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The Latest Breaking News from Nvidia

Jensen Huang says Nvidia went from 95% market share in China to 0%—‘I can’t imagine any policymaker thinking that that’s a good idea’

“Before we leap towards policies that are hurtful to other people, take a step back and maybe reflect on what are the policies that are helpful to America.”

Fortune

Oracle claims to have the largest AI supercomputer in the cloud with 16 zettaFLOPS of peak performance, 800,000 Nvidia GPUs

Oracle unveils Zettascale10, a claimed 16 zettaFLOP cloud AI supercomputer using 800,000 Nvidia GPUs with advanced RoCE networking architecture.

TechRadar

A secret AMD Christmas tree? Nah, it's just a close up of a very bright $3 million 72-GPU MI450 Helios rack monster at OCP Summit

AMD’s Helios MI450 rack captivated OCP Summit visitors with its 72-GPU design, dense OCP architecture, and new layout optimized for data center-scale AI systems.

TechRadar

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TSMC gives an ultra-rare video look inside its fabs — 'Silver Highway' and fab tools revealed in flyby video of company's US Arizona Fab 21

TSMC's new flyby video of its Fab 21 in Arizona offers a rare glimpse inside the fully operational N4/N5 cleanroom, highlighting ASML's EUV scanners producing chips for Apple, AMD, and Nvidia.

Tom’s Hardware

‘So Freaking Cool’: First reviews of Nvidia DGX Spark leave absolutely no doubt this may be Nvidia’s Apple Mac moment

Nvidia’s DGX Spark impresses reviewers with its compact design and ability to run large AI models locally without relying on cloud infrastructure or external GPUs.

TechRadar

Palantir chief takes a jab at Nvidia CEO Jensen Huang, says people decrying ‘China hawks’ are useful idiots — 'The first step to ending our dependence on China is admitting we have a problem'

The Palantir CTO called out Jensen Huang's 'China hawk' comments.

Tom’s Hardware

Consumer Tech News (Oct 13-17): Elon Musk's Starlink Under US Probe, Salesforce Eyes $60B Revenue, Apple Launches M5 Chip And More

A bipartisan committee in the U.S. Congress has reportedly begun a probe into Elon Musk‘s Starlink satellite business for its alleged involvement in providing internet access to scam centers in Myanmar.

Benzinga

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Only 4 brands sell laptops with Intel's fastest ever mobile CPU, the Ultra 9 285 HX - and shockingly, two are already massively discounted

Only four brands currently sell laptops with Intel’s Ultra 9 285HX - and two already have major price cuts.

TechRadar

Nvidia CEO Jensen Huang To Meet Global Leaders, Korean Chip Executives At APEC Summit Amid Trade Tensions

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is set to meet with world leaders and top South Korean business executives during the Asia-Pacific Economic Cooperation (APEC) CEO Summit in South Korea.

Benzinga

Alibaba Cloud's New System Cuts Nvidia GPU Usage By 82%, Amid Trump's Flip Flop On AI Chip Ban On China

Alibaba Group Holding (NYSE:BABA) has introduced a new computing pooling system called Aegaeon, which dramatically reduces the reliance on Nvidia (NASDAQ:NVDA) GPUs by 82% for AI models.

Benzinga

Samsung will help Nvidia build custom non-x86 CPUs and XPUs in a bid to stave off competition from OpenAI, Google, AWS, Broadcom, Meta, and its other key partners

Nvidia partners with Samsung Foundry to expand NVLink Fusion, embedding custom silicon across AI data centers while controlling ecosystem access.

TechRadar

Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now.

Tom’s Hardware

Apple is still the best brand in the world, according to Interbrand's report

The Best Global Brands shows which brands are going up, and which are going down...

Creative Bloq

Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker's data center revenue

Nvidia CEO Jensen Huang said last week that the company’s share of China’s advanced AI accelerator market has collapsed from roughly 95% to zero as US export controls continue to bite.

Tom’s Hardware

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MarketBeat

Happy Third Birthday to the Bull Market

The bull market turned three years old this month. Amid concerns about an AI bubble and record valuations, here's how long it could continue.

Tom’s Hardware

Jensen Huang personally delivers DGX Spark Mini PCs to Elon Musk and Sam Altman — separately

We spotted both Elon Musk and Sam Altman being handed cute glittering DGX Spark mini PCs by Jensen Huang this week.

Benzinga

Jensen Huang Says Nvidia Went From 95% Market Share To 0% In China: 'I Think It's A Mistake For US Not To...'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says the company's market share in China has collapsed from 95% to zero.

MarketBeat

Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

Broadcom just added ChatGPT maker OpenAI to its list of high-profile AI customers. Many analysts now see shares going to $400 or more.

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MarketBeat

Microsoft & NVIDIA Unveil GB300 Supercomputer as AI Race Heats Up

Microsoft’s GB300 Supercomputer launch with NVIDIA strengthens its AI and cloud leadership, positioning MSFT stock for more upside beyond $650

Barchart

‘Every Single Person in Our Company Right Now’ Uses AI, Says Nvidia CEO Jensen Huang; If Everyone Else Did This, ‘Apply Nvidia’s Story to the GDP’

Nvidia CEO Jensen Huang highlights how company-wide AI integration boosts productivity, profitability, and innovation—suggesting broader economic implications for global growth.

TechRadar

You can't buy the Dell Pro Max GB10 yet but you can buy the Asus Ascent GX10 right now for $4100 - Get Nvidia's Petaflop desktop supercomputer shipped within days

You can’t buy the Dell Pro Max GB10 yet but the Asus Ascent GX10 with Nvidia’s Grace Blackwell chip is available for $4100.

International Business Times UK

Starcloud Launches AI to Orbit: NVIDIA-Powered Space Data Centers Promise 10x Energy Savings

Starcloud launches NVIDIA-powered AI satellite, promising 10x energy savings and real-time inference from orbit to revolutionise data centre sustainability.

Tom’s Hardware

Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership

Intel Foundry will reportedly produce Microsoft's next-generation Maia processor for AI applications on its 18A process technology, which could mark a big win for the company both in terms of earnings and goodwill.

International Business Times UK

Elon Musk Welcomes NVIDIA's DGX Spark: The World's Smallest AI Supercomputer Lands at SpaceX

NVIDIA's ultra-compact DGX Spark lands at SpaceX in a symbolic union of AI and aerospace, delivering petaflop performance in a desktop form and marking a new era for local AI development.

MarketBeat

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

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