NVIDIA
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thurrott.comMicrosoft Launches 15-inch Surface Laptop with Nvidia RTX Spark Arm Processor
Microsoft unveiled the 15-inch Surface Laptop Ultra on June 1, 2026, featuring Nvidia’s RTX Spark superchip. The device is scheduled to begin shipping later this fall.
Trump Says Iran Policy Reaches Final Stage
President Trump stated that handling of the Iran issue has entered its final stage. The comment came in a daily briefing that also covered Nvidia revenue forecasts and Federal Reserve meeting minutes.
TD Cowen Raises NVIDIA Price Target to $275, Cites AI Demand Ahead of Earnings
TD Cowen increased its price target on NVIDIA to $275 from $235 while maintaining a Buy rating. The firm cited strong AI demand, hyperscaler spending and an expanding Blackwell and Rubin pipeline as reasons for its bullish stance. The move comes ahead of the company's upcoming ea…
BloombergNvidia Shares Rise Extending 20 Percent Rally Over Past Week
Nvidia shares advanced on Thursday continuing gains that have added 20 percent over the past seven days. Investors continued to buy shares of the company amid increased spending on artificial intelligence projects. The stock movement reflects broader market interest in companies…
U.S. Prosecutors Allege Smuggling of Nvidia Chips to China in New Court Cases
Court records show three men discussed shipping banned Nvidia GPUs to China via WeChat messages that warned against mentioning the country to avoid detection. The cases are part of broader U.S. efforts to enforce export controls on advanced semiconductors destined for China, Russ…
CnbcNvidia CEO Speaks on AI and Jobs at Milken Institute Global Conference
Nvidia CEO Jensen Huang discussed AI's impact on employment during a Milken Institute conversation with MSNBC's Becky Quick. He emphasized that AI creates jobs rather than causing mass unemployment and represents the U.S.'s best chance to re-industrialize. Huang expressed concern…
Nvidia's Market Share in China Falls to Zero Amid U.S. Export Restrictions
Nvidia CEO Jensen Huang stated that the company's market share in China has dropped to zero due to ongoing U.S. export restrictions. The company reported $19.67 billion in revenue from China for fiscal year 2026 but anticipates none in the first quarter of fiscal 2027. President…
Nvidia CEO Huang: AI More Likely to Augment Jobs Than Replace Them, Contrasting Other AI Leaders' Warnings
Nvidia CEO Jensen Huang said in a recent interview that most people are unlikely to lose jobs to AI but rather to those who use it. He emphasized the need for widespread AI adoption. Contrasting views from other leaders highlight potential disruptions in entry-level white-collar…
pandaily.comNvidia CEO Jensen Huang Discusses AI Risks on Podcast
Nvidia CEO Jensen Huang criticized tech leaders for stoking fear about AI's impacts during a podcast interview on Thursday. He urged reliance on facts and dismissed claims of existential threats or massive job losses. The remarks came as several software firms reported strong ear…
SemaforNvidia Servers in China Reach Nearly $1 Million Amid US Chip Export Restrictions
Prices for some Nvidia servers in China have doubled to nearly $1 million due to a crackdown on chip smuggling that has dried up black market supplies. This surge reflects soaring demand for top semiconductors like the B300 amid U.S. restrictions on shipments. Chinese tech firms…
Substrate placeholder — needs reviewAI Industry Invests $400 Billion in Data Centers in 2025 Amid Ongoing Profit Challenges
The AI sector invested $400 billion in data centers last year, yet no major companies achieved profitability from these investments. Nvidia shipped about 10 gigawatts of GPUs in 2025, exceeding Goldman Sachs' estimate of 7.7 gigawatts in available capacity for AI data centers. Th…
businesstoday.inApple's iPhone Revenue Up 13% in March 2026, Driven by Low-End Model Sales Amid Margin Pressures
Apple's iPhone revenue increased approximately 13% year-over-year in March 2026, with unit sales up about 10%, fueled by demand for models like the iPhone 17e. This growth pressured margins due to the popularity of lower-priced options. Prediction markets show 93.5% odds of NVIDI…
Substrate placeholder — needs reviewNvidia Rolls Out OpenAI's Codex Coding Agent to Over 10,000 Employees Globally
Nvidia Corp. has deployed OpenAI's Codex across its worldwide workforce following a successful internal pilot. More than 10,000 employees now access the AI-powered tool, which accelerated debugging and software development in testing. CEOs Jensen Huang and Sam Altman highlighted…
Substrate placeholder — needs reviewGoogle Cloud Announces Eighth-Generation TPUs Split into Training and Inference Chips
Google Cloud unveiled its latest tensor processing units, divided into models for AI training and inference, with significant performance gains. The company also committed to offering Nvidia's Vera Rubin chip later in 2026 and is collaborating on networking technology. TechCrunch…
techjuice.pkGoogle Cloud Launches Eighth-Generation TPUs Split into Training and Inference Chips
Google Cloud announced its eighth generation of tensor processing units, divided into TPU 8t for model training and TPU 8i for inference. The new chips offer significant performance improvements, including up to 3x faster training and 80% better performance per dollar. The compan…
pandaily.comNvidia CEO Jensen Huang Discusses Selling AI Chips to China in Podcast Interview
Nvidia CEO Jensen Huang addressed concerns about selling AI chips to China during a podcast interview with Dwarkesh Patel. Huang argued that restricting sales would not halt China's AI development and could harm the U.S. tech ecosystem. He emphasized the importance of innovation…
Substrate placeholder — needs reviewON Semiconductor Projects Higher Silicon Content in Future NVIDIA AI Racks
ON Semiconductor anticipates significantly increased silicon content in NVIDIA's next-generation AI data center racks starting in 2027. The company's CEO outlined this at a recent conference, highlighting a shift to 800-volt architecture. Current financials show revenue declines…