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The Latest Breaking News from Nvidia

AI might be a bubble, and Stephen Hawking winning an F1 race in Sora 2 is all the proof I need

Is AI a bubble? I didn't believe it at first, but looking at Sora 2 and the eerily similar ways to the Dot-com bubble that AI companies are paying for things, I'm nervous.

Tom’s Guide

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said the $40 billion Texas-based data center project backed by Nvidia Corp. (NASDAQ:NVDA), Elon Musk's xAI, Microsoft Corp. (NASDAQ:MSFT) and BlackRock Inc. (NYSE:BLK) underscores the massive long-term potential of artificial intelligence.

Benzinga

I tried a budget Lenovo laptop that beat Apple’s M4 Air in tests

The Lenovo LOQ 15IAX9 is a lot of laptop for the money, but some things don’t make the journey to valuetown

Creative Bloq

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Taiwan Semiconductor Lifts Outlook After Blowout Quarter, CEO Says AI Signals From Clients Are 'Very Strong'

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Thursday after the contract chipmaker delivered third-quarter results that blew past analyst expectations, driven by global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

Nvidia Now Represents 8% Of S&P 500: Highest Market Share For Any Company Since 1974

Chipmaker NVIDIA Corp. (NASDAQ:NVDA) has surpassed Apple Inc. (NASDAQ:AAPL) as the most dominant company in the SP 500, with an average weightage that hasn’t been seen for several decades.

Benzinga

AI Boom Delivers Record Net Profit For Taiwan's TSMC

Taiwanese tech titan TSMC reported Thursday a forecast-busting record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence.

International Business Times

Can Apple Make Success Of Vision Pro Yet? Ming-Chi Kuo Calls M5 Chip The 'Most Important' Hardware Upgrade

On Wednesday, analyst Ming-Chi Kuo said his forecast about the M5 chip's role in the Vision Pro update was accurate as Apple Inc. (NASDAQ:AAPL) struggles to gain momentum in mixed reality.

Benzinga

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Nvidia might dominate the industry, but Oracle is still betting on AMD chips for its superclusters

50,000 MI450 GPUs will power Oracle’s next supercluster, 131,072 MI355X GPUs go into its zettascale Supercluster.

TechRadar

Trade Uncertainty Sparks Whipsaw Session: Stock Market Today

Volatility is making a cameo here in mid-October, a generally positive month marked by its historic stock market events.

Kiplinger

The Apple M5 is barely a hop, much less the technological leap that Apple wants it to be

The Apple M5 is official, and from everything I've seen about it, you can probably skip this one.

TechRadar

‘The Smartest Investments We Can Possibly Imagine’: Nvidia CEO Jensen Huang Says OpenAI Will Be Worth Trillions, Rivaling Amazon and Meta

Nvidia CEO Jensen Huang’s remarks on OpenAI underscore his belief in the company’s trillion-dollar potential and the strategic value of investing in known technologies.

Barchart

Nvidia’s CEO Is Confident Oracle Will Be ‘Wonderfully Profitable.’ Should You Buy ORCL Stock Now?

In a new interview, Huang says that Oracle is positioned to be “wonderfully profitable” despite concerns over its thin margins.

Barchart

Oracle has just unveiled the “largest AI supercomputer in the world” – and it really is huge

OCI Zettascale10 will have up to 800,000 Nvidia GPUs, but this is only the foundation of OpenAI’s Project Stargate.

TechRadar

Can Nvidia Stock Hit $320 in 2025?

Nvidia stock inches higher after HSBC announced a Street-high price target on the chipmaker. Here’s why Frank Lee turned bullish on NVDA shares.

Barchart

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Fortune

A BlackRock-led $40 billion data center deal highlights the unstoppable AI gold rush

The $40 billion bet on Aligned highlights the demand for AI-ready infrastructure—and Wall Street’s determination to cash in.

International Business Times UK

This Semiconductor Stock Soared 26% Tuesday After Launching Devices for Nvidia's AI Factory Architecture

Navitas Semiconductor shares surged after it unveiled new semiconductor power devices designed for Nvidia's 800 VDC AI factory power architecture.

International Business Times UK

Billionaire Investor David Tepper's $180M Investment in Intel in Q2 is Already Up 58%

Appaloosa Management's David Tepper heavily bought Intel shares right before its stock price soared on the US government's $11 billion investment in August and subsequent collaboration with Nvidia.

Benzinga

Nvidia To Rally Around 76%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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Barchart

‘It’s About to Go Up By a Billion Times’: Nvidia CEO Jensen Huang Says the Next ‘Industrial Revolution’ Is Already Here

Nvidia CEO Jensen Huang’s remarks on the exponential rise of inference computing highlight the scale of AI’s industrial revolution and its economic implications.

Tom’s Hardware

Groups including BlackRock, Microsoft, Nvidia, and xAI join forces to acquire Aligned Data Centers — $40B deal delivers 5GW of operational and planned data center capacity

Microsoft, Nvidia, and xAI partner with asset management firm BlackRock under AIP to make massive investments in data center infrastructure.

Benzinga

Microsoft And Nvidia-Backed Nscale Announce Large-Scale AI Project In US And Europe

Nscale unveiled an expanded partnership with Microsoft Corp. (NASDAQ:MSFT) to deploy roughly 200,000 NVIDIA Corp. (NASDAQ:NVDA) GB300 GPUs across Europe and the United States, marking an important AI infrastructure rollout.

Tom’s Hardware

MSI fervently denies RTX 5090 sales in China after pallets of illicit GPUs spotted in the country — company says it has identified 'unauthorized distribution unrelated to our sales policy'

Pallets of RTX 5090 GPUs from MSI had been spotted on Reddit a few days ago, sparking concern and curiosity over export controls. The White House has barred China from receiving most high-end GPUs, so these cards arrived via illegal channels, as MSI clarifies and denies any involvement in a…

Tom’s Hardware

S&P 500 companies totalling $20 trillion in market cap have medium-to-high AI exposure — concerns of an impending bubble collapse extend to almost half of the index

Investors are keeping a close eye on potential signs of the AI industry reaching the point of bursting its inflated bubble, as it's revealed that almost half of all the largest companies on the S&P 500 have medium-to-high exposure to AI. The risks associated with the industry collapsing under its…

Benzinga

Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

Artificial intelligence chipmakers Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI) rebounded on Wednesday following a brief profit-taking selloff.

Tom’s Guide

Intel's Panther Lake chip graphics look 50% faster in early benchmarks — but it still falls behind a big rival

Intel's Panther Lake CPU is already showing major GPU performance gains in an early benchmark, offering up to a 50% graphics performance boost compared to Lunar Lake, and even matches an entry-level RTX 3050 GPU. But it still falls behind a big competitor.

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