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YOU WONT BELIEVE: Blackwell org - What They Never Told You

US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech

The United States has licensed Chinese telecom giant ZTE to purchase restricted Nvidia H200 AI chips, but Chinese regulators and domestic procurement initiatives may limit the material impact of the change.

Tom’s Hardware

Unannounced Nvidia RTX 50 Super GPUs appear in Seasonic PSU calculator — unreleased graphics cards shown with 10-17% higher TGP over original models

Unannounced Nvidia RTX 50 Super GPUs appear in Seasonic PSU calculator — unreleased graphics cards shown with 10-17% higher TGP over original models

Total graphics power figures for Nvidia's unanounced, unreleased RTX 50 Super-series graphics cards have appeared in Seasonic's PSU capacity calculator, revealing potentially higher TGPs of those products.

Tom’s Hardware

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

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With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

Despite Blackwell being banned in China, its GPU prices are rising in that country, putting Nvidia stock in the spotlight.

Yotta ramps up AI push with additional $6 billion investment

Yotta Data Services is injecting a massive $6 billion into expanding its AI infrastructure, significantly boosting its Nvidia GPU deployment. The company is increasing its Nvidia Blackwell GPU order and plans to integrate thousands of next-generation chips. This move highlights India's ambition to become a global AI compute hub, ensuring…

The Economic Times

Tech leaker claims that the RTX 50 Super refresh is still on, despite the RAMpocalypse, and it'll be joined by a 12 GB RTX 5060

Gotta use all them Blackwell dies somehow.

Nvidia RTX 5000 Super GPU refreshes could arrive in 2026 after all — with a surprise addition that won't destroy your wallet like the others

Has Nvidia changed its mind about RTX Super GPU refreshes for Blackwell? Apparently, although I remain skeptical...

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Nvidia’s AI Monopoly Could Push It to Become a $10 Trillion Company by 2030

The biggest AI winner could become much bigger as trillions of dollars flow into AI infrastructure over the next decade.

Microsoft Surface Laptop Ultra weilds Nvidia's RTX Spark superchip with 128GB of RAM, 20 Arm CPU cores, and a Blackwell GPU — 15-inch mini-LED PixelSense Ultra display rounds out the powerful package

Microsoft Surface Laptop Ultra weilds Nvidia's RTX Spark superchip with 128GB of RAM, 20 Arm CPU cores, and a Blackwell GPU — 15-inch mini-LED PixelSense Ultra display rounds out the powerful package

Powered by Nvidia's RTX Spark Superchip, the Surface Laptop Ultra features 20 Arm CPU cores, 6,144 CUDA cores, and up to 128GB of unified memory

Tom’s Hardware

ASUS ProArt P16 and P14 N1X bring workstation‑class power, RTX graphics, and AI‑PC performance for creators

ASUS ProArt P16 and P14 N1X bring workstation‑class power, RTX graphics, and AI‑PC performance for creators

ASUS joins the RTX Spark revolution with the ProArt P16 and P14, featuring 128GB of RAM and Blackwell GPUs to challenge the MacBook Pro.

Windows Central

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.

NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the year

Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the year

Nvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY2027 report is the single most important data point in AI infrastructure this quarter.

The Economic Times

Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.

Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

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The Economic Times

Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?

NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’s valuation close to an astonishing $5.5 trillion.

Tom’s Hardware

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Data, not guessing: Looking at Nvidia's past GPUs to predict the specs for its future RTX 60-series graphics cards

I've stared at Excel so much, I'm dreaming about spreadsheets now.

As Michael Burry Adds to His Nvidia Puts, Should You Buy, Sell, or Hold NVDA Stock?

Michael Burry just added to his Nvidia put options, comparing it to Cisco's dot-com crash. Here's what NVDA investors need to know right now.

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CoreWeave co-founder says even older GPUs are still rising in price and are in demand for AI servers

Though I suppose every chip this side of the moon is in demand with the AI boom.

International Business Times

NVIDIA Stock Surges 3% as AI Demand Eases Geopolitical Fears Amid Strong Blackwell Momentum

NVIDIA Corp. shares jumped more than 3% in morning trading Tuesday, climbing toward $170.80 as investors welcomed signs of potential de-escalation in the U.S.-Iran conflict and bet on continued explosive demand for the company's artificial intelligence chips.

Tom’s Hardware

Intel Arc Pro B70 and Arc Pro B65 GPUs bring 32GB of RAM to AI and pro apps — bigger Battlemage finally arrives, but it's not for gamers

Intel's Arc Pro B70 and B65 GPUs bring options for more raw compute, 32GB of RAM and multi-GPU scalability to the market for local AI explorers looking to run inference workloads for relatively low prices.

Tom’s Hardware

China's ByteDance to access 36,000 Blackwell GPU cluster through Malaysia cloud operator — Nvidia confirms no objections, deal is in line with US export controls

Nvidia says it is permissible for ByteDance to use AI clusters outside of China to develop its AI prowess as long as these clusters are built in compliance with the U.S. export controls.

Tom’s Hardware

Rumored RTX 5050 9GB GDDR7 could make hay from recycled RTX 5060 silicon — refreshed entry-level Blackwell card might finally have enough VRAM for DLSS and MFG in demanding games

Trusted hardware leaker kopite7kimi has released fresh rumors regarding Nvidia's purported GeForce RTX 5050 9GB GDDR7 graphics card.

As Akamai Loads Up on GPUs, Should You Buy, Sell, or Hold AKAM Stock?

Akamai is loading up on Blackwell GPUs for its cloud infrastructure. Does that mean the stock is a buy, sell, or hold now?

Tom’s Hardware

Nvidia’s RTX 5070 seemingly crushes memory shortages to reign supreme as Steam’s number one GPU — but there are questions about why

The latest Steam Hardware & Software Survey for February 2026 has shown that the GeForce RTX 5070 has become the platform's most popular gaming graphics card, but there are some doubts about the survey methodology.

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