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The Latest Breaking News from Blackwell

Why Analysts Still See Nvidia as the Top Chip Stock to Buy for Q2 Earnings Season

Nvidia’s AI dominance isn’t losing steam anytime soon, and Oppenheimer explains why it remains the chip stock to watch this Q2 earnings season.

Barchart

Nvidia raises RTX Pro 6000 Blackwell GPU pricing to $13,250 — 55% increase over MSRP in a year's time

Nvidia now sells the RTX Pro 6000 Blackwell graphics cards for $13,250, while partner offerings start at $11,359.99.

Tom’s Hardware

Nvidia Launches AI Chip for Laptops. Count NVDA Stock Out at Your Own Peril.

Laptops enabled with these chips will go live this fall.

Barchart

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Surface Laptop Ultra: Microsoft and NVIDIA reveal the 128GB RAM, mini‑LED, RTX Spark powerhouse redefining Windows on Arm

Microsoft and NVIDIA unveil the Surface Laptop Ultra, a 128GB RAM beast with Blackwell graphics and a mini-LED display that redefines performance for Windows on Arm.

Windows Central

A $1.3 Trillion Reason to Buy Nvidia Stock Here

Bank of America has provided its semiconductor outlook, and it may be a major win for Nvidia stockholders.

Barchart

Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems

While quotes for NVL72 VR200 rack-scale system will increase to $5 million – $7 million, margins of ODMs will likely decline.

Tom’s Hardware

Nvidia RTX 5070 mobile GPU looks set to get more VRAM despite global memory crisis — 8GB could be boosted to 12GB, according to new listings

Multiple manufacturer listings show a new Nvidia GeForce RTX 5070 Mobile graphics card with 12GB of GDDR7 memory.

Tom’s Hardware

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Is It Too Early To Freak Out About Nvidia Earnings? No, And Here’s Why.

All eyes will be on Nvidia next week when the company reports Q4 earnings. Here's what to watch.

Barchart

Acer Veriton GN100 AI mini PC workstation - another AI development system using the same Nvidia Grace Blackwell foundations

Designed for the development of and use of AI models, the Acer Veriton GN100 uses the Nvidia Blackwell architecture to deliver ultimate performance.

TechRadar

Nvidia's long-awaited N1X Arm chip for the PC will be released within months according to a new report

N1X out by the end of March, next-gen N2 in 2027.

PC Gamer

Life is Strange: Reunion brings Max and Chloe back together for one final adventure, although Deck Nine promises it "still reflects the choice you made" 11 years ago

Big in 2026 | Max and Chloe are given one final chance at a reunion later this year

GamesRadar

Nvidia's next-gen RTX 60 series might not debut until the second half of 2027, says leaker — rumor claims Rubin architecture will power future consumer GPUs

Rumors claim that Nvidia will be launching its next-generation RTX 60 series graphics cards in 2H 2027 and building its next-gen GPUs on the Rubin architecture.

Tom’s Hardware

Nvidia Unveils Vera Rubin at CES 2026 — The AI Platform That Could Reshape Work

At CES 2026, Nvidia's next-generation AI platform called Vera Rubin was announced, giving speculations on reshaping work and productivity. Vera Rubin will be deployed late this year.

International Business Times UK

Asus swaps out the PCIe x16 connector for x8 on new RTX 5060 Ti GPUs — Gigabyte does the opposite with x16 upgrade to its WindForce Max card

Asus and Gigabyte have released revised versions of the companies' GeForce RTX 5060 Ti graphics cards, powered by Nvidia's Blackwell architecture.

Tom’s Hardware

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Tom’s Guide

Nvidia RTX 60-series in early 2027? The leak sounds huge, but the numbers don’t add up

According to Red Gaming Tech, Nvidia looks set to launch the next generation RTX 60 Series GPUs in Q1 2027. But with the RTX 50 SUPER Series supposedly postponed (not cancelled) and the RAM pricing crisis, I have doubts.

Tom’s Hardware

Nvidia develops software-based tracking for AI GPUs to quash smuggling concerns — solution devised to prevent shipments to nations with export controls in place

Nvidia has quietly developed a software-based location-verification system for its Blackwell-generation GPUs that can approximate where the hardware is operating, which could prevent smuggling of AI GPUs to China.

TechRadar

High-end DDR5 RAM kits now costing more than an Nvidia RTX 5090 proves we live in the worst timeline

Did you think a high-end RAM kit would ever cost more than an Nvidia RTX 5090? Well, it does, and that's truly scary.

Benzinga

Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)

Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025.

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Tom’s Hardware

Nvidia replaces entire $10,000 RTX Pro 6000 graphics card of stricken user who broke it in transit — company offers to ship replacement and troubleshoot busted GPU

Nvidia responds to NorthridgeFix and is replacing one of its customers' damaged RTX Pro 6000 Blackwell graphics cards worth $10,000, even though the damage was not Nvidia's fault and was done accidentally by the customer.

Fortune

Nvidia’s CFO admits the $100 billion OpenAI megadeal 'still' isn't 'definitive'—two months after it helped fuel an AI rally

CFO Colette Kress also said the company is “absolutely not” threatened by competitors like Google.

Windows Central

Memory shortages could kill NVIDIA's RTX 50 SUPER cards | Rumor or not, now is a good time to consider buying a GPU

A new rumor suggests that NVIDIA has killed its unannounced RTX 50-series SUPER GPUs due to GDDR7 shortages. Worse, it could drive up prices for the standard Blackwell cards. Here's what you need to know.

International Business Times UK

'America First, Even in AI': Trump Warns Nvidia's Blackwell Chip Is 'Not for Other People'

President Donald Trump vows that Nvidia's new 'Blackwell' AI chip will be reserved for US use only, signalling tighter export controls and intensifying the tech race with China.

Tom’s Guide

Nvidia GTC October 2025 — Self-driving Ubers, 6G with Nokia and an AI supercomputer for the Department of Energy

Nvidia CEO Jensen Huang's GTC Keynote in Washington D.C. just finished, and we got a glimpse of how Team Green tech is going to bring AI to a whole lot of US companies.

Benzinga

Nvidia And Taiwan Semiconductor Make First US-Built AI Chip In Historic Milestone

Nvidia Corporation (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) are strengthening America’s artificial intelligence (AI) manufacturing base with a significant new milestone — the production of Nvidia’s first Blackwell wafer on U.S. soil.

Benzinga

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

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