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The Latest Breaking News from Nvidia

China seeks to enhance rare earth advantages, take 'extraordinary measures' to achieve semiconductor breakthroughs — new five-year plan marks doubling down on technological self-reliance

China just released the latest draft of its five-year plan, which mentions it goal of building a more robust "response mechanism" to supply chain threats and focusing on enhancing its "competitive advantages in rare earths."

Tom’s Hardware

CoreWeave Just Landed a Deal That Signals Where AI Is Headed

CoreWeave Just Landed a Deal That Signals Where AI Is Headed

CoreWeave's deal with Perplexity signals its dominance in the high-demand AI inference market, representing the next major wave of industry growth.

In the Iran war, it’s not the oil that’s important—it’s the water

In the Iran war, it’s not the oil that’s important—it’s the water

Today’s Fortune 500 Digest.

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'The reason why we're so beloved in the videogame industry and we're so deep in it still is, in a lot of ways, we created the modern videogame industry' says Nvidia CEO Huang

Strap in, folks, and save your opinions until the end.

Intel bigs up its latest 18A chip node as fit for external customers but probably not Nvidia, for now

Intel CPUs living with Nvidia GPUs.

Nvidia reportedly working on RTX 5050 with 9GB of VRAM on a 96-bit bus, featuring 28 Gbps GDDR7 modules — RTX 5060 with cut-down GB205 GPU also planned

Nvidia is reportedly working on a new RTX 5050 with 9GB of GDDR7 VRAM, up from 8GB GDDR6 on the existing model. Moving from 20 Gbps chips to 28 Gbps chips, the memory interface is also said to be reduced to 96-bit, from 128-bit on the original. Moreover, an RTX…

Tom’s Hardware

Third time's hopefully the charm as Nvidia releases hotfix driver to tackle voltage issues and Resident Evil Requiem performance in one fel swoop

An official fix, so no roll-backs needed.

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Stocks Bounce in a Buy-the-Dip Session: Stock Market Today

Stocks Bounce in a Buy-the-Dip Session: Stock Market Today

Mega-cap stocks led a rebound on Wall Street Wednesday, with Nvidia, Amazon and Tesla among the big winners.

Citron Research Is Betting Against Sandisk Stock. Should You?

Citron Research Is Betting Against Sandisk Stock. Should You?

Citron Research has issued a new short report on Sandisk.

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The VanEck Semiconductor ETF (SMH) offers targeted exposure to industry leaders, while iShares' SOXX provides broad exposure to the sector.

Qualcomm's new Snapdragon X2 Arm CPU pops up in Geekbench and wallops the x86 laptop competition by over 30% in single-core performance

Qualcomm's new Snapdragon X2 Arm CPU pops up in Geekbench and wallops the x86 laptop competition by over 30% in single-core performance

How much this translates into gaming is very much another question.

Could Qualcomm Stock Be the Best Data Center Investment Here?

Could Qualcomm Stock Be the Best Data Center Investment Here?

Wells Fargo upgraded Qualcomm due to its data center strategy.

EA's Javelin anti-cheat is coming to Arm-based systems soon — new job listing for Windows-on-ARM driver anticipates Nvidia N1/N1X debut and pivotal shift in PC gaming

EA's Javelin anti-cheat is coming to Arm-based systems soon — new job listing for Windows-on-ARM driver anticipates Nvidia N1/N1X debut and pivotal shift in PC gaming

A new job listing for a Senior Anti-Cheat Engineer has revealed that EA is working on bringing its Javelin anti-cheat software to Arm-based devices. The timing aligns nicely with the purported launch of Nvidia's N1/N1X SoCs that are also Arm-based. The role also involves future development for Linux/Proton.

Tom’s Hardware

Are Memory Stocks Old News? Why Morgan Stanley Just Snubbed Micron.

Are Memory Stocks Old News? Why Morgan Stanley Just Snubbed Micron.

Citing "exceptional" conditions unlikely to be sustained, the memory giant lost the top spot to Nvidia.

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AMD's CPU division is booming as CEO Dr. Lisa Su says sales 'far exceeded my expectations'

And yes, of course, it's down to AI.

A $2 Billion Reason to Buy Lumentum Stock Now

Nvidia’s $2 billion investment validates Lumentum Holdings as a critical AI infrastructure supplier, strengthening its long-term growth outlook.

Archer Aviation Stock Tanks—The Real Story Is What Wall Street Overlooked

Archer Aviation stock fell after Q4 results missed estimates, but a landmark FAA milestone and $2 billion in liquidity suggest the 2026 launch remains on track.

Windows Central

PC gamers are about to get a free performance upgrade — Microsoft's latest DirectX update boosts ray-tracing performance by up to 90%

Microsoft recently shared details about its latest DirectX update, containing the official launch of a Shader Execution Reordering (SER) feature. In early tests, SER is boosting framerates in ray and path tracing by up to 90%.

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I've tested Resident Evil Requiem with different GPUs and different drivers, but cannot replicate the massive performance loss some PC gamers are reporting

Curiouser, and curiouser.

Meet the world's smallest AI supercomputer — it packs 'doctorate-level intelligence', its makers say, and can fit into your pocket

The portable computing powerhouse is capable of running 120-billion-parameter LLMs, roughly three times larger than GPT-3, without needing to access the internet or the cloud.

The Guardian - UK

Nvidia and UK Wealth Fund invest in British autonomous driving startup Oxa

Oxford-based firm has raised $103m for commercial development of software for self-driving industrial vehicles

International Business Times UK

Big Short's Burry Goes Long on Adobe After Betting $1.1bn Against AI Stocks

Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.

Tom’s Hardware

Nvidia driver 595.71 reportedly limits overclocks on some GeForce GPUs, but not all — troubled driver release seems to stifle voltages on RTX 40- and 50-series cards

Users report that Nvidia's latest 595.71 driver is creating artificial voltage limits on many RTX 40- and 50-series GPUs, causing some products to lose as much as 200MHz in overclocking headroom.

Tom’s Hardware

Micron sampling first 256GB SOCAMM2 memory packages to customers — 2TB of RAM per CPU is now in reach of datacenter players

Micron is now sampling 256GB SOCAMM2 units, enabling capacities of up to 2TB of LPDDR5X per CPU in AI servers.

Marathon launch times and release date

Bungie's new extraction shooter is almost here.

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