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The Latest Breaking News from Nvidia

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.

Can AMD Stock Reach $300 in 2025?

Can AMD Stock Reach $300 in 2025?

Barclays just pushed AMD’s target to $300 after its OpenAI tie-up. Can the chipmaker really keep this pace?

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

A hundred billion here, a hundred billion there, pretty soon you're talking about real money.

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'Imagine delivering the smallest supercomputer next to the biggest rocket': Jensen delivers a DGX Spark to Musk at SpaceX facility but some think the Nvidia launch is little more than a 'PR stunt'

Is this mass production or a limited launch for the mini 'supercomputer'?

Nvidia 800 VDC power rollout for 1 megawatt server racks to be supported by ABB — company says collaboration will create 'new power solutions for future gigawatt-scale data centers '

ABB and Nvidia partner for 800 VDC data centers.

Tom’s Hardware

Broadcom's Wi-Fi 8 Launch Sets The Stage For The AI-Powered Edge

Broadcom Inc. (NASDAQ:AVGO) has unveiled the world’s first Wi-Fi 8 silicon ecosystem, marking a major leap in wireless technology designed to power the AI-driven edge.

Nvidia's DGX Spark, A Personal 'AI Supercomputer,' Will Debut This Week At $3,999: 'I Hand-Delivered The First System To Elon,' Jensen Huang Recalls

Nvidia Corp. (NASDAQ:NVDA) is set to launch its compact DGX Spark personal "AI supercomputer" this week, aiming to bring data center-grade computing power to the desktops of researchers, developers and students worldwide.

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Kevin O'Leary Warns Entrepreneurs: Talent Costs More Than Tools—Why Startups Must Invest In Content Creators Or Risk Failing

Kevin O'Leary Warns Entrepreneurs: Talent Costs More Than Tools—Why Startups Must Invest In Content Creators Or Risk Failing

Entrepreneur and "Shark Tank" star Kevin O'Leary says that while creating digital content has never been cheaper, the real cost—and the real value—lies in the talent behind it.

Former Intel CEO Pat Gelsinger Slams CHIPS Act Rollout, Says Trump Administration's Stake Only Matters If It Builds And Fills Fabs

Former Intel CEO Pat Gelsinger Slams CHIPS Act Rollout, Says Trump Administration's Stake Only Matters If It Builds And Fills Fabs

Former Intel Corp (NASDAQ:INTC) CEO and current Playground Global general partner Pat Gelsinger criticized the slow rollout of the CHIPS Act, arguing that the U.S. government's new stake in Intel only matters if it results in more semiconductor fabs being built and filled across America.

Apple iPhone Air Preorders To Soon Begin In China As eSIM Gets Green Light From Major Telecom Operators

Apple iPhone Air Preorders To Soon Begin In China As eSIM Gets Green Light From Major Telecom Operators

On Monday, Apple Inc. (NASDAQ:AAPL) is preparing to open preorders for its new iPhone Air in China later this week, following regulatory approval for eSIM services by the country's three largest telecom operators.

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

As fears swirl about artificial intelligence upending Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's dominance in search, Deepwater Asset Management's Gene Munster says the company is sending one message loud and clear — AI is boosting, not breaking, its core business.

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Lenovo quietly launches a Thinkpad business laptop which should definitely appeal to gamers - T16g Gen 3 hides Intel's fastest mobile CPU and an Nvidia GeForce RTX 5090

Lenovo quietly launches a Thinkpad business laptop which should definitely appeal to gamers - T16g Gen 3 hides Intel's fastest mobile CPU and an Nvidia GeForce RTX 5090

Lenovo ThinkPad T16g Gen 3 merges professional reliability with gaming-class RTX 5090 graphics and AI-ready Intel HX processors.

This Analyst Just Issued a Major Intel Stock Warning: The INTC Rally Is ‘Unsustainable’ So You Should Sell Now

This Analyst Just Issued a Major Intel Stock Warning: The INTC Rally Is ‘Unsustainable’ So You Should Sell Now

Intel stock has almost doubled in 2025 due to its big-ticket partnerships with Nvidia, Softbank, and others.

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Vertiv, Nvidia Unite To Revolutionize AI Factory Power Systems

Vertiv Holdings (NYSE:VRT) shares are trading higher on Monday after it reached a new milestone in its partnership with Nvidia (NASDAQ:NVDA) to support the next generation of AI factories.

Why Washington’s Bet on This AI Stock Could Be the Most Important Investment of the Decade

Intel is betting big on government-backed AI and chip manufacturing initiatives to reclaim its technological leadership.

Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Rigetti Computing (RGTI) Stock Hits A New All-Time High: What's Going On?

Shares of quantum computing firm Rigetti Computing Inc (NASDAQ:RGTI) surged to a new all-time high on Monday, continuing a 5,900% rally over the past year fueled by strong investor confidence. Here’s what investors need to know.

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Intel Faces CPU Market Share Losses And Limited AI Integration, Analyst Flags Challenges

Intel (NASDAQ:INTC) struggled to maintain its moat across its central processing unit (CPU) and artificial intelligence businesses. The chipmaker also grappled with market share losses to Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) in both the PC and server markets, as well as limited integration with AI accelerators, despite…

Can NVDA Still Be a $300 Stock If Nvidia Loses Its Monopoly in AI GPUs?

While Nvidia’s market share in the AI GPU market might come down, the sheer size of growth in that market means that NVDA stock could still continue to be a winner.

Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

JPMorgan announces $1.5 trillion U.S. investment initiative

CEO Jamie Dimon says the move is about strategy and not about seeking favor with the administration.

Elon Musk has been snapping up ex-Nvidia specialists to help make AI world models, which is fine but please keep away from our games

Rockets are cool, AI slop games are not.

Tom’s Hardware

OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership — deployments start in 2026

OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.

Direxion's AMUU, AMDD ETFs Facilitate Speculation In Advanced Micro Devices' Wild Ride

Although semiconductor giant Advanced Micro Devices Inc (NASDAQ:AMD) took the market by storm with a potentially landmark deal, the extreme enthusiasm toward artificial intelligence raises concerns about an unsustainable bubble. As such, last week saw AMD stock tumble into the red after what appeared to be an auspicious start to…

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