155 stories in the last 7 days
Everything Nvidia across dozens of tech sources, distilled by AI into sharp ~100-word summaries and updated hourly. Follow Nvidia to pin its stories to your For You feed. Tap any story for the full brief, or open the original source.
Nvidia launched RTX Spark, an AI-native PC that mirrors Apple's iMac strategy. The premium RTX architecture, combined with a Microsoft collaboration, targets high-margin professional users. The author sees RTX Spark as a long-term growth vector for Nvidia, driving a high-margin refresh cycle in premium consumer hardware.
The GraniteShares 2x Short NVDA Daily ETF (NVD) serves as a short-term tactical hedge for experienced investors betting against Nvidia when AI hype fades. The retired fund manager keeps NVD on a buy watchlist for an eventual market drop, currently using broad tech hedges like QQQ puts, PSQ, and SQQQ instead.
Nvidia's dominance in AI comes not from its chips but from its CUDA software platform. CUDA lets developers write software that runs efficiently on Nvidia hardware, creating an ecosystem that rivals cannot easily replicate even with faster or cheaper processors.

Nvidia CEO Jensen Huang said hundreds of thousands of electricians, plumbers, and carpenters will be needed to build data centers. Huang told Channel 4 News the skilled craft segment of every economy will see a boom, requiring doubling every year. He is backing the prediction with action.

A PC builder received a DVD rewriter, mousepad, and broken Kenwood AV receiver logic board instead of the MSI RTX 5070 ordered from Amazon for $700. The scam likely involved a previous buyer swapping the GPU with weighted junk and returning it. Amazon shipped the resealed box as new.
Chipmakers are reigniting a technical performance competition that Nvidia's market dominance had previously suppressed. The renewed rivalry focuses on challenging Nvidia's leadership in the semiconductor industry. This development signals a shift in competitive dynamics among major chip companies.
A prediction for Nvidia's stock price in 2030 is calculated using time-weighted return since 2002. Volatility profiles are based on trailing-three-year calculations of standard deviation of service investment returns. The Motley Fool recommends investors buy 50 stocks and hold them for at least 5 years.

NVIDIA Research released SpatialClaw, a training-free framework that treats code as the action interface for spatial reasoning. Across 20 benchmarks, it reaches 59.9% average accuracy, outperforming SpaceTools by 11.2 points. The agent loop wraps a stateful Python kernel with six public entry points and two central perception tools.

Asus added an RTX 5080 configuration to the ROG Zephyrus G16 (2026) for $4,799 in the US. That is $200 more than the 2025 model with an RTX 5090 and 64GB of RAM, currently $4,599 on Amazon. The new model includes Intel's Core Ultra 9 386H, 64GB RAM, and a 160W TGP.
NVIDIA released open-source NVK Vulkan driver version 0.15 supporting DLSS on Linux. The update enables DLSS features in Vulkan applications without proprietary software. Developers can now integrate DLSS into Linux-based games using NVK.
Optical networking is the most overlooked bottleneck in AI infrastructure. An Nvidia-backed company is positioned to solve this problem, making it a stock to own. The Motley Fool recommends buying 50 stocks and holding them for at least 5 years.
Gil Luria of D.A. Davidson argued on CNBC that Intel's valuation is contradictory. Intel trades at a P/E above 200 while NVIDIA trades at about 20x earnings, implying incompatible AI cycle endpoints. Luria suggested NVIDIA, AMD, Micron, and Broadcom as alternatives.
Nvidia surpassed Cisco in data center Ethernet switching revenue for the first time in Q1 2026. Nvidia's switching revenue grew 192.7% year over year to $2.1 billion, capturing a 21.5% share of the $10 billion data center segment. The $6.9 billion Mellanox acquisition in 2020 drove the growth.
A developer built a custom GStreamer plugin for NVIDIA DeepStream entirely in Python using pyservicemaker, bypassing nvinfer limitations. The plugin writes detection metadata directly to DeepStream's NvDsBatchMeta structure, enabling downstream elements like nvtracker and nvdsosd to function normally. This approach supports vision-language models, rotated bounding boxes, and runtime model swapping.

The RTX 2070 Super from 2019 remains a capable GPU for 1080p gaming and productivity in 2026. DLSS 4.5 extended its lifespan. The card handles modern AAA titles well, making an upgrade a choice rather than a necessity for owners.
Micron Technology stock is up 130% since Donald Trump's trade earlier this year, outperforming Nvidia's 11% gain. The company's revenue tripled in fiscal Q2 2026, driven by DRAM and NAND memory demand from hyperscalers building AI infrastructure. High-bandwidth memory for AI processors is a major growth catalyst.
AI startup Tensordyne taped out its first commercial accelerator on TSMC's 3nm process. The chip uses logarithms and the Mitchell approximation with hardware correction to replace multiplication with addition, claiming higher throughput and lower power than GPUs.

Google is using financial guarantees and circular financing, tactics Nvidia used to dominate AI chips, to win data-center customers for its TPUs. A $3.2bn guarantee for a New York data center will rent TPU computing power to Anthropic. Google also backstopped a $7bn Louisiana data center and a $1.4bn Texas lease.
SpaceX became the world's fifth-most-valuable company within three trading days of its June 12 IPO, surpassing Amazon and Taiwan Semiconductor. Its market cap reached $2.73 trillion, with shares up nearly 35%. The company now trails only Nvidia, Alphabet, Apple, and Microsoft.
NVIDIA released NVIDIA XR AI in public beta on June 16, 2026, a framework for building multimodal AI agents for AR glasses and XR devices. The release extends NVIDIA's AI infrastructure beyond hyperscale training clusters into edge and physical AI, integrating services like Metropolis, NeMo Retriever, and Cosmos Reason.
Nvidia plans to raise $25 billion in debt despite holding $50 billion in cash and generating $119 billion in trailing free cash flow. Hyperscalers will spend over $750 billion on AI infrastructure this year, with spending potentially reaching $870 billion by 2027. The true risk is whether AI demand justifies the massive infrastructure spending.
U.S. stock futures declined while markets were shut. Nvidia ranked among five stocks approaching buy points. SpaceX faced an unspecified requirement or challenge. The moves reflected broader market positioning during the closure period.
Nvidia shares required to generate $10,000 in yearly dividends are 1,250. The calculation uses historical dividend data since 2002. Dividend yield is 0.3% based on trailing three-year average. The figure does not include stock buybacks or capital gains. Investors must hold shares for at least five years to realize dividend income.
A custom CUDA Top-K kernel keeps similarity search resident on GPU memory, eliminating PCIe round-trips in agentic RAG. The architecture achieves an 8.6x speedup over optimized CPU baselines on a 7-year-old GTX 1080. Only the query embedding and K results cross the PCIe bus.
Nvidia shifted away from PC gaming due to slowing GPU performance gains, rising manufacturing costs, and longer upgrade cycles. These factors made gamers a far less attractive business compared to AI markets, driving the company's strategic pivot.

Best Buy cut $1,390 off the Alienware ACT1250 gaming PC, dropping the price to $3,159.99. The rig packs an RTX 5080 GPU, 24-core Intel Core Ultra 9 285K CPU, 32GB DDR5 RAM, and a 2TB SSD. The same spec costs over $1,000 more from Dell directly.
Nvidia CEO Jensen Huang said the company's next-generation chip will cost significantly more than current models. The statement signals strong pricing power and sustained demand for Nvidia's products. Shareholders can expect continued revenue growth from higher average selling prices.

A fake RTX 4090 was found with a plastic die imitating silicon. The die had incorrect markings, including a 2030 manufacturing date, and no QR code. The core felt unusually smooth, and surrounding components appeared replaced. The card was purchased used for roughly $222.

Higgsfield launched Supercomputer 2.0, an enterprise marketing automation agent built on NVIDIA's Agent Toolkit and powered by Nemotron models. The company claims 78 percent of Fortune 500 companies use its platform, though the figure has not been independently audited. The system orchestrates over 35 image, audio, and video models.

Google is using Nvidia's playbook to build an AI chip business, providing $3.2 billion to fund a New York data center that rents TPUs to Anthropic. The world's second-biggest company is wielding its war chest to win data-center customers for its silicon, taking a page from Nvidia.

Verse closed a $54 million Series B round led by Bessemer Venture Partners, with NVIDIA participating. The startup uses batteries to bypass grid interconnection queues that last five to seven years. Verse is integrating its Dispatch Intelligence product into NVIDIA's DSX AI Factory reference design for AI data centres.
Google is adopting Nvidia's strategy to build a competing AI chip business. The approach mirrors Nvidia's successful model of developing both hardware and software ecosystems. This move positions Google to challenge Nvidia's dominance in the AI chip market.
Amazon announced it will begin selling its custom AI chips to external companies. The move targets data centers and cloud providers seeking high-performance inference hardware. The chips are designed for large-scale machine learning workloads and support industry-standard frameworks. This shift expands Amazon's AI infrastructure beyond its own services.

Nvidia's gaming strategy now centers on software like DLSS 4.5 rather than faster GPUs, as data center revenue accounts for about 90% of the company's business. The RTX 50-series reveal at CES 2025 was a 10-minute segment in an AI-focused keynote. Nvidia merged gaming revenue into "Edge Computing" in its latest earnings report.

Z.AI released GLM-5.2, a model that scores within 1% of Claude Opus 4.8 on long-horizon coding benchmarks. The model runs entirely on Huawei silicon and undercuts Western frontier models by up to 82% per token.
Amazon EC2 G7 instances are now generally available, powered by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs and custom Intel Xeon Scalable processors. They deliver up to 4.6x AI inference and up to 2.1x graphics performance over G6 instances. AWS is the first major cloud provider to offer these GPUs.
Nvidia Corporation is expected to continue trailing the broader equity market. A growing pool of high-growth tech investments now competes with NVDA, and the stock's earnings multiple is normalizing, making future multiple expansion unlikely. Short-term AI momentum remains supportive, but the market is looking past it.

CoreWeave announced the industry's first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. The June 30 "Scaling the Agentic Era" event on theCUBE will feature panels with CoreWeave, Nvidia, and Dell leaders. The validation signals a new phase of AI infrastructure focused on inference, data movement, and energy efficiency.
NVIDIA Vera CPU performance was compared to the Ampere Altra Max in a Phoronix Premium supporter-requested benchmark. The Ampere Altra has been available for over five years and remains a popular ARM Linux server option for DIY builds. The comparison follows earlier Vera benchmarks against Grace, AMD EPYC, and Intel Xeon.
Amazon Web Services is in early talks to sell its Trainium AI chips to other companies for data center use, AWS AI chief Peter DeSantis told Bloomberg. CEO Andy Jassy's shareholder letter noted the chips business could reach a $50 billion annual run rate if sold to third parties, challenging Nvidia's dominance.
Nvidia CEO Jensen Huang asserted that Marvell Technology is on course to become the next trillion-dollar company. Marvell currently has a $270 billion market cap. Since Huang's comments at the start of June, Marvell's stock has skyrocketed by more than 40%.

Bernstein analysts argue AMD's AI opportunity extends beyond GPUs into server CPUs. As agentic AI workloads spread across data centers, general-purpose computing around accelerators becomes more important. This positions AMD's CPU business as a larger part of the AI infrastructure buildout, offering a growth angle investors may have overlooked.
Nvidia CFO Colette Kress highlights 11-word comment on long-term returns and volatility in service investment metrics. The statement references time-weighted returns since 2002 and three-year standard deviation benchmarks. Investors in AMD and Intel face scrutiny over service investment consistency and return volatility.

At Cannes Lions, NVIDIA partners including Alembic, AWS, Criteo, Higgsfield, KERV.ai, and Taboola are showcasing AI technologies for advertising. Alembic uses NVIDIA DGX Vera Rubin NVL72 systems to scale Causal AI models, enabling enterprises to quantify true marketing growth drivers and eliminate capital waste.

GeForce NOW connects members' existing game libraries from stores like GOG, Ubisoft+, and EA for streaming across devices. Cloud-save functionality keeps progress intact between screens. GOG single sign-on and library syncing arrive this summer. Seven new games join the library this week.
SpaceX held its IPO on June 12, closing with a $2.11 trillion market capitalization, making it the seventh-most-valuable company globally. The company raised $75 billion by selling 555.6 million shares at $135 each. An accelerated lockup policy based on stock performance is in place.

Nvidia's advantage over AMD lies in exclusive features beyond raw speed. RTX Video Super Resolution and RTX HDR improve video and HDR better than AMD's options. Multi Frame Generation, RTX Remix, and Neural Texture Compression keep Nvidia ahead despite AMD's FSR gains.

Kari Briski, Nvidia's vice president of generative AI software product, ensures the company's technology stack efficiently manages tokens from multiagent swarming. Nvidia remains the dominant GPU seller partly because developers rely on its hardware and software stack, including CUDA. Nvidia builds its own AI models to drive chip demand and steer development.
Verse Enterprises raised $54 million in Series B funding from Nvidia and others. Its Dispatch Intelligence software manages on-site batteries and solar to help data centers bypass grid interconnection queues, bringing capacity online up to three years faster without throttling compute.
Wall Street recommends buying Nvidia stock and selling Micron stock. The analysis uses time-weighted return since 2002 and volatility profiles based on trailing-three-year standard deviation of service investment returns. The Motley Fool advises buying 50 stocks and holding them for at least 5 years.

NVIDIA released the Nemotron 3 Ultra, a new AI model. The company, traditionally known for selling hardware to AI developers, is now competing directly with them by building its own large language model. This shift positions NVIDIA as both an infrastructure provider and an AI product builder.

France's AI infrastructure plans are coming online, with Mistral operating 18,000 NVIDIA GB200 systems in a new 44-megawatt data center in Bruyères-le-Châtel. Scaleway now offers NVIDIA Blackwell B300-SXM instances. Bull and Foxconn will produce NVIDIA Vera Rubin NVL72 systems in Europe.

Nvidia researchers unveiled ENPIRE, an agent harness framework that develops robotic self-improvement strategies for physical tasks with minimal human supervision. The system uses AI coding agents with a generous token budget to teach robots various tasks in a lab setting.

NVIDIA SkillSpector evaluates AI skills for security risks before real-world use. The tool scans a controlled corpus of benign and vulnerable skills through a LangGraph workflow, then organizes risk scores with pandas. Results export in SARIF format, and the framework supports custom analyzers and LLM-based semantic validation.
Nvidia raised $25 billion in debt, signaling confidence in its growth trajectory. The move provides capital for investments without diluting existing shareholders. Investors interpret the debt raise as a bet on sustained demand for AI chips and data center infrastructure.
Rumble completed the purchase of cloud and AI infrastructure provider Northern Data. The video platform will change its name to RUM Group and operate through two units, one focused on AI infrastructure and the other on video. The company's CEO insists the AI expansion is not a fad-like pivot.
Oracle reported a 97.5% global GPU utilization rate in data centers last quarter, signaling robust demand for Nvidia's AI accelerators. Oracle plans $70 billion in capital expenditures for fiscal 2027, with an additional $20-$25 billion from customer prepayments, driving further GPU demand.
Nvidia Q1 revenue surged 85% year-over-year to $81.6 billion, driven by 92% data center growth. Gross margin expanded 14.2 points, EPS grew 131%, and free cash flow rose 86%. Q2 guidance implies 95% revenue growth. Risks include China market loss and U.S. energy constraints.
Marvell's stock price increases on strong AI-related bookings tied to Nvidia's chip demand. The rise follows sustained investor interest in AI infrastructure and semiconductor supply chains. Market signals point to continued growth in data center chip demand.

Nvidia's ENPIRE system gives an entire robot fleet to AI coding agents like Codex and Claude Code. The agents write training code, test it on real hardware, and improve without human supervision.
The company launched AI-powered hardware enabling real-time physical-world interactions. Its stock is projected to increase threefold based on time-weighted returns since 2002. Volatility analysis shows three-year standard deviation in service investment returns. The product targets industrial automation and smart infrastructure. Investors receive monthly stock picks and AI-driven rankings through the Motley Fool platform.
Samsung Foundry has received orders or is in negotiations with Google, Nvidia, Tesla, AMD, and BYD for sub-5nm chips. Some of these companies previously worked exclusively with TSMC but are now engaging with Samsung due to TSMC's demand struggles.

Amazon, Nvidia, and AMD invested $310 million in AI startup Odyssey, which builds world models simulating the physical world in 3D. The round values Odyssey at $1.45 billion. Odyssey uses AWS as its preferred cloud provider and runs on Amazon's Trainium chips. Founders Oliver Cameron and Jeff Hawke come from autonomous vehicles.
Coherent plans to boost indium phosphide wafer production at its Sherman, Texas, fab by 4x to meet AI-driven optical interconnect demand. Nvidia invested $2 billion in the optics vendor in March. The $650 million expansion will double the factory's footprint and create about 1,000 jobs.

Gary Marcus warns that a weak OpenAI IPO could cascade through the AI supply chain, hitting Nvidia, Oracle, and CoreWeave. OpenAI burns $3.7 billion per quarter and does not expect positive cash flow until 2030. CoreWeave derives significant revenue from OpenAI workloads, much routed through Microsoft.
A Wall Street analyst identifies a stock with a 848% return since 2002 as a candidate to join Nvidia in the $5 trillion market cap club. The stock's volatility is measured by three-year standard deviation of service investment returns. The recommendation is based on Time-Weighted Return metrics from 2002 to present.

AMD Radeon GPUs are the best choice for a home theater PC running Linux because the amdgpu driver is built into the kernel and the RADV Vulkan driver ships with Mesa. This makes the GPU work seamlessly on boot without extra packages. Nvidia requires a separate driver image that can cause issues.
An Nvidia stock strategy maintains a large profit zone even if the stock falls. The approach allows investors to secure gains while still participating in potential upside. The strategy focuses on protecting profits during market volatility.
Nvidia stock is down over 10% from its all-time high set in early May 2026. Despite being up roughly 10% year-to-date, it barely beats the S&P 500's nearly 9% gain. Historically, such dips have been excellent buying opportunities for the chipmaker.
Jim Cramer told callers on Mad Money that NVIDIA remains his favorite stock, but called AMD fantastic and said buying AMD at $500 a share would be terrific. Cramer noted AMD's CPU market growth jumped from an estimated 18% to 35%, and the stock rose over 18% after earnings beat estimates.

PUBG Battlegrounds launched Ally Duo Mode beta on Steam, letting players team with an AI teammate called Ella powered by Nvidia's ACE technology. The mode is available through PUBG Arcade until the end of June. Players can give orders using natural spoken language or typed text.

Google, Nvidia, and Anthropic executives shared AI advice for students. The leaders offered guidance on using artificial intelligence tools effectively in education and career development. Their tips focus on practical applications of AI technology.

Nvidia CEO Jensen Huang argued in an interview that society must create new social norms and fully embrace AI to improve lives. Huang advocated for everyone to use AI, countering critics who warn of job losses and threats to humanity. He emphasized AI's potential for faster economic growth and scientific breakthroughs.

Nvidia released RTX Remix 1.5 with RTX IO compression reducing mod file sizes up to 37%. The Half-Life 2 RTX demo dropped from 80GB to 50GB. The update also adds automatic Smooth Normals for smoother geometry and RTX Remix Skills agentic AI for modding assistance.
Vultr selected HPE and NVIDIA to build next-generation AI infrastructure for cloud-scale data centers. The partnership aims to deliver high-performance computing resources for AI workloads. This infrastructure targets enterprises needing scalable AI deployment.
The Information hired reporters to cover Nvidia, Elon Musk, finance, and Washington. The new hires will focus on these specific areas for the technology publication. The move expands the outlet's coverage of major tech and business topics.
Nvidia locked in $25 billion of high-grade bonds to fund its AI sprint, according to PitchBook. The debt issuance provides the chipmaker with additional capital for expanding production and research. The move signals confidence in Nvidia's growth trajectory within the competitive AI hardware market.
Neoclouds CoreWeave and Nebius see massive hyperscaler demand for AI infrastructure, driving rapid revenue and backlog growth. Their growth relies on access to Nvidia GPUs and optimized compute utilization. However, the companies face soaring debt loads, limited cash flow, and unprofitability, with Nvidia's investments creating circular financing risks.
Fortinet partnered with NVIDIA to accelerate the FortiAIGate solution, providing GPU-accelerated security for AI workloads. The integration protects data and autonomous agents in data centers and the cloud, applying guardrails to large language models with low latency through NVIDIA's computing platforms.
Nvidia shares edged up early Wednesday but continue to lag behind semiconductor peers. Questions over the scale of spending on AI hardware are pressuring the stock as competition begins to bite the dominant AI chip provider.

Nvidia demonstrated ENPIRE, a framework where AI agents autonomously taught robot fleets high-precision tasks like installing GPUs into motherboards. The robots learned by practicing, reading papers, and debugging their own code. Jim Fan called it the first instance of AutoResearch in the physical world.

NVIDIA wants to turn homes into mini data centres to power AI with domestic electricity in the US. The company outlined a plan to use household electrical infrastructure for distributed AI computing. This approach could shift AI workloads from centralized data centres to residential locations.

DLSS 4.5 delivers unmatched sharpness and temporal stability, making low internal resolutions viable on 4K. Nvidia left Ray Reconstruction incompatible at launch, but a new DLSS 4.5 Ray Reconstruction launching August 2026 fixes that with a second-generation transformer, completing the AI rendering stack.

Silicon Motion is aligning its consumer PCIe 6.0 SSD controller roadmap with Nvidia rather than AMD or Intel, client VP Nelson Duann said. The company expects its client-grade PCIe Gen6 platform to launch by the end of next year, driven by Nvidia's power-hungry and data-hungry processors moving into the client side.
SpaceX's investment returns since 2002 are calculated using time-weighted return. Volatility profiles are based on trailing-three-year standard deviation of service investment returns. The Motley Fool recommends investors buy 50 stocks and hold them for at least 5 years.
Nvidia CEO Jensen Huang delivered no financial updates to Microsoft stock investors. The announcement included no metrics, stock targets, or investment guidance. Time-weighted returns or volatility data were not disclosed. Financial services like The Motley Fool's stock picks were not referenced.
Apollo and Blackstone closed a $35 billion private credit deal to finance Anthropic's compute expansion. The deal signals massive infrastructure spending that could drive demand for Nvidia's chips and Micron's memory products as AI companies scale data center capacity.
A prediction estimates Nvidia's stock price by the end of 2027. The calculation uses time-weighted returns since 2002 and volatility profiles based on trailing three-year standard deviation of service investment returns. The Motley Fool recommends investors buy 50 stocks and hold them for at least five years.
AMD, Google, and Nvidia could have some of their chips manufactured by Samsung. The report indicates Samsung's foundry business may gain these major clients for chip production. No specific timeline or chip models were disclosed.

Kazakhstan signed accords with Firebird for Nvidia-related computing projects that could bring up to $10 billion in investment. The country aims to build a Data Center Valley as part of the initiative.
Two companies are quietly building custom AI chips that threaten Nvidia's market lead. These specialized processors aim to offer better performance and efficiency for specific AI workloads. The shift could reshape the semiconductor landscape and reduce reliance on Nvidia's general-purpose GPUs.
A stock outside of Nvidia is benefiting from the AI boom. The Motley Fool recommends buying 50 stocks and holding them for at least five years. The service offers monthly stock picks and AI-powered rankings through Moneyball.
Nvidia's stock price target is set at $743 within the next 12 months. The projection is based on time-weighted return data from 2002 to present. Analysts use trailing three-year volatility to model investment returns. The forecast assumes continued growth in AI-driven demand. The target reflects current market sentiment and historical performance.

NVIDIA shipped XR AI, a platform that brings AI agents to augmented reality glasses. The technology enables hands-free interaction with virtual assistants through AR headsets. Developers can now build context-aware AI applications that overlay digital information onto the physical world.
Nvidia, Broadcom, and Micron Technology led a decline in the Nasdaq on June 16. The drop reflects a broader market downturn driven by losses in major semiconductor stocks. Investors reacted to ongoing volatility in the tech sector.

Nvidia is pitching its upcoming Vera CPUs to Chinese clients, advertising availability soon. The move comes as US chip controls and Chinese homegrown solutions like Huawei's Ascend have reduced Nvidia's share of the Chinese data center market to effectively zero. Vera claims up to 1.8x faster performance than current x86 CPUs.
The article compares Nvidia and Alphabet as AI chip stock investments for the next five years. It presents a framework for evaluating both companies but does not provide a definitive recommendation. The analysis is based on time-weighted returns and volatility profiles calculated by the source.
Billionaire Ken Griffin sold shares of Amazon and Nvidia while quietly loading up on a healthcare giant. The Motley Fool calculated the moves using time-weighted return since 2002. Griffin's portfolio shift signals a bet on healthcare over big tech.
A super semiconductor stock is outperforming Nvidia and Broadcom in 2026, based on time-weighted return calculations since 2002. Volatility is measured using trailing three-year standard deviation of service investment returns. The Motley Fool recommends buying 50 stocks and holding them for at least five years.
Sequoia Capital partner Sean MacGuire told CNBC that SpaceX is like buying Nvidia three years ago. SPCX surged 19.6% in its debut week to a $1.57 trillion market cap, backed by Starlink's 10.3 million subscribers as of Q1 2026. NVDA gained 399% in three years from a similar inflection point.

HPE and NVIDIA expanded the HPE AI Factory with NVIDIA at HPE Discover Las Vegas. The HPE ProLiant Compute DL394 Gen12 with the NVIDIA Vera CPU will be available in 2027. The NVIDIA Agent Toolkit and NVIDIA Confidential Computing now extend across HPE Private Cloud AI.
HPE delivered agentic AI into production with NVIDIA, focusing on security, governance, scale, and sovereignty. The joint offering targets enterprise deployment of autonomous AI agents. HPE and NVIDIA aim to provide a production-ready infrastructure for agentic workloads.

Nvidia CEO Jensen Huang pledged that AI will boost manufacturing jobs, not eliminate them. A test of this claim will come in Texas, where Nvidia's chips powering the AI revolution face real-world limits in reviving U.S. manufacturing.

Intel processors with integrated Nvidia RTX graphics, codenamed Serpent Lake, are rumored to launch in the first quarter of 2028, possibly at CES 2028. The timeline aligns with Nvidia's next-gen RTX GPU release. The chip could significantly boost gaming laptops and handhelds.

NVIDIA Blackwell led every category in MLPerf Training 6.0, delivering the fastest time to train on all seven benchmarks. The platform was the only one submitted across every benchmark. NVIDIA submitted results on GB200 NVL72 and GB300 NVL72 rack-scale systems with fifth-generation NVLink Switches.

Nvidia raised $25 billion in investment-grade bonds, its largest debt offering on record. The deal, which initially targeted $20 billion, was increased after demand reached approximately $8 billion. The company last issued bonds in 2021, when annual revenue was $27 billion, compared to $216 billion in fiscal 2026.

Four of China's largest carmakers have unveiled custom autonomous-driving chips in the past year. Li Auto, BYD, Nio, and Xpeng each introduced proprietary silicon to cut costs and reduce reliance on Nvidia and Horizon Robotics. US export controls and the commoditisation of smart-driving features are driving the shift.

Hydra Host raised $100 million in Series A funding led by Kindred Ventures, with Nvidia joining as a backer. The startup's Brokkr software lets data-center operators deploy and rent GPU capacity across 50 sites. Hydra is asset-light, taking a cut by connecting spare megawatts to AI workloads.
Nvidia's market cap recrossed $5 trillion after Q1 FY27 Data Center revenue surged 92% to $75.246 billion. China delivered zero Data Center compute revenue versus $4.6 billion a year ago. The stock trades at $212.45, with a consensus analyst target of $298.93 and a base case of $235.49 by year end.
ISG will publish a report on providers within the NVIDIA ecosystem. The company announcement details a forthcoming evaluation of partners and their services. The report aims to assess the landscape of companies building on NVIDIA technology.

Nvidia completed its first bond sale since 2021, raising $25 billion through seven offerings with maturities as late as 2056. The company held $13.24 billion in cash and $37 billion in marketable securities at the end of its most recent quarter. The move sets a market rate for future borrowing as AI spending surges.
Equinix collaborates with Cisco and NVIDIA to deploy secure AI factories across its global data center footprint. The partnership integrates Cisco networking with NVIDIA accelerated computing for enterprise AI workloads. Equinix offers the infrastructure within its colocation facilities worldwide.

Nvidia is raising at least $20 billion through its first bond sale since 2021, offering bonds in seven tranches with maturities from two to 30 years. The chipmaker will use proceeds for general corporate purposes, including refinancing existing debt. JPMorgan Chase, Morgan Stanley, and Goldman Sachs are managing the sale.
Elon Musk stated he is building a chip that performs 2-3 times better than Nvidia's at 10% of the cost. The claim raises questions about whether Nvidia investors should be worried. No technical details or timeline were provided.

Abimelec Design rendered a Plymouth 'Cuda restomod with an 8.0-liter quad-turbocharged W16 from a Bugatti Veyron and Chiron. The W16 is two inches shorter but 5-6 inches wider than the original 440 V8, requiring a widened front end and pushed-out suspension. The fictional build also includes Bugatti brakes and silver wheels.
Intel plans to ship Serpent Lake chips paired with Nvidia RTX graphics by 2028. The combination targets a specific hardware release window, integrating Intel processors with Nvidia's RTX GPU lineup for future systems.

Only 8.54% of Nvidia RTX owners still use an RTX 20 series card, mirroring Windows 7's decline to 0.07% of Steam users. The RTX 20 series introduced ray tracing and DLSS, technologies that evolved into modern PC gaming standards, even as the hardware fades from desktops.

IMEC unveiled a III-V chiplet integration on 300mm silicon, enabling denser high-performance chips and lower costs. Nvidia CEO Jensen Huang sees telecom as AI's next frontier, with IMEC's breakthrough potentially solving key adoption challenges around scalability and affordability for 6G networks.
REX NVDA Growth & Income ETF (NVII) pays weekly distributions at a 48.12% rate using derivatives and covered calls on Nvidia. Since its May 2025 launch, NVII outperformed NVDA by 9% in total return, though all gains came from distributions, not price appreciation. The fund holds $102 million in assets.
Nvidia stock increases as markets surge on global peace optimism. The move follows a 3-year volatility drop in tech sector returns. Investors see reduced risk in semiconductor stocks amid geopolitical easing. The Motley Fool promotes long-term holding of 50 stocks with monthly AI-powered rankings.
An AI infrastructure stock has been outperforming Nvidia on the market. The company's latest deal could push the stock even higher. The Motley Fool recommends investors buy 50 stocks and hold them for at least five years.

A user tested DeepSeek-R1 8B, Qwen 3.5 9B, and Gemma 4 E4B on an RTX 4070 Ti with 12GB VRAM for real workflow tasks. DeepSeek-R1 loaded quickly but spent 24 seconds thinking before outputting. Only one model earned a permanent spot on the machine.

Nvidia plans a $20 billion multi-part bond sale to finance AI investments and refinance debt. The offering signals strong demand for AI infrastructure. Bitcoin miners like HIVE Digital and TeraWulf are repurposing facilities for AI hosting, leveraging power agreements to capture growing computing demand.

Nvidia plans to raise $20 billion through a U.S. bond issuance, its first since raising $5 billion in 2021. The seven-tranche notes mature as late as 2056. Proceeds will go toward general corporate purposes, including refinancing outstanding notes. Big Tech AI spending is expected to exceed $700 billion by 2026.

Asus released a high-end workstation featuring 748 GB of RAM and an Nvidia GB300 GPU priced at $99,999. The system targets professional users requiring extreme memory capacity and GPU compute power for data-intensive applications.

Nvidia is selling $25 billion of investment-grade debt in its first bond offering in five years. The seven-part deal, upsized from $20 billion, includes maturities from two to 30 years and drew over $85 billion in orders by early afternoon in New York.

Testing the RTX 3080 against the RTX 5080 in Forza Horizon 6 showed the 5080 is roughly 60 to 70% faster across every configuration. Despite that gap, the 3080 remains a solid GPU and owners should not rush to upgrade.
Nvidia is aiming to raise about $20 billion in debt, its first bond sale since the AI boom began. The chipmaker disclosed the capital raise in an SEC filing Monday but did not include the dollar amount. Nvidia has about $7.5 billion in long-term debt and $1 billion in short-term debt.

Nvidia's RTX Spark laptop platform is a significant development for AI developers and power users running large models on Windows. Its broader impact on the PC market will take longer to materialize, as the platform is not designed for every user.
AMD stock jumped 8% to an intraday record near $558, pushing market cap above $900 billion. NVIDIA rose 4% and Intel gained 3% as a U.S.-Iran peace deal fueled broad chip buying. AMD's Ryzen AI Halo platform undercuts NVIDIA's DGX Spark by $700 with 14% better tokens-per-second performance.

Intel's Serpent Lake system-on-chips, featuring integrated NVIDIA RTX GPU tiles, are reportedly arriving in the first quarter of 2028. The chips combine Intel CPU cores with discrete NVIDIA graphics on a single package. This marks a significant collaboration between the two companies for mobile computing.
Meta's MTIA chips and Google's TPUs are pressuring Nvidia's GPU dominance as hyperscalers advance custom silicon. Meta's six-month innovation cycle and 21 times trailing earnings suggest the stock is undervalued. Semiconductor volatility makes Meta a lower-risk AI chip investment alternative.
Nvidia's share of the AI inference chip market appears to be rising. The company continues to dominate the sector for running AI models. This growth strengthens Nvidia's position in the broader AI hardware landscape.
AI is expanding from data centers to edge devices like robots, cars, and drones. Nvidia, a pioneer in AI, is capitalizing on this shift. Its revenue is expected to reach $392 billion in fiscal 2027, a 14x increase from fiscal 2023's $27 billion.
Nvidia's networking business is a major growth driver, with photonic solutions cutting power by roughly 40%. Vera CPUs open a $20 billion market opportunity. Q2 revenue guidance of $91 billion implies a $364 billion annualized run rate before Rubin contributes. Successful Rubin, Vera, and networking deployment in H2 2026 could force analysts to raise estimates.

Kazakhstan signed accords with Nvidia-backed Firebird to build Data Center Valley in Ekibastuz, with a potential $10bn in investment. The first phase is $5bn, including $1bn from Kazakhtelecom, targeting a 125-megawatt site online by 2027. The deal aims to host up to 100,000 Nvidia GPUs.
Nvidia is issuing $20 billion in bonds. The bond deal provides the chipmaker with significant capital for general corporate purposes. The issuance represents one of the largest corporate bond offerings in the technology sector this year.
Sequoia Capital partner Shaun Maguire compared SpaceX to Nvidia three years ago and plans to hold his shares forever. Nvidia shares surged 420% since June 2023. Maguire's stance is backed by a 2029 to 2030 revenue model, but he holds at Sequoia's cost basis while public investors do not.
NVIDIA CEO Jensen Huang predicts AI hardware supply will trail demand for several years. NVIDIA trades at 31x trailing P/E with over 70% sales growth. Bears like Michael Burry hold put options, wagering on an AI demand collapse. The stock sits around $200 per share.

The GeForce RTX 4070 turned three years old in April 2026, yet the author sees no reason to upgrade. DLSS 4.5 brought a second-generation transformer model and Multi Frame Generation to the card. Nvidia's RTX 5070 fails to stand out among existing $550 options.
A startup operating a marketplace for Nvidia servers raised $100 million in funding at an $800 million valuation. The company connects buyers and sellers of Nvidia-based hardware for AI workloads. The round signals strong investor demand for infrastructure supporting artificial intelligence compute needs.

Gears of War E-Day requires at least an Nvidia RTX 2060 or RTX 5050, excluding older GTX cards like the GTX 1060 and 1080 Ti. The game needs 130GB of SSD space and 12GB of RAM minimum. Recommended specs include an RTX 3060 Ti or RX 6700 XT.
Nvidia stock has soared 1,000% over five years, driven by AI chip demand. Revenue rose 65% to $215 billion in the latest full year, with net income at $120 billion. The question is whether to buy before a potential catalyst on June 24.
Analysts give Nvidia stock a median target price of $300, implying 46% upside from the current share price. Demand for Grace Blackwell systems, including GB300 and B300, continues to grow despite availability issues. Nvidia dominates GPU shipments over AMD and secured DRAM and HBM supply for 2026 and 2027.
Kazakhstan signed accords with Firebird Inc. on Nvidia-backed computing projects that could bring $10 billion in investment. Phase one of the Data Center Valley project envisions $5 billion, including $1 billion from Kazakhtelecom, with commercial operations at the 125-megawatt facility planned for 2027.

The RTX 50-series launch is widely called one of the most frustrating anti-consumer GPU releases, plagued by paper-launch inventory, driver instability, and missing hardware rendering blocks. Buying the RTX 4080 Founders Edition on release day bypassed three years of market volatility and dodged a generation that compromises rasterization for enterprise AI margins.

Nvidia's RTX Spark is the same GB10/N1 hardware already shipping in the DGX Spark and Lenovo ThinkStation PGX, repackaged for Windows PCs. The author ran Cyberpunk at 1440p on the chip, which features a 20-core Arm CPU and a Blackwell GPU with 6,144 CUDA cores.
SpaceX signed a deal with Google worth $920 million per month for access to around 110,000 Nvidia GPUs in its data centers. The agreement runs from October 2026 through June 2029, with either party able to cancel with 90 days' notice starting in 2027. Anthropic separately agreed to lease the full Colossus data center for over $1.2 billion monthly.

Nvidia vice president of applied deep learning Bryan Catanzaro said AI currently costs more than employees. Catanzaro stated that for his team, the cost of compute far exceeds the costs of employees. The comment comes amid tech layoffs at Meta and Microsoft.

The MSI Codex Z2 A8NVM-485US prebuilt gaming PC is on sale at Newegg for $1,499, down from $1,899. The system includes a Ryzen 7 8700F processor, RTX 5060 Ti 8GB graphics, 16GB DDR5-5200 RAM, and a 2TB NVMe Gen4 SSD. Newegg offers optional bundles with a 4K monitor and peripherals.

A new study claims Pearl's blockchain network runs 320,000 RTX 3090-class GPUs drawing 112 megawatts of power while producing zero useful AI computation. The network performs random matrix multiplications that mimic AI math but are not tied to real training or inference. GPU rental prices on vast.ai jumped 38% after Pearl's mining software went public.
Nvidia and Micron have both seen revenue soar during the AI boom, with each stock climbing more than 1,000% over five years. Nvidia leads in GPU design for AI training and inference and is launching its first stand-alone CPU this fall. Micron provides memory and storage essential for AI tasks.

A modder known as AssassinWarlord doubled the VRAM on an RTX 3070 by transplanting eight Samsung GDDR6 memory modules from a defective RX 6900 XT. The mod required re-balling chips and adjusting shunt resistors. Synthetic benchmarks showed little improvement, but some game titles saw a marked performance benefit.
Nvidia reports 85% year-over-year revenue growth to $81.6 billion in fiscal first quarter 2027, driven by 92% data center revenue surge to $75.2 billion. AI chip demand surges as CEO Jensen Huang calls it agentic AI-driven, with $1 trillion in Blackwell and Rubin chip revenue projected between 2025 and 2027. Gross margin near 75% in the quarter.
NVIDIA and Nebius are collaborating on a cloud platform for robotics and physical AI. The Physical AI Living Lab provides UK and European robotics startups with NVIDIA development tools and Nebius cloud infrastructure. The six-month program offers access to OSMO and Cosmos World Foundation models.
Summaries by ByteBrief