Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Nvidia

DeepSeek Just Dealt Nvidia Stock a Potentially Major Blow

DeepSeek’s custom AI chip ambitions could reshape the competitive landscape. What does that mean for Nvidia over the long term?

Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.

Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.

Intel may have lost an 18-year veteran, but Wedbush believes the move could become an unexpected catalyst for INTC stock.

Micron Is Up 700%. It's Still Cheaper Than Nvidia, AMD And Even Intel

Micron Is Up 700%. It's Still Cheaper Than Nvidia, AMD And Even Intel

Micron Technology Inc. (NASDAQ:MU) has delivered one of the most remarkable rallies in the AI trade, climbing more than 700% over the past year and more than 210% since late March, as demand for high-bandwidth memory (HBM) chips fueled a sharp rebound in earnings expectations.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Christina Qi left behind a hedge fund trading $7 billion a day for a farm in Utah. Her new startup just raised $97 million to rival Bloomberg

Databento serves everyone from student traders to the world's largest hedge funds—and counts Nvidia and OpenAI as customers.

Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase the company's overall computing power by next year. The custom-designed chip, code-named Iris, is part of a multi-generation project. Meta is working with Broadcom and Taiwan Semiconductor Manufacturing Co for design and…

The Economic Times

Global Market: Cerebras bets big on Europe with AI infrastructure expansion amid soaring demand

Cerebras is significantly increasing its European AI computing capacity. The company plans to reach 200 megawatts by next year. This expansion addresses rising AI demand and data sovereignty concerns.

The Economic Times

Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia

American AI chip startup Cerebras accelerates its European expansion with 200MW of AI compute capacity by the end of 2027, challenging sector behemoth Nvidia as it highlights "extraordinary" demand across the continent.

inkl

Read news from The Economist, FT, and more,
with one subscription

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

Taiwan central bank chief warns of AI bubble risk

Taiwan central bank chief warns of AI bubble risk

Speaking at a parliamentary hearing, Governor Yang Chin-long told lawmakers that the AI boom has become a major ‌driving force in ⁠Taiwan's economy, ⁠while warning that the central bank must carefully monitor the risks of speculative capital expenditures financed by aggressive corporate borrowing within the tech sector.

The Economic Times

AI chip challenger Cerebras sets sights on Europe

AI chip challenger Cerebras sets sights on Europe

Cerebras plans significant European computing capacity expansion to challenge Nvidia. The AI chip startup is responding to extraordinary demand across the continent. This expansion aims to meet unique European data control requirements and concerns. Cerebras' large wafer-scale processors offer faster AI inference for users. The company sees immense growth and…

The Economic Times

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

SK Hynix's $28 billion US share sale draws more than seven times demand: Reports

SK Hynix's $28 billion US share sale draws more than seven times demand: Reports

SK Hynix's proposed $28 billion share sale in the US saw demand exceed offerings by seven times. This strong investor response highlights significant appetite for AI supply chain companies. The South Korean chipmaker is raising funds for new factories and equipment production. Investor optimism lifted SK Hynix shares by about…

The Economic Times

Cathie Wood Scoops Up SpaceX Shares Again as Stock Dips, Ark Keeps Offloading AMD Shares

Cathie Wood Scoops Up SpaceX Shares Again as Stock Dips, Ark Keeps Offloading AMD Shares

Cathie Wood’s Ark Invest made major moves in both Space Exploration Technologies Corp. (NASDAQ:SPCX) and Alibaba Group Holding Ltd. (NYSE:BABA) on Wednesday, July 8, as the firm leaned into two high-profile names that were both in the news. SpaceX drew attention after hiking Starlink aviation prices, while Alibaba gained momentum…

Nvidia's slide sends valuation back to pre-AI boom levels

Nvidia's slide sends valuation back to pre-AI boom levels

Nvidia's stock has experienced a substantial market value decline recently. This chipmaker's shares are now trading at their lowest valuation since early 2019. Investors are shifting their focus to memory and storage semiconductor manufacturers. Analysts are raising profit estimates for Nvidia's upcoming quarters. The company's consistent performance suggests it is…

The Economic Times

Get all your
news in one place.

100's of premium titles.
One news app.

Qualcomm's Edge AI Push Could Fuel the Next Leg Higher for Semiconductor ETFs

For much of the AI boom, semiconductor ETFs have been driven by a handful of names led by Nvidia Corp (NASDAQ:NVDA). But Qualcomm’s growing role in edge AI is giving ETF investors another avenue to play the artificial intelligence theme as the industry expands beyond data centers.

Nvidia Says Kyber Is Still on Track. Why the Next-Gen Infrastructure Matters for NVDA Stock.

Nvidia is pushing back against Kyber delay rumors, while the next-generation AI infrastructure platform remains a critical pillar of its long-term growth story.

Nebius Stock Sold Off on Meta’s Data Center News. Buy the Dip.

Nebius stock sank on Meta’s cloud ambitions. SemiAnalysis believes Meta's AI expansion strengthens the buy-the-dip case.

I reviewed Sony's new mid-range Dolby Atmos soundar, and while I love some features, overall its one step forward and two steps back

Sony’s midrange Dolby Atmos soundbar delivers clarity, power, and simplicity, but I found myself wishing for more.

Get all your
news in one place.

100's of premium titles.
One news app.

Nvidia Is Allegedly Delaying Its Kyber Rack-Scale Architecture by More Than 12 Months. What This Means for NVDA Stock.

Nvidia's decision is due to manufacturing challenges with high-speed circuit boards and optical components, though the broader AI chip roadmap remains on track.

The Economic Times

China plans to let top AI firms buy limited Nvidia H200 chips: Report

China plans to permit its leading artificial intelligence companies to acquire Nvidia's H200 chips. Officials have informed Alibaba, ByteDance, and DeepSeek about potential upcoming permissions. Nvidia has already secured licenses from the United States government for these sales. The chip giant's shares saw a slight increase following this news report.…

Nvidia Doubles Down on AI Startups With a Historic Revenue Sharing Model

Nvidia is trading compute for a cut of future cloud profits. Two firms are already testing the model, and analysts are split on what it means.

Memory Prices Heat Finally Reaches Nvidia. Here’s How Jensen Huang Is Dealing With It.

Nvidia CEO Jensen Huang has been proactive in ensuring memory chip supply for Nvidia, but the supply crunch is catching up.

Tom’s Hardware

Nvidia touts Vera CPU's single-threaded performance as its agentic AI advantage, reveals next-gen 'Rigel' Arm CPU cores — frames chip as a 'max single-threaded CPU at scale,' not a parallel monster

Nvidia lifts the veil a little bit more on its Vera CPU and reveals a single-thread performance monster — company claims a 1.8x uplift versus x86 competition in agentic workloads and 1.5x in coding.

Seasonic has removed the RTX 50-series Super GPU variants from its PSU wattage calculator. Was it just guesswork or actual info revealed too soon?

Still, CES 2027, perhaps?

The Independent UK

China’s DeepSeek is building its own AI chip to end US reliance

ChatGPT rival is seen as the standard-bearer of China's AI ambitions after releasing an AI model that went viral worldwide last year

1 … 6 7 8 9

People

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

Intel Corporation

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

398,293 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play