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The Latest Breaking News from Blackwell

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture roadmap that explicitly targets Nvidia’s next-gen Rubin platform as its main competition.

Tom’s Hardware

Microsoft introduces newest in-house AI chip — Maia 200 is faster than other bespoke Nvidia competitors, built on TSMC 3nm with 216GB of HBM3e

30% more performance per dollar than Maia 100, and faster than Amazon or Google.

Tom’s Hardware

Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

Despite Elon Musk's claim that xAI’s Colossus 2 has already reached a 1 GW scale, satellite analysis by Epoch AI indicates the supercomputer is still far below that level due to limited cooling capacity.

Tom’s Hardware

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2 Analysts Sour On Super Micro: Can SMCI Recover Amid +40% Fall?

Analysts see Super Micro as in a bit of a pickle. See how the company's trade-off between growth and profitability is shifting sentiment around the stock.

MarketBeat

Want to Invest in Nvidia’s Futuristic Rubin Chips? Consider This 1 ‘Picks-and-Shovels’ Stock Instead.

Wells Fargo believes Monolithic Power could benefit as Nvidia’s Rubin scales, making it a subtle picks-and-shovels play.

Barchart

Forget the RAM crisis – are we headed for a full-blown GPU crisis? Rumored production cut for Nvidia GPUs makes it seem more likely

Nvidia won't have any new GPUs for 2026, rumor claims – and with an up to 20% drop in production, this year could be a troubled one.

TechRadar

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

A new report says Nvidia's presence is about to shrink drastically in China.

Tom’s Hardware

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Rumor claims Nvidia has 'essentially killed off' the RTX 5070 Ti and 5060 Ti 16GB – possibly leaving AMD free to dominate mid-range GPUs

You might want to move fast to grab a mid-range GPU, if you're after an Nvidia card, that is.

TechRadar

UPDATE: NVIDIA's RTX 5070 Ti is NOT going away, but don't expect production to be unaffected

Rumors have suggested for months that NVIDIA would be cutting back its RTX 50-series GPU production, and we've now arrived at a new reality where the 5070 Ti could be a thing of the past. Here's what you need to know.

Windows Central

Nvidia launches Vera Rubin NVL72 AI supercomputer at CES — promises up to 5x greater inference performance and 10x lower cost per token than Blackwell, coming 2H 2026

During his CES 2026 keynote, Nvidia CEO Jensen Huang introduced Vera Rubin NVL72, the company’s next-generation rack-scale AI accelerator. Rubin promises 5x greater inference performance and 10x lower cost per token than the last-gen Grace Blackwell NVL72 rack.

Tom’s Hardware

Nvidia in 2025: year in review

AI profits hit new heights, but it's been something of a rollercoaster for Nvidia this year with its new generation of Blackwell GPUs.

TechRadar

Wall Street Did the Math, and January 2026 Could Be a Prime Time to Buy Nvidia Stock

Bernstein analyst Stacy Rasgon explained that based on its capex intentions and historical valuations, Nvidia is cheap now and could be a good buy with a target up to $275.

Barchart

Uh-oh — Nvidia could drastically reduce supply of its RTX 5000 gaming GPUs in 2026, cutting production by up to 40%

Nvidia is rumored to be cutting supply of RTX 5000 models by 30% to 40% in the first half of 2026.

TechRadar

As Trump Greenlights AI Chip Sales to China, Should You Buy Nvidia Stock?

Nvidia stock continues to trade at a discount to consensus price targets in December 2025 despite its spectacular bull run over the past decade.

Barchart

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Reason

Trump Will Let Nvidia Sell Chips to China, the Feds Will Keep 25 Percent of the Profits. Here's the Downside.

Why make the government a middleman in the chip war?

Barchart

Bank of America Forecasts $40 EPS for Nvidia Stock in Just 5 Years. Should You Buy NVDA Here?

Nvidia is the largest company globally, yet NVDA stock trades at an attractive valuation in 2025, according to Bank of America.

Barchart

Nvidia’s Growth Engine Is Running Hot — Should You Get On Board?

Is Nvidia stock too pricey or still a bargain?

Benzinga

Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend

I/O Fund’s CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030.

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news in one place.

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Benzinga

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

International Business Times UK

Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

Benzinga

Nvidia Says Surging AI Chip Demand Could Push Blackwell–Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) said that demand for its newest AI chips continues to accelerate at a pace that may drive total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.

Benzinga

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Tom’s Hardware

Nvidia's revenue skyrockets to record $57 billion per quarter — all GPUs are sold out

Nvidia posts another record-breaking quarter with $57 billion in revenue, driven by surging demand for data-center GPUs. It now forecasts $65 billion next quarter and projects $0.5 trillion in Blackwell and Rubin sales by the end of 2026.

Fortune

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies

Nvidia, the AI chipmaker led by Jensen Huang, is on track to crack the top 10 of the Fortune 500.

Benzinga

Nvidia Q3 FY2026 Earnings Call Transcript

NVIDIA Corp. (NASDAQ:NVDA) released its third-quarter earnings report after Wednesday’s closing bell.

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