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The Latest Breaking News from Nvidia

AMD preps Mega Pod with 256 Instinct MI500 AI GPUs, Verano CPUs — Leak suggests platform with better scalability than Nvidia will arrive in 2027

First details about AMD's next-generation AI rack solution emerge: three racks, 64 compute racks, 256 Instinct MI500-series GPUs, 64 EPYC 'Verano' CPUs, 18 switch trays.

Tom’s Hardware

ASML Explores India As Geopolitical Risks Threaten China Business

ASML Holding NV (NASDAQ:ASML), the world’s leading supplier of advanced chipmaking equipment, is seeking a foothold in India as Prime Minister Narendra Modi pushes to establish a domestic semiconductor industry.

Benzinga

Nvidia's RTX Mega Geometry in Unreal Engine 5 actually looks amazing

Developers can learn about the new tech in a free webinar.

Creative Bloq

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What is exascale computing? The fastest supercomputer coming to Europe that will unlock AI

What the exascale computer can achieve is as impressive as its name. It will be key to drug discovery, climate forecasting and quantum.

Euronews

Nvidia's next-gen AI chip could double the price of H20 if China export is approved — Chinese firms still consider Nvidia's B30A a good deal

Chinese companies are hungry for more computing power and are willing to pay for it.

Tom’s Hardware

Is Alibaba Stock a Buy, Sell, or Hold for September 2025?

Alibaba’s Q1 was not flawless, but a cloud-driven rally sent the stock higher last week. Should investors load up on shares?

Barchart

'Doomer science fiction': Nvidia criticizes proposed US bill that would force it to give American buyers 'first option' in AI GPU purchases before selling chips to other countries — GAIN AI Act debuts in defense spending bill

U.S. lawmakers have proposed the GAIN AI Act, a bill that would block exports of cutting-edge AI chips — like Nvidia's H100 and B300 — and require developers to prioritize American buyers before fulfilling foreign orders.

Tom’s Hardware

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Nvidia's Soaring Market Cap Pushing S&P 500 Towards 'Bubble Risk,' Warns Deutsche Bank

Deutsche Bank analysts have raised concerns about the market cap of Nvidia Corporation (NASDAQ:NVDA), suggesting that it may be contributing to a potential bubble in the U.S. equities market.

Benzinga

Nvidia's Inventory Spike Isn't A Warning Sign - It's A War Chest

Nvidia Corp (NASDAQ:NVDA) isn't hoarding chips – it's flexing. The AI titan's inventory spiked 33% last quarter to $8.7 billion, a number that rattled some investors. But management says the surge isn't a red flag; it's a calculated bet.

Benzinga

MAINGEAR ’s Super 16: The portable RTX 5070 Ti laptop taking gaming to new heights

MAINGEAR’s Super 16 delivers RTX 5070 Ti power, a sharp 300Hz screen, and advanced Wi-Fi 7 networking for smooth, portable gaming

Windows Central

Nvidia's Super refreshes could arrive soon to fix the biggest problem with RTX 5000 GPUs – their lack of memory

Nvidia could turn the RTX 5070 into a killer GPU by equipping it with 18GB of VRAM and pricing it keenly.

TechRadar

Microsoft engineer revives Windows Mixed Reality headsets with native SteamVR support on Windows 11 24H2

The "Oasis" driver is a deep reverse engineering effort to revive Windows Mixed Reality headsets for use on Windows 11 version 24H2 and above. And you can download it now!

Windows Central

Chinese Regulators Question Nvidia Orders But Alibaba And ByteDance Keep Buying

Alibaba Group (NYSE:BABA), ByteDance, and other major Chinese technology firms are continuing to seek out Nvidia's (NASDAQ:NVDA) artificial intelligence chips despite Beijing's growing pressure to adopt domestic alternatives.

Benzinga

Alibaba, ByteDance Defy Beijing Warnings As Chinese Tech Titans Race To Secure Nvidia's $12,000 H20 Chips, Eye Next-Gen B30A At Double The Price

Chinese tech giants are pushing ahead with Nvidia Corp. (NASDAQ:NVDA) purchases even as regulators in Beijing caution them against heavy reliance on U.S. chips.

Benzinga

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Tom’s Guide

Major RTX 50 SUPER GPU leak points to October launch — and it confirms key VRAM upgrades

RTX 50 SUPER GPUs may arrive sooner than expected, with upgraded VRAM and improved performance at around the same price as their non-SUPER models, as Nvidia plans to discontinue its RTX 5080 and RTX 5070 Ti graphics cards.

Tom’s Guide

I tested the Razer Blade 14 (2025) — and it may be the perfect on-the-go gaming laptop

Razer's new Blade 14 (2025) brings actual upgrades to a laptop that was great last year, but was barely different from the previous version.

Benzinga

Nvidia Rival Cambricon Plunges Nearly 12% In Shanghai As Profit-Taking Hits After August's Meteoric Rally

Cambricon Technologies Corp. Ltd. plunged 11.90% in Shanghai trading Thursday morning, marking its steepest intraday decline since January.

MarketBeat

Why Qualcomm Is Outperforming NVIDIA After Months of Lagging

Qualcomm’s recent outperformance of NVIDIA reflects growing demand, bullish analyst calls, and attractive fundamentals. But can it continue?

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TechRadar

Acer joins Nvidia GB10 superchip fan club with $3,999 Veriton AI mini workstation PC - and yes, you can link two to get even more power

Acer unveils Veriton GN100 compact AI workstation with Nvidia GB10 superchip at $3,999, with support for linking two devices for added compute capacity.

MarketBeat

Wall Street Punishes Dell's Record Quarter: Why They Are Wrong

Dell's stock drop overlooks its explosive AI revenue growth, offering a chance to invest in a leader of the AI infrastructure build-out.

Benzinga

Broadcom Q3 Preview: Can Nvidia's 'Baby Brother' Beat Estimates Once Again?

Semiconductor giant Broadcom Inc (NASDAQ:AVGO) reports third-quarter financial results after market close on Thursday.

Barchart

Is Nvidia Stock a Buy Below $175?

Nvidia shares slipped despite Q2 earnings beats amid geopolitical tensions. With shares hovering below $175, could NVDA present a buying opportunity?

Barchart

Nvidia Just Scored a Major Market Share Win. Should You Buy NVDA Stock Here?

Nvidia shares are in focus after a Jon Peddie Research report confirms the AI darling is retaining its dominant market share in GPU sales. BofA says NVDA stock could rally much further from here.

MarketBeat

Taiwan Semiconductor Falls on China News—Buy The Dip?

Taiwan Semiconductor has been restricted from sending and selling equipment to China, sending the stock lower for a dip buying opportunity.

Benzinga

Stock Of The Day – What Are Important Price Levels For NVIDIA?

Trading in NVIDIA Corporation (NASDAQ:NVDA) was quiet on Wednesday. But the shares have dropped about 7% over the past week.

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