The chip maker says revenue for the three months to October jumped 62% to $57bn.

Nvidia is still experiencing a firehose of revenue

Bubble? Nvidia CEO Jensen Huang doesn't see one Nvidia kicked the can labeled "AI bubble" down the road on Wednesday.

(Reuters) -Nvidia forecast quarterly revenue well above Wall Street estimates on Wednesday and CEO Jensen Huang touted blockbuster demand for its AI chips from giant cloud providers

Nvidia earnings will be out after Wednesday's close, and AI rockstar CEO Jensen Huang will be on the hot seat.

Nvidia CEO Jensen Huang said sales for the company's current-generation GPU, called Blackwell, are "off the charts."

NVIDIA released a strong earnings report, beating market expectations

Nvidia blew past earnings expectations with soaring revenue and profit, easing fears of an AI bubble and reinforcing its position as the engine of the global AI boom

Nvidia and xAI said a data center being built in Saudi Arabia and equipped with hundreds of thousands of Nvidia chips will count xAI as its first customer.

The AI upscaling upgrade for AMD graphics cards is nearly here. On Tuesday, AMD said it will reveal FSR "Redstone," its answer to NVIDIA's DLSS , on December 10

Nvidia's modular PCIe connector, used in some of its Blackwell-based graphics cards, is available individually

SAN FRANCISCO (Reuters) -Nvidia and Menlo Micro on Wednesday said they have used technology from the startup to dramatically speed up the testing of AI chips, easing a significant production bottleneck

Here are five key things investors need to know to start the trading day.

A worsening commodity DRAM shortage could be amplified by Nvidia's huge LPDDR5X demand and push memory prices even higher as server RDIMMs are poised to get 2X more expensive in 2026, according to Counterpoint Research

Are cheap gaming laptops worth it? Cheap gaming laptops are definitely worth it if youre trying to save money and are being realistic about what you can get at this price range. You can expect to find Intel and AMD's latest (but not greatest) CPUs, as well as entry-level GPUs like NVIDIA's RTX 4050

ARM and NVIDIA have announced that the former will be joining the latter’s NVLink Fusion ecosystem

ChatGPT competitor secures billions from Microsoft and Nvidia in deal to use cloud services and chips.

Microsoft announced new strategic partnerships with Nvidia and the AI startup Anthropic.

The company says it will invest up to $10 billion in Anthropic. Meanwhile, NVIDIA has pledged up to $5 billion in the Claude maker

Has there ever been a more pressing time to buy a new graphics card? Black Friday could be the last stop before GPU chaos reigns

"This jump is driven by concerns over the magnitude and financing of the AI capex boom," said BofA analysts. The surge in investment to develop AI infrastructure has been a dominant theme in the record rally in US tech stocks this year -- with chipmaker Nvidia becoming the world's first $5tn company last month -- but growing concerns about the sustainability of this spending has caused a pullback on Wall Street in recent weeks

Newegg is selling MSI's GeForce RTX 5070 12G Ventus 2X OC for $479.99 after rebates

Experts told CNBC it's a healthy correction, fueled by a unclear outlook 2026.

(Reuters) -Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services, the latest high-profile deal binding together major players in the AI industry

Microsoft, Nvidia and OpenAI-rival Anthropic announced strategic partnerships today that will scale Claude on Microsoft Azure and bring up to $15 billion in new investment to the AI startup

Linux inventor also discusses Rust in the kernel, Nvidia's proprietary code, and the problem of AI crawlers Linux and Git inventor Linus Torvalds discussed AI in software development in an interview earlier this month, describing himself as "fairly positive" about vibe coding, but as a way into computing, not for production coding where it would likely be horrible to maintain

Version 3.0 of Proton gets released, featuring a variety of bug fixes and performance improvements for DX12 games, and also adds support for big features such as FSR 4, Anti-Lag, and Work Graphs

Dell Technologies just rolled out two major waves of AI announcements at SC25, and when you put them together, you can really see how the company is trying to make enterprise AI simpler, faster and far more automated from data center-scale deployments to on-device AI PCs. The post Dell Technologies pushes enterprise AI forward with unified innovations across its AI Factory and NVIDIA partnership appeared first on Nasi Lemak Tech .

Nvidia's Ian Buck on the importance of FP64 to power research, in a world that's hot for inferencing Interview Scientific computing is about to undergo a period of rapid change as workloads inject AI.

Arm enters into Nvidia's NVLink Fusion ecosystem, lets Arm licensees build CPUs that natively connect to Nvidia GPUs: They can now use custom CPUs and Nvidia AI accelerators

Arm doesn't make CPUs but it licenses its instruction set technology and sells designs that customers can build their chips on top of.

"This is how much business is on the books

Are investors turning their backs on Nvidia?

AI weather prediction is becoming a crowded field. Companies like NVIDIA , Microsoft, AccuWeather and Huawei are all throwing their hats in the ring in one way or another

Nvidia's Vera Rubin platform is Nvidia's most complex AI and HPC platform released to date that combines custom Vera CPUs, two types of Rubin GPUs, an all-new DPU, and next-generation scale-up and scale-out connectivity solutions

Vendor leans on Nvidia tie-up so hard you can hear the GPUs squeak SC25 Dell continues to push itself as a one-stop shop for enterprise AI infrastructure with a wave of products and services, including updates to servers, storage, and software to expand its offerings.

(Reuters) -Tech billionaire Peter Thiel's hedge fund has sold off its entire stake in Nvidia during the third quarter, a regulatory filing showed, intensifying worries of an artificial intelligence bubble

Here are five key things investors need to know to start the trading day.

TAIPEI (Reuters) -U.S.-based cloud services provider GMI Cloud said on Monday it will build a $500 million artificial intelligence data centre in Taiwan with the support of U.S. chipmaker Nvidia

Few people need a machine that high-end, but if you're a gamer with extra cash to burn, it may be worth taking a close look at some of these pricier systems. CPU and GPU The answer to this question used to be relatively simple: Just get an Intel chip with an NVIDIA GPU

"Like any moonshot, it's going to require us to solve a lot of complex engineering challenges," Pichai posted on social media. Nvidia, too, has announced a partnership with startup Starcloud to work on space-based data centers

Google isn't the only major tech company developing more AI infrastructure in the US. Earlier this year, NVIDIA announced plans to build manufacturing space for AI supercomputers in Houston and Dallas

Who needs 600 kilowatt racks when a single computer can span entire datacenters? Exclusive Nvidia-backed photonics startup Ayar Labs announced a new collaboration with Global Unichip Corp (GUC) on Sunday to integrate its optical I/O chiplets intothe Taiwanese semiconductor design services provider's XPU reference designs.

The RTX 5070 is one of the best midrange GPUs you can buy but it's often been overshadowed by the more competitive RX 9070 from AMD due to the latter's memory pool. Now, at its lowest price ever, the RTX 5070 has just become a lot more exciting, especially with Nvidia's superior driver suite and features like frame-gen in mind

Hyperlink uses local AI acceleration to deliver private, lightning-fast file searches powered by LLM reasoning and contextual understanding

The top-of-the-line Asus ROG Matrix RTX 5090 is priced at $3,999 and will be available in only 1,000 units worldwide

Tachyum's newly published Prodigy specs make sweeping claims of GPU-beating performance, but the shift to a 2nm multi-chiplet redesign means the need to restart RTL, which implies that the processor is now likely delayed by another four to five years

Also, we discuss our favorite games of 2025, as well as the upcoming titles we're looking forward to. Subscribe! iTunes Spotify Pocket Casts Stitcher Google Podcasts Topics Valve reshapes PC gaming with a new Steam Machine, Steam Frame VR headset and updated Steam Controller 1:10 Its not just Silksong! A look at our favorite indie games of 2025 with Jess Conditt 25:25 Michael Burry places his next big short on Palantir and NVIDIA 46:09 WSJ Report: OpenAI faces 7 lawsuits claiming ChatGPT encouraged user suicides 50:57 Apple unveils Digital IDs for iPhones, to hold passports and other IDs 59:35 Deezer-Ipsos survey says 97% of people cant tell if music is AI generated 1:01:37 Around Engadget 1:07:18 Working on 1:08:42 Pop culture picks 1:09:10 Credits Host: Devindra Hardawar Guest: Jessica Conditt Producer: Ben Ellman Music: Dale North and Terrence O'Brien This article originally appeared on Engadget at ...1.html?src=rss

I suppose that shouldn't be too surprising for Sony, since it's only pumping out 1080p streams. NVIDIA's GeForce Now has proven it's possible to stream PC games in 4K, so long as you have gobs of bandwidth to support it

Daniel Cooper for Engadget For years, the world has clamored for a modular, upgradeable gaming laptop offering the same longevity as a desktop. Now, Framework has achieved where so many have failed, selling an NVIDIA GeForce RTX 5070 for its two-year-old Laptop 16

A Chinese company gains access to Nvidia hardware by renting compute from a Jakarta-based telecommunications company

FSR Redstone is here and Call of Duty's getting it first

China has reportedly developed the world's first scalable and industrial-compatible optical quantum chip that allegedly has 1000x the amount of processing power as Nvidia's outgoing AI GPUs

Nokia is part of the game, too.

SoftBank sells Nvidia shares to fund OpenAI and robotics investment, raising market concerns amid AI bubble warnings

Nvidia's Vera Rubin platform may upend the AI-server market by shipping partners fully built L10 compute trays that include all compute, power, and cooling hardware, leaving OEMs and ODMs to handle only rack integration while Nvidia takes over the core server design, much of the value, and margins

Promised for 2027 racks, mixing Nvidia and AMD silicon in one liquid-cooled box HPE's next-gen Cray supercomputing platform will offer a choice of compute nodes with Nvidia's Vera Rubin or AMD's upcoming Venice Epyc CPUs or a mix of both.

GMKtec EVO-X2 delivers AI workstation performance at half the cost of the DGX Spark

Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle and the major cloud providers.

There's a new Framework Laptop 16 in 2025 with Wi-Fi 7, better cooling, the option to attach an Nvidia GeForce RTX 5070 laptop GPU and more

If were honest, nobody has managed to properly deliver on that pledge until now, as Framework launches a meaningful CPU and GPU upgrade for the Laptop 16 . Almost two years after the machine first went on sale , you can now swap out its discrete Radeon RX 7700S for NVIDIAs GeForce RTX 5070

Restrictions on U.S. chip exports are beginning to force visible shifts in Chinas AI compute strategy, as a shortage of Nvidia accelerators drives cloud providers toward domestic alternatives

An anonymous reader shares a report: Costing tens of thousands of dollars each, Nvidia's pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year -- a bill expected to hit $3 trillion by 2029

SoftBank is selling its entire stake in Nvidia but not for the reasons you might think.

Foxconn, the world's largest contract electronics maker, reported Wednesday that its third-quarter profit jumped 17% from a year earlier.

TOKYO (Reuters) -SoftBank's shares slid as much as 10% on Wednesday after the $5.8 billion sale of its stake in Nvidia highlighted the growing funding demands it faces to bankroll its "all-in" bet on ChatGPT creator OpenAI and other investments

SoftBank is selling its entire stake in Nvidia but not for the reasons you might think.

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m

SoftBank has confirmed it sold its entire stake in Nvidia in October, offloading 32.1 million shares for $5.83 billion

SoftBank is looking to capitalize on its "all in" bet on ChatGPT maker OpenAI

(Reuters) -SoftBank Group's $5.8 billion sale of its Nvidia stake jolted stock markets on Tuesday, stoking fears that the frenzy around artificial intelligence may have peaked, especially after recent warnings from Wall Street bank chiefs and a famed short seller

Here are five key things investors need to know to start the trading day.

RTX 5000 Super GPUs aren't canned, but may not arrive until later in 2026 with doubts raised over the RTX 6000 timeframe, too

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Two of the world's biggest data center developers have projects in Nvidia's hometown that may sit empty for years because the local utility isn't ready to supply electricity

TSMC-branded sneakers were 'the focus of the audience' at the firm's annual Sports Day event this weekend

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

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

For more than a decade, the nonprofit Common Crawl "has been scraping billions of webpages to build a massive archive of the internet," notes the Atlantic, making it freely available for research. "In recent years, however, this archive has been put to a controversial purpose: AI companies including OpenAI, Google, Anthropic, Nvidia, Meta, and Amazon have used it to train large language models

How do companies pay for the enormous sums they are lavishing on AI? Mostly, these companies make so much money that they can afford to go bananas... Eight of the world's top 10 most valuable companies are AI-centric or AI-ish American corporate giants Nvidia, Apple, Microsoft, Google, Amazon, Broadcom, Meta and Tesla