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The Latest Breaking News from Nvidia

Why This Analyst Is Betting AMD Stock Can Hit $1,250 in the Next Year

Baird doubled AMD’s price target to $1,250 based on its AI prospects.

Barchart

Markets Weigh Peace Hope Against AI Fear: Stock Market Today

Will there ever be peace in the Middle East? Will the Magnificent 7 ever make money from AI? Investors, traders and speculators want to know right now.

Kiplinger

MSI and Colorful raise Nvidia RTX 50-series prices in China by up to 59% across the entire lineup — change in distributer pricing suggests GPU price hikes are on the way

GPU prices seem to be on the rise once again with official distributor announcements in China hiking up the entire Blackwell lineup overnight. Compared to MSRP, we're witnessing a staggering bump of up to 75% at the top-end.

Tom’s Hardware

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AMD says the MI430X is the fastest FP64 GPU ever built, but you can't buy one until 2027

AMD's MI400 launch release contains a single performance number, and it's a double-precision one.

TechRadar

OpenAI, Google, and Anthropic absent from Nvidia-led Open Secure AI Alliance — 30+ companies join security alliance after OpenAI agent breach

Industry leading tech companies have formed an "Open Secure AI Alliance" that will build open-source models, agent harnesses, and cybersecurity tools, arguing that defenders need locally controlled AI after closed-model safeguards reportedly obstructed analysis of the OpenAI–Hugging Face breach.

Tom’s Hardware

EXCLUSIVE: Anthropic Is a ‘Generational Company,’ Tema CEO Says — and Why LAZR Made It the Top Holding Before IPO

While Wall Street remains fixated on the high-bandwidth memory (HBM) boom powering Nvidia Corp.‘s (NASDAQ:NVDA) AI accelerators, China’s newest semiconductor giant is making a very different bet.

Benzinga

OpenAI Wants To Lease a Massive New Data Center. It Is Reportedly Discussing a Backstop Worth Hundreds Of Billions With Nvidia

OpenAI and Nvidia are in talks about a backstop of hundreds of billions to fund the former's plan to lease a massive new data center, according to a new report.

International Business Times

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Moonshot AI releases weights for Kimi-K3, firing a shot across the bow of OpenAI and Anthropic — open-weight model performs almost as well as frontier models while being 2-3x easier to run

Moonshot AI has released the weights for its recent Kimi-K3 model, directly going against OpenAI and Anthropic.

Tom’s Hardware

Good News for NVDA Stock: Wall Street Says SpaceX Is Proving That Compute Demand Is Still High

Wall Street sees SpaceX's AI data center expansion as fresh proof that AI compute demand remains strong, reinforcing Nvidia's long-term growth story.

Barchart

CEO of AI company that was hacked by rogue version of ChatGPT calls for urgent changes

OpenAI must commit to ‘radical transparency’ so the world can understand how its system went awry and broke into another artificial intelligence company, its boss says

The Independent UK

Arm Holdings Earnings Preview: AI Optimism Faces Its Next Big Test

In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.

Barchart

Nvidia Stock Falls 5%: How Credit Risk Sharing Is Impacting the AI Trade

Nvidia Corp (NASDAQ:NVDA) shares are tumbling on Monday as the stock digests a potential shift toward financing AI buildouts.

Benzinga

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Benzinga

Nvidia weighs $250 billion guarantee so OpenAI can lease SoftBank's 10-gigawatt Ohio campus, report claims — Nvidia also said to be discussing $350 billion deal to finance chips for the site

OpenAI is in advanced talks to lease SB Energy's 10 GW data center campus in Piketon, Ohio, with Nvidia in discussions to guarantee roughly $250 billion of the financing behind it.

Tom’s Hardware

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Benzinga

EXCLUSIVE: SanDisk Is the AI Stock to Avoid After Its Stunning 30X Rally, Expert Says

Sandisk Corp (NASDAQ:SNDK) has become one of the market’s biggest AI winners, but one ETF expert believes the stock’s breathtaking run may have gone too far. Asked which AI stock he’d avoid despite the hype, GraniteShares CEO Will Rhind didn’t point to a struggling company.

PC Gamer

Jensen Huang's first-ever post on X is in defense of open access to AI models, alongside Google, OpenAI, and Meta

Many companies argue a bad guy with an open AI is best fought by a good guy with an open AI.

The Economic Times

Nvidia forms industry alliance for open AI security after Hugging Face hack

The Open Secure AI Alliance, with founding members including ‌Adobe, CrowdStrike, ⁠Hugging Face ⁠and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.

The Economic Times

Sam Altman, Satya Nadella, Sundar Pichai, Elon Musk and Jensen Huang unite behind one AI vision: Why America's biggest tech billionaires are calling for open-weight AI models

A coalition of 25 leading technology companies and organizations has urged US policymakers to support open-weight AI models, arguing they are essential for maintaining America's leadership in artificial intelligence. The letter has received backing from OpenAI CEO Sam Altman, Microsoft CEO Satya Nadella, Google CEO Sundar Pichai, Nvidia CEO Jensen…

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Windows Central

I tested this HyperX OMEN 15 gaming laptop and its RTX 5070 graphics inside, but the OLED display stole the show

NVIDIA's DLSS keeps the RTX 5070 competitive in this HyperX OMEN 15 laptop, but OLED stands out as the killer visual feature — if you can live with the noise.

Dot Esports

When is Beast of Reincarnation launching? Release date, platforms, gameplay, system requirements

Game Freak's Beast of Reincarnation release date is almost upon us.

The Economic Times

Global Market Update | South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan

Nvidia will invest one billion dollars in Naver's new shares. This investment supports expanding an AI data center project in South Korea. Brookfield will provide up to nine billion dollars in financing for this initiative. The expanded data center will utilize Nvidia's chip platforms by 2028. This collaboration aims to…

The Economic Times

South Korean shares turn lower as chipmakers fall ahead of earnings

South Korean shares turned lower on Monday as chipmakers fell. Samsung Electronics and SK Hynix declined ahead of their earnings reports. New AI initiatives were announced involving major South Korean and US tech firms. E-commerce firm Naver jumped significantly on an investment partnership with Nvidia. Foreign investors were net sellers…

Benzinga

Nvidia Reportedly Moves to Backstop $250 Billion in OpenAI Data Center Financing, Michael Burry Says, 'Around and Around We Go'

Over the weekend, ‘Big Short’ investor Michael Burry and tech commentator Ed Zitron voiced concerns after a report said Nvidia Corp (NASDAQ:NVDA) is considering backing billions of dollars in financing to support OpenAI’s massive AI infrastructure expansion.

The Economic Times

Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJ

The power for the ⁠project is ‌controlled by the US government and funded separately by Japan under ⁠a recent trade deal, with US Commerce Secretary Howard Lutnick involved in deciding who will receive access to it, the report added.

International Business Times UK

Elon Musk and Mark Zuckerberg Side With Nvidia in Escalating Battle Over Who Controls AI's Future

Elon Musk and Mark Zuckerberg support Nvidia in a Silicon Valley debate over AI's future, advocating for open-source models against rivals urging regulatory containment due to security concerns.

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