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The Latest Breaking News from Nvidia

AMD and Oracle partner to deploy 50,000 MI450 Instinct GPUs in new AI superclusters — massive capacity expansion powered by AMD's Helios rack architecture set for 2026

AMD is set to provide 50,000 of its next-generation MI450 Instinct GPUs for a new Oracle supercluster that will power next-generation AI inference and training. This joins the many other high-profile hardware and infrastructure deals that many of the top tech companies have made with one another over the past…

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Stocks Turn Mixed as Walmart-OpenAI Deal Pushes Dow Higher

Stocks Turn Mixed as Walmart-OpenAI Deal Pushes Dow Higher

The S&P 500 Index ($SPX ) (SPY ) today is up 0.09%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up 0.54%, and the Nasdaq-100 Index ($IUXX ) (QQQ ) is down -0.25%. December E-mini S&P futures (ESZ25 ) are up 0.06%, and December E-mini Nasdaq futures (NQZ25...

Nvidia's DGX Spark AI mini-PC goes up for sale October 15 — 1 petaFLOP developer platform was originally slated for May

Nvidia's DGX Spark AI mini-PC goes up for sale October 15 — 1 petaFLOP developer platform was originally slated for May

Nvidia's DGX Spark AI developer platform goes up for sale on October 15. This AI mini-PC is slated to deliver 1 PFLOP of AI inferencing performance in a tiny footprint for AI developers, but it's arriving five months late and with a $1000 price hike compared to what was promised…

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Navitas Semiconductor (NVTS) Stock Soars On Nvidia Architecture Update: What Investors Need To Know

Navitas Semiconductor Corp (NASDAQ:NVTS) shares are rising Tuesday morning after the company provided a progress update on its development of 800 VDC voltage power devices.

What's Going On With Rigetti Computing Stock Tuesday?

Rigetti Computing Inc (NASDAQ:RGTI) shares are trading lower Tuesday morning, a day after the quantum computing firm surged to a new all-time high. Here’s what investors need to know.

Samsung Expects Biggest Quarterly Profit In 3 Years

Samsung Electronics (OTC:SSNLF) is set to report its largest quarterly profit in more than three years, driven by the global surge in AI chip production. This heightened demand has constrained the supply and elevated prices of conventional memory chips, which remain central to the company’s business.

Stocks Fall as US-China Trade Conflict Escalates

The S&P 500 Index ($SPX ) (SPY ) today is down -0.99%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.37%. December E-mini S&P futures (ESZ25 ) are down -1.00%, and December E-mini Nasdaq futures...

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NVIDIA Analysts Lift Targets: What It Means for the Stock Price

NVIDIA Analysts Lift Targets: What It Means for the Stock Price

NVIDIA's analysts are lifting their estimates and stock price targets ahead of its Q3 release, setting a high bar for it to beat.

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.

Can AMD Stock Reach $300 in 2025?

Can AMD Stock Reach $300 in 2025?

Barclays just pushed AMD’s target to $300 after its OpenAI tie-up. Can the chipmaker really keep this pace?

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

A hundred billion here, a hundred billion there, pretty soon you're talking about real money.

'Imagine delivering the smallest supercomputer next to the biggest rocket': Jensen delivers a DGX Spark to Musk at SpaceX facility but some think the Nvidia launch is little more than a 'PR stunt'

'Imagine delivering the smallest supercomputer next to the biggest rocket': Jensen delivers a DGX Spark to Musk at SpaceX facility but some think the Nvidia launch is little more than a 'PR stunt'

Is this mass production or a limited launch for the mini 'supercomputer'?

Nvidia 800 VDC power rollout for 1 megawatt server racks to be supported by ABB — company says collaboration will create 'new power solutions for future gigawatt-scale data centers '

Nvidia 800 VDC power rollout for 1 megawatt server racks to be supported by ABB — company says collaboration will create 'new power solutions for future gigawatt-scale data centers '

ABB and Nvidia partner for 800 VDC data centers.

Tom’s Hardware

Broadcom's Wi-Fi 8 Launch Sets The Stage For The AI-Powered Edge

Broadcom's Wi-Fi 8 Launch Sets The Stage For The AI-Powered Edge

Broadcom Inc. (NASDAQ:AVGO) has unveiled the world’s first Wi-Fi 8 silicon ecosystem, marking a major leap in wireless technology designed to power the AI-driven edge.

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Nvidia's DGX Spark, A Personal 'AI Supercomputer,' Will Debut This Week At $3,999: 'I Hand-Delivered The First System To Elon,' Jensen Huang Recalls

Nvidia Corp. (NASDAQ:NVDA) is set to launch its compact DGX Spark personal "AI supercomputer" this week, aiming to bring data center-grade computing power to the desktops of researchers, developers and students worldwide.

Kevin O'Leary Warns Entrepreneurs: Talent Costs More Than Tools—Why Startups Must Invest In Content Creators Or Risk Failing

Entrepreneur and "Shark Tank" star Kevin O'Leary says that while creating digital content has never been cheaper, the real cost—and the real value—lies in the talent behind it.

Former Intel CEO Pat Gelsinger Slams CHIPS Act Rollout, Says Trump Administration's Stake Only Matters If It Builds And Fills Fabs

Former Intel Corp (NASDAQ:INTC) CEO and current Playground Global general partner Pat Gelsinger criticized the slow rollout of the CHIPS Act, arguing that the U.S. government's new stake in Intel only matters if it results in more semiconductor fabs being built and filled across America.

Apple iPhone Air Preorders To Soon Begin In China As eSIM Gets Green Light From Major Telecom Operators

On Monday, Apple Inc. (NASDAQ:AAPL) is preparing to open preorders for its new iPhone Air in China later this week, following regulatory approval for eSIM services by the country's three largest telecom operators.

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Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

As fears swirl about artificial intelligence upending Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's dominance in search, Deepwater Asset Management's Gene Munster says the company is sending one message loud and clear — AI is boosting, not breaking, its core business.

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Lenovo quietly launches a Thinkpad business laptop which should definitely appeal to gamers - T16g Gen 3 hides Intel's fastest mobile CPU and an Nvidia GeForce RTX 5090

Lenovo ThinkPad T16g Gen 3 merges professional reliability with gaming-class RTX 5090 graphics and AI-ready Intel HX processors.

This Analyst Just Issued a Major Intel Stock Warning: The INTC Rally Is ‘Unsustainable’ So You Should Sell Now

Intel stock has almost doubled in 2025 due to its big-ticket partnerships with Nvidia, Softbank, and others.

Vertiv, Nvidia Unite To Revolutionize AI Factory Power Systems

Vertiv Holdings (NYSE:VRT) shares are trading higher on Monday after it reached a new milestone in its partnership with Nvidia (NASDAQ:NVDA) to support the next generation of AI factories.

Why Washington’s Bet on This AI Stock Could Be the Most Important Investment of the Decade

Intel is betting big on government-backed AI and chip manufacturing initiatives to reclaim its technological leadership.

Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

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