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The Latest Breaking News from Nvidia

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Benzinga

Consumer Tech News (Nov 3-7): Trump Blocks Nvidia Blackwell AI Chip Exports, China Bans Foreign AI Chips In Data Centers & More

President Donald Trump has declared that Nvidia's (NASDAQ:NVDA) advanced Blackwell AI chip will not be available for "other people." This decision comes amid concerns about the potential sale of a scaled-down version to China.

Benzinga

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"China is going to win the AI race" - Nvidia CEO Jensen Huang makes bold proclamation, says we all need a little less "cynicism" in our lives

Nvidia CEO argues America risks losing influence by shutting out China’s developers while hardware and policy tensions redefine the AI landscape.

TechRadar

Got a spare $50,000? Cooling a single Nvidia Blackwell Ultra NVL72 rack costs as much as a Tesla Model Y - and it's only going to get more expensive with new racks

Nvidia’s latest rack platforms drive cooling costs from $49,860 to $55,710 as rising power levels reshape future data center planning.

TechRadar

Microsoft announces first test build for Windows 11 26H1, aimed at 'specific silicon' — Rumor mill suggests first "H1" release in Windows 11's history might be reserved for upcoming Arm PCs

Windows 11 26H1 has just been made official by Microsoft, with its first build released in the Canary channel for Insiders. Unlike what the name might suggest, this is not a feature update, rather a special update meant to roll in support for ARM-based devices, with lots of juicy rumors…

Tom’s Hardware

CrowdStrike, AWS, And Nvidia Launch Third Annual Global Accelerator: 59 Startups Raised $730M – Apply By November 15 For AI Security Boost

CrowdStrike (NASDAQ:CRWD) announced on Monday that it will launch the third annual Cybersecurity Startup Accelerator alongside Amazon Web Services and Nvidia (NASDAQ:NVDA) through its Inception program.

Benzinga

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How I turned a cheap mini PC into a AAA gaming machine — tips for inexpensive and reliable cloud gaming with NVIDIA and Xbox

If you set it up correctly, you can easily play everything from AAA games to indie games using a mini PC. Here's how to do that.

Windows Central

Weekend Tech Round-Up: Nvidia's AI Chip Sale To China Blocked, Apple's Billion-Dollar Deal With Google And More

The tech world was buzzing over the week with a series of intriguing developments. From the Donald Trump administration’s move to block Nvidia’s AI chip sale to China, to Apple’s billion-dollar deal with Google, the weekend was packed with stories that could have significant implications for the tech industry.

Benzinga

Nvidia Looks 22% Undervalued Here Based on Projected FCF Margins - $230 Price Target

Nvidia stock looks at least 22% too cheap here, based on its strong FCF margins (i.e., with a 39% FCF TTM margin) and using a 2.0% FCF yield valuation metric. Put premiums are high, making shorting out-of-the-money puts attractive.

Barchart

Alienware 16X Aurora shows Alienware can do value right, and I've come away impressed

I've been testing the Alienware 16X Aurora and its more affordable sibling, and Alienware has done a great job targeting more budget-conscious PC gamers.

Windows Central

The world's ‘tiniest GPU’ heads to production — 200,000-transistor TinyGPU v2.0 can render gamepad-manipulated 3D images with up to 1K triangles in real-time

The ‘tiniest GPU’ has gotten a big update with the new TinyGPU v2.0 offering interactive 3D rasterization, with transformation & lighting tech.

Tom’s Hardware

Could the AI bubble be real? This sage of the 2008 market crash and central character of The Big Short, certainly thinks so

Michael Burry’s large bearish bets on major AI firms revive fears of inflated valuations and deepen debate about a potential bubble.

TechRadar

The Good, The Bad, And The Ugly Of The AI Capex Race

Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400 billion this year on AI infrastructure.

Benzinga

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Barchart

Core Scientific Just Rejected CoreWeave’s Bid. Should You Buy CRWV Stock Here or Stay Far Away?

With CoreWeave’s dreams of acquiring Core Scientific falling apart, is this a perfect buy-the-dip opportunity, or a sign to steer clear of CRWV stock?

Fortune

Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Tom’s Hardware

AMD warns the Intel and Nvidia partnership is a risk to its business — quarterly report outlines risk from 'increased competition and pricing pressure'

AMD lists the Nvidia's $5 billion investment in Intel as a specific risk in its quarterly report.

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

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MarketBeat

OpenAI's Restructuring Sets up What Could Be the Biggest IPO Ever

OpenAI, maker of ChatGPT, has completed its corporate restructuring, positioning the company for what many expect to be the biggest IPO in history.

MarketBeat

CrowdStrike Partners With CoreWeave But Investors Sell the News

CrowdStrike’s CoreWeave deal strengthens its AI infrastructure, even as CRWD stock pulls back. Its expanding Falcon platform could justify a premium valuation

Tom’s Hardware

Nvidia's RTX 5000 Super could be cancelled or get pricier due to AI-induced GDDR7 woes — rumor claims 3 GB memory chips are now too valuable for consumer GPUs

Nvidia RTX 5000 Super series might be canceled due to AI-induced GDDR7 shortage, as rumors suggest that 3GB GDDR7 chips will be hard to come by.

Benzinga

Magnificent Seven Wiped Out Over $1 Trillion This Week: Is The AI Bubble Bursting?

It's been a brutal week for tech stocks, with AI-linked names tumbling across the board despite strong earnings from several industry leaders — a clear sign investors are starting to question whether the artificial intelligence boom has run too far, too fast.

Kiplinger

Worried About an AI Bubble? Here’s What You Need to Know

Though AI is a transformative technology, it’s worth paying attention to the rising economic and financial risks. Here’s some guidance to navigate AI’s future.

Tom’s Hardware

China suspends rare-earth export control measures, easing key flashpoint in US-China trade war — one-year reprieve allows for trade talks with the U.S. to continue

Beijing is suspending the implementation of its tight export controls on rare-earth materials for a year.

Tom’s Hardware

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

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