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The Latest Breaking News from Nvidia

Nvidia CEO Jensen Huang Reportedly Frustrated As Trump's Commerce Secretary Slows UAE Chips Deal Over China Link

A multibillion-dollar deal for Nvidia Corporation (NASDAQ:NVDA) to supply advanced AI chips to the UAE has been stalled for months, reportedly frustrating CEO Jensen Huang as U.S. Commerce Secretary Howard Lutnick pushes Abu Dhabi to finalize investments before shipments proceed.

Benzinga

Intel CEO Lip-Bu Tan Backs $24M Corintis Board As Startup Solves AI's Biggest Bottleneck Problem

Semiconductor cooling startup Corintis announced on Sept. 25 that it closed a $24 million Series A funding round and a collaboration with Microsoft (NASDAQ:MSFT) that achieved a breakthrough chip cooling system three times more effective than current technology.

Benzinga

Can Jensen Huang maintain Nvidia’s grip on AI as competitors rise amid geopolitical tensions?

Nvidia dominates AI with 94% of the GPU market and record revenue, but mounting pressure from Amazon, Google, China’s chip ban, and rising rivals is starting to test its grip.

Windows Central

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Best Black Ops 7 graphics settings for less lag and max FPS

Smooth as cheese.

Destructoid

Micron takes the HBM lead with fastest ever HBM4 memory with a 2.8TB/s bandwidth - putting it ahead of Samsung and SK Hynix

Micron announces industry leading HBM4 with 2.8TB/s bandwidth and 11Gbps pin speeds, claiming performance advantage over Samsung and SK Hynix.

TechRadar

NVIDIA Breaks Out to New Highs: What Comes Next?

NVIDIA's stock price breakout is bullish for its direction and the S&P 500. Analysts and technical targets align; a 20% upside lies ahead.

MarketBeat

Warren Buffett’s Berkshire Hathaway may have scored a ‘genius’ win-win in $10 billion acquisition that could mark the last big deal of his career

Berkshire Hathaway gets a strong stand-alone business, while parent Oxy will get plenty of cash to pay down debt.

Fortune

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Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

Tom’s Hardware

A $14 Billion Reason to Buy CoreWeave Stock Here

CoreWeave stock jumped after striking a $14.2 billion AI infrastructure deal with Meta, extending its winning streak of hyperscale partnerships.

Barchart

Why Is Broadcom Stock Surging Thursday?

Broadcom (NASDAQ:AVGO) capitalized on Wall Street’s artificial intelligence boom Thursday, fueled by billions in chip investments from Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), and other technology giants.

Benzinga

Boom Or Bubble: How Long Can The AI Investment Craze Last?

The staggering investments in artificial intelligence keep coming: Last week, AI chip giant Nvidia announced it would invest $100 billion to help OpenAI, the frontrunner in generative AI, build data centers.

International Business Times

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

Wall Street's AI mania is minting new battlegrounds, and few look more intriguing than Nebius Group NV (NASDAQ:NBIS) versus Palantir Technologies Inc (NASDAQ:PLTR). Both stocks are commanding nosebleed valuations, each promising to dominate a different layer of the AI stack.

Benzinga

AMD wants to double DDR5 memory bandwidth using clever trick, patent reveals - but this is no SOCAMM rival, and AMD's previous memory project didn't end well

AMD patent reveals new RAM module design which doubles DDR5 bandwidth using HB-DIMMs, but avoids replacing DRAM chips with entirely new technology.

TechRadar

Nvidia's 16-pin time bomb could be defused by this $95 gadget — Ampinel offers load balancing that Nvidia forgot to include

Aqua Computer launches the Ampinel, an active power management module for graphics cards that utilize the 16-pin power connector.

Tom’s Hardware

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Barchart

Move Over, Mag 7. Buy This 1 Missing AI Winner Instead.

As the AI trade remains defined by other stocks, Broadcom is silently up by almost 45% so far this year.

Benzinga

Nvidia Becomes The $4.5 Trillion Giant Driving AI's Biggest Deals

Nvidia (NASDAQ:NVDA) is currently at the epicenter of Wall Street’s artificial intelligence frenzy, cementing its position as the cornerstone of Big Tech’s future ambitions as companies commit to unprecedented chip spending.

Barchart

This Nvidia Challenger Just Issued a Big AI Warning in China. What Should You Do With NVDA Stock Here?

Huawei’s plan to double AI chip production might put pressure on NVDA investors, but as long as they're strategic about it, they should be fine.

Benzinga

Nebius Stock Is Rising Thursday: What's Going On?

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Thursday following reports indicating that Microsoft Corp (NASDAQ:MSFT) will get access to over 100,000 NVIDIA Corp (NASDAQ:NVDA) GB300 chips as part of its deal with the company.

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PC Gamer

Job losses might be likely due to AI but Nvidia's CEO says the booming billion-dollar industry will always need more plumbers and electricians

It seems like it's AI or nothing.

MarketBeat

The New Brain of Business: UiPath Is Creating an AI Revolution

UiPath's strategic partnerships are embedding it as the essential orchestration layer for the future of enterprise AI and automation.

Tom’s Hardware

$568 million of GPUs allegedly misused for crypto mining caught in tax evasion and money laundering probe — EU claims 10,000 Nvidia H100 units acquired by Northern Data may not have been used for AI

Northern Data is under investigation for allegedly misusing AI tax breaks on 10,000 Nvidia H100 GPUs, despite the hardware being ill-suited for crypto mining.

Benzinga

Elon Musk Is 'The Ultimate GPU,' Says Nvidia CEO Jensen Huang—Predicts He Could Be The First To Hit A Gigawatt

In a recent podcast, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang compared Elon Musk‘s brain to the company’s chips, praising Musk’s unique abilities.

PC Gamer

Private collector's GPU horde tours through 30 years of Nvidia and AMD hardware history

Almost all the flagship models are here.

Euronews

OpenAI’s Stargate locks in Korean chipmakers, boosting shares

SK Hynix and Samsung are poised to benefit from unprecedented demand for high-bandwidth memory as OpenAI embarks on its $500bn (€425bn) global AI infrastructure push.

TechRadar

Nvidia just delivered a major free upgrade for gaming laptops, bringing in AI to extend battery life

Always running out of battery with your gaming laptop? Nvidia has a plan to help you out.

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