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The Latest Breaking News from Nvidia

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?

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

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

The Independent UK

US chip startup SambaNova scores billion-dollar funding round

US chip startup SambaNova scores billion-dollar funding round

American AI chip startup SambaNova secured $1 billion in new funding. This investment values the company at an impressive eleven billion dollars. The company focuses on AI inference, which is crucial for user queries. This funding will support SambaNova's infrastructure development and expansion. Newcomers like SambaNova aim to challenge Nvidia's…

The Economic Times

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Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?

Michael Burry, famed for predicting the 2008 financial crisis, has increased his bearish bets against AI-linked chipmakers through the iShares Semiconductor ETF. His move has reignited concerns over stretched semiconductor valuations, the sustainability of the AI rally, and the possibility of a sharp correction in technology stocks.

The Economic Times

Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week.

Chinese DoorDash rival smashes open source record with 1.6-trillion-parameter LLM with a 1-million-context-token model crafted without Nvidia hardware

Meituan released LongCat-2.0, a 1.6-trillion-parameter model trained entirely on domestic chips, avoiding Nvidia hardware entirely.

Chinese firm that created TikTok now wants to build an AI accelerator to rival Nvidia within months

ByteDance is developing its own AI chip to reduce Nvidia dependence, targeting mass production by late 2027.

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Unannounced Nvidia RTX 50 Super GPUs appear in Seasonic PSU calculator — unreleased graphics cards shown with 10-17% higher TGP over original models

Unannounced Nvidia RTX 50 Super GPUs appear in Seasonic PSU calculator — unreleased graphics cards shown with 10-17% higher TGP over original models

Total graphics power figures for Nvidia's unanounced, unreleased RTX 50 Super-series graphics cards have appeared in Seasonic's PSU capacity calculator, revealing potentially higher TGPs of those products.

Tom’s Hardware

Palantir CEO Alex Karp is paranoid about Anthropic and OpenAI. That doesn't mean he has nothing to fear.

Palantir CEO Alex Karp is paranoid about Anthropic and OpenAI. That doesn't mean he has nothing to fear.

The Palantir CEO says Anthropic and OpenAI deliver no value and 'steal alpha' from customers. Is he right?

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

SK Hynix's Nasdaq listing could raise $28 billion. The company trades at a discount to Micron, even as Micron expands HBM4 capacity and retains strong buy ratings from analysts amid AI memory demand.

A $6.5 Billion Reason to Bet on Meta Platforms Stock

A $6.5 Billion Reason to Bet on Meta Platforms Stock

Meta is in talks with Samsung over a $6.5 billion deal for its next-gen MTIA AI chips.

AMD Just Scored a New Autonomous Driving Customer. It’s Aiming at Nvidia in Another Arena.

AMD Just Scored a New Autonomous Driving Customer. It’s Aiming at Nvidia in Another Arena.

AMD just landed Japanese autonomous vehicle firm Turing as a customer.

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

A KOSPI-driven margin cascade triggered trading halts and dragged down U.S. chip stocks like NVIDIA, Broadcom, TSMC and ASML, despite unchanged semiconductor fundamentals.

Ahead of Market: 10 things that will decide stock market action on Wednesday

Ahead of Market: 10 things that will decide stock market action on Wednesday

Indian equities ended lower after four straight gains as profit booking, weak global cues and caution ahead of the US Fed minutes weighed on sentiment. IT stocks remained resilient, while analysts expect earnings, monsoon progress, stable rupee and foreign inflows to guide near-term market direction.

The Economic Times

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Facing Potential Smartphone Weakness and Tough Competition, Qualcomm Stock’s Outlook Is Not Particularly Strong

High flash-memory prices and tough competition could prevent QCOM stock from generating good returns for investors.

International Business Times

Amazon Has Already Raised More Than $60 Billion In Bond Sales This Year. It Is Now Seeking To Raise Tens More

Amazon is reportedly planning to raise $25 billion in a bond sale.

Why Nvidia's NemoClaw signals the true enterprise agent era

Nvidia’s NemoClaw signals the shift from experimental agents to enterprise-ready autonomy.

The Economic Times

US stocks today: Nasdaq falls at open as DeepSeek's AI chip push rattles markets

Dow Jones & US Stocks today: Chip stocks experienced significant losses, impacting the S&P 500 and Nasdaq indices. Doubts emerged regarding the sustainability of the AI-driven rally, despite positive Samsung earnings. Samsung's shares declined in South Korea, affecting broader market sentiment. Other companies like Intel and Micron also saw substantial…

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The Economic Times

U. S Stock Market today: Why are Nvidia, Micron Technology, Sandisk, Intel shares down on Tuesday?

U. S Stock Market on Tuesday: Chip stocks have been some of the biggest winners of the AI trade so far this year amid hopes of insatiable AI demand, though concerns of the sector ⁠being overbought as well as profit-taking by investors have led to some volatility lately.

Wall Street’s AI Spending Warning Could Make Nvidia the Biggest Casualty

AI spending continues to surge, but weak returns and rising debt are prompting Wall Street to question whether the boom can last. As the biggest AI infrastructure supplier, Nvidia has the most at stake.

SK Hynix—which supplies memory chips to Nvidia—is about to test Wall Street's appetite for the next wave of tech IPOs

The Korean memory giant’s nearly 8-fold stock surge and $28 billion U.S. listing will show how much AI optimism is still left in the market.

Tom’s Hardware

Samsung chip division's single-year profits beat its past 40 years of profits, combined, due to increased memory and storage prices — Samsung passes Nvidia to become most profitable company in the world, notches 19x quarterly increase in profit

Brokerage consensus puts Samsung's full-year 2026 operating profit near 300 trillion won.

The Economic Times

China's DeepSeek developing its own AI chip

The chip is designed for inference - the stage of AI computing in which a trained model generates responses for users - rather than for training new models, sources said.

International Business Times UK

Nvidia's $5 Trillion Rise Was No Accident: It Spent Two Decades Building and Waiting for the Moment

Nvidia's early bet on GPU technology transformed it into a $5T AI powerhouse, impacting global investments and reshaping modern computing. Learn why this matters to your financial future.

Attention, Nvidia GPU users — you need to be wary of riser cable setups, especially when using an RTX 5090

It's not a melting connector-level concern, but proceed with caution if you're using an RTX 5090 GPU with a riser cable for your gaming PC setup.

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