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The Latest Breaking News from Nvidia

AMD will beat Nvidia to launching AI GPUs on the cutting-edge 2nm node — Instinct MI450 is officially the first AMD GPU to launch with TSMC's finest tech

AMD is set to use TSMC's leading-edge N2 fabrication process for its next-generation CDNA 5-based Instinct MI450 accelerators, but Nvidia's Rubin may have an edge over these GPUs when it comes to brute force compute performance.

Tom’s Hardware

Nvidia Tax Scores UAE Upgrade: Why AI's Golden Goose Could Be Fleecing The Desert's Dream Projects

The UAE's AI buildout could be running into Silicon Valley's priciest roadblock — the “Nvidia Tax.” The term refers to the steep markups that come with using Nvidia Corp's (NASDAQ:NVDA) high-end GPUs, which have become the default choice for large-scale AI systems.

Benzinga

Should You Buy, Sell, or Hold CoreWeave Stock for October 2025?

With multi-billion-dollar AI deals potentially reshaping CoreWeave’s trajectory, is it time to buy CRWV stock?

Barchart

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Intel Arc GPUs receive major upgrades on Panther Lake with XeSS 3 and Xe3 cores

Intel has revealed a ton of information about Panther Lake, a new platform of mobile chips landing in 2026. Part of the platform? Upgraded Intel Arc GPUs.

Windows Central

Intel announces XeSS 3 with multi-frame generation, putting it ahead of AMD in the AI-powered graphics performance race

Though Intel would probably prefer its GPU sales to be ahead instead.

PC Gamer

I just tested Intel’s Panther Lake chip — 50% faster, breakthrough graphics and ready to power laptops in 2026

Intel is in fight back mode with Panther Lake, which will (probably) be known as Intel Core Ultra series 3 in 2026. I got to test the new chips, so here's everything you need to know.

Tom’s Guide

Battlefield 6 ditching ray tracing seems to have paid off because the latest system requirements say 4K at 240 Hz is possible

You'll need a beefy rig, but that it's possible at all is fantastic.

PC Gamer

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Intel promises Panther Lake graphics will ‘set a new standard’ – and I think that could be good news for future handhelds

Just hope it doesn't lead to ludicrous pricing...

TechRadar

U.S. finally grants Nvidia license to ship AI GPUs to UAE: 500,000 Blackwell GPUs coming to the Gulf region

The U.S. has approved tens of billions worth of Nvidia AI hardware exports to the UAE under a new bilateral agreement linking up to 500,000 GPU shipments per year with $1.4 trillion in Emirati investment, in the U.S.

Tom’s Hardware

Morgan Stanley's Lisa Shalett Says Nvidia At the Center Of A Possible 'Cisco Moment' For AI In 24 Months: 'Not Going To Be Pretty'

Lisa Shalett, the chief investment officer at Morgan Stanley’s (NYSE:MS) wealth management business, has expressed her concerns about the current market boom, which she believes is heavily reliant on massive capital investments in generative artificial intelligence.

Benzinga

Gigabyte Gaming A16 review

Not all RTX 5060s are built equal.

PC Gamer

Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported that its consolidated net revenue for September 2025 reached 330.98 billion New Taiwanese dollars, up 31.4% year-over-year. The revenue declined just 1.4% from August 2025.

Benzinga

China Tightens Grip On Rare Earth Exports To Protect 'National Security' As Tech Giants Brace For Impact

China tightened its grip on the export of rare earth minerals and related technologies, escalating tensions with Washington ahead of an expected meeting between President Donald Trump and Chinese leader Xi Jinping later this month. China Says New Rules To Protect ‘National Security’ Foreign companies will need approval to export…

Benzinga

Dan Ives Says Q3 Tech Earnings Will 'Exceed The AI Hype,' Expert Adds Tariff Impact On Other Firms Will Be 'Much Less Than Anticipated'

Prominent tech analyst Dan Ives is predicting a “very strong” third-quarter earnings season for tech stocks, suggesting the results will “match/exceed the AI hype.”

Benzinga

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Benzinga

Elon Musk's Tesla Robot Masters Kung Fu Without Human Control — Jim Cramer Says Nvidia Tech Made It Possible

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk unveiled a new milestone in robotics over the weekend — sharing a video of the company's humanoid robot, Optimus, performing Kung Fu entirely without human control — a feat Jim Cramer said was made possible by Nvidia Corporation's (NASDAQ:NVDA) advanced AI technology.

Benzinga

Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess'

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising."

Benzinga

Costco, AMD, Recursion Pharmaceuticals, Cipher Mining And Snowflake: Why These 5 Stocks Are On Investors' Radars Today

On Wednesday, major U.S. indices closed mixed, with the Nasdaq rising 1.1% to 23,043.38 and the SP 500 slipping nearly 0.6% to 6,753.72. The Dow Jones Industrial Average was unchanged at 46,601.78.These are the top stocks that gained the attention of retail traders and investors through the day: Costco Wholesale…

Benzinga

Jensen Huang Wishes Nvidia Gave Elon Musk More Money For xAI: 'Want To Be Part Of' Everything He Does

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang had praise for billionaire Elon Musk when asked about an investment in xAI on Wednesday.

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news in one place.

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Kiplinger

S&P 500 Hits New Highs as Rally Resumes: Stock Market Today

Tech stocks were the biggest gainers on Wall Street today, with Nvidia and Dell making notable moves.

Barchart

As Jeff Bezos Warns of an ‘AI Bubble,’ This Could Be the Safest Magnificent 7 AI Stock to Buy Now

Nvidia is an AI stock that continues to trade at a reasonable multiple in 2025, despite generating outsized returns over the last five years.

Barchart

Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here?

Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown.

Barchart

Nvidia Stock Got Rocked by AMD’s OpenAI Deal, But Wall Street Still Loves NVDA

Despite the recent downturn, Nvidia continues to find takers among the analyst community.

Benzinga

Big Tech Earnings To Validate AI Spending Surge

Big Tech is gearing up for a blockbuster earnings season as surging enterprise demand for artificial intelligence propels growth across cloud giants, signaling what could be the next major leg of the AI investment boom.

TechRadar

Intel's most powerful CPU ever may have been spotted - 86-core Granite Rapids-WS has a 4.8GHz base speed and will give AMD's ThreadRipper HEDT a run for its money

Intel Granite Rapids-WS engineering sample spotted online with 86 cores and 172 threads.

Barchart

AMD Stock Is Soaring on an OpenAI Deal, But Analysts Still Think It Can Climb 35% From Here

AMD stock gained more than 20% on Monday, following its partnership with OpenAI, which is expected to significantly widen the chipmaker's revenue base.

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