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The Latest Breaking News from Nvidia

AI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP, top analysts say

“That would leave the economy vulnerable if investors started to doubt the AI story,” they warn.

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform.

Tom’s Hardware

World Economic Forum CEO quits after Epstein links examined; Ineos Quattro earnings fall – as it happened

World Economic Forum CEO quits after Epstein links examined; Ineos Quattro earnings fall – as it happened

Rolling coverage of the latest economic and financial news

The Guardian - UK

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Asian shares mostly rise after Nvidia earnings beat expectations

Asian stock markets have mostly advanced following stronger-than-expected earnings from chipmaker Nvidia, which helped ease some investor fears over the boom in artificial intelligence

The Independent UK

Exclusive: Callosum, a startup looking to break Nvidia’s stranglehold on AI workloads, raises $10.25 million in new funding

Callosum, founded by two Cambridge-trained neuroscientists and inspired in part by the brain, has a system for optimizing workloads across different types of chips.

Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger

Common sense would seem to suggest the industry’s massive spending on AI infrastructure cannot keep doubling every year. Nvidia’s boss thinks differently.

Aussie shares reset records as earnings boon rolls on

The local bourse's value has swelled by about $85 billion in February to record highs, swept up by strong interim financial results and commodity prices.

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Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

Tom’s Hardware

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom

Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom

Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years

The Guardian - US

Stock Indexes Settle Higher on Strength in Tech

Stock Indexes Settle Higher on Strength in Tech

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.41%. March E-mini S&P futures (ESH26 ) rose +0.81%, and March E-mini Nasdaq futures...

Stock Market Shows Modest Rebound After Trump's State of the Union Speech

Stock Market Shows Modest Rebound After Trump's State of the Union Speech

U.S. markets staged a broad comeback from earlier weakness during President Donald Trump's State of the Union address this year.

International Business Times

As Nvidia Launches New AI Laptop Chips, Should You Buy NVDA Stock?

As Nvidia Launches New AI Laptop Chips, Should You Buy NVDA Stock?

Nvidia is expanding into AI-powered laptops as record data center growth and bullish analyst targets keep NVDA stock in focus.

Nasdaq Soars Ahead of Nvidia Earnings: Stock Market Today

Nasdaq Soars Ahead of Nvidia Earnings: Stock Market Today

Wednesday's risk-on session was sparked by strong gains in tech stocks and several crypto-related names.

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Here’s How Much Money You’d Have If You’d Invested In Nvidia 5 Years Ago

If you’ve ever wondered whether investing early in a powerhouse tech company could change your financial future, Nvidia is one of the clearest examples. Over...

DigitalOcean’s AI Surge: The Cloud Underdog Swims Upstream

DigitalOcean jumped after Q4 earnings as AI ARR hit $120M and guidance rose. See why inference and platform services drive stickier demand, plus key risks.

Tom’s Hardware

Micron joins the 3GB GDDR7 party, introduces 36 Gbps modules for GPUs — lags behind speeds of Samsung and SK Hynix

Micron officially introduces its own 3GB GDDR7 memory module, with an official bandwidth rating of 36 Gbps.

Evening Standard

HSBC reclaims top spot as FTSE 100 hits new high

The FTSE 100 index ended up 1.2% at 10,806.41, a record close.

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Resident Evil Requiem made me believe in path tracing — and I wish it hadn’t

I’ve been a path tracing doubter for a while now, but then I got my hands on Resident Evil Requiem. With Nvidia's DLSS 4 and path tracing, immersion is taken to a new level I've never seen before.

As AI agents surge, Nvidia’s earnings face new scrutiny

As tech stocks slide and AI spending comes under scrutiny, investors are looking to Nvidia’s results for clues about whether the AI boom still has room to run.

International Business Times

Nvidia Survey Ahead of Q4 Earnings Reveal Growing Returns from AI Investments in Healthcare, Telecom Sectors

Nvidia's annual surveys revealed that healthcare and telecom companies are aggressively deploying AI to lower operational costs and ramp up output.

The AI Land Grab: Why SMCI's Drop Is Your Gain

Super Micro Computer is securing a dominant position in the AI hardware sector by prioritizing massive market share expansion over immediate profit.

Windows Central

NVIDIA starts listing jobs for Linux gaming with Valve's Proton in its sights — AMD probably wonders what took them so long

NVIDIA job listings show the company hiring for Vulkan performance and Linux graphics roles, signaling growing interest in Linux gaming as Proton and SteamOS continue to mature.

Tom’s Hardware

Nvidia still hasn’t sold a single H200 to China nearly three months after getting the green light from the White House — U.S. Commerce official says department hasn’t approved any sales during a House hearing

U.S. Department of Commerce Assistant Secretary for export enforcement David Peters said that his agency has not approved a single H200 export license since President Donald Trump allowed Nvidia to sell them to China.

Tom’s Hardware

Modder pushes rare 20GB RTX 3080 Ti past 550W with risky power shunts and liquid metal cooling — project reveals full performance potential of the unreleased GPU sample

A Reddit user, after acquiring an engineering sample of an unreleased 20GB Nvidia GeForce RTX 3080 Ti, has modded it to bypass its power limits and take it to its maximum performance to make it behave "much more like the 3080 Ti class GPU it should have been," according to…

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