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The Latest Breaking News from Nvidia

AI Demand Transforms Foxconn’s Business Model

Foxconn is shifting its focus from consumer electronics to server systems built on Nvidia accelerators, a transition already visible in its reporting and stock performance. The Taiwanese company, known as Apple’s key iPhone manufacturer, is rapidly shifting its revenue structure towards Nvidia-powered servers. In August, revenue reached $19.8 billion, marking…

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Top China silicon figure calls on country to stop using Nvidia GPUs for AI — says current AI development model could become 'lethal' if not addressed

VP of China SIA Wei Shaojun urged China and other Asian nations to abandon reliance on Nvidia GPUs for AI and instead develop dedicated processors for LLM training to ensure long-term technological independence.

Tom’s Hardware

Nvidia's RTX 50 SUPER GPUs looking to skip 2025 entirely — here's when they could launch

Nvidia's RTX 50 SUPER GPUs are now looking to skip 2025 entirely, with a likely reveal expected to be at CES 2026.

Tom’s Guide

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Your Next Roommate Might Be A Robot From Jack Ma's Ant Group

Ant Group, backed by Jack Ma, entered the humanoid robot race by unveiling its first model, the R1, at the 2025 Inclusion Conference on the Bund in Shanghai.

Benzinga

Borderlands 4 review – The looter shooter crown has been reclaimed

Shoot. Loot. Repeat...forever?

Destructoid

Nvidia's RTX 5000 Super GPUs might not arrive until CES 2026 – and that could be great news for AMD

Nvidia fans expecting an RTX 5000 Super refresh soon may have to wait a little longer, given a rumor suggesting Team Green has delayed these new models.

TechRadar

Larry owes Jensen, big time.

Most of Oracle's surging revenue is coming from a $300 billion deal with OpenAI. Plus: Tucker Carlson grills OpenAI's Sam Altman, Klarna's IPO pops, and Microsoft goes back to the office.

Fortune

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Tech Stocks Top 2000 Dot-Com Bubble Peak, Now Dominate 37% Of US Market As Nvidia, Meta And Alphabet Lead 5-Year Mag 7 Rally

Technology's dominance on Wall Street has reached unprecedented levels, with the sector now representing 37% of the entire U.S. stock market, surpassing even the height of the dot-com bubble as mega-cap names like Nvidia Corp. (NASDAQ:NVDA), Meta Platforms, Inc. (NASDAQ:META) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) lead a five-year rally.

Benzinga

Nvidia's biggest customers are lining up to take it down using ASICs and Broadcom could be the winner of that battle

Broadcom secures fourth custom XPU client, believed to be OpenAI, joining Meta, Google and ByteDance in turning to ASICs to reduce reliance on Nvidia GPUs.

TechRadar

AMD Megapod set to face Nvidia's Superpod with a 256-GPU rack full of Instinct MI500 chips

AMD’s planned MegaPod may feature 256 MI500 GPUs in a three-rack design, targeting high-performance computing against Nvidia’s SuperPod.

TechRadar

Your $2,000 PC just got jealous — RTX 5080-class power comes to GeForce NOW

NVIDIA GeForce NOW’s RTX 5080-class upgrade adds cinematic streaming, DLSS 4, Install-to-Play, and faster gaming across devices.

Windows Central

Chinese Companies Still Want Nvidia Chips. Does That Make NVDA Stock a Buy Here Below $180?

Despite Beijing’s push for domestic alternatives, Chinese tech giants like Alibaba and ByteDance remain eager for Nvidia chips, raising the question of whether NVDA stock is a buy below $180.

Barchart

Oracle's Exceptional Backlog Confirms Its Role As Key AI Enabler: Analyst

Oracle (NYSE:ORCL) shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.

Benzinga

'An impressive little GPU': Reviewers surprised by Intel Arc Pro B50 GPU's superior display against Nvidia's RTX A1000

Intel’s Arc Pro B50 delivers unexpected workstation performance, outpacing Nvidia’s A1000 in AI, rendering, and creative workloads for $350.

TechRadar

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MarketBeat

Forget QQQ: This ETF Marries the Magnificent 7 and Communications

Investors love QQQ, but its Magnificent Seven concentration is risky. The XLC also provides exposure to those stocks, but with a better balance.

Tom’s Hardware

$142 upgrade kit and spare modules turn Nvidia RTX 4090 24GB to 48GB AI card — technician explains how Chinese factories turn gaming flagships into highly desirable AI GPUs

Russian technician VIK-on shows how to upgrade the GeForce RTX 4090's 24GB memory to 48GB in a new YouTube video.

TechRadar

Nebius and Microsoft to collaborate on multi-billion AI infrastructure agreement

Microsoft will use Nebius for AI infrastructure in a $17-19bn deal lasting until 2031.

PC Gamer

With vapor-chamber cooling, ray-tracing, tensor cores and a high-refresh screen, the iPhone 17 Pro sounds like a premium gaming PC, but I'll stick with my trusty old Steam Deck, thanks

Is it just me or is a vapor chamber in an iPhone a bit silly?

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Benzinga

Why Nvidia Is Getting 'Butt-Kicked' By Gold Miners: Larry McDonald

In the cutthroat arena of Wall Street, where tech titans like Nvidia Corp (NASDAQ:NVDA) once reigned supreme with AI-fueled rocket rides, a gritty gang of gold miners is now delivering a merciless pummeling. Market guru Larry McDonald, the sharp-tongued founder of The Bear Traps Report and New York Times bestselling…

TechRadar

I've reviewed more gaming laptops than I can remember, but the new Razer Blade 14 is the only gaming laptop I’d happily carry everywhere

The Razer Blade 14 (2025) is one of the best thin and light gaming laptops you're going to find today, assuming you can afford its premium price.

Benzinga

What's Going On With Nvidia Stock Wednesday?

Nvidia (NASDAQ:NVDA) and its semiconductor peers gained on Wednesday after Oracle’s (NYSE:ORCL) upbeat quarterly results and strong cloud guidance signaled surging artificial intelligence infrastructure demand that could boost graphics processing unit sales.

Benzinga

Cramer Flags Oracle Rally As 'Strange,' Says Nvidia And AMD Aren't Getting Any Love

Oracle Corp. (NYSE:ORCL) may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), are barely moving.

PC Gamer

AMD candidly admits 'we charge more for our CPUs than our competitor' and that 'customers feel good about the price'

Doesn't bode well if AMD manages to take the fight to Nvidia in the GPU market.

PC Gamer

I've been testing Nvidia GeForce Now's RTX 5080 upgrade against an actual RTX 5080 and the two feel eerily close—although 4K streaming invokes the occasional wobble

Even with the odd glitch, I'll admit I've been seriously impressed.

Tom’s Guide

I just tried the upgraded GeForce Now cloud gaming — and I'm seriously impressed

Nvidia just updated its GeForce Now cloud-based gaming platform with RTX 5080 performance, sharper resolution, and a larger game library.

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