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The Latest Breaking News from Nvidia

Alibaba Stock Breaks Past 52-Week High As AI Frenzy Heats Up

Alibaba Group (NYSE:BABA) stock closed approximately 5% higher on Monday, a surge driven by growing investor confidence in the company’s aggressive push into cloud computing and artificial intelligence.

Benzinga

China’s DeepSeek unveils new AI model: Here is everything we know about it

The announcement comes as China pressures its tech companies to break their reliance on foreign chip makers so it can compete in the AI race.

Euronews

Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change'

The Trump administration has announced a significant tightening of export controls on Chinese companies, particularly those in the semiconductor industry, in a move aimed at impeding China’s technological advancement.

Benzinga

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Reports claim Intel approached Apple for collaboration and investment - I predict that the rest of the Magnificent 7 will get the same call before the end of the year

Prior to securing a $5 billion stake from Nvidia, Intel reportedly spoke with Apple and TSMC, and many predict other Magnificent 7 firms will be next.

TechRadar

Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA

A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.

Benzinga

Gavin Newsom Says He's Signing A Law To Install 'Common-Sense Guardrails' For AI Safety: What This Means For Google, Meta And Nvidia

On Monday, Governor Gavin Newsom (D-Calif.) signed a landmark law requiring artificial intelligence giants such as OpenAI, Alphabet Inc.'s (NASDAQ: GOOG) (NASDAQ: GOOGL) Google, Meta Platforms, Inc. (NASDAQ: META) and Nvidia Corporation (NASDAQ: NVDA) to disclose how they plan to prevent their most advanced models from causing potential catastrophic risks.

Benzinga

Move Over, Nvidia! These Analysts Are Betting on Another Tech Stock for the World’s No. 1 Spot.

Analysts are bullish on GOOGL stock as Alphabet continues to expand its AI capabilities while growing revenue and earnings at a steady pace.

Barchart

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Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa setting “the bar a little too high.”

Fortune

AMD’s next-gen ‘Redstone’ AI upscaling tech looks imminent – and a big clue has been spotted in the latest drivers

AMD's preview driver has potentially spilled the beans on a new AFMF 3 update, and indicates that its 'Redstone' AI upscaling tech overhaul may be here sooner than we expected.

TechRadar

‘Sorry To Customers Who Lost Trust’: Inside Volvo’s Scramble To Fix Its Software

After the disastrous launch of the EX90, Volvo says a heavily upgraded software stack can finally iron out all the problems.

InsideEVs

Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report

According to a recent report by The Information, Amazon and Google each provide advance notice to Huang before unveiling updates to their custom silicon.

Tom’s Hardware

Alibaba's $53 Billion AI Push Is The Threat Nvidia Can't Ignore

Alibaba Group Holding Ltd‘s (NYSE: BABA) (NYSE: BABAF) stealth AI expansion may be Wall Street's blind spot—but it's Nvidia Corp's (NASDAQ: NVDA) margin moat that's directly in the crosshairs. CEO Eddie Wu has pledged to surpass the company's $53 billion AI investment as demand for compute skyrockets, setting up a…

Benzinga

MSI Stealth A16 AI+ review: thin, light, and hot

The MSI Stealth A16 AI+ is a sleek gaming laptop that punches above its weight when it comes to performance - but this comes at a price.

TechRadar

ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

MarketBeat

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Tom’s Hardware

OpenAI President teases our 10-billion GPU future — says always-working AI future calls for 'every person to have their own dedicated GPU'

OpenAI's vision for world needs 10 billion GPUs

PC Gamer

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

Tom’s Hardware

Mobile RTX 2070 with shunt mod nearly eclipses desktop performance — 60W boost provides 15% performance uplift

A PC enthusiast reports successfully shunt modding his Nvidia GeForce RTX 2070 Mobile GPU for a ~15% performance uplift.

Windows Central

"They're nanoseconds behind us" — NVIDIA's CEO sounds alarm on China's AI rise and questions US chip strategy

Huawei recently announced a three-year plan to overtake NVIDIA's AI dominance in China, and that's bad news for the US firm struggling with restrictions.

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Benzinga

Why Washington Wants Half Of America's Chips Made Locally

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

Benzinga

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Benzinga

4 Biotechnology Stocks That Outshine In Momentum Amid Strong Technicals

Four biotechnology stocks have surged into the top 10th percentile for momentum ranking, demonstrating remarkable week-on-week technical strength and strong price action.

Benzinga

Nvidia CEO Jensen Huang Warns US Export Controls On China May Have Backfired: 'They're Nanoseconds Behind Us'

Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang has hinted that U.S. policies aimed at slowing China's artificial intelligence progress might have instead accelerated domestic competitors like Huawei Technologies.

Benzinga

Jensen Huang Fires Back At Wall Street 'Flatlining' Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations

Chipmaker Nvidia Corp.’s (NASDAQ: NVDA) CEO Jensen Huang pushed back against Wall Street's long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand.

Benzinga

Martin Shkreli Defends Nvidia-OpenAI Deal: It's A 'Lot More Efficient' This Way — 'Pharma Bro' Cites Growing 'Non-Party Demand'

Investor Martin Shkreli came out in support of the $100 billion investment pledge made by chipmaker NVIDIA Corp. (NASDAQ: NVDA) to ChatGPT-parent OpenAI last week, while arguing that critics are missing the point of how value is created and measured in such partnerships.

Benzinga

Jensen Huang Calls OpenAI The Next Multi-Trillion-Dollar Hyperscaler As Nvidia Pledges $100 Billion: 'This Is Some Of The Smartest Investment...'

Nvidia Corporation (NASDAQ: NVDA) CEO Jensen Huang said OpenAI is on track to become the world's next multi-trillion-dollar hyperscaler, defending his company's decision to invest up to $100 billion in its infrastructure buildout.

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