MYSTERIOUS: 2 - What They Never Told You

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.

PC Gamer · Apr 2

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.

International Business Times · Mar 31

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 · Mar 25

1 Analyst Thinks This Stock is The "Godfather of AI"

The tech selloff has not spared Nvidia, but this dip could be a golden entry point for long-term AI investors.

Barchart · Feb 20

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture roadmap that explicitly targets Nvidia’s next-gen Rubin platform as its main competition.

Tom’s Hardware · Jan 27

Microsoft introduces newest in-house AI chip — Maia 200 is faster than other bespoke Nvidia competitors, built on TSMC 3nm with 216GB of HBM3e

30% more performance per dollar than Maia 100, and faster than Amazon or Google.

Tom’s Hardware · Jan 26

Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

Despite Elon Musk's claim that xAI’s Colossus 2 has already reached a 1 GW scale, satellite analysis by Epoch AI indicates the supercomputer is still far below that level due to limited cooling capacity.

Tom’s Hardware · Jan 21

2 Analysts Sour On Super Micro: Can SMCI Recover Amid +40% Fall?

Analysts see Super Micro as in a bit of a pickle. See how the company's trade-off between growth and profitability is shifting sentiment around the stock.

MarketBeat · Jan 20

Want to Invest in Nvidia’s Futuristic Rubin Chips? Consider This 1 ‘Picks-and-Shovels’ Stock Instead.

Wells Fargo believes Monolithic Power could benefit as Nvidia’s Rubin scales, making it a subtle picks-and-shovels play.

Barchart · Jan 19

Forget the RAM crisis – are we headed for a full-blown GPU crisis? Rumored production cut for Nvidia GPUs makes it seem more likely

Nvidia won't have any new GPUs for 2026, rumor claims – and with an up to 20% drop in production, this year could be a troubled one.

TechRadar · Jan 16