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The Latest Breaking News from Nvidia

The Saturday Spread: Here’s How to Properly Trade the Nvidia (NVDA) Stock Discount

With NVDA stock suffering from a rare state of extended bearishness, distributional analysis can help illuminate your contrarian endeavors.

Barchart

Nvidia details new software that enables location tracking for AI GPUs — opt-in remote data center GPU fleet management includes power usage and thermal monitoring

Nvidia's GPU fleet management software can track spikes in power usage, monitor utilization, detect hotspots, spot anomalies, identify software errors, and detect the physical location of processors. However, the software is completely optional for its clients.

Tom’s Hardware

Nvidia’s CEO is named Financial Times’ 2025 Person of the Year. Who is Jensen Huang?

AI leaders and executives have dominated lists for most influential people of 2025. The latest, Nvidia CEO Jensen Huang, was named Person of the Year by the Financial Times.

Euronews

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Synopsys Sees Bullish Shift as Ansys Integration Drives Growth

Synopsys is well-positioned to accelerate its growth in 2026 and needs only to follow through on its plans to build momentum in revenue and earnings.

MarketBeat

Is the US afraid of Huawei? Reports point to the Ascend 910C accelerator’s performance to explain the surprising reversal of Nvidia's H200 AI GPU ban on China

The US permits Nvidia H200 exports to China as Huawei’s Ascend 910C chips demonstrate competitive AI compute performance and potential.

TechRadar

AI Stocks Lead Nasdaq's 398-Point Nosedive: Stock Market Today

The major stock market indexes do not yet reflect the bullish tendencies of sector rotation and broadening participation.

Kiplinger

Intel set to buy AI chip specialist as it scrambles to catch up with AMD, Nvidia

Intel plans to buy SambaNova but faces mounting pressure as valuation concerns shadow the sale.

TechRadar

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Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.

Tom’s Hardware

Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more

Oracle reportedly delays some of the data centers for OpenAI from 2027 to 2028, citing labor and materials shortages.

Tom’s Hardware

I've tested PhysX now that it's sorta supported on the RTX 50 series and I'm more convinced than ever it's a feature worth fighting for

PhysX matters, ya know.

PC Gamer

China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment — Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms

China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Although exact figures and investment strategies have yet to be decided, this move would be in line with China's "whole nation" approach to tackling…

Tom’s Hardware

The Architects of AI are Time's Person of the Year – here are 3 reasons why

Time’s 2025 Person of the Year celebrates the Architects of AI for reshaping the world.

TechRadar

Michael Burry Says AI Bubble Still Has Room to Grow, No Way to Tell When It Will Burst

Big Short's Michael Burry believes there is 'supply-side gluttony', implying major data centre expansion, GPU orders, and multibillion-dollar commitments without any clear end-user demand.

International Business Times UK

Trump embraces great power cooperation with China and Russia

Trump's first term launched "Great Power Competition." His second is actively working to end it.

Axios

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International Business Times UK

AI Bubble Risks: 'Is Your Nest Egg Safe?' Everyday Investors Shift to Gold, Bonds as Nvidia & Palantir Fear Mounts

Retail investors are shifting from AI stocks to gold and bonds amid fears of a bubble, as Michael Burry shorts Nvidia and Palantir, signalling increasing market caution.

Tom’s Guide

Asus ROG Zephyrus G14 vs Razer Blade 14: Which gaming laptop should you buy?

The Asus ROG Zephyrus G14 and Razer Blade 14 are two of the most powerful ultraportable gaming laptops around, but which should you buy? I put these machines head-to-head to help you decide.

MarketBeat

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

MarketBeat

Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally

Oracle is on track for a robust rebound as its rapidly expanding RPO is converted into revenue and profits: December price weakness is a buying opportunity.

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news in one place.

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Barchart

Intel Is Reportedly Buying SambaNova Systems. What Does That Mean for INTC Stock?

Intel has reportedly signed an initial deal to acquire AI chip startup SambaNova.

International Business Times UK

Oracle Shares Plunge 11% in Premarket, Dragging Down Major AI Stocks

Oracle shares fell around 11% in premarket trading, sparking declines across multiple AI-related stocks. The drop followed the company's latest earnings update, which prompted broader investor concerns within the tech sector.

The Conversation

With Nvidia’s second-best AI chips headed for China, the US shifts priorities from security to trade

This week, US President Donald Trump approved previously banned exports of Nvidia’s powerful H200 artificial intelligence (AI) chips to China.

Barchart

Palantir Just Scored a Deal to Build Nuclear Submarines. Should You Build a Position in PLTR Stock?

Palantir is a mega-cap AI stock that continues to gain traction, driven by enterprise partnerships, even as it trades at an elevated multiple.

The Independent UK

These are the key AI players on the cover of Time's 'Architects of AI' magazine

Accompanying Time’s annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a Skyscraper” photograph from the 1930s showing eight of the “Architects of AI” sitting on the beam

TechRadar

Nvidia develops new software to help track chips following smuggling discovery

Nvidia has open-sourced new GPU monitoring software, but it's not for geolocation.

Barchart

How Fast Does an AI Chip Depreciate, and Why Does It Matter for Nvidia Stock?

Concerns over how quickly AI chips lose value have sparked a heated debate on Wall Street, as their depreciation rates directly impact hyperscaler earnings and play a critical role in Nvidia’s long-term growth trajectory.

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