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The Latest Breaking News from Nvidia

Nvidia warns of constrained supply of gaming GPUs, potentially signaling higher prices and shortages to come — 'we do believe for a couple of quarters it is going to be very tight'

Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

Tom’s Hardware

Stocks Mostly Lower as Nvidia Earnings Fail to Impress

Stocks Mostly Lower as Nvidia Earnings Fail to Impress

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.75%. March E-mini S&P futures (ESH26 ) are down -0.40%, and March E-mini Nasdaq futures...

Meta Inks $100B Chip Deal With AMD as Nvidia Calms AI Bubble Fears With Upbeat Q4 on Robust AI Demand

Meta Inks $100B Chip Deal With AMD as Nvidia Calms AI Bubble Fears With Upbeat Q4 on Robust AI Demand

Meta Platforms partners with AMD in a $100 billion deal for AI computing power as infrastructure buildout costs continue to soar amid investor fears of job displacement and unsatisfactory output.

International Business Times UK

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inkl

NVIDIA’s AI Boom Isn’t Slowing After Blowout Q4

NVIDIA's stock price rally is far from over, at least as indicated by its results, guidance, analysts' sentiment trends, and institutional accumulation.

'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

International Business Times UK

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue'

As hyperscalers pour billions into AI, Nvidia’s results offer a new benchmark for capital spending on compute.

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Nvidia’s Q4 Results Underscore a Major Identity Crisis in Software Stocks

Nvidia’s Q4 Results Underscore a Major Identity Crisis in Software Stocks

Nvidia is dominating in AI infrastructure, but software stocks are bleeding red.

'Modern games are pushing GPU architectures harder than ever': Micron reveals faster new video RAM that could power Nvidia RTX 6000 GPUs

'Modern games are pushing GPU architectures harder than ever': Micron reveals faster new video RAM that could power Nvidia RTX 6000 GPUs

'Rising size of game assets and AI models has outpaced GPU memory capacity, until now': Micron reveals faster new video RAM.

Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion

Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion

I think it's obvious why us gamers are perhaps not team green's top priority right now.

Nvidia CEO Jensen Huang says conflict between Pentagon and Anthropic is ‘not the end of the world’

Nvidia CEO Jensen Huang says conflict between Pentagon and Anthropic is ‘not the end of the world’

Anthropic has been given until Friday to allow the Pentagon to use its Claude model for "all lawful purposes," or risk losing its $200 million DoD contract.

Stocks Muted Before the Open as Investors Digest Nvidia Earnings, U.S.-Iran Talks in Focus

Stocks Muted Before the Open as Investors Digest Nvidia Earnings, U.S.-Iran Talks in Focus

March S&P 500 E-Mini futures (ESH26) are down -0.05%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.09% this morning, pointing to a muted open on Wall Street as investors digest earnings from AI bellwether Nvidia, while nuclear talks between the U.S. and Iran have begun.

AI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP, top analysts say

AI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP, top analysts say

“That would leave the economy vulnerable if investors started to doubt the AI story,” they warn.

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform.

Tom’s Hardware

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The Guardian - UK

World Economic Forum CEO quits after Epstein links examined; Ineos Quattro earnings fall – as it happened

Rolling coverage of the latest economic and financial news

The Independent UK

Asian shares mostly rise after Nvidia earnings beat expectations

Asian stock markets have mostly advanced following stronger-than-expected earnings from chipmaker Nvidia, which helped ease some investor fears over the boom in artificial intelligence

Exclusive: Callosum, a startup looking to break Nvidia’s stranglehold on AI workloads, raises $10.25 million in new funding

Callosum, founded by two Cambridge-trained neuroscientists and inspired in part by the brain, has a system for optimizing workloads across different types of chips.

Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger

Common sense would seem to suggest the industry’s massive spending on AI infrastructure cannot keep doubling every year. Nvidia’s boss thinks differently.

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Aussie shares reset records as earnings boon rolls on

The local bourse's value has swelled by about $85 billion in February to record highs, swept up by strong interim financial results and commodity prices.

Tom’s Hardware

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

The Guardian - US

Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom

Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years

Stock Indexes Settle Higher on Strength in Tech

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.41%. March E-mini S&P futures (ESH26 ) rose +0.81%, and March E-mini Nasdaq futures...

International Business Times

Stock Market Shows Modest Rebound After Trump's State of the Union Speech

U.S. markets staged a broad comeback from earlier weakness during President Donald Trump's State of the Union address this year.

As Nvidia Launches New AI Laptop Chips, Should You Buy NVDA Stock?

Nvidia is expanding into AI-powered laptops as record data center growth and bullish analyst targets keep NVDA stock in focus.

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