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The Latest Breaking News from Nvidia

Nvidia Is Now An AI Hedge Fund—But Goldman Says The Math May Not Work

Nvidia Corp. (NASDAQ:NVDA) is doubling down on AI with multibillion-dollar bets in startups like OpenAI and established businesses like Intel Corp. (NASDAQ:INTC); yet, analysts are beginning to highlight that part of that revenue could be looping back in disguise.

Benzinga

Taiwan Semiconductor Surges Past 52-Week High As AI Boom Fuels Record Market Rally

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) topped its 52-week high of $196.72 on Monday as the continued artificial intelligence frenzy spurred investor optimism.

Benzinga

AMD seals multi-year megadeal with OpenAI involving 6 gigawatts' worth of AI GPUs and a possible 10% stake in AMD

Take that, Nvidia.

PC Gamer

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OpenAI Signs Multi-billion Dollar Chip Deal With AMD

OpenAI signed a multi-year partnership Monday with chipmaker Advanced Micro Devices as the ChatGPT-maker continues an investment spree to secure massive amounts of computing power for rolling out generative artificial intelligence.

International Business Times

Acer chief says Nvidia’s Intel investment will complicate PC supply chains — says Lutnick's 50/50 proposal could take 50 years to realize

Acer CEO Jason Chen says that the Nvidia-Intel partnership could potentially complicate product planning and placement for PC makers.

Tom’s Hardware

This Crypto and AI Stock Just Got a Massive New Street-High Price Target That Implies Shares Could Double in the Next Year

A massive upgrade on IREN Limited signals a potential doubling of IREN stock.

Barchart

Stocks Supported by AI Spending

The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. December E-mini S&P futures (ESZ25 ) are up +0.21%, and December E-mini Nasdaq futures...

Barchart

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"Advancing the entire AI ecosystem" — AMD and OpenAI announce bombshell computing deal worth tens of billions of dollars

AMD and OpenAI today announced a partnership that will see the former deliver 6 gigawatts of compute power over the next five years for OpenAI's next-gen infrastructure. Here's what you need to know.

Windows Central

ChatGPT Parent OpenAI, AMD Partner In Landmark AI Deal

Advanced Micro Devices (NASDAQ:AMD) shares surged premarket Monday following a landmark agreement with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPU power for the tech giant's next-generation AI infrastructure.

Benzinga

AMD Shares Jump 25% as OpenAI Strikes Landmark AI Chip Deal

Under the agreement, OpenAI will deploy up to 6 gigawatts of AMD's Instinct GPUs over several years, starting with a 1 GW rollout in 2026.

International Business Times

OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure

AMD is announcing a deal to supply its chips to OpenAI for building AI infrastructure

The Independent UK

OpenAI and AMD announce multibillion-dollar partnership — AMD to supply 6 gigawatts in chips, OpenAI could get up to 10% of AMD shares in return

AMD and OpenAI have announced a multibillion-dollar partnership to collaborate on AI data centers powered by AMD chips.

Tom’s Hardware

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

Benzinga

Can €1bn Buy Europe's AI Independence? Experts Warn Brussels Needs More Than Ambition

The EU plans to accelerate the deployment of its own AI solutions across critical industries to reduce reliance on the US and China.

International Business Times UK

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International Business Times

China's Chip Challenge: The Race To Match US Tech

China's push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.

International Business Times

Competition Heats Up To Challenge Nvidia's AI Chip Dominance

The artificial intelligence (AI) revolution has whetted the appetites of Nvidia's competitors, who are seeking to close the gap on the chip giant, which has so far been the central playmaker in the AI revolution.

TechRadar

Samsung will collaborate with OpenAI to develop floating data centers and power plants as Sam Altman rushes to compete with his firm's own partners

OpenAI signs letter of intent with Samsung covering semiconductors, floating data centers, and enterprise AI services.

Tom’s Hardware

Nintendo Switch 2 supports two different types of Nvidia DLSS — A second, 'light' version for upscaling beyond 1080p, along with the standard, PC-like CNN model

Nintendo apparently includes two different versions of DLSS on the Switch 2, corroborating long-standing rumors of a custom DLSS present on the console. Digital Foundry's latest testing reveals that the second, 'light' version of DLSS can upscale beyond 1080p at the cost of an inferior image while in motion.

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TechRadar

Huawei Atlas 950 SuperPoD vs Nvidia DGX SuperPOD vs AMD Instinct Mega POD: How do they compare?

Huawei, Nvidia, and AMD clash over AI supercomputing dominance with radically different designs, performance philosophies, and rollout timelines.

Benzinga

OpenAI's Sam Altman Turns To Asia, Middle East For Funds Amid Multitrillion-Dollar Push To Build Next-Gen Data Centers

OpenAI CEO Sam Altman has launched an ambitious international campaign to secure chips, manufacturing partners, and financing across Asia and the Middle East to fuel the company's multitrillion-dollar expansion of AI infrastructure.

TechRadar

Emperor Jensen? Nvidia's CEO is so powerful in AI that even Google and Amazon inform him of their own in-house AI chip efforts, as Huang doesn't apparently like surprises

Nvidia’s unmatched control of AI hardware forces even Amazon and Google into deference, as reliance on GPUs sustains its dominance.

Tom’s Hardware

OCuLink outpaces Thunderbolt 5 in Nvidia RTX 5070 Ti tests — latter up to 14% slower on average in gaming benchmarks

Independent tests confirm that while Thunderbolt 5 improves eGPU performance over Thunderbolt 4, OCuLink's direct PCIe connection delivers superior gaming and bandwidth results, although it remains impractical for most users.

GOBankingRates

Here’s How Stock Losses Can Boost Your Tax Refund

You can use capital losses to offset gains, reduce taxable income and boost refunds. Learn smart tax strategies like harvesting and carrying forward losses.

TechRadar

Huawei Ascend 950 vs Nvidia H200 vs AMD MI300 Instinct: How do they compare?

Different compute platform philosophies emerge as Ascend 950 targets low-precision efficiency, H200 leverages ecosystem maturity, and MI300 dominates memory bandwidth and FP64 performance.

TechRadar

Hell freezes over: AMD may team up with Intel to produce chips - but I don't expect Intel foundries to push out Ryzen CPUs anytime soon

Intel and AMD are reportedly exploring a possible foundry arrangement which could see it produce some of AMD's chips.

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