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The Latest Breaking News from Nvidia

Nvidia CEO Jensen Huang unsure if China would buy its H200 chips if restrictions are relaxed as Beijing prioritizes homegrown AI solutions — 'We don’t know. We have no clue.'

Nvidia CEO Jensen Huang admits that he has no idea whether Nvidia can sell its H200 chips in China even if Washington allows the company to export them.

Tom’s Hardware

Chinese tech firm Cambricon looks to step into Nvidia void, triple AI chip production next year — seeks to rival Huawei, but production remains a concern

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.

Tom’s Hardware

First ARM-supported 3D driver for discrete gaming GPUs emerges from China — Lisuan 7G106 runs 3DMark on a Windows 11 ARM machine

Lisuan's 7G105 discrete GPU was spotted running 3DMark in an ARM-based machine, revealing that Lisuan has quite possibly built the first 3D graphics driver that supports ARM machines that works with a dedicated graphics card.

Tom’s Hardware

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Alphabet's Quiet AI Chip Bet Suddenly Looks Like Its Next Multi-Billion-Dollar Machine

Investors are increasingly eyeing Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) in-house artificial intelligence chips as a potential breakout business, betting that the company’s tensor processing units could evolve from a behind-the-scenes strength into a major new revenue engine.

Benzinga

'Nvidia Way' Author Expects OpenAI To Counter Google, Anthropic With Much More Powerful Model In 'Coming Months'

Despite reports of an internal “Code Red” at OpenAI, the ‘Nvidia Way’ author Tae Kim predicts the ChatGPT maker is poised to retake the industry lead with a significantly more powerful model in the “coming months.”

Benzinga

Nvidia CEO Huang Blasts Proposed State AI Laws Moments After Trump Meeting

America’s escalating chip crackdown on China took center stage this week, drawing sharp warnings from Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang and investors who say U.S. policy could redefine the future of the semiconductor industry.

Benzinga

Stocks Muted Before the Open as Rally Pauses, U.S. Jobless Claims Data on Tap

December S&P 500 E-Mini futures (ESZ25) are up +0.02%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.01% this morning, taking a breather after recent gains, while investors look ahead to U.S. jobless claims data, which will offer fresh insight into the labor market ahead of next week’s Federal…

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Palantir Targets America's AI Energy 'Bottleneck' With Chain Reaction And Nvidia Partnership

Palantir Technologies Inc. (NASDAQ:PLTR) on Wednesday introduced Chain Reaction, a new operating system designed to bolster the nation’s fast-growing artificial intelligence infrastructure.

Benzinga

Kevin O'Leary Warns US Making A 'Strategic Mistake,' Says 'Restricting Nvidia Chips Doesn't Hurt China' But Helps Rivals Build Their Own AI Stack

Entrepreneur and investor Kevin O'Leary said Wednesday that selling U.S. AI chips to all countries, including rivals, is the best way to maintain long-term American technological dominance.

Benzinga

Huang Says Trump 'Saved' AI — Yet China May Reject NVIDIA's H200 Chips

NVIDIA CEO Jensen Huang controversially claimed that US President Donald Trump's 'pro-growth' energy policies 'saved the AI industry', making industrial expansion and factory building possible.

International Business Times UK

Jensen Huang Was Mistakenly Sent To A Kentucky Reform School, Where He Cleaned Bathrooms While His Brother Worked On Tobacco Farms

Jensen Huang's path to becoming the billionaire co-founder and CEO of Nvidia Corp (NASDAQ:NVDA) began with a childhood detour that landed him and his brother in a Kentucky reform school their family mistakenly believed was a prestigious boarding academy.

Benzinga

Nvidia lobbies White House and wins loosened AI GPU export control to China — U.S. lawmakers reportedly reject GAIN AI Act

The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S. buyers ahead of China for advanced GPUs, though Beijing's own limits blunt the impact.

Tom’s Hardware

Beyond NVIDIA: 5 Semiconductor Stocks Set to Dominate 2026

Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum. NVIDIA is still the leader but others are also well-positioned.

MarketBeat

Amazon Closing The Gap In AI Race: Analysts

Amazon.com Inc (NASDAQ:AMZN) secured fresh bullish backing from Wall Street on Wednesday as analysts lauded the tech giant's "agent-driven" artificial intelligence strategy and custom chip breakthroughs unveiled at Amazon Web Services re:Invent.

Benzinga

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Barchart

Ignore the AI Bubble Talk. Morgan Stanley Still Thinks Nvidia Stock Can Gain 40% from Here.

Nvidia stock is at the epicenter of the AI gold rush and has significant upside potential in December 2025, according to Morgan Stanley.

Barchart

Cathie Wood Is Buying Up Google Stock at Record Highs. Should You?

Alphabet’s rally looks unstoppable, but chasing a stock near record highs could be a risky move.

Tom’s Hardware

GeForce 590 driver branch is the first without feature support for GTX 9- and 10-series GPUs — Linux release marks the end of the line for graphics cards that defined an era

Nvidia 590 drivers cut support for GTX 900- and 10-series

TechRadar

Nvidia admits the $100bn 'biggest AI infrastructure project in history' OpenAI deal still isn't finalized

OpenAI’s $100 billion deal with Nvidia is a headline-grabber, but Nvidia says it’s still unconfirmed.

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Fortune

China does not need Nvidia chips in the AI war — export controls only pushed it to build its own AI machine.

If the U.S. wants to lead in AI, chip controls are not the answer.

Windows Central

Windows 11 hits a new high on Steam — but Microsoft should be embarrassed by Windows 10 holdouts

Windows 11 keeps climbing on Steam, but nearly a third of gamers still refuse to leave Windows 10, highlighting Microsoft’s ongoing upgrade problem.

PC Gamer

Hypixel Studios releases the PC system requirements for its Minecraft-lookalike Hytale, and it's the most comprehensive breakdown I've seen in a long time

And the entry bar to the blocky sandbox world is very much a voxel-shaped potato.

TechRadar

AMD will reportedly jack up its GPU prices, so if you see a good sale this holiday season, don’t hesitate

In a period of uncertainty in the PC market due to the AI boom, GPUs could be next in line to see price hikes, possibly starting with AMD's Radeon cards.

Benzinga

What's Going On With Hewlett Packard Stock Wednesday?

Hewlett Packard Enterprise Company (NYSE:HPE) stock rose Wednesday as the company unveiled a major expansion of its AI-native networking and cloud portfolio.

GOBankingRates

I Asked ChatGPT What Are the Best AI Stocks To Invest In — Here’s What It Said

Discover which AI stocks ChatGPT recommends for smart investing and learn why these picks could shape the future of tech and your portfolio.

Benzinga

Why Softbank CEO Was 'Crying' Over Selling Nvidia Stake

Softbank Group Corp (OTC:SFTBY) (OTC:SFTBF) founder Masayoshi Son admitted he sold the company’s entire Nvidia Corp. (NASDAQ:NVDA) stake only out of necessity.

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