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The Latest Breaking News from Nvidia

Stifel Says This 1 ‘Picks and Shovels’ AI Stock Is a Buy for Massive Growth in 2026

Teradyne’s valuation looks full, but Stifel’s upgrade, growing ties to TSMC and potentially Nvidia’s Blackwell chips, and double‑digit earnings growth estimates suggest the AI infrastructure cycle could still push the stock higher over the next year.

Barchart

The AI race explodes as HPE deploys AMD’s Helios racks, crushing limits with Venice CPUs and insane GPU density

HPE adopts AMD Helios AI racks with 72 GPUs and Venice CPUs, aiming for exascale workloads while testing Ethernet scale-up.

TechRadar

TD Cowen Says This Chip Stock (Not Nvidia) Is the Best Idea for 2026

TD Cowen is bullish on AMD stock, citing the chipmaker's continued AI product expansion in 2025.

Barchart

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As Amazon Launches the Trainium 3 Chip, Should You Buy, Sell, or Hold AMZN Stock?

Amazon just rolled out its Trainium3 chip, and the stock jumped. Should investors buy into the excitement, or is it a moment to stay cautious?

Barchart

Amazon Unveils Faster, Greener Graviton5 Chip To Cut Cloud Costs, Save Energy

On Thursday, Amazon.com Inc. (NASDAQ:AMZN) introduced its new Graviton5 processors to help customers run cloud applications faster, more efficiently, and at lower cost as their workloads grow more complex.

Benzinga

Intel drops plans to sell networking and communication division — says keeping NEX in-house will strengthen integration and customer offerings

Cash influxes from the U.S. government, Nvidia, and SoftBank stabilized Intel enough to cancel plans to spin out its networking and communications division.

Tom’s Hardware

Nancy Pelosi's 'True Legacy': Turning $785K Into $130M Through Smart Stock Picks Over 37 Years In Congress

Former House Speaker Nancy Pelosi recently announced that she will retire at the end of her term in Congress in 2027, concluding a political career spanning nearly four decades. Over the course of her tenure, the San Francisco representative often drew attention and criticism for the active stock trading by…

Benzinga

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Nvidia CEO admits he works 7 days a week, including holidays, in a constant 'state of anxiety' out of fear of going bankrupt

Nvidia CEO Jensen Huang says fear of failure is still what drives him—so he runs the business like it's going to go bankrupt in 33 days

Fortune

Why Palantir And Nvidia's Infrastructure Move Matters More Than Any Model

The AI boom has obsessed over model size and chip launches, but Palantir Technologies Inc's (NASDAQ:PLTR) new partnership with Nvidia Corp (NASDAQ:NVDA) and CenterPoint Energy Inc (NYSE:CNP) reframes the real issue driving the next phase of AI growth. In announcing Chain Reaction, an initiative aimed at accelerating energy and compute…

Benzinga

A new discrete gaming GPU evidently supports Windows on ARM for the first time — and it's not from NVIDIA, AMD, or Intel

Chinese GPU maker Lisuan and its 7G106 GPU could make waves in the PC gaming world as it shows off Windows on ARM support for the first time.

Windows Central

Hot on the heels of Micron bailing out of the consumer RAM market, SK hynix is apparently committing over $500 billion to build four new memory fabs, with the first to be finished by 2027

No guesses as to what customer all this money is really for.

PC Gamer

Nvidia reinstates 32-bit PhysX support for RTX 50 series as part of its latest Game Ready driver rollout — 9 titles included in initial release

After discontinuing the feature earlier this year, Nvidia is bringing back GPU-powered PhysX compatibility for the RTX 50 lineup.

Tom’s Hardware

I built the first iPhone with Steve Jobs. The AI industry is at risk of repeating an early smartphone mistake

When I was at Apple, we didn’t just launch the smartphone era—we built an ecosystem.

Fortune

Trump Could Approve H200 Exports to China. Does That Make Nvidia Stock a Buy Here?

Trump’s potential move to approve Nvidia’s H200 chip exports to China could ignite a major turnaround for the semiconductor giant.

Barchart

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PC Gamer

'Never bet against' Jensen Huang's 'ability to disrupt himself' says IBM chief

Nvidia was recently evaluated at $5 trillion, but what if the AI bubble pops?

Tom’s Hardware

Nvidia CEO Jensen Huang unsure if China would buy its H200 chips if restrictions are relaxed as Beijing prioritizes homegrown AI solutions — 'We don’t know. We have no clue.'

Nvidia CEO Jensen Huang admits that he has no idea whether Nvidia can sell its H200 chips in China even if Washington allows the company to export them.

Tom’s Hardware

Chinese tech firm Cambricon looks to step into Nvidia void, triple AI chip production next year — seeks to rival Huawei, but production remains a concern

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.

Tom’s Hardware

First ARM-supported 3D driver for discrete gaming GPUs emerges from China — Lisuan 7G106 runs 3DMark on a Windows 11 ARM machine

Lisuan's 7G105 discrete GPU was spotted running 3DMark in an ARM-based machine, revealing that Lisuan has quite possibly built the first 3D graphics driver that supports ARM machines that works with a dedicated graphics card.

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Benzinga

Alphabet's Quiet AI Chip Bet Suddenly Looks Like Its Next Multi-Billion-Dollar Machine

Investors are increasingly eyeing Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) in-house artificial intelligence chips as a potential breakout business, betting that the company’s tensor processing units could evolve from a behind-the-scenes strength into a major new revenue engine.

Benzinga

'Nvidia Way' Author Expects OpenAI To Counter Google, Anthropic With Much More Powerful Model In 'Coming Months'

Despite reports of an internal “Code Red” at OpenAI, the ‘Nvidia Way’ author Tae Kim predicts the ChatGPT maker is poised to retake the industry lead with a significantly more powerful model in the “coming months.”

Benzinga

Nvidia CEO Huang Blasts Proposed State AI Laws Moments After Trump Meeting

America’s escalating chip crackdown on China took center stage this week, drawing sharp warnings from Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang and investors who say U.S. policy could redefine the future of the semiconductor industry.

Barchart

Stocks Muted Before the Open as Rally Pauses, U.S. Jobless Claims Data on Tap

December S&P 500 E-Mini futures (ESZ25) are up +0.02%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.01% this morning, taking a breather after recent gains, while investors look ahead to U.S. jobless claims data, which will offer fresh insight into the labor market ahead of next week’s Federal…

Benzinga

Palantir Targets America's AI Energy 'Bottleneck' With Chain Reaction And Nvidia Partnership

Palantir Technologies Inc. (NASDAQ:PLTR) on Wednesday introduced Chain Reaction, a new operating system designed to bolster the nation’s fast-growing artificial intelligence infrastructure.

Benzinga

Kevin O'Leary Warns US Making A 'Strategic Mistake,' Says 'Restricting Nvidia Chips Doesn't Hurt China' But Helps Rivals Build Their Own AI Stack

Entrepreneur and investor Kevin O'Leary said Wednesday that selling U.S. AI chips to all countries, including rivals, is the best way to maintain long-term American technological dominance.

International Business Times UK

Huang Says Trump 'Saved' AI — Yet China May Reject NVIDIA's H200 Chips

NVIDIA CEO Jensen Huang controversially claimed that US President Donald Trump's 'pro-growth' energy policies 'saved the AI industry', making industrial expansion and factory building possible.

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