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The Latest Breaking News from Nvidia

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

Benzinga

Can €1bn Buy Europe's AI Independence? Experts Warn Brussels Needs More Than Ambition

The EU plans to accelerate the deployment of its own AI solutions across critical industries to reduce reliance on the US and China.

International Business Times UK

China's Chip Challenge: The Race To Match US Tech

China's push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.

International Business Times

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Competition Heats Up To Challenge Nvidia's AI Chip Dominance

The artificial intelligence (AI) revolution has whetted the appetites of Nvidia's competitors, who are seeking to close the gap on the chip giant, which has so far been the central playmaker in the AI revolution.

International Business Times

Samsung will collaborate with OpenAI to develop floating data centers and power plants as Sam Altman rushes to compete with his firm's own partners

OpenAI signs letter of intent with Samsung covering semiconductors, floating data centers, and enterprise AI services.

TechRadar

Nintendo Switch 2 supports two different types of Nvidia DLSS — A second, 'light' version for upscaling beyond 1080p, along with the standard, PC-like CNN model

Nintendo apparently includes two different versions of DLSS on the Switch 2, corroborating long-standing rumors of a custom DLSS present on the console. Digital Foundry's latest testing reveals that the second, 'light' version of DLSS can upscale beyond 1080p at the cost of an inferior image while in motion.

Tom’s Hardware

Huawei Atlas 950 SuperPoD vs Nvidia DGX SuperPOD vs AMD Instinct Mega POD: How do they compare?

Huawei, Nvidia, and AMD clash over AI supercomputing dominance with radically different designs, performance philosophies, and rollout timelines.

TechRadar

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OpenAI's Sam Altman Turns To Asia, Middle East For Funds Amid Multitrillion-Dollar Push To Build Next-Gen Data Centers

OpenAI CEO Sam Altman has launched an ambitious international campaign to secure chips, manufacturing partners, and financing across Asia and the Middle East to fuel the company's multitrillion-dollar expansion of AI infrastructure.

Benzinga

Emperor Jensen? Nvidia's CEO is so powerful in AI that even Google and Amazon inform him of their own in-house AI chip efforts, as Huang doesn't apparently like surprises

Nvidia’s unmatched control of AI hardware forces even Amazon and Google into deference, as reliance on GPUs sustains its dominance.

TechRadar

OCuLink outpaces Thunderbolt 5 in Nvidia RTX 5070 Ti tests — latter up to 14% slower on average in gaming benchmarks

Independent tests confirm that while Thunderbolt 5 improves eGPU performance over Thunderbolt 4, OCuLink's direct PCIe connection delivers superior gaming and bandwidth results, although it remains impractical for most users.

Tom’s Hardware

Here’s How Stock Losses Can Boost Your Tax Refund

You can use capital losses to offset gains, reduce taxable income and boost refunds. Learn smart tax strategies like harvesting and carrying forward losses.

GOBankingRates

Huawei Ascend 950 vs Nvidia H200 vs AMD MI300 Instinct: How do they compare?

Different compute platform philosophies emerge as Ascend 950 targets low-precision efficiency, H200 leverages ecosystem maturity, and MI300 dominates memory bandwidth and FP64 performance.

TechRadar

Hell freezes over: AMD may team up with Intel to produce chips - but I don't expect Intel foundries to push out Ryzen CPUs anytime soon

Intel and AMD are reportedly exploring a possible foundry arrangement which could see it produce some of AMD's chips.

TechRadar

RTX 5080 buyer receives a brick from Amazon instead of their graphics card – here’s how to avoid ‘commingling’ scams

An Nvidia RTX 5080 buyer was recently sent a brick by Amazon rather than their graphics card –and the likely culprit is so-called 'commingling' scams.

TechRadar

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Benzinga

Big Tech's AI Debt Spiral, Nvidia's Stalled UAE Deal And Oracle's Extortion Woes: Weekend Tech Roundup

The weekend was a rollercoaster for the tech industry, with major players like Amazon.com Inc., Meta Platforms Inc., and Nvidia Corporation making headlines. From AI investments pushing tech giants towards debt to stalled chip deals and major hacking campaigns, the sector was buzzing with activity.

Benzinga

Nvidia Competitor Cerebras Shelves IPO Plans Days After Touching $8 Billion Valuation

Artificial intelligence chipmaker Cerebras Systems scrapped plans for an IPO on Friday, days after the company announced a fresh fundraising round that sent its valuation up to $8 billion.

Euronews

Magnificent Seven surpass EU GDP: Is this a tech bubble warning?

The combined market value of the US 'Magnificent Seven' tech giants has surpassed the EU’s GDP, raising concerns of a tech bubble. While valuations are high, comparisons to the dot-com era suggest this may be a structural shift.

TechRadar

Which GPU is best for content creation? Well, Nvidia seems to have all the answers to that question, but Intel is the dark horse

Nvidia dominates rendering and editing, AMD delivers selective strengths, and Intel surprises in AI benchmarks while struggling with broader stability.

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Benzinga

4 Hot Chip Stocks You Can't Ignore

The semiconductor industry is experiencing a remarkable surge, with several stocks demonstrating robust momentum gains that have propelled them into the top 10th percentile of their peers.

Barchart

UiPath Is Teaming Up With Nvidia. Does That Make PATH Stock a Buy Here?

UiPath announced a new deal with Nvidia, OpenAI, Snowflake, and Alphabet.

Benzinga

Astera Labs Battles Nvidia And Broadcom As AI Chip Market Heats Up

Astera Labs, Inc. (NASDAQ:ALAB), an AI connectivity specialist, faces a critical market juncture as competition intensifies and lofty valuations test investor patience.

Windows Central

Backbone gaming controllers launch in trendy pink and purple exclusively at Target

Backbone is partnering with Target to launch two exclusive controller variants inspired by cozy gaming. The Backbone Pro is getting a Pink Edition priced at $169.99, while the Backbone One is getting a Purple Edition for $99.99. Both models offer the same features as the standard versions but with fresh…

International Business Times UK

Nvidia-Fujitsu Partnership To Revolutionise AI — Here's What It Means for Japan and the World

Nvidia and Fujitsu boast a new partnership that will revolutionise AI adoption. They will work together on building 'an AI infrastructure'.

Barchart

Nvidia’s Supply Chain Is ‘the Best’ According to Wall Street. Is It Too Late to Buy NVDA Stock?

A leading broker has raised the price target of the chip giant's stock.

Barchart

Wall Street Can’t Get Enough of Alibaba Stock. Should You Buy BABA Here?

Alibaba’s AI bets and global expansion excite investors, though heavy spending clouds its near-term profitability.

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