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The Latest Breaking News from Nvidia

Huawei reveals long-range Ascend chip roadmap — three-year plan includes ambitious provision for in-house HBM with up to 1.6 TB/s bandwidth

Speaking at the Huawei Connect conference on September 18, rotating chairman Xu Zhijun outlined the company’s first official long-range Ascend chip strategy.

Tom’s Hardware

Intel and Nvidia announce stunning plans to combine their CPU and GPU products for both consumer PCs and AI servers, with Nvidia taking a $5 billion stake in Intel

Well, we weren't expecting this.

PC Gamer

Nvidia’s $5B Boost Sends Intel Skyrocketing, But Should You Buy INTC Stock Here?

Nvidia bought Intel stock at $23.28 per share, but INTC is set to open well above NVDA CEO Jensen Huang’s entry price.

Barchart

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Huang Breaks Silence On Beijing Move Targeting Nvidia AI Chips

Nvidia (NASDAQ:NVDA) stock recovered Wednesday’s losses, which had been triggered by reports of a potential ban on its artificial intelligence chips by China’s internet regulator.

Benzinga

Intel and NVIDIA announce partnership that will see "jointly developed x86 Intel CPUs fused with RTX GPUs" in shocking move

NVIDIA is partnering up with Intel to product new chips that fuse x86 Intel CPUs with RTX GPUs in an attempt to compete with AMD APUs, along with helping Intel stay afloat in its fight with TSMC.

Windows Central

MediaTek Adopts Taiwan Semiconductor 2nm Breakthrough For Flagship Chip

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s leading contract chipmaker, is enabling its long-term partner, MediaTek, to adopt its most advanced 2-nanometer (nm) process for an upcoming flagship system-on-a-chip (SoC). This collaboration underscores a major technological leap for both companies.

Benzinga

"Our business in China has been a bit of a rollercoaster" - Nvidia CEO “disappointed” in further Chinese ban on buying its AI chips

Chinese government reportedly orders wider ban on purchasing Nvidia hardware.

TechRadar

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Stocks Rally Before the Open After Fed Rate Cut With More Easing Ahead

September S&P 500 E-Mini futures (ESU25) are up +0.84%, and September Nasdaq 100 E-Mini futures (NQU25) are up +1.10% this morning, pointing to a sharply higher open on Wall Street after the Federal Reserve cut interest rates for the first time since December and signaled more reductions could follow soon.

Barchart

Alphabet CEO Sundar Pichai Reacts As Jensen Huang Goes Bananas For Google Gemini's Nano Banana: 'How Good Is That'

Nvidia Corp.’s (NASDAQ:NVDA) CEO Jensen Huang's playful praise of Google Gemini's "Nano Banana" AI image tool drew a lighthearted response from Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) CEO Sundar Pichai, even as analysts project a multi-trillion-dollar boom in AI data center demand by 2030.

Benzinga

Huawei throws massive 1-million NPU gauntlet at Nvidia and AMD as it positions itself an alternative to US AI giants

Who needs Instinct or Blackwell when we’ve got the Ascend family from Huawei.

TechRadar

China vs. Nvidia...again

Jensen Huang has 4 trillion reasons to smile. But geopolitical instability is making it tougher by the day.

Fortune

Nvidia Rival Groq Raises $750 Million: 'Inference Is Defining This Era Of AI,' Says CEO Jonathan Ross

On Wednesday, Silicon Valley startup Groq announced $750 million in new financing, valuing the Nvidia Corporation (NASDAQ:NVDA) rival at $6.9 billion as it expands its global footprint in AI inference infrastructure.

Benzinga

Ryzen AI Max+ 395 CPU could be AMD's sleeper hit against Nvidia's AI dominance, as nearly 30 Strix Halo mini AI workstation models hit the market - including some rather funky ones

AMD’s Ryzen AI Max+ 395 powers a wave of mini AI workstations and laptops, promising affordability and efficiency, but untested performance claims.

TechRadar

Trump lauds ‘special relationship’ between UK and US as historic second state visit sees thousands protest

The president and his wife were treated to the full array of British pageantry, including a banquet at Windsor Castle hosted by King Charles

The Guardian - AU

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Windows Central

A unique dual‑screen gaming laptop under $1,000 lands on Kickstarter — Is it real? I certainly hope so.

A new dual-screen gaming laptop with an upgradeable NVIDIA RTX 4060 Laptop GPU has appeared on Kickstarter. Here's what we know.

Barchart

Stocks Settle Mixed on Hawkish Fed Chair Powell Comments

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.10%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.21%. September E-mini S&P futures (ESU25 ) fell -0.09%, and September E-mini Nasdaq futures...

Kiplinger

Dow Hits New Intraday High on Fed Day: Stock Market Today

Not even the most important stock in the world could keep the oldest equity index down on a significant day for markets.

TechRadar

Nvidia and a Huawei subsidiary shared a building - and now it's being probed for Chinese espionage

Futurewei held the same space as Nvidia for years despite Huawei being flagged as a threat to national security.

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Benzinga

Harvard Dropouts Behind Mercor Target $10 Billion Valuation As Startup Supplying OpenAI, Tesla And Nvidia Hits $450 Million Run Rate

Mercor, a startup connecting domain experts to technology giants like OpenAI, Meta (NASDAQ:META), and Tesla (NASDAQ:TSLA), is in discussions with investors for a Series C round that could value the company at more than $10 billion, according to TechCrunch.

Barchart

It’s Not Just Bad Apples: Wall Street Sentiment on AAPL Stock Falls to Multi-Year Lows, so Should You Sell Shares Here?

Analysts are starting to downgrade AAPL stock as management neglects AI and dials back on innovation.

Axios

Exclusive: Chips may be "only advantage we have" over China, Amodei says

The Anthropic CEO has previously warned AI could wipe out half of entry-level white-collar jobs soon.

Benzinga

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

Benzinga

Nvidia Shares Are Slipping Wednesday: What's Going On?

NVIDIA Corporation (NASDAQ:NVDA) shares are trading lower Wednesday after China reportedly banned its leading technology companies from procuring the company’s artificial intelligence (AI) chips.

Tom’s Hardware

Alibaba’s AI chip goes head-to-head with Nvidia H20 in state-backed benchmark demo

Alibaba’s semiconductor unit, T-Head, has reportedly developed a new AI processor that it claims matches the performance of Nvidia's H20 — the GPU built specifically for the Chinese market.

The Guardian - UK

Nick Clegg: US-UK tech deal is ‘sloppy seconds from Silicon Valley’

Meta’s former president of global affairs says agreement will leave UK more reliant on US tech firms

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