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The Latest Breaking News from Nvidia

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz

AMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their differing strategies reflect the complex AI chip market in China. AMD offers a broader product range, while Nvidia faces significant export control challenges. Both companies are making investments in…

The Economic Times

Dell rallies about 40% on strong Nvidia‑powered AI server demand

Dell rallies about 40% on strong Nvidia‑powered AI server demand

The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value ‌at the ⁠current share ⁠price of $442.70, if gains hold.

The Economic Times

Foxconn has immense confidence in growth momentum due to AI, chairman says

Foxconn has immense confidence in growth momentum due to AI, chairman says

Taiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud providers' massive AI investments are fueling this confidence. Foxconn, a key supplier for Nvidia and Apple, reported a profit rise. The company expects its capital expenditure to grow…

The Economic Times

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Infineon Joins NVIDIA's MGX™ AI Factory Ecosystem to Transform Power Delivery Architecture for Next-Generation AI Server Racks

MUNICH, May 29, 2026 /PRNewswire/ -- Infineon Technologies (FSE: IFX) (OTCQX: IFNNY), a leading provider of power systems and IoT, has joined NVIDIA's MGX AI Factory ecosystem to help transform power delivery for next-generation AI data centers. Infineon's power management solutions will support NVIDIA's MGX™ architecture and 800 VDC power…

Elon Musk's SpaceX Will Buy Intel For $1 Trillion, Market Analysis Predicts

A $1T hypothetical SpaceX–Intel deal shows how owning chip factories could lock in AI power, underscoring semiconductors as tech's ultimate lever.

International Business Times UK

Quote of the day by AMD CEO Lisa Su: "The age of traditional computing is dead" — marking the start of the heterogeneous computing era

A decade before GPUs took center stage in the AI buildout, Su projected a future in which conventional processors would no longer reign supreme

Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

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The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

Huawei introduced Tau Scaling Law and LogicFolding architecture as potential alternatives to Moore’s Law and traditional semiconductor scaling limitations.

Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’

Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom.

The AI Trade Is Getting Overcrowded. Here’s Why You Should Opt for the iShares Semiconductor ETF Instead.

The AI Trade Is Getting Overcrowded. Here’s Why You Should Opt for the iShares Semiconductor ETF Instead.

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

NVIDIA drops the Control Panel for Windows 11 after 20 years of faithful service and goes all in on its newer app

NVIDIA drops the Control Panel for Windows 11 after 20 years of faithful service and goes all in on its newer app

With the release of the latest NVIDIA driver the classic Control Panel app is being retired. The features aren't going away, instead being folded into the newer NVIDIA App.

Windows Central

Supermicro says it assisted Taiwanese authorities in server smuggling bust that led to three arrests — company issues statement on working with US, Taiwan to block illicit diversion of servers to China

Supermicro says it assisted Taiwanese authorities in server smuggling bust that led to three arrests — company issues statement on working with US, Taiwan to block illicit diversion of servers to China

Supermicro says it worked directly with Taiwanese authorities on a server smuggling bust that led to the seizure of 50 servers and three arrests.

Tom’s Hardware

'Call of Duty Modern Warfare 4' developer promises PC focus — Infinity Ward promises extensive optimization and is dropping older consoles

'Call of Duty Modern Warfare 4' developer promises PC focus — Infinity Ward promises extensive optimization and is dropping older consoles

Call of Duty Modern Warfare 4 drops older consoles and promises extensive optimization and PC-specific options

Tom’s Hardware

IREN Is Flipping the Switch from Bitcoin to AI

IREN Is Flipping the Switch from Bitcoin to AI

IREN is leveraging its massive grid-connected power assets in Texas to secure high-margin artificial intelligence contracts and transform its valuation.

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Intel's new Arc G-Series chips will probably be the best for handheld gaming—but not for long, and only because AMD has dropped the ball

Do you trust Intel to keep investing in Arc drivers?

Nvidia and Micron Stocks Are Almost Exclusively Driving S&P Earnings Strength. These 3 Very Real Risks Could End It All.

Goldman Sachs data shows that together, Micron and Nvidia are responsible for one-third of all S&P 500 earnings growth in 2026.

Aggressive Share Buybacks and Dominant Positioning Still Make Nvidia Stock a Top Buy Now

Nvidia’s financial and operating performance remains exceptionally robust despite the company operating at a significantly large scale.

Li Auto Q1 Earnings Call Highlights

Li Auto (NASDAQ:LI) executives said the company returned to a sales growth trajectory in the first quarter of 2026, but the Chinese electric vehicle maker reported sharply lower margins and a net loss as product mix and its model refresh cycle weighed on profitability. Chairman and CEO Xiang Li sai

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Arbe Robotics Q1 Earnings Call Highlights

Arbe Robotics (NASDAQ:ARBE) reported first-quarter 2026 revenue of $0.5 million and said it is broadening its business from automotive radar chipsets into complete radar systems for automotive, defense, security, infrastructure and other perception-focused markets. On the company’s earnings call, n

Is NVIDIA Stock Outperforming the S&P 500?

NVIDIA has outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.

2 Reasons Why AMD Stock Is Guaranteed to Beat Nvidia

AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.

Intel Arc G3 is here to shake up handheld gaming, and AMD should be terrified — Acer Predator Atlas 8, a new MSI Claw and more launching soon

The rumors are true! Intel Arc G3 and G3 Extreme are here, and gaming handhelds will never be the same again. Here’s how they stack up against the competition.

The CFOs steering Big Tech's trillion-dollar AI bet

At Meta, Microsoft, Alphabet, Oracle, OpenAI, and Nvidia, the finance chiefs steering AI investments are all women.

CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st

The Economic Times

Global Market Check: Foreign investors buy Japanese stocks for 8th week on AI rally

Foreign investors continue to show strong interest in Japanese stocks, marking an eighth consecutive week of purchases. This trend is fueled by falling oil prices and a surge in AI-related shares. Investors are optimistic about the demand outlook for AI chips, with companies like Nvidia and SoftBank Group seeing significant…

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