US GPU bans with 1.54-exaflops 'LineShine' supercomputer — CPU-only monster packs 2.4 million Huawei-designed Armv9 cores

China's National Supercomputing Center in Shenzhen takes a page from Japan's Fugaku supercomputer and Fujitsu's A64FX processor, build LineShine supercomputer based entirely on Armv9-based LineShine LX2 CPUs.

Tom’s Hardware

NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week

Markets face a reasonably quiet week, but it will be dominated by Wednesday's Nvidia (NVDA) earnings and Alphabet's two-day developer conference, creating a critical test for AI infrastructure investment sustainability and technology sector leadership.

Barchart

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Nokia Shares Jumped After Cisco’s Strong Quarterly Results. NOK Could Be the Next Networking Winner.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

Barchart

Cerebras Stock Opened Trading with a Wild Rally. It Still Has a Lot of Runway Before It Catches Up with Nvidia and AMD.

Recently, Cerebras went public with the largest IPO of the year, but it is still far away from the big names in the AI space.

Barchart

Forza Horizon 6 boots up in just 4 seconds instead of 90 with new Advanced Shader Delivery tech and AMD GPUs — Microsoft claims 95% reduction in gaming load times

Microsoft is bringing Advanced Shader Delivery to Windows 11 PCs at large, after introducing the tech on Xbox ROG Ally handhelds last year. The company says you can expect up to 95% faster load times in Forza Horizon 6, for instance, going from 90 seconds to just 4 seconds on…

Tom’s Hardware

Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to 'adversarial countries'

The Nvidia chief said that you cannot compare AI GPUs to nuclear weapons.

Tom’s Hardware

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A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom

Nearly 45,00

Fortune

Trump’s more than 3,700 trades astonish Wall Street insider

President Trump's latest financial disclosures reveal over 3,700 trades totaling tens of millions of dollars in the first quarter. These transactions involved major companies with government dealings, raising eyebrows due to their sheer volume. Despite missing reporting deadlines, Trump paid nominal fines for the late filings.

The Economic Times

This US start-up wants to pay you to host a data center on the side of your home — and says it won't disturb you at all

SPAN plans installing residential AI computing nodes outside homes, offering subsidized electricity and internet access to participating homeowners.

TechRadar

AXT Turned the AI Data Center Boom Into an 8,436% 1-Year Return

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

Barchart

‘I can't think of a more portable 16-inch gaming laptop’ — MSI’s new Stealth model has all the power without the bulk

The MSI Stealth 16 AI+ might not look like much of a gaming laptop, but don’t let appearances deceive.

TechRadar

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you need to know about the most powerful tech company most people have never heard of.

International Business Times

"Sets a new standard for affordable QD-OLED gaming monitors": I tested Alienware's $349 AW2726DM display, and there's no way it won't be massively popular

Alienware's AW2726DM is an easy recommendation for anyone who needs a $349 QD-OLED gaming monitor. It does come with some concessions to meet that price, and I explain them here.

Windows Central

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Cerebras Is the Biggest IPO of the Year. If You Buy CBRS Stock Now, Brace Yourself for Volatility Ahead.

There's a lot of enthusiasm about this Nvidia competitor. What exactly is drawing investors?

Tom’s Hardware

Trump calls $14 billion Taiwan arms deal a 'negotiating chip' with China after Xi said Taiwan issue could lead to 'clashes and even conflicts' — Trump says 'Taiwan would be very smart to cool it a little bit'

Trump's remarks came at the close of a two-day summit with Chinese President Xi Jinping.

International Business Times

SpaceX Files for the Largest IPO Ever Since Absorbing a $4.94 Billion Loss From Its xAI Merger

A cash-printing satellite network, an entrenched launch monopoly, and a $14-billion-a-year AI furnace are about to be priced under a single ticker. The hard part isn't the size. It's deciding what SpaceX actually is.

Barchart

Dell Stock Just Had Its Best Week Since 2024. The Odds of Another Surge Are High.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

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International Business Times

Which AI Chip Stock Could Be the Next Nvidia? Broadcom, Marvell, AMD or Intel?

Investors are searching for the next Nvidia in AI chips. Broadcom, Marvell, AMD and Intel each offer a different route to the same boom, but the competition is still wide open.

Tom’s Hardware

Modder uses Nintendo Switch to boost aging 3D printer's speed by 90%, dropping 3DBenchy print time from 90 minutes to a mere 8 minutes and 41 seconds — enthusiast claims big quality improvements by using jailbroken quad-core console

A keen nozzle-head has dramatically sped up their 3D printer using the portable power of a Nintendo Switch and Klipper firmware replacement.

Tom’s Hardware

AI data centers require 36 times more fiber than designs with standard servers — severe glass shortages push cable lead times out to a full year

Major Chinese optical fiber manufacturers have booked orders stretching into 2027, as AI data center construction drives demand growth that the supply chain can't match.

The Economic Times

Trump returns from China with stability and a stalemate

President Trump's visit to Beijing resulted in a return to the familiar U.S.-China economic and strategic standoff, offering China breathing room after last year's trade war. While the summit projected stability, it left key issues unaddressed, with modest commercial outcomes for the U.S. and a fragile truce for China.

Tom’s Hardware

M5 Max MacBook Pro paired with RTX 5090 in an eGPU dock — runs Cyberpunk 2077 at over 100 FPS at max settings with frame generation

A software engineer figured out a way to run an RTX 5090 on an M5 Max MacBook and play Cyberpunk 2077 at over 100FPS. The process required a lot of tweaking, including running a Linux VM and using the FEX translation layer to get games to work.

The Independent UK

Trump went to China to protect the US economy – and walked away with nothing

IN DEPTH: Donald Trump went to China to smooth over the economic relationship but left with several key issues still up in the air, writes James C. Reynolds

Euronews

Nvidia surpasses Germany: How the market caps of tech giants compare to top economies

Nvidia’s market capitalisation ($5.7 trillion) has overtaken Germany’s GDP ($5.45 trillion). The combined value of the five largest US companies now exceeds the total GDP of Europe’s five largest economies.

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