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The Latest Breaking News from Nvidia

China Warns Nvidia Over Tracking Tech—Are Semiconductor ETFs At Risk?

A new development in the U.S.-China chip impasse is causing ETF investors to re-evaluate exposure to top semiconductor stocks. China has imposed a red line in a meeting with Nvidia (NASDAQ:NVDA) executives, expressing concerns about U.S. proposals to install tracking technology in high-end chips. Though Beijing hasn’t issued a precise…

Benzinga

Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures

Super Micro Computer (NASDAQ:SMCI) shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results.

Benzinga

Palantir’s CTO became an overnight billionaire thanks to soaring stock—he’s the $411 billion AI firm’s fifth insider to join the ultra-wealthy club

Palantir’s CEO Alex Karp is competing with Nvidia’s Jensen Huang for who can create the most billionaires on their team.

Fortune

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Razer is the latest gaming brand to jump on the 'AI gaming' bandwagon as it opens up the 'first of three global AI hubs'

AI gaming is a pretty broad term.

PC Gamer

Supermicro’s Earnings Selloff Explained: Should You Buy SMCI Stock Now?

While Supermicro’s revenue growth is expected to accelerate, SMCI’s valuation has become a point of concern.

Barchart

3 Stocks Riding the AI Data Center Buildout Wave

These three infrastructure stocks offer investors exposure to the accelerating buildout of AI-ready data centers by the major hyperscalers

MarketBeat

Nvidia defiant over backdoors and kill switches in GPUs as U.S. mulls tracking requirements — calls them 'permanent flaws' that are 'a gift to hackers'

Nvidia has denied backdoors or kill switches in its GPUs amid U.S. proposals for location tracking to enforce export controls. The company calls such features a security risk and “permanent flaw,” warning they could undermine trust. Nvidia lost $8B in sales from recent export restrictions.

Tom’s Hardware

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Report suggests Windows 10's Game Bar is crashing with some high-end AMD Ryzen CPUs - and I hope Microsoft will investigate soon

The Game Bar has a crucial feature for some Ryzen X3D CPUs - and it's now broken, which is seriously bad news.

TechRadar

'There is no such thing as a good secret backdoor,' says Nvidia, reiterating that there are no kill switches, spyware, or secret ways to access its GPUs

Some US politicians may still believe otherwise, but the AI behemoth is adamant about its security.

PC Gamer

Nio, Xpeng Lead China's Push To Ditch Nvidia Chips

Chinese automakers and chip companies are accelerating efforts to replace products from Nvidia (NASDAQ:NVDA) and other foreign chip leaders in automotive applications, fearing that further U.S. export restrictions could derail the development of self-driving and related technologies.

Benzinga

Former Intel board members: America's champion is likely to retreat, and we still need a leading-edge chip manufacturer

Quitters never win, and winners never quit.

Fortune

AMD Stock Drops Over 6% In Wednesday Pre-Market: What's Going On?

Advanced Micro Devices (NASDAQ:AMD) stock dropped 6.08% during Wednesday pre-market after a slight miss on its second-quarter earnings per share.

Benzinga

Two Chinese nationals arrested in the U.S. over GPU smuggling worth 'tens of millions of dollars' — over 20 shipments of AI chips and numerous illicit payments tracked

Two Chinese nationals have been arrested in the U.S. over allegations they shipped tens of millions of dollars' worth of AI GPUs to China in exchange for cash.

Tom’s Hardware

AMD CEO Lisa Su Says China Strategy Rebounding As MI308 AI Chips Await US License: 'Better Position Than We Were Ninety Days Ago'

Advanced Micro Devices Inc.'s (NASDAQ:AMD) Lisa Su said the company is making progress with U.S. regulators on AI chip export licenses to China and is preparing for eventual shipments of its MI308 GPUs.

Benzinga

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PC Gamer

It's only taken six months but at long last, AMD's Adrenaline driver has FSR 4 support for Cyberpunk 2077

Though the list of other games with freshly added FSR 4 support is hardly inspiring.

Benzinga

Nvidia AI Chips Worth $28 Million Illegally Shipped To China, Two Chinese Citizens Charged In California Smuggling Case

Two Chinese nationals in California have been charged with smuggling millions of dollars’ worth of Nvidia Corporation (NASDAQ:NVDA) AI chips to China in violation of U.S. export controls, the Department of Justice announced Tuesday.

Benzinga

Lisa Su Says AMD's AI Chip MI355 Taking On Nvidia's B200, GB200 Head-On As AI Customers Seek Scalable GPU Alternatives

On Tuesday, Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su said that the company's latest AI chip, the MI355, is ramping up production and gaining traction among customers seeking powerful and scalable alternatives to Nvidia Corporation's (NASDAQ:NVDA) high-end GPUs.

Al Jazeera

US charges Chinese nationals with illegally shipping Nvidia chips to China

Prosecutors say two men ‘knowingly and willfully’ used California-based company to evade export controls on AI chips.

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Benzinga

$20M From One Stock? Graham Stephan Warns Against Betting It All Like This Investor Did

Investing in the right stock at the right time can result in substantial returns. One investor managed to turn a $300,000 investment in Nvidia (NASDAQ:NVDA) into more than $20 million after a few years.

Benzinga

AMD Q2 Earnings: Revenue Beat, EPS Miss, 'Robust' AI Product Demand Positions Company For 'Significant Growth' In Back Half Of Year

Advanced Micro Devices Inc (NASDAQ:AMD) reported financial results for the second quarter after the market close on Tuesday. Here’s a look at the key details from the chipmaker’s report.

Benzinga

Navitas Semiconductor Shares Drop Nearly 16% After Weak Q3 Guidance Despite AI Push

Navitas Semiconductor Corp. (NASDAQ:NVTS) shares are trading sharply lower on Tuesday after the company issued third-quarter revenue guidance below Wall Street expectations.

Windows Central

OpenAI Unveils Two New AI Models: gpt-oss-120b and gpt-oss-20b — and run locally on Snapdragon PCs and NVIDIA RTX GPUs

OpenAI just released a pair of open‑weight models that runs natively on Snapdragon PCs and RTX devices.

Benzinga

Palantir's Q2 Beat Buoys AI-Themed ETFs: Is This The Next Nvidia Moment?

Palantir Technologies (NASDAQ:PLTR) just launched a powerful earnings missile, and AI-named ETFs are enjoying the ride. With another quarter of revenue surprises, strong cash flows, and surging commercial demand, the AI company has emerged as an high-voltage ETF player.

Tom’s Hardware

Huawei is making its Ascend AI GPU software toolkit open-source to better compete against CUDA

Huawei is planning to open-source its Ascend AI GPU toolkit in efforts to accelerate development and compete with Nvidia's CUDA software ecosystem.

Fortune

From OpenAI to Nvidia, researchers agree: AI agents have a long way to go

The speakers at the Agentic AI Summit, which took place at UC Berkeley, had plenty of optimism to share, even if today's agents don't yet live up to the massive hype.

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