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NASDAQ:NVDA News 22 August 2025 - 28 August 2025

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

In-Depth Report Nvidia’s Blockbuster Earnings Test the AI Trade AI-chip bellwether Nvidia delivered another blowout quarter, underlining the extraordinary scale of the ongoing AI boom. The company’s fiscal Q2 results (reported Aug 27) easily beat estimates, and management issued an even higher forecast for Q3 revenue — about $54 billion, plus/minus 2% reuters.com. That guidance edged past Wall Street’s ~$53.1 billion consensus and implies astonishing 170%+ growth year-on-year, cementing Nvidia as the de facto arms dealer of the AI era. Behind the numbers is “robust demand” from cloud providers expanding generative AI infrastructure reuters.com. Hyperscalers like Microsoft, Google, Amazon and Meta – many
28 August 2025
AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

Wall Street Rallies Ahead of Nvidia’s AI ‘Moment of Truth’ U.S. markets climbed on Aug. 26 as investors braced for Nvidia’s highly anticipated earnings release, which has been likened to an economic event in its significance reuters.com. The Dow Jones rose about 0.3%, and the S&P 500 and Nasdaq each gained ~0.4%, finishing near session highs investopedia.com. Nvidia – now the world’s most valuable company at roughly $4.4 trillion market cap – has become the de facto bellwether of the AI era reuters.com. Its results “transcend the company, becoming a barometer of macroeconomic activity, a talisman for the artificial intelligence
27 August 2025
Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Overview: A New Generation of GeForce GPUs Nvidia’s GeForce RTX 50-series represents a major generational leap in consumer GPUs, blending unprecedented raw performance with AI-driven features. Officially unveiled by CEO Jensen Huang during the CES 2025 keynote, the RTX 50 line is built on the new “Blackwell” architecture – named after mathematician David Blackwell – and succeeds the RTX 40-series (Ada Lovelace) after roughly two years theverge.com digitaltrends.com. The launch introduced four desktop cards initially (RTX 5090, 5080, 5070 Ti, 5070) with additional models following in the subsequent months theverge.com digitaltrends.com. Nvidia also rolled out RTX 50-series mobile GPUs for
26 August 2025
AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

Meta inked a six-year cloud deal worth over $10 billion with Google to power its AI push, as Meta raised its 2025 capital expenditure forecast to $66–72 billion and moved to offload $2 billion in data-center assets. Nvidia unveiled a GeForce NOW upgrade to run the Blackwell RTX 5080-class GPUs, enabling 5K at 120 fps and up to 360 fps at 1080p with DLSS 4, announced at Gamescom. OpenAI announced its first international office in New Delhi later in 2025 and launched the cheapest-ever ChatGPT plan in India at about $4.60 per month. The U.S. General Services Administration sealed a
AI Mega-Deals, Breakthroughs & Backlash – August 24–25, 2025 News Roundup

AI Mega-Deals, Breakthroughs & Backlash – August 24–25, 2025 News Roundup

Meta and Google announced a six-year cloud computing deal worth over $10 billion, making Google the backend for Meta’s AI initiatives. Nvidia announced a GeForce NOW upgrade featuring the Blackwell GPU (RTX 5080 class) to roll out in September, delivering 5K at 120fps and up to 360fps at 1080p with sub-30 millisecond latency via DLSS 4. OpenAI will open its first international office in New Delhi later this year as India becomes ChatGPT’s second-largest user base, with a new cheapest plan around $4.60 per month. OpenAI and Retro Biosciences used a GPT-4 variant to design enhanced proteins that produced a
25 August 2025
AI Breakthroughs, Backlash & Big Moves – Global Roundup (Aug 23–24, 2025)

AI Breakthroughs, Backlash & Big Moves – Global Roundup (Aug 23–24, 2025)

OpenAI used a specialized GPT-4 variant to design enhanced “Yamanaka factor” proteins for cell rejuvenation, achieving a 50× increase in stem-cell marker expression in lab tests. Adobe launched Acrobat Studio, an AI-powered PDF platform with the new PDF Spaces feature that lets users upload up to 100 documents and chat with AI tutors who summarize content and generate insights. Nvidia announced a GeForce NOW upgrade to the Blackwell (RTX 5080) GPU architecture, enabling 5K streaming at 120 fps and up to 360 fps at 1080p with AI-powered DLSS 4 upscaling and sub-30 ms latency. NASA and IBM unveiled Surya, an
AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

Apple is reportedly in early talks to use Google’s Gemini AI to power Siri, a Bloomberg leak that sent Alphabet stock up 3.7% and Apple up 1.6%. Meta Platforms signed a deal with Midjourney to license its image-generation tech for Meta’s future AI products, linking Meta and Midjourney’s research teams under Meta’s new Superintelligence Labs. Waymo received its first permit to test self-driving robotaxis in New York City, enabling limited testing with safety drivers in Manhattan and Brooklyn. Nvidia revealed six brand-new chips on TSMC lines for its Rubin supercomputer architecture, including a new GPU and a silicon-photonics processor, with
23 August 2025
Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Semiconductors & Hardware Cybersecurity Consumer Electronics & Media Space Technology Telecom & Connectivity Automotive Tech Biotechnology & Health Tech Sources: Key information and quotes in this report are drawn from Reuters, Spaceflight Now, SC Media, Vice, and official company releases reuters.com reuters.com spaceflightnow.com scworld.com reuters.com reuters.com reuters.com spaceflightnow.com reuters.com reuters.com ts2.tech, among others. All developments are current as of August 23, 2025.
23 August 2025
Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Investors braced for Powell’s Jackson Hole speech as the S&P 500 fell 0.4% and the Dow and Nasdaq were down about 0.34%. Cleveland Fed President Beth Hammack said there is ‘no case for reducing interest rates’ now, while Atlanta Fed President Raphael Bostic still penciled in a 2025 rate cut. Futures indicated a 70–75% probability of a 25-basis-point rate cut in September. Meta Platforms and Google announced a six-year cloud deal worth over $10 billion to expand Meta’s AI workloads on Google Cloud. OpenAI announced plans to open its first India office in New Delhi to tap into India’s developer
22 August 2025
AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

During Aug 21–22, 2025, the Nasdaq Composite and the S&P 500 tech sector each fell roughly 2% by Wednesday. Ahead of Fed Chair Jerome Powell’s Jackson Hole address, traders de-risked amid hopes of rate cuts. An MIT study found 95% of companies see no returns on AI spending, and OpenAI CEO Sam Altman cautioned investors may be overexcited. Tech stocks traded at about 30× forward earnings, a one-year high, prompting profit-taking and rotation into defensive names. Palantir Technologies entered a six-day losing streak, erasing about 17% of its value and becoming the S&P 500’s worst performer for the week. Nvidia
22 August 2025
AI News Blast: Generative AI Surges, Chip Wars Intensify, and Robots Rise (21–22 August 2025)

AI News Blast: Generative AI Surges, Chip Wars Intensify, and Robots Rise (21–22 August 2025)

OpenAI announced it will open its first India office in New Delhi and launched a ₹380/month ChatGPT plan in India. OpenAI Chief People Officer Julia Villagra departed on August 22, 2025, amid an unprecedented AI talent war. Nvidia paused production of its H20 AI chip for China on August 21, 2025, instructing Amkor Technology, Samsung, and Foxconn to halt related work. Nvidia CEO Jensen Huang visited Taiwan on August 22, 2025, meeting with TSMC leadership in Taipei. South Korea announced a 2026 R&D budget boost to ₩35.3 trillion (about $25.2 billion), a nearly 20% increase targeting AI. Google expanded its
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