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The Latest Breaking News from Nvidia

AI data centers require 36 times more fiber than designs with standard servers — severe glass shortages push cable lead times out to a full year

Major Chinese optical fiber manufacturers have booked orders stretching into 2027, as AI data center construction drives demand growth that the supply chain can't match.

Tom’s Hardware

Trump returns from China with stability and a stalemate

President Trump's visit to Beijing resulted in a return to the familiar U.S.-China economic and strategic standoff, offering China breathing room after last year's trade war. While the summit projected stability, it left key issues unaddressed, with modest commercial outcomes for the U.S. and a fragile truce for China.

The Economic Times

M5 Max MacBook Pro paired with RTX 5090 in an eGPU dock — runs Cyberpunk 2077 at over 100 FPS at max settings with frame generation

A software engineer figured out a way to run an RTX 5090 on an M5 Max MacBook and play Cyberpunk 2077 at over 100FPS. The process required a lot of tweaking, including running a Linux VM and using the FEX translation layer to get games to work.

Tom’s Hardware

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Trump went to China to protect the US economy – and walked away with nothing

IN DEPTH: Donald Trump went to China to smooth over the economic relationship but left with several key issues still up in the air, writes James C. Reynolds

The Independent UK

Nvidia surpasses Germany: How the market caps of tech giants compare to top economies

Nvidia’s market capitalisation ($5.7 trillion) has overtaken Germany’s GDP ($5.45 trillion). The combined value of the five largest US companies now exceeds the total GDP of Europe’s five largest economies.

Euronews

Wall Street Week Ahead: Nvidia, retailer reports to shed light on AI boom, consumer spending

Stock markets are reaching new highs. Investors are watching for Nvidia's earnings report this week. This will show the strength of the artificial intelligence boom. Retailers like Walmart will also report. Their results will reveal how consumers are spending amid rising prices. These reports will be crucial for the market's…

The Economic Times

Democrats accuse Trump of stock trade corruption

Democrats accuse President Trump of corruption following revelations of significant stock market transactions in his name, including Nvidia shares. His son, Eric Trump, denies any wrongdoing, stating all assets are in a blind trust. The transactions, totaling over $200 million, involve major corporations and have drawn sharp criticism from political…

The Economic Times

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SharonAI Holdings, Inc. Class A Common Stock Q1 Earnings Call Highlights

SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) used its first earnings call as a Nasdaq-listed company to highlight a rapid expansion in contracted AI compute demand, new data center capacity and a growing focus on storage as part of its GPU infrastructure offering. Chairman, CEO and Co

MarketBeat

Stocks Sink as Treasury Yields Spike: Stock Market Today

Spiking Treasury yields and profit-taking in the tech sector pressured the main indexes on Friday, though they managed to extend their weekly win streaks.

Kiplinger

Startups are installing tiny data centers in people’s homes to reduce strain on the beleaguered electrical grid

Span, in partnership with Nvidia and PulteGroup, uses homes’ underutilized electrical capacity in computer processing.

Fortune

Trump-Xi Summit Leaves Nvidia's China Chip Deal Stuck in Limbo: Report

The fate of Nvidia's powerful H200 artificial intelligence chips in China remained unresolved Friday after Trump's visit to China ended without a breakthrough, according to a new report.

International Business Times

Cerebras Stock Pulls Back After Blockbuster IPO. Here's What's Next for the Potential Nvidia Rival.

Cerebras stock retreated as its blockbuster debut triggered massive profit-taking. But long-term investors should consider buying CBRS shares on this dip.

Barchart

America's most powerful CEOs don't have much to show from their China trip so far

The presence of a group of some of the most powerful U.S. corporate leaders - representing companies like Apple, Meta, Boeing, Cargill and Goldman Sachs - underscores the importance of the Chinese market, even as political leaders navigate strained ties over trade, artificial intelligence and broader geopolitical tensions.

The Economic Times

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

Alibaba stock is trading lower after yet another profit miss. The company's AI business, meanwhile, continues to grow at a stellar pace.

Barchart

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The Economic Times

18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breath

Samsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-day walkout starting May 21, 2026. Samsung's memory chip workers were offered 607% salary bonuses — six times more than logic chip and foundry engineers building AI…

The Economic Times

Red carpet and red lines: Xi charmed Trump but gave up nothing

Wrapping up a two-day summit in Beijing, President Donald Trump has taken a step towards reducing tensions, but the gathering did not result in any major trade agreements or diplomatic milestones. The visit created an atmosphere of personal rapport and introduced a framework aimed at promoting 'strategic stability'.

PC Gamer

Despite Donald Trump and Jensen Huang flying out to the country, China has not yet approved the sale of Nvidia AI chips

This is after Trump turned up in China to increase AI trade.

PC Gamer

I really hope you weren't considering a GPU upgrade this year, as Nvidia may raise the price of the already pricey RTX 5090 by as much as $300

Memory is proving an expensive problem.

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The Economic Times

Nvidia, Boeing stocks crash even after Trump-China summit deal headlines: Why are stocks collapsing and what does today’s sharp US stock market selloff reveal about China trade tensions?

Nvidia and Boeing stocks crashed on May 15, 2026, falling 3.83% and 2.86% respectively, even as Trump announced major China deals. Beijing never formally confirmed the Boeing 200-plane order. Nvidia's H200 chip clearance has no Chinese approval yet. Jensen Huang stayed in Beijing after the delegation left. The PHLX Semiconductor…

The Economic Times

Why is US stock market falling today? Dow Jones, S&P 500 and Nasdaq crash after Trump concludes China visit - Nvidia and Amazon stocks sink amid inflation fears and Iran war uncertainty shaking Wall Street

US stock market today suffered a sharp selloff as the Dow Jones, S&P 500, and Nasdaq crashed after President Donald Trump ended his China visit without easing deeper market fears. The S&P 500 fell 0.86% to 7,436, the Nasdaq dropped 1.25%, and the Dow lost 366 points to 49,697. Nvidia…

The Conversation

Trump-Xi summit: Cautious progress on trade, ties and some ‘win-wins’

President Donald Trump departed China on May 15, 2026, after a two-day summit with Chinese leader Xi Jinping that was scrutinized from every angle for clues on where the relationship is heading.

Tom’s Hardware

Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead

President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.

MarketBeat

Digi Power X Q1 Earnings Call Highlights

Digi Power X (NASDAQ:DGXX) said its first-quarter 2026 results reflected a strategic transition away from cryptocurrency mining and toward AI computing infrastructure, with management highlighting positive adjusted EBITDA, a debt-free balance sheet and the start of AI-related revenue in May. Chief

MarketBeat

3 AI Data Center Stocks Worth Watching for Capital Rotation

As AI infrastructure investment shifts beyond semiconductors, data center companies like Applied Digital, IREN, and CoreWeave are emerging as potential beneficiaries.

Reason

Abortion by Mail

Plus: Chinese relations, far-right extremists, Yale discriminated, and more...

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William Stanley Jevons

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