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The Latest Breaking News from Nvidia

Fervo Energy Just Partnered With Nvidia and PNNL on a Geothermal Digital Twin. What This Means for FRVO Stock.

Fervo Energy partnered with Nvidia and the Pacific Northwest National Laboratory to develop EGS-Twin, a digital twin platform that uses real-time data and AI simulations to improve the performance and understanding of enhanced geothermal systems.

Frozen Assets: How Super Micro Puts AI Heat on Ice

Frozen Assets: How Super Micro Puts AI Heat on Ice

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure

OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure

OpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome computing power shortages and reduce reliance on Nvidia's GPUs. Designed for AI inference, the chip is comparable to Nvidia's and Google's offerings. OpenAI plans to deploy Jalapeno by year-end,…

The Economic Times

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TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

Tom’s Hardware

Qualcomm to buy AI startup Modular for $4 billion in AI software push

Qualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabilities for running AI models across various chips without custom coding, directly challenging Nvidia's dominant CUDA platform. The acquisition is part of Qualcomm's strategy to expand its presence in…

The Economic Times

The Nvidia Trap: Why the Tech Giant’s Runway Is Running Out

Nvidia’s exponential growth is hitting a physical and economic wall as it faces a two-front war against custom AI chips and shrinking margins. While the company expands into lower-profit infrastructure to defend its dominance, this defensive strategy will inevitably dilute its massive profits and halt NVDA stock's seemingly limitless surge.

3 Reasons SK Hynix Could Outperform Micron Over the Next Decade

The next decade in memory may belong to the company with the strongest HBM grip, and right now that looks like SK Hynix.

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China black market Nvidia prices rocket in wake of smuggling crackdown and customs freeze — five-year-old A100 servers triple in price, now fetching up to $82,000

China black market Nvidia prices rocket in wake of smuggling crackdown and customs freeze — five-year-old A100 servers triple in price, now fetching up to $82,000

Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator

Tom’s Hardware

How SK Hynix's bet on a niche memory chip made it more valuable than Samsung

How SK Hynix's bet on a niche memory chip made it more valuable than Samsung

SK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandwidth memory (HBM) chips. Initially viewed with doubt, this strategic pivot to a niche segment, particularly serving Nvidia's AI accelerators, has firmly established SK Hynix as a leader…

The Economic Times

South Korea's SK Hynix says to raise $29 billion in ADR listing

South Korea's SK Hynix says to raise $29 billion in ADR listing

South Korea's SK Hynix is planning a record-breaking secondary listing on the U.S. stock market, aiming to raise up to $29.4 billion. This move capitalizes on strong investor demand for AI stocks, with the memory chip giant seeking to expand its capacity and gain access to U.S. investors. The company,…

The Economic Times

Why Are Nvidia, AMD, and Micron Stocks Falling? AI Valuation Fears and Fed Jitters Explained

Why Are Nvidia, AMD, and Micron Stocks Falling? AI Valuation Fears and Fed Jitters Explained

Nvidia, AMD, and Micron led a tech sector sell-off as investors reacted to Federal Reserve signals on inflation, raising concerns about prolonged high interest rates and AI stock valuations.

International Business Times UK

Oil, AI and chips: The new resource race redrawing markets and nations

Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

The Economic Times

Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market value

Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market value

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Backed by early investment and Nvidia demand, the company transformed from a struggling memory maker into a global semiconductor leader.

The Economic Times

Nvidia's Long Term Outlook In China Will Depend On Its Ability To Compete With Local Alternatives

Nvidia's Long Term Outlook In China Will Depend On Its Ability To Compete With Local Alternatives

The short and medium-term outlook for NVIDIA in China depends heavily on U.S. export policy. In the long run, it will depend on its ability to compete with local alternatives.

International Business Times

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Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways

While Nvidia might have lost its position as the pre-eminent AI play, the stock looks like a buy on tepid valuations.

Windows Central

Xbox announced Halo: Campaign Evolved's PC system requirements and recommended specs, and woof — I have bad news if you were hoping for a small file size

Xbox and Halo have revealed Halo: Campaign Evolved's PC system requirements and recommended specs, and for the most part, they're not too bad.

Why Micron May Be the Most Undervalued Winner of the AI Boom

Micron's AI-driven surge has pushed its valuation to $1.36 trillion, with Meta and Tesla now within reach. With memory emerging as AI's biggest bottleneck, a $2 trillion valuation is becoming increasingly plausible.

Look out Nvidia — Alibaba reveals its most powerful AI models for robots as it looks to strike ahead in agentic race

Alibaba is looking to expand into the physical world by launching its first suite of AI models for robots amid a broadening global AI race.

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Nokia Stock May Be the Most Attractively Priced Way to Bet on AI Infrastructure

Nokia has extended its deal with Google cloud to embed Gemini AI agents into its network operations.

International Business Times

Magnificent 7 Selloff Is a Buying Opportunity as AI Spending Boom Continues, Strategist Says

The Magnificent 7, which consists of Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet and Tesla, remains the dominant force in U.S. equities. A strategist said the recent selloff is a new opportunity to buy them.

The Independent UK

AI stock slump raises the question if investors are just taking profits or getting very nervous

Tech companies are spending big on AI, but investors are getting nervous

Nvidia Just Claimed a New AI Crown. That Means NVDA Stock Investors Have a New Reason to Buy.

Nvidia's rise to the top of the data center Ethernet switching market highlights how the company is expanding beyond GPUs and deepening its AI infrastructure moat.

Wedbush Gives a Thumbs Up to Cerebras Ahead of Its First Quarterly Earnings. What This Means for CBRS Stock Investors.

The firm maintained its "Outperform" rating on CBRS stock.

AI Memory Shortage Pushes Micron Into the Market Spotlight

For the first time in its history, Micron briefly surpassed a $1 trillion market capitalization, a milestone that may prove to be one of the clearest financial symbols of the new AI economy. Just a few years ago, GPU manufacturers such as Nvidia were seen as the primary beneficiaries of…

The Economic Times

US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech names

US chip stocks experienced a significant tumble, impacting the broader market and wiping out billions in value. While tech giants like Nvidia and Tesla saw declines, bargain hunters emerged, offering some support. This selloff, attributed to concentrated trading and shifting sentiment rather than AI fundamentals, highlights the volatility in the…

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