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NASDAQ:NVDA News 20 August 2025 - 18 September 2025

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit in 2019 reuters.com reuters.com. The headline announcement: Huawei will rapidly iterate its Ascend AI chips and accompanying systems, doubling computing power every year in an aggressive cadence aimed at catching up to (and even surpassing) global rivals reuters.com. Central to
18 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

A Surprise Alliance to Revive an Icon Nvidia’s $5 billion wager on Intel marks a stunning alliance between longtime rivals. Nvidia – now the world’s most valuable chip company – built its fortune on graphics processors and AI accelerators, largely independent of Intel, the historic king of PC and server CPUs. Intel, for its part, had fallen on hard times due to technological missteps and fierce competition from Asia’s foundries and fabless competitors like AMD. By 2025, Intel was struggling to regain its former glory: its stock and market share had been eroded by manufacturing delays and the loss of key
18 September 2025
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Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Inside the UK–US Tech Prosperity Deal: Who’s Involved and What It Entails The UK Parliament in London. The UK and US have agreed to a historic tech partnership aiming to revolutionize the AI and quantum sectors. In September 2025, the United Kingdom and United States unveiled a sweeping new technology partnership during a U.S. presidential state visit. Billed as a “Tech Prosperity Deal,” the agreement links the two nations in developing cutting-edge tech industries – chiefly artificial intelligence (AI) and quantum computing – with support from major companies on both sides of the Atlantic Thequantuminsider. The announcement came with splashy
18 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

AI Companies Are Scraping the Web for Everything – Without Asking The rise of generative AI has kicked off an arms race for data, as AI companies seek to ingest as much online content as possible to train their models. Text from websites, images, code repositories, music – and now video – are all being vacuumed up. A bombshell report from The Atlantic in September 2025 revealed the sheer scale of this activity on YouTube: more than 15.8 million videos (from over 2 million channels) were quietly scraped and downloaded without permission as training data for AI theatlantic.com. These weren’t obscure clips either – nearly 1 million were
11 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
11 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Key Facts 1. Overview – What Are AI Chips and Why Do They Matter? Artificial intelligence chips (“AI chips”) are specialized microprocessors designed specifically for AI workloads. Unlike general-purpose CPUs, AI chips (such as GPUs, TPUs, FPGAs, and AI-specific ASICs) are architected to perform the massively parallel, math-intensive operations that machine learning models require cset.georgetown.edu cset.georgetown.edu. This means they can crunch matrices, tensors, and neural network calculations far more efficiently than traditional processors. AI chips have become the critical enablers of modern AI breakthroughs. The latest deep learning models – from image recognizers to large language models like ChatGPT – demand staggering computational power. For example, training a
5 September 2025
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2025 Streaming Wars: The Best Video, Music & Gaming Platforms Revealed

2025 Streaming Wars: The Best Video, Music & Gaming Platforms Revealed

Key Facts Video Streaming Platforms in 2025: Netflix vs. Disney+ vs. Prime Video (and More) Video streaming in 2025 is a mature but fiercely competitive market, now pivoting from breakneck growth to balancing profitability and subscriber satisfaction. Consumers have more choices than ever – the average American subscribes to nearly four streaming services – and the major players are refining their strategies. The “big three” global services are Netflix, Amazon’s Prime Video, and Disney+, each with its own strengths: Regional and Niche Players: In the U.S., services like Hulu (which Disney now controls and is merging with Disney+ content) and
1 September 2025
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AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

Corporate Announcements and Industry Moves Meta’s AI Strategy – Build, Buy, or Partner Meta Platforms pursued multiple routes to boost its AI offerings. It signed a deal to license Midjourney’s image-generation technology to enhance Meta’s products, and internally its new Superintelligence Labs team has even discussed using rival models from Google or OpenAI to power Meta’s AI features ts2.tech ts2.tech. A Meta spokesperson confirmed an “all-of-the-above” approach: the company will continue developing its own advanced models (like the forthcoming Llama 5) while also collaborating externally and open-sourcing when strategic ts2.tech. These moves aim to quickly bolster Meta’s AI capabilities as it
31 August 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

Key Facts Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. markets took a breather as August closed out, led by weakness in AI-focused stocks. On Friday, Aug. 29, the S&P 500 and Nasdaq retreated from all-time highs amid a tech sell-off investopedia.com investopedia.com. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking a streak of gains as traders locked in profits on this year’s AI-fueled winners investopedia.com investopedia.com. Tech mega-caps were mostly lower: Nvidia slid 3.4%, extending a 3-day decline; Tesla and Broadcom fell over 3%; even giants like Meta and Amazon
30 August 2025
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This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

Key Facts at a Glance Overview of the Framework Desktop (Features, Specs, Build) The Framework Desktop’s front panel is composed of 21 swappable tiles (one removed here), allowing personal customization of color and design. Two front Expansion Card slots (bottom left) let you choose I/O ports (USB-C, USB-A, audio jack, SD reader, etc.) using the same modular card system as Framework’s laptops community.frame.work tomshardware.com. A Small Form Factor Beast: The Framework Desktop is a 4.5 L mini workstation that punches above its weight. At roughly 96.8 × 205.5 × 226.1 mm in size (and ~3.1 kg weight) frame.work frame.work, it’s
30 August 2025
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HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

Key Facts HBM Node Transition: From HBM3 to HBM4 High-Bandwidth Memory has evolved rapidly to keep pace with AI needs. HBM3 – introduced around 2022 – brought huge leaps in bandwidth and capacity per stack, and became the workhorse memory for top-tier AI accelerators like NVIDIA’s A100/H100 and Google TPUs. By 2023, attention shifted to HBM3E, an enhanced generation offering even higher performance. In early 2024, SK hynix became the first to mass-produce HBM3E (sometimes dubbed the 5th-generation HBM) trendforce.com, supplying 12-Hi 36GB stacks to NVIDIA and others. This HBM3E delivers ~1.2 TB/s per stack (versus ~0.8–1.0 TB/s for HBM3),
28 August 2025
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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
28 August 2025
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RISC-V vs ARM vs x86: The 2025 Silicon Architecture Showdown

RISC-V’s Edge & IoT Takeover: Billions of Open-Source Cores Drive 2025 Tech Revolution

RISC-V Shipments Soar in Edge & IoT Devices Once a niche academic project, RISC-V is now shipping in billions of devices, especially at the edge. RISC-V International reports the ISA is implemented in over 13 billion cores on the market as of end-2023 riscv.org – a stunning rise driven largely by IoT and embedded use cases. In fact, some estimates suggest over 10 billion of those cores were shipped by 2023 primarily for IoT sensors, microcontrollers, storage controllers, and wireless chips ts2.tech. The momentum is accelerating: according to the CEO of RISC-V International, “the ecosystem is expanding rapidly… over two
28 August 2025
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Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

1. Performance per Watt: Photon vs. Electron Efficiency One of the biggest promises of photonic AI accelerators is superior energy efficiency. By using light to perform computations (especially matrix multiplications at the heart of AI models), photonic chips can potentially execute more operations per joule than electronic GPUs: Bottom Line: On raw efficiency, photonic accelerators can theoretically leave GPUs in the dust, performing AI computations with 10× to 1000× less energy. Early evidence (both academic and startup) backs significant gains – e.g. >10× energy reduction for optical matrix math earlybird.com. However, achieving these gains outside the lab will require overcoming
28 August 2025
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Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

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 Digitaltrends. The launch introduced four desktop cards initially (RTX 5090, 5080, 5070 Ti, 5070) with additional models following in the subsequent months Theverge Digitaltrends. Nvidia also rolled out RTX 50-series mobile GPUs for
26 August 2025
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August 2025 Tech Tsunami: AI Breakthroughs, Hardware Surprises & Security Shocks

August 2025 Tech Tsunami: AI Breakthroughs, Hardware Surprises & Security Shocks

OpenAI released GPT-5 on August 7 with a 256,000-token context window. OpenAI released open-weight GPT-OSS models GPT-OSS 120B and GPT-OSS 20B under the Apache 2.0 license on August 5. Anthropic expanded Claude’s context window to 1,000,000 tokens in August. NVIDIA announced the GH200 Grace Hopper Superchip, a CPU+GPU combo designed for AI workloads and set to ship soon. NVIDIA allowed sales of its H20 AI chips to China only if the U.S. government takes a 15% cut of those sales. Apple pledged $600 billion in U.S. investment over five years to boost domestic manufacturing, including TSMC’s Arizona chip fab for
21 August 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips & Game-Changing Deals

Nvidia reported Q2 FY2026 revenue around $45 billion, up about 50% year over year, with data-center revenue at a record pace and $26.3 billion in the year-ago quarter. Nvidia’s market capitalization briefly surpassed $4 trillion in mid-2025, underscoring investor enthusiasm for AI leadership. The Blackwell architecture, led by the flagship H200/B100 GPUs, is up to 30× faster than prior generations in some AI workloads, and Nvidia booked about $11 billion in Q4 2024 revenue from Blackwell-based processors. Nvidia unveiled GeForce RTX 50-series GPUs based on Blackwell and DLSS 4 at Gamescom 2025, with over 175 games supporting DLSS 4 and
21 August 2025
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AI Stocks Shaken by Selloff, Bold Chip Gambits & New Launches – Aug 20-21, 2025 Roundup

AI Stocks Shaken by Selloff, Bold Chip Gambits & New Launches – Aug 20-21, 2025 Roundup

On August 20, the Nasdaq Composite fell about 0.7% as investors rotated out of AI leaders amid warnings from OpenAI’s Sam Altman that AI stocks may be in a bubble and a MIT study showing 95% of companies see no returns on AI spending. Palantir plunged roughly 16% from its recent highs amid the AI stock pullback. The White House confirmed it is working on a deal for the government to acquire a 10% equity stake in Intel. Nvidia is developing a new B30A AI chip for China based on its Blackwell architecture, with sample units expected as early as
21 August 2025
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August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

OpenAI released GPT-5 on August 7, 2025, with a 256,000-token context window and added GPT-5-mini and GPT-5-nano variants. OpenAI published open-weight models GPT-OSS 120B and GPT-OSS 20B under the Apache 2.0 license on August 5, 2025, to run and fine-tune locally and counter China’s open-source progress. Anthropic expanded its Claude model to a 1,000,000-token context window, enabling analysis of entire codebases (over 75,000 lines of code per prompt). SpaceX achieved its 100th launch of 2025 on August 18, sending 24 Starlink satellites to orbit with a Falcon 9 booster on its ninth flight; the company plans up to 95 annual
20 August 2025
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Stock Market Today

Costco stock price retakes $1,000 — what traders are watching before Monday

Costco stock price retakes $1,000 — what traders are watching before Monday

7 February 2026
New York, Feb 7, 2026, 11:05 EST — Market closed. Costco Wholesale Corp (COST.O) closed Friday up 1.2% at $1,001.16, clawing back above the $1,000 mark into the weekend. The stock ranged from $982.30 to $1,001.20 and traded about 2.36 million shares, with U.S. markets shut on Saturday. The move matters because Costco has become a quick read on the steadier end of U.S. consumer spending, and it is landing right as investors try to sort out whether rates are headed down again — and what that does to big, expensive retail names. A consumer snapshot on Friday did not
Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
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