#nvidia
#nvidia

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.

Tech industry

Andy Jassy is so bullish on Amazon's chips that he took a rare shot at Nvidia

Amazon is advancing its AI chip business, Tranium, to compete with Nvidia, emphasizing better price-performance and significant growth in revenue.

Artificial intelligence

NVIDIA Owns the Spotlight, But the Smart Money is Moving Downstream

Nvidia remains a leader in the AI chip market despite recent stock stagnation, with potential for diversification among investors.

21 hours ago

Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

Nvidia's stock has risen 14% over eight consecutive sessions, driven by strong demand for AI chips and record revenue from Taiwan Semiconductor.

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.

Andy Jassy is so bullish on Amazon's chips that he took a rare shot at Nvidia

Amazon is advancing its AI chip business, Tranium, to compete with Nvidia, emphasizing better price-performance and significant growth in revenue.

NVIDIA Owns the Spotlight, But the Smart Money is Moving Downstream

Nvidia remains a leader in the AI chip market despite recent stock stagnation, with potential for diversification among investors.

Wheel Next + Packaging PEPs

Wheel Next initiative aims to optimize Python package installations for modern hardware features.

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

Forget Nvidia: This Stock Will Be More Valuable in Less Than 1 Year

Alphabet's AI integration into cloud services is set to outperform Nvidia in long-term stock value.

Even Nvidia's own research teams can't get enough GPUs | Fortune

Access to Nvidia GPUs remains a significant bottleneck for AI development, impacting companies and researchers alike.

fromtechcrunch.com

Tech industry

Firmus, the 'Southgate' AI datacenter builder backed by Nvidia, hits $5.5B valuation

Tech industry

Forget Nvidia, These Are the 3 Best Stocks for Solving AI's Bandwidth Bottleneck

Nvidia CEO Jensen Huang's advice to workers scared of AI: You're confusing your job with the tools you use to do it | Fortune

AI advancements will not necessarily lead to widespread job losses, as seen in the case of radiologists.

Washington and Silicon Valley have found their common enemy: China | Fortune

AI competition with China is viewed as a critical issue by both Silicon Valley executives and federal lawmakers.

Forget Nvidia: This Stock Will Be More Valuable in Less Than 1 Year

Alphabet's AI integration into cloud services is set to outperform Nvidia in long-term stock value.

Even Nvidia's own research teams can't get enough GPUs | Fortune

Access to Nvidia GPUs remains a significant bottleneck for AI development, impacting companies and researchers alike.

fromtechcrunch.com

Firmus, the 'Southgate' AI datacenter builder backed by Nvidia, hits $5.5B valuation

Firmus raised $505 million at a $5.5 billion valuation, focusing on energy-efficient AI data centers in Australia and Tasmania.

Forget Nvidia, These Are the 3 Best Stocks for Solving AI's Bandwidth Bottleneck

High-speed optical interconnects are crucial for AI data centers, surpassing traditional copper solutions in performance and market potential.

Nvidia CEO Jensen Huang's advice to workers scared of AI: You're confusing your job with the tools you use to do it | Fortune

AI advancements will not necessarily lead to widespread job losses, as seen in the case of radiologists.

Washington and Silicon Valley have found their common enemy: China | Fortune

AI competition with China is viewed as a critical issue by both Silicon Valley executives and federal lawmakers.

more#ai

#super-micro-computer

Super Micro Computer (SMCI) Trades 48% Below Analyst Targets After Indictment Selloff

Super Micro Computer faces a governance crisis and legal issues, leading to a significant gap between its stock price and analyst targets.

Tech industry

Reddit Sentiment on SMCI Collapsed From 82 to 12 in Three Weeks as Legal Crisis Deepens

Super Micro Computer (SMCI) Trades 48% Below Analyst Targets After Indictment Selloff

Super Micro Computer faces a governance crisis and legal issues, leading to a significant gap between its stock price and analyst targets.

more#super-micro-computer

Reddit Sentiment on SMCI Collapsed From 82 to 12 in Three Weeks as Legal Crisis Deepens

Super Micro Computer's stock plummeted after federal charges against its co-founder for smuggling Nvidia AI chips to China.

fromTNW | Anthropic

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave's rapid growth has positioned it as a key player in the AI infrastructure market, with a significant backlog and a strategic partnership with Anthropic for GPU access.

Artificial intelligence

#stock-market

Business

Can NVIDIA Stock Really Reach $360? Or is That an Analyst Pipe-Dream?

Nvidia Price Prediction: 1 Year Bull and Bear Case

NVIDIA's price target is $237.71, indicating a 34.85% upside despite a recent pullback in shares.

Business

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

Why I'm Staying Cautious on NVIDIA-and the Stocks I Prefer Instead

Nvidia's stock faces potential decline to $140 amid criticism of DLSS 5 technology and increasing competition in the AI chip market.

World news

Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War

Futures surge as President Trump considers ending military hostilities, impacting major stock indices and commodities.

Beyond the NVIDIA 'Sugar High': Why I'd Pivot My Portfolio Toward the 'Boring' Side of AI

Nvidia's stock faces potential decline as it approaches a critical support level amid concerns over future competition and valuation.

Can NVIDIA Stock Really Reach $360? Or is That an Analyst Pipe-Dream?

Nvidia's stock faces strong resistance, but analysts remain bullish amid strong earnings and attractive valuations.

Nvidia Price Prediction: 1 Year Bull and Bear Case

NVIDIA's price target is $237.71, indicating a 34.85% upside despite a recent pullback in shares.

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.

Why I'm Staying Cautious on NVIDIA-and the Stocks I Prefer Instead

Nvidia's stock faces potential decline to $140 amid criticism of DLSS 5 technology and increasing competition in the AI chip market.

World news

Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War

Futures surge as President Trump considers ending military hostilities, impacting major stock indices and commodities.

Beyond the NVIDIA 'Sugar High': Why I'd Pivot My Portfolio Toward the 'Boring' Side of AI

Nvidia's stock faces potential decline as it approaches a critical support level amid concerns over future competition and valuation.

more#stock-market

fromTNW | Artificial-Intelligence

Meta commits another $21 billion to CoreWeave, bringing total AI cloud spend to $35 billion

Meta has committed an additional $21 billion to CoreWeave for AI cloud capacity, raising their total partnership value to approximately $35 billion.

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.

fromTechCrunch

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.

Tech industry

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.

fromEntrepreneur

What the Nvidia-Huawei Rivalry Means for AI

AI infrastructure vendor choice shapes risk, cost, and market access, with availability becoming more crucial than performance in scaling AI.

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.

fromEntrepreneur

What the Nvidia-Huawei Rivalry Means for AI

AI infrastructure vendor choice shapes risk, cost, and market access, with availability becoming more crucial than performance in scaling AI.

more#ai-infrastructure

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.

more#gpus

Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy

Nvidia is expanding its AI technology into space, enhancing lunar imaging and analysis through partnerships with Planet Labs and Firefly Aerospace.

Prediction: This Unloved AI Stock Has What it Takes to Outrun NVIDIA

Nvidia stock remains stagnant despite growth potential, while Alphabet shows promise as an AI leader with timely catalysts.

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.

World news

Trump's ceasefire gives Iran control of the Strait of Hormuz-and Mojtaba Khamenei is reportedly alive | Fortune

Oil prices dropped to $94 per barrel following a U.S.-Iran ceasefire agreement, boosting global stock markets significantly.

#ai-investment

Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO

Nvidia and Google are currently the safest AI investment bets in public markets.

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.

Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO

Nvidia and Google are currently the safest AI investment bets in public markets.

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.

Toronto startup

Supermicro launches probe after co-founder's arrest on charges of $2.5 billion in chip smuggling | Fortune

Supermicro soared because of $4 trillion Nvidia-and Jensen Huang can walk away any time he wants | Fortune

A scandal involving Supermicro's co-founder threatens the long-standing partnership with Nvidia, impacting their collaboration in the AI sector.

US news

Intellectual property law

Three more charged with trying to smuggle GPUs to China

Three individuals were charged with attempting to smuggle Nvidia GPUs to China, violating export controls and smuggling laws.

Supermicro-accused of smuggling $2.5 billion in Nvidia chips to China-has been here before, in Iran | Fortune

Supermicro faces serious allegations of smuggling Nvidia chips, impacting its stock and raising concerns over past export-control violations.

Toronto startup

Supermicro launches probe after co-founder's arrest on charges of $2.5 billion in chip smuggling | Fortune

Supermicro soared because of $4 trillion Nvidia-and Jensen Huang can walk away any time he wants | Fortune

A scandal involving Supermicro's co-founder threatens the long-standing partnership with Nvidia, impacting their collaboration in the AI sector.

US news

Intellectual property law

Three more charged with trying to smuggle GPUs to China

Three individuals were charged with attempting to smuggle Nvidia GPUs to China, violating export controls and smuggling laws.

Supermicro-accused of smuggling $2.5 billion in Nvidia chips to China-has been here before, in Iran | Fortune

Supermicro faces serious allegations of smuggling Nvidia chips, impacting its stock and raising concerns over past export-control violations.

The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting | Fortune

Wall Street has methodically reduced AI investments without a dramatic crash, indicating a controlled descent rather than a collapse.

Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth

Nvidia and Micron significantly drive S&P earnings growth, with Nvidia's revenue soaring and Micron's guidance indicating strong future performance.

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.

fromComputerworld

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.

fromInfoWorld

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.

fromComputerworld

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.

UALink delivers 2.0 spec before v. 1.0 silicon ships

UALink Consortium aims to create an open standard for GPU networking to rival Nvidia's offerings, with new specs released but silicon shipping months away.

fromTechzine Global

Concerns about the AI ecosystem following Nvidia deal

Nvidia's acquisition of SchedMD raises concerns about control over Slurm, an essential tool for AI and supercomputing.

Got $1,000? Nvidia vs. Palantir - Only One Deserves Your Money Right Now

Nvidia and Palantir represent different approaches to the AI economy, with Nvidia focusing on hardware and Palantir on software.

Nvidia vs Palantir: Which AI Stock is a Long-Term Buy?

Nvidia and Palantir are leading AI beneficiaries, with Nvidia dominating hardware and Palantir excelling in software solutions.

Got $1,000? Nvidia vs. Palantir - Only One Deserves Your Money Right Now

Nvidia and Palantir represent different approaches to the AI economy, with Nvidia focusing on hardware and Palantir on software.

Intellectual property law

Nvidia vs Palantir: Which AI Stock is a Long-Term Buy?

Nvidia and Palantir are leading AI beneficiaries, with Nvidia dominating hardware and Palantir excelling in software solutions.

more#palantir

Nvidia's DLSS 5 YouTube Reveal Video Hit By Copyright Strike

YouTube faces criticism for copyright abuse as multiple channels, including Nvidia's, receive false claims from La7 for using their own content.

Wedbush: Nvidia has 30-40% upside ahead

Nvidia shows strong revenue growth and potential for significant upside despite current market volatility.

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.

Wedbush: Nvidia has 30-40% upside ahead

Nvidia shows strong revenue growth and potential for significant upside despite current market volatility.

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.

more#semiconductors

#agi

NVIDIA CEO Jensen Huang Says AGI Is Here. If He's Right, These Stocks Win Big

Jensen Huang claims that AGI has been achieved, prompting investors to reassess potential impacts on productivity and industry transformation.

Artificial intelligence

Nvidia's Jensen Huang says 'We've achieved AGI.' But no one can agree on what AGI means. | Fortune

fromThe Verge

Artificial intelligence

Nvidia CEO Jensen Huang says 'I think we've achieved AGI'

NVIDIA CEO Jensen Huang Says AGI Is Here. If He's Right, These Stocks Win Big

Jensen Huang claims that AGI has been achieved, prompting investors to reassess potential impacts on productivity and industry transformation.

Nvidia's Jensen Huang says 'We've achieved AGI.' But no one can agree on what AGI means. | Fortune

Nvidia CEO Jensen Huang claims AGI has been achieved, though definitions of AGI vary widely among researchers.

fromThe Verge

Nvidia CEO Jensen Huang says 'I think we've achieved AGI'

Nvidia CEO Jensen Huang claims that AGI has been achieved, sparking significant discussion in the tech community.

The 1 Stat That Proves Nvidia Remains a Screaming Buy Below $200

Nvidia's operating income surged to $130.4 billion in fiscal 2026, indicating strong growth potential and making the stock an attractive entry point for investors.

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.

Should Arm's AGI Chip Have NVIDIA Investors in a Panic?

Arm Holdings is set to generate $15 billion in annual revenue from its new chip by 2031, marking a significant shift in the chip industry.

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.

fromTNW | Corporates-Innovation

Should Arm's AGI Chip Have NVIDIA Investors in a Panic?

Arm Holdings is set to generate $15 billion in annual revenue from its new chip by 2031, marking a significant shift in the chip industry.

more#arm-holdings

#marvell-technology

Tech industry

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

fromComputerWeekly.com

Tech industry

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Venture

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

Venture

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

Venture

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

Tech industry

Nvidia Just Handed Marvell Technology the Ultimate Buy Signal

fromTNW | Corporates-Innovation

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.

fromComputerWeekly.com

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

NVIDIA's $2 billion investment in Marvell Technology signals a strategic partnership aimed at enhancing AI infrastructure and data-center capabilities.

Nvidia Just Handed Marvell Technology the Ultimate Buy Signal

Nvidia's $2 billion investment in Marvell Technology strengthens AI infrastructure and signals confidence in Marvell's role in next-generation technologies.

more#marvell-technology

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.

Roam Research

New Rowhammer attacks give complete control of machines running Nvidia GPUs

Rowhammer attacks on Nvidia GPUs can compromise CPU memory, allowing full control of host machines.

Software development

Nvidia rolls out its fix for PC gaming's "compiling shaders" wait times

Nvidia's new Auto Shader Compilation feature allows automatic shader compilation during idle times to reduce load times for PC gamers.

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.

fromGadgets 360

Nvidia Brings New AI Features With a New DLSS 4.5 Update

Nvidia's DLSS 4.5 update introduces 6X multi-frame generation and dynamic multi-frame generation for enhanced gaming performance.

Arm says AI agents need a new CPU. Intel doesn't buy it

New CPUs designed for AI agents may not meet the actual needs of hyperscalers and enterprises.

Nvidia rolls out DLSS 4.5 update with new frame generation features

Nvidia's DLSS 4.5 update introduces AI-powered frame generation for RTX GPUs, enhancing performance and image quality in over 20 games.

fromEngadget

NVIDIA's DLSS 4.5 Multi Frame Generation tech is now available to boost your Hz

NVIDIA's DLSS 4.5 enhances frame rates on RTX 50 series GPUs, enabling smoother gaming experiences with advanced AI features.

Vue

fromThe Verge

Nvidia rolls out DLSS 4.5 update with new frame generation features

Nvidia's DLSS 4.5 update introduces AI-powered frame generation for RTX GPUs, enhancing performance and image quality in over 20 games.

fromEngadget

NVIDIA's DLSS 4.5 Multi Frame Generation tech is now available to boost your Hz

NVIDIA's DLSS 4.5 enhances frame rates on RTX 50 series GPUs, enabling smoother gaming experiences with advanced AI features.

Emerald AI and Nvidia aim to offer the fast pass for data center grid connects, partnering with power producers and raising new funds | Fortune

Emerald AI aims to enhance grid flexibility for data centers, reducing peak power consumption while maintaining high reliability.

Nvidia CEO Jensen Huang Never Has One-on-One Meetings With His 60 Direct Reports - Here's Why

Nvidia CEO Jensen Huang avoids one-on-ones with direct reports to ensure equal information access and collaborative problem-solving.

Jensen Huang runs Nvidia with 60 direct reports and no one-on-ones

Jensen Huang prefers group problem-solving over one-on-one meetings, promoting collective engagement and equal access to information among his direct reports.

fromEntrepreneur

Nvidia CEO Jensen Huang Never Has One-on-One Meetings With His 60 Direct Reports - Here's Why

Nvidia CEO Jensen Huang avoids one-on-ones with direct reports to ensure equal information access and collaborative problem-solving.

Jensen Huang runs Nvidia with 60 direct reports and no one-on-ones

Jensen Huang prefers group problem-solving over one-on-one meetings, promoting collective engagement and equal access to information among his direct reports.

Norway's Largest AI Data Center: Bitdeer Targets 180 MW Tydal Facility by 2026

Tydal Data Center AS is expanding to become Norway's largest AI data center, focusing on sustainable infrastructure and efficient growth.

fromTechCrunch

Mistral AI raises $830M in debt to set up a data center near Paris | TechCrunch

Scaling our infrastructure in Europe is critical to empower our customers and to ensure AI innovation and autonomy remain at the heart of Europe. We will continue to invest in this area, given the surging and sustained demand from governments, enterprises, and research institutions seeking to build their own customized AI environment, rather than depend on third-party cloud providers.

European startups

fromnews.bitcoin.com

Nvidia Crypto Revenue Lawsuit Gets Class Certification From California Federal Court

U.S. District Judge certified a class action against Nvidia for misleading investors about GPU revenue from cryptocurrency miners.

Nvidia Share Price Could Be Hit Hard By Iran War

Nvidia's reliance on TSMC for chip production poses risks to AI growth due to energy and supply chain challenges in Taiwan.

Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia

Nvidia's $1 trillion forecast for chip demand may benefit TSMC more than Nvidia due to increasing competition in the AI hardware market.

Nvidia Share Price Could Be Hit Hard By Iran War

Nvidia's reliance on TSMC for chip production poses risks to AI growth due to energy and supply chain challenges in Taiwan.

Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia

Nvidia's $1 trillion forecast for chip demand may benefit TSMC more than Nvidia due to increasing competition in the AI hardware market.

Supermicro servers in the hands of Chinese universities with ties to the military

Four Chinese universities, including military-linked institutions, acquired Supermicro servers with banned Nvidia A100 AI chips despite being on the U.S. export blacklist.

Inside One of Wall Street's Hottest Hedge Funds-and the 2 Trades Driving the Surge

Ratan Capital Management, led by Nehal Chopra, has outperformed most hedge funds, primarily due to significant holdings in Nvidia.

Stock Market Live March 27, 2026: S&P 500 (SPY) Slips Despite Trump Deadline Extension

The S&P 500 is down 0.5%, or by 33 points. The SPDR S&P 500 ETF (SPY) is down 0.36%, or by $2.32. The Dow is down 0.45%, or by 208 points. The Nasdaq is down 0.73%, or by 173 points.

Media industry

Indie Devs Call For Gamers To Cripple Nvidia Over DLSS 5

Dave Oshry calls for a boycott of Nvidia over concerns about DLSS 5 and its generative AI technology.

Kingdom Come Deliverance Lead Stans For DLSS 5's Slop Filter

Daniel Vávra supports Nvidia's DLSS 5 technology as a potential replacement for raytracing despite current challenges.

fromFuturism

Broken Nvidia CEO Says He Can't Stand AI Slop Either

Nvidia's DLSS 5 feature faces backlash for using AI to alter video game aesthetics, prompting CEO Jensen Huang to express empathy towards gamers' concerns.

Nvidia CEO tries to explain why DLSS 5 isn't just "AI slop"

Nvidia's DLSS 5 technology aims to enhance gaming visuals while maintaining artistic integrity, differentiating it from generic AI-generated content.

Nvidia CEO Says He Hates AI Slop Too After DLSS 5 Panic

Nvidia's DLSS 5 aims to enhance gaming visuals while respecting artistic integrity, countering claims of it being merely an AI slop filter.

Indie Devs Call For Gamers To Cripple Nvidia Over DLSS 5

Dave Oshry calls for a boycott of Nvidia over concerns about DLSS 5 and its generative AI technology.

Kingdom Come Deliverance Lead Stans For DLSS 5's Slop Filter

Daniel Vávra supports Nvidia's DLSS 5 technology as a potential replacement for raytracing despite current challenges.

fromFuturism

Broken Nvidia CEO Says He Can't Stand AI Slop Either

Nvidia's DLSS 5 feature faces backlash for using AI to alter video game aesthetics, prompting CEO Jensen Huang to express empathy towards gamers' concerns.

Nvidia CEO tries to explain why DLSS 5 isn't just "AI slop"

Nvidia's DLSS 5 technology aims to enhance gaming visuals while maintaining artistic integrity, differentiating it from generic AI-generated content.

Nvidia CEO Says He Hates AI Slop Too After DLSS 5 Panic

Nvidia's DLSS 5 aims to enhance gaming visuals while respecting artistic integrity, countering claims of it being merely an AI slop filter.

IBM CEO: Regulatory environment much friendlier for M&A deals now

IBM's acquisition of Confluent reflects a friendlier regulatory environment for tech M&A, completed in under four months.

Microsoft, Nvidia claim AI speeds approval of nuclear plants

Microsoft and Nvidia collaborate to use AI tools for optimizing nuclear project operations and navigating regulations.

fromComputerWeekly.com

Akamai launches AI Grid intelligent orchestration | Computer Weekly

Akamai Technologies has launched the first global-scale implementation of Nvidia AI Grid, enhancing AI inference through distributed networking and intelligent orchestration.

Nvidia Could Hit $340 by 2031 and the AI Buildout Is Just Getting Started

NVIDIA's stock is projected to reach $209.50 in one year and $298.29 in five years, driven by strong growth and strategic partnerships.

NVIDIA's Monday Rebound: What Energy Partnerships and BioNeMo Mean for NVDA Stock

NVIDIA's stock rebounds 2% due to macro tailwinds and a new collaboration for flexible AI factories with major energy companies.

fromTechCrunch