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The Latest Breaking News from Nvidia

Once left in the dust, Surface could be on the forefront of "a new era of PC"

Microsoft and NVIDIA dropped coordinated “new era of PC” teasers that hint at the N1X chip taking center stage at Computex and Build.

Windows Central

Microsoft veteran recalls the last time Nvidia and Arm was the future of Windows — shares a video of ‘the first time Windows ran on Nvidia Tegra Arm’ from 2010

Microsoft veteran Steven Sinofsky is here to remind folks that excitement about a new PC era fueled by Nvidia and Arm culminated in the Surface RT 16 years ago.

Tom’s Hardware

You can still run the original Nvidia Control Panel by grabbing it from the Microsoft Store today — app remains useful to adjust a handful of RTX Pro and Quadro features, and may be handy for troubleshooting

The old Nvidia Control Panel is now a separate, optional download, but is it worth grabbing?

Tom’s Hardware

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'Insane bubble and bigger than 1999': Zoho founder Sridhar Vembu has a scary warning about the future of AI

Zoho founder Sridhar Vembu warns of a potential market bubble driven by AI enthusiasm, citing high price-to-sales ratios for tech giants like Nvidia, Apple, and Microsoft. He argues these valuations are disconnected from fundamentals, drawing parallels to the dot-com era and suggesting the current bubble could be even larger.

The Economic Times

Lenovo Yoga Pro 7i Gen 11 Aura Edition (15-inch, 2026) review: Another powerhouse

Lenovo's laptop has a crazy name, but is a great machine

Jensen Huang Has a Key Message for Super Micro Computer: It’s Time to ‘Enhance and Improve’ Regulation

As regulatory scrutiny intensifies around Super Micro, Nvidia CEO Jensen Huang is urging the company to “enhance and improve” its compliance practices.

Barchart

Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech

Huawei's current Rotating Chairman thanked the United States for its export bans, which boosted the progress of China's semiconductor industry. He made the comment after unveiling the groundbreaking LogicFolding chip architecture, when reporters asked him how the company came up with the idea.

Tom’s Hardware

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Nvidia CFO Colette Kress: 'AI is no longer a nice-to-have'

The tech giant sees $3 trillion to $4 trillion in global AI infrastructure spending by the end of the decade.

Fortune

If You'd Put $1,000 Into Micron Stock 20 Years Ago, Here's What You'd Have Today

MU stock has been a massive market beater for anyone who could stomach the ride.

Kiplinger

The AI economy could crash on mounting chip costs — and those token costs won't help

Soaring GPU prices, debt-funded chip deals and an agentic token explosion — the cost of the hardware and compute powering AI could be what breaks it.

Fortune

Nvidia CEO Jensen Huang to visit South Korea: source

The chief executive of the world's most valuable company is expected to meet with companies including SK Group, Hyundai Motor Group, LG Corp and Naver, to discuss so-called "physical AI" applications such as robotics, local media including the Chosun Daily and MBC reported.

The Economic Times

At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage

Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.

The Economic Times

Nvidia Expands Photonics Push With Billions In New AI Infrastructure Investments

Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networking companies since March, widening its effort to address one of the biggest infrastructure constraints facing the AI industry.

International Business Times

AMD's rival to Nvidia's GB10 AI workstation is set to go on preorder in days, but is it too little too late?

The AMD Ryzen AI Halo will be available for preorder in June 2026, as the California-based chipmaker aims to compete with Nvidia's DGX by focusing on price and performance.

TechRadar

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Barchart

Western Digital Is Making the Right Moves Amid Fierce Momentum for Memory Stocks

A former Nvidia exec joins Western Digital's board of directors.

Tom’s Hardware

Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems

An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.

International Business Times

SK Hynix Enters $1 Trillion Club As AI Chip Demand Reshapes Global Tech Industry

South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this week,.

Barchart

Micron Isn’t Nvidia. It’s Time to Take Your Foot Off the Gas with MU Stock.

Investors pricing in a decade of dominance for Micron are falling into a dangerous trap by ignoring the physical realities of the semiconductor market. The company is selling standardized hardware, and once competitors scale their own production using the exact same ASML technology, pricing power will collapse.

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Windows Central

"A new era of PC": Microsoft and NVIDIA tease major announcement experts predict to be the fabled N1X chip

Microsoft and NVIDIA just teased a massive hardware announcement. Will the rumored N1X chip usher in the "new era of PC" promised by both companies?

Tom’s Hardware

TikTok owner ByteDance is reportedly developing its own custom AI CPUs — company looks to ease China's dependence on US chipmakers

TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers

Tom’s Hardware

Acer unveils its first Ryzen 9 9955X3D gaming laptop — refreshed Nitro 16 joins new Predator Helios 18 AI and streaming-only Nitro Blaze Link handheld

Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.

inkl

China's GPU Gambit: What the Lisuan LX-7G100 Could Mean for the Gaming Industry

For years, China's ambition to build a competitive domestic graphics card remained largely theoretical. The launch of Lisuan Technology's LX-7G100 marks a concrete, if imperfect, step toward changing that, and its implications extend well beyond benchmark sheets.

PC Gamer

This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin the prices of graphics cards

One hiccup over there, a price increase here, and our precious GPUs become a whole lot more expensive.

The Economic Times

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz

AMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their differing strategies reflect the complex AI chip market in China. AMD offers a broader product range, while Nvidia faces significant export control challenges. Both companies are making investments in…

The Economic Times

Dell rallies about 40% on strong Nvidia‑powered AI server demand

The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value ‌at the ⁠current share ⁠price of $442.70, if gains hold.

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