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The Latest Breaking News from Nvidia

A JPMorgan Fund Holds Its Own Thanks to a Focus on Quality

Despite its defensive characteristics, the JPMorgan U.S. Quality Factor holds up in good times and in bad.

Analysis: OpenAI is a loss-making machine, with estimates that it has no road to profitability by 2030 — and will need a further $207 billion in funding even if it gets there

Analysis: OpenAI is a loss-making machine, with estimates that it has no road to profitability by 2030 — and will need a further $207 billion in funding even if it gets there

A recent analysis by major bank HSBC suggests that OpenAI's future revolves around debt accumulation, as companies increasingly turn to speculation to fuel the AI company's compute hunger.

Windows Central

Alphabet: The AI Leader Best Positioned to Dominate 2026

Alphabet: The AI Leader Best Positioned to Dominate 2026

Alphabet has flipped its H1 sentiment to overwhelmingly bullish, boosted by accelerating growth, the release of Gemini 3, and Berkshire’s recent stake.

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Nvidia CEO Jensen Huang allegedly asks managers discouraging AI use: ‘Are you insane?’ — assures employees their jobs aren’t at risk because of AI

The Nvidia chief wants all his people to go all-in on AI.

Tom’s Hardware

Could a new generation of dedicated AI chips burst Nvidia's bubble and do for AI GPUs what ASICs did for crypto mining?

Cheaper, more efficient ASICs for AI are coming.

Baidu Unveils 5-Year AI Chip Roadmap To Replace Nvidia in China

Baidu Inc (NASDAQ:BIDU) is rapidly emerging as one of China's leading artificial intelligence chip players, directly challenging Huawei Corp as both companies work to replace Nvidia Corp (NASDAQ:NVDA), whose top processors are now blocked from the Chinese market.

Chipmaker Intel's Momentum Jumps As Investors Look Past TSMC Legal Drama Amid Rate Cut Bets

Intel Corp. (NASDAQ:INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge’s Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.

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If this Nvidia VRAM rumor is true, it'd be disastrous news for some graphics card makers – and all PC gamers

If this Nvidia VRAM rumor is true, it'd be disastrous news for some graphics card makers – and all PC gamers

I'm starting to despair for the future of GPUs, as a rumor that Nvidia may stop supplying partners with VRAM could be really bad news.

Wall Street Likes Server Stocks After Nvidia’s Q3. Is DELL or HPE Stock a Better Buy Here?

Wall Street Likes Server Stocks After Nvidia’s Q3. Is DELL or HPE Stock a Better Buy Here?

NVDA results and commentary from CEO Jensen Huang support a continued bull market for AI stocks. Dell and HPE are both expected to benefit.

AI Shocker: Nvidia Loses £195 Billion as Google Unveils Its Own Superchips

AI Shocker: Nvidia Loses £195 Billion as Google Unveils Its Own Superchips

Nvidia loses £195 billion as Google unveils powerful AI superchips. Meta reportedly explores Google TPUs, here is what Nvidia said about it.

International Business Times UK

Why I Trust These Trillion-Dollar Stocks

Why I Trust These Trillion-Dollar Stocks

The top-heavy nature of the S&P 500 should make any investor nervous, but there's still plenty to like in these trillion-dollar stocks.

Nvidia's Memory Supply Freeze Could Push Gaming GPU Prices Even Higher

Nvidia's Memory Supply Freeze Could Push Gaming GPU Prices Even Higher

A leak suggests that Nvidia is shitfing its strategy when it comes to RAM distribution. This move could affect the entire supply chain, including gamers in the future.

International Business Times UK

AI Firms In China May Ditch NVIDIA After Startup Claims A Cheaper, 1.5×-Faster Tensor Chip

AI Firms In China May Ditch NVIDIA After Startup Claims A Cheaper, 1.5×-Faster Tensor Chip

Chinese startup Zhonghao Xinying has challenged NVIDIA's dominance by claiming its new 'Ghana' TPU is 1.5× faster than the 2020 A100 chip and built entirely on domestic IP.

International Business Times UK

Dan Ives Says It Is 'Nvidia's World' And 'Everyone Else Is Paying Rent:' Predicts Massive Tech Rally Into 2026

Dan Ives Says It Is 'Nvidia's World' And 'Everyone Else Is Paying Rent:' Predicts Massive Tech Rally Into 2026

Wedbush Securities Managing Director Dan Ives delivered a highly bullish forecast for the technology sector, declaring that the artificial intelligence (AI) revolution is firmly cemented in Nvidia Corp.‘s (NASDAQ:NVDA) growth. He bluntly stated that “At the end of the day, it’s Nvidia’s world, everyone else is paying rent.”

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Tim Cook Shares Heartwarming 'A Critter Carol' Holiday Ad Shot On iPhone 17 Pro, Calling It 'A Little Bit of Magic … A Whole Lot of Heart'

On Thursday, Apple Inc. (NASDAQ:AAPL) released its annual holiday ad, "A Critter Carol," a short film featuring a group of handcrafted woodland puppets who stumble upon a lost iPhone 17 Pro and use it to record a cheerful song about friendship.

This AI Dividend Stock Is a Buy Even as the S&P 500’s Yield Falls to Dot-Com Lows

The S&P 500 Index’s dividend yield is now at levels last seen during the dot-com boom. For tech investors, though, Microsoft looks like a good buy given its relatively high dividend yield compared to peers and decent valuations.

Gaming PC with bizarre Chinese-made but AMD-derived 16-core x86 CPU and Nvidia graphics goes on sale, but only in China for now

AMD Zen-derived cores surely make for a licensing nightmare.

Tom’s Hardware

Nvidia reportedly no longer supplying VRAM to its GPU board partners in response to memory crunch — rumor claims vendors will only get the die, forced to source memory on their own

According to leaker Golden Pig Upgrade, Nvidia has stopped bundling video memory with its GPUs that it sells to AIBs, leaving partners to source the required VRAM on their own.

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Tom’s Hardware

China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution'

AI accelerators with DRAM on top could be China's way to catch up with advanced AI accelerators.

Windows Central

NVIDIA says it's delighted by Google's success — but remains "the only platform that runs every AI model" with a generational lead in the industry

NVIDIA says it is happy with Google’s success following reports of a potential deal with Meta to rent its Cloud TPUs, but insists that it remains “the only platform that runs every AI model.”

Tom’s Hardware

Alibaba and ByteDance allegedly train Qwen and Doubao LLMs using Nvidia chips, despite export controls — Southeast Asian data center leases skirt around U.S. chip restrictions

Chinese technology giants, including Alibaba and ByteDance, are increasingly training their most advanced artificial intelligence models in Southeast Asia.

Oh great, the latest rumours suggest Nvidia might stop bundling VRAM with its GPUs, because who cares about cheap graphics cards

Those smaller GPU vendors will love this.

As Founder Ray Dalio Warns the Market Is in a Bubble, Bridgewater Associates Just Bought CoreWeave Stock

Down by over 60% from all-time highs, CoreWeave stock offers significant upside potential for shareholders, despite concerns about an AI bubble.

International Business Times UK

Alibaba and ByteDance Move AI Training To Southeast Asia To Bypass US Nvidia Ban

Chinese tech giants Alibaba and ByteDance are moving AI training to Southeast Asia to skirt US bans on top-tier Nvidia chips.

Tom’s Hardware

Chinese startup founded by Google engineer claims to have developed its own TPU chip for AI — custom ASIC reportedly 1.5 times faster than Nvidia's A100 GPU from 2020, 42% more efficient

A Chinese startup founded by an ex-Google engineer has developed its own tensor processing unit (TPU) that it claims can offer performance over 1.5 times that of the Nvidia A100 GPU released in 2020, with up to 42 percent greater efficiency.

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