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The Latest Breaking News from Nvidia

Spending on AI is increasingly fueled by debt and will be marginally ‘negative’ for corporate credit quality, Goldman Sachs says

Big Tech companies used to buy in cash. Now they’re issuing debt, too.

Fortune

NVIDIA's CEO says humans will be "busier in the future" as AI unlocks new opportunities in robotics, biotech, and design

NVIDIA CEO Jensen Huang says AI is poised to create new fields of work in robotics, biotech, and design that will demand human intervention, creativity, and oversight.

Windows Central

What's Really Inside Huawei's 'Domestic' AI Chips?

Huawei's latest AI chips, promoted as a milestone in China's push for technological self-reliance, continue to rely on critical components from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Samsung (OTC:SSNLF), and SK Hynix, a teardown by TechInsights reveals.

Benzinga

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Microsoft wants to ditch NVIDIA and AMD chips for in-house custom silicon

Microsoft CTO Kevin Scott recently indicated that the company wants to use its own AI chips across data centers, potentially moving away from an over-reliance on AMD and NVIDIA.

Windows Central

Nasdaq Futures Gain on AI Optimism

December Nasdaq 100 E-Mini futures (NQZ25) are trending up +0.31% this morning as another round of major AI deals and partnerships boosted sentiment.

Barchart

Nvidia And Fujitsu Team Up To Build AI Systems For The Future

Nvidia (NASDAQ:NVDA) is strengthening its alliance with Fujitsu to co-develop full-stack artificial intelligence infrastructure, a move aimed at accelerating enterprise adoption of AI across industries from healthcare to manufacturing and robotics.

Benzinga

Meta's Superintelligence Labs Turns To Vercel, GitHub To Speed Up AI Prototyping: Report

Meta Platforms Inc. (NASDAQ:META) is shifting its AI prototyping work to external developer platforms.

Benzinga

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Nvidia CEO Jensen Huang Sells $42 Million Stake As Stock Touches New All-Time High

Nvidia Corp.’s (NASDAQ:NVDA) co-founder and CEO, Jensen Huang, has sold another significant block of the company’s stock this week, according to regulatory filings with the Securities and Exchange Commission.

Benzinga

Nvidia Partner WiWynn's Record Backlog A Sign That AI Bubble Fears Are Unfounded: Futurum CEO Daniel Newman Says, 'Can't Build Factories Fast Enough…'

On Thursday, Daniel Newman, CEO of The Futurum Group, dismissed fears of an AI bubble, pointing to Nvidia Corporation (NASDAQ:NVDA) partner WiWynn's massive backlog and warning that demand is so strong that factories can't be built fast enough.

Benzinga

Nvidia CEO Jensen Huang Reportedly Frustrated As Trump's Commerce Secretary Slows UAE Chips Deal Over China Link

A multibillion-dollar deal for Nvidia Corporation (NASDAQ:NVDA) to supply advanced AI chips to the UAE has been stalled for months, reportedly frustrating CEO Jensen Huang as U.S. Commerce Secretary Howard Lutnick pushes Abu Dhabi to finalize investments before shipments proceed.

Benzinga

Intel CEO Lip-Bu Tan Backs $24M Corintis Board As Startup Solves AI's Biggest Bottleneck Problem

Semiconductor cooling startup Corintis announced on Sept. 25 that it closed a $24 million Series A funding round and a collaboration with Microsoft (NASDAQ:MSFT) that achieved a breakthrough chip cooling system three times more effective than current technology.

Benzinga

Can Jensen Huang maintain Nvidia’s grip on AI as competitors rise amid geopolitical tensions?

Nvidia dominates AI with 94% of the GPU market and record revenue, but mounting pressure from Amazon, Google, China’s chip ban, and rising rivals is starting to test its grip.

Windows Central

Best Black Ops 7 graphics settings for less lag and max FPS

Smooth as cheese.

Destructoid

Micron takes the HBM lead with fastest ever HBM4 memory with a 2.8TB/s bandwidth - putting it ahead of Samsung and SK Hynix

Micron announces industry leading HBM4 with 2.8TB/s bandwidth and 11Gbps pin speeds, claiming performance advantage over Samsung and SK Hynix.

TechRadar

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MarketBeat

NVIDIA Breaks Out to New Highs: What Comes Next?

NVIDIA's stock price breakout is bullish for its direction and the S&P 500. Analysts and technical targets align; a 20% upside lies ahead.

Fortune

Warren Buffett’s Berkshire Hathaway may have scored a ‘genius’ win-win in $10 billion acquisition that could mark the last big deal of his career

Berkshire Hathaway gets a strong stand-alone business, while parent Oxy will get plenty of cash to pay down debt.

Tom’s Hardware

Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

Barchart

A $14 Billion Reason to Buy CoreWeave Stock Here

CoreWeave stock jumped after striking a $14.2 billion AI infrastructure deal with Meta, extending its winning streak of hyperscale partnerships.

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Benzinga

Why Is Broadcom Stock Surging Thursday?

Broadcom (NASDAQ:AVGO) capitalized on Wall Street’s artificial intelligence boom Thursday, fueled by billions in chip investments from Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), and other technology giants.

International Business Times

Boom Or Bubble: How Long Can The AI Investment Craze Last?

The staggering investments in artificial intelligence keep coming: Last week, AI chip giant Nvidia announced it would invest $100 billion to help OpenAI, the frontrunner in generative AI, build data centers.

Benzinga

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

Wall Street's AI mania is minting new battlegrounds, and few look more intriguing than Nebius Group NV (NASDAQ:NBIS) versus Palantir Technologies Inc (NASDAQ:PLTR). Both stocks are commanding nosebleed valuations, each promising to dominate a different layer of the AI stack.

TechRadar

AMD wants to double DDR5 memory bandwidth using clever trick, patent reveals - but this is no SOCAMM rival, and AMD's previous memory project didn't end well

AMD patent reveals new RAM module design which doubles DDR5 bandwidth using HB-DIMMs, but avoids replacing DRAM chips with entirely new technology.

Tom’s Hardware

Nvidia's 16-pin time bomb could be defused by this $95 gadget — Ampinel offers load balancing that Nvidia forgot to include

Aqua Computer launches the Ampinel, an active power management module for graphics cards that utilize the 16-pin power connector.

Barchart

Move Over, Mag 7. Buy This 1 Missing AI Winner Instead.

As the AI trade remains defined by other stocks, Broadcom is silently up by almost 45% so far this year.

Benzinga

Nvidia Becomes The $4.5 Trillion Giant Driving AI's Biggest Deals

Nvidia (NASDAQ:NVDA) is currently at the epicenter of Wall Street’s artificial intelligence frenzy, cementing its position as the cornerstone of Big Tech’s future ambitions as companies commit to unprecedented chip spending.

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