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The Latest Breaking News from Nvidia

"Inside the rift: Why Microsoft and OpenAI's partnership is on shaky ground

OpenAI owes a lot of its success to Microsoft's early investment, but the AI firm is only focused on one thing: scaling compute power. That's causing some internal strife at the bargaining table, according to an insider.

Windows Central

As CoreWeave Launches Serverless RL, Should You Buy, Sell, or Hold CRWV Stock?

CoreWeave’s new Serverless RL sparked an almost 9% pop. Is CRWV a genuine buy for long-term AI exposure?

Barchart

PubMatic Is Getting an Nvidia Boost. Should You Buy PUBM Stock Now?

Should you consider investing in PubMatic after its Nvidia partnership?

Barchart

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Navitas Soars 78% on NVIDIA Update: Is This Rally Sustainable?

Navitas (NVTS) stock jumped 78% on new NVIDIA details, but analysts see major downside. Is the rally justified or is a correction looming?

MarketBeat

Taiwan Semiconductor's Foundational Role Signals It May Be Undervalued Versus Nvidia, Analyst Says

Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) is gaining momentum as the artificial intelligence frenzy from tech giants drive unprecedented growth.

Benzinga

Apple MacBook successfully runs an Nvidia GPU through USB4 using an external docking station - Tiny Corp's coding wizardry unlocks Mac+Nvidia magic

AI-startup TinyCorp has successfully created Nvidia drivers for ARM-powered MacBooks that make them compatible with RTX 30-50 series GPUs through USB4 docking stations.

Tom’s Hardware

The first US-made Nvidia Blackwell wafer just came out of TSMC Arizona, but don't get carried away thinking about RTX 50 Supers yet

Good news, but mass production is likely a way off.

PC Gamer

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Reid Hoffman Warns Silicon Valley Blind Spot Could Fuel Next AI Revolution In Healthcare And Biology

LinkedIn co-founder Reid Hoffman warns that Silicon Valley's software-centric focus is causing investors to overlook the next AI frontier in healthcare and biology.

Benzinga

Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker — Intel has gained $73 billion in market cap since investment

The U.S. government’s 10% stake in Intel, acquired in August, transformed a struggling chipmaker's fortunes into a $73 billion market share uptick while reinforcing America's national security and industrial sovereignty.

Tom’s Hardware

Justin Wolfers Says AI's Soaring Energy Demand Is Like Egg Shortage — But Predicts Market Will 'Hatch More Watts' As Prices Rise

Economist Justin Wolfers compared the current surge in electricity demand driven by artificial intelligence to a temporary "egg shortage," arguing that rising prices will spur new investment and stabilize power supply over time.

Benzinga

Yay! Intel has a new AI GPU with 160GB of LPDDR5X - Crescent Island does inference only, uses cheaper memory, and targets value air-cooled enterprise servers

Intel’s Crescent Island GPU targets data centers with inference-only performance, efficient LPDDR5X memory, and affordable air-cooled AI acceleration.

TechRadar

5 Surprising Stocks Set to Benefit From a Future Robotics Boom

The robotics revolution is accelerating in 2025, expanding beyond factories into healthcare, logistics, and homes, fueled by advances in AI and automation.

MarketBeat

Why Is GSI Technology Stock Soaring Monday?

Shares of GSI Technology, Inc. (NASDAQ:GSIT) are rising Monday after the company shared a significant technological advancement regarding high-performance computing power.

Benzinga

Trending Stock Watch October 20: AMD Leads AI Gains As Nvidia, Palantir See Positive Start to Week

AI-linked stocks are seeing steady to solid gains in Monday trading, as investors continue to weigh growth prospects across the sector's top names.

International Business Times

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Fortune

Jensen Huang says the future workforce will be a mix of ‘humans and digital humans,’ who could be licensed out or hired—and need onboarding

“I tell my CIO, our company’s IT department, they’re going to be the HR department of agentic AI in the future,” Huang said.

Benzinga

Nvidia's $0 In China Could Be A Blessing In Disguise

Nvidia Corp's (NASDAQ:NVDA) exit from China has been framed as a policy-driven blow, but AI-focused investors may view it as a chance for the company to double down on high-margin opportunities elsewhere.

International Business Times UK

'From 95% to 0%': Nvidia CEO Jensen Huang Sounds Alarm Over US Tech Sanctions on China

Nvidia CEO Jensen Huang revealed that US export restrictions have wiped out the company's once-dominant 95% market share in China.

Tom’s Hardware

Lucky Facebook Marketplace shopper finds souped-up prototype GTX 2080 Ti inside a $500 PC — mythical Nvidia project features 12GB of VRAM and higher memory bandwidth

Specifications suggest Nvidia once considered a more powerful TU102 design for the RTX 2080 Ti GPU

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Tom’s Hardware

Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system— up to 9x increase in output lets 213 GPUs perform like 1,192

Alibaba Cloud claims its new Aegaeon pooling system reduced the number of Nvidia GPUs required to serve large language models by 82% during a multi-month beta test inside its Model Studio marketplace.

PC Gamer

Nvidia CEO Jensen Huang: 'At the moment we are 100% out of China... it's important to be mindful that what harms China could oftentimes also harm America'

'We went from 95% market share to 0%.'

PC Gamer

Acer Predator Triton 14 AI review

A compact laptop with a muddled identity and a pricing problem.

Benzinga

Nvidia And Taiwan Semiconductor Make First US-Built AI Chip In Historic Milestone

Nvidia Corporation (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) are strengthening America’s artificial intelligence (AI) manufacturing base with a significant new milestone — the production of Nvidia’s first Blackwell wafer on U.S. soil.

Benzinga

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

Benzinga

Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors

While the world is focused on the race for faster AI chips, the true bottleneck for the industry’s explosive growth is rapidly becoming power, according to a leading tech analyst from I/O Fund, Beth Kindig.

Benzinga

China's Rare Earth Policy Could 'Backfire', Warn Analysts While Highlighting Options Available To Trump: Beijing 'May Find Itself Cut Off…'

China’s recent move to tighten its rare earths export controls may not be as comprehensive as initially feared, but they could still pose a significant risk, according to a new analysis.

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