NASDAQ:NVDA News 13 July 2025

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing a China-only AI chip named B30A, based on the Blackwell architecture, designed to outpace the current H20 while complying with U.S. export controls. The B30A will be a single-die design and is expected to deliver roughly half the raw computing power of Nvidia’s dual-die B300 accelerator. The B30A will include high-bandwidth memory (HBM) and NVLink interconnect, matching the H20’s interconnect capabilities. Nvidia hopes to ship sample B30A units to Chinese companies for testing as early as September. Analysts say the B30A could be 30-50% less powerful than Nvidia’s top-end hardware but still faster than the H20 in

19 August 2025

NASDAQ:NVDA·NVIDIA

2025 Drone Showdown – DJI Mini 4 Pro vs Autel Evo Lite+ vs Skydio 2+ (Specs, Performance & Reviews)

DJI Mini 4 Pro is sub-249 g, uses a 1/1.3-inch Quad-Bayer 48 MP camera, can shoot 4K at 100 fps, has a 24 mm equivalent f/1.7 lens, and delivers about 34 minutes of flight time with the standard Intelligent Flight Battery. An optional Intelligent Flight Battery Plus for the Mini 4 Pro extends flight time to about 45 minutes but increases weight above 249 g and may affect availability in some regions. The Mini 4 Pro ships with two controllers: the DJI RC-N2 for smartphone screen (~$759) and the DJI RC2 with built-in display (~$1,259). Autel Evo Lite+ features a

19 August 2025

Drones·NASDAQ:NVDA·NYSE:SNE

AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

Bridgewater Associates more than doubled its Nvidia stake to 7.23 million shares, a $1.14 billion position, and boosted bets on Alphabet and Microsoft by 84% and 112% respectively in Q2 filings. Tiger Global Management added 4 million Amazon shares, ending June with 10 million Amazon shares worth $2.34 billion, and lifted positions in Alphabet, Nvidia, Microsoft and Meta. ARK Invest ETFs posted record inflows, with 2025 year-to-date flows turning from negative to over $2.6 billion in the black. U.S. authorities approved a deal allowing Nvidia and AMD to resume selling advanced AI processors to China, requiring 15% of China-sale revenues

17 August 2025

NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:ORCL·NASDAQ:TSLA·NYSE:PLTR·Stock Market·TSX:8630

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

The GeForce RTX 5090, on the Blackwell architecture, features 92 billion transistors, about 21,760 CUDA cores, 32 GB of GDDR7 on a 512-bit memory bus, and an estimated 450 W TBP. DLSS 4 introduces Multi-Frame Generation that can create up to three interpolated frames per rendered frame, plus Frame Generation and Frame Warp, with Nvidia claiming up to 8x performance and up to 75% latency reduction. The RTX 5090 and 5080 launched in early 2025 and sold out quickly, with reports of 12VHPWR cable melting prompting Nvidia to release an updated 12V-2×6 adapter. Nvidia’s RTX 5080, RTX 5070 Ti, and

9 August 2025

Gaming·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Tech Comparison

Framework Desktop vs Mac Studio vs Intel NUC 13 Extreme. You Won’t Believe Which Tiny PC Wins in 2025

Framework Desktop (2025) is a 4.5-liter modular PC built around an AMD Ryzen AI Max CPU (8-core/16-thread Ryzen AI Max 385 or 16-core/32-thread Ryzen AI Max+ 395) with boost clocks around 5.0–5.1 GHz and a sustained 120W TDP. The Framework uses the Radeon 8060S iGPU with 40 RDNA3 compute units, up to 2.9 GHz, and up to 96 GB of shared memory for AI and compute tasks. RAM and storage: Framework soldered LPDDR5x-8000 RAM up to 128 GB (with up to 96 GB usable as VRAM) and two M.2 NVMe slots up to 8 TB each (total up to 16

8 August 2025

NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA

Self-Driving Supercomputer Showdown: NVIDIA Drive Thor vs Tesla FSD Hardware 4 vs Qualcomm Snapdragon Ride Flex

NVIDIA Drive Thor delivers up to 1,000 TOPS (INT8 sparse) on a single chip and can be paired via NVLink-C2C to about 2,000 TOPS for high-end Level 4–5 autonomy. Thor combines a Blackwell GPU with 2560 CUDA cores and 96 Tensor Cores, a 14-core Arm Neoverse V3 CPU complex, on a 4nm TSMC process, and supports up to 128 GB LPDDR5X memory. Thor is designed as a centralized automotive computer unifying autonomous driving, ADAS, digital cockpit and infotainment on one platform. Production of Drive Thor is slated to begin in 2025, with design wins at Li Auto, ZEEKR, BYD, Hyper

7 August 2025

NASDAQ:NVDA·NASDAQ:QCOM·NASDAQ:TSLA

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 features 180 GB of HBM3e memory per GPU with up to 8 TB/s bandwidth, 18 PFLOPS FP4 tensor throughput, 9 PFLOPS FP8, and 4.5 PFLOPS FP16, plus a second-generation Transformer Engine. NVIDIA claims DGX B200 delivers about 3× the training performance and 15× the inference performance of DGX H100 in end-to-end workflows. Google’s TPU v6e, codenamed Trillium, delivers 918 TFLOPS BF16 per chip, 1.836 PFLOPS INT8, 32 GB of HBM per chip, and 1.6 TB/s bandwidth per chip, with a 256-chip pod delivering about 234.9 PFLOPS BF16. AMD Instinct MI350X/MI355X offer 288 GB of HBM3e, up to

5 August 2025

NASDAQ:AMD·NASDAQ:GOOG·NASDAQ:GOOGL·NASDAQ:NVDA·NVIDIA

Apple TV 8K vs. NVIDIA Shield Pro vs. Fire TV Cube Gen 4: 2025’s Ultimate Streaming Box Showdown

<li Apple plans to launch a 2025 Apple TV 4K (3rd Gen), potentially marketed as Apple TV 8K, powered by an A17 Pro or A18 with a 6-core GPU and hardware AV1 decoding, 64GB+ storage, at least 8GB RAM, HDMI 2.1, and possible 8K output. <li The NVIDIA Shield TV Pro (2019) remains a strong performer in 2025 with 3 GB RAM, 16 GB storage, a Tegra X1+ CPU, ongoing updates (Shield Experience 9.2 in February 2025), and no confirmed new model as of August 2025. <li The Fire TV Cube (3rd Gen, 2022) features HDMI 2.1 in/out with ARC

4 August 2025

NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:NVDA·Technology

OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI’s revenue reached a $12 billion annualized run rate in the first seven months of 2025, implying about $1 billion per month. OpenAI’s weekly active users across consumer and business products reached about 700 million. OpenAI raised its 2025 cash burn forecast to roughly $8 billion, up from $7 billion. The second $30 billion tranche of OpenAI’s funding round is nearly finalized, with about $7.5 billion in new funding, as Sequoia Capital and Tiger Global each pledge hundreds of millions and SoftBank has committed $32 billion since late 2024. Microsoft is negotiating a new deal to ensure continued access to

31 July 2025

Artificial Intelligence·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:INST·OpenAI·OSE:AKER·TSX:9984

Dell XPS vs MacBook Pro vs Spectre vs ThinkPad vs Surface vs ZenBook vs Razer: 2025’s Ultimate Premium Laptop Showdown

Dell will retire the XPS brand in 2025 and replace it with a new Dell Premium lineup, though XPS models will remain on sale for now. The 2025 Dell Premium 14 and 16 use a 16:10 chassis, offer 120Hz displays, support RTX 5070 GPUs, and claim up to 27 hours of battery life in some configurations. The MacBook Pro 14 and 16 with M2 Pro/Max boast 14.2-inch 3024×1964 and 16.2-inch 3456×2234 mini-LED panels, a 16:10 aspect, 120Hz ProMotion, and around 1000 nits sustained brightness (HDR up to 1600 nits). HP Spectre x360 models offer OLED options, including a 13.5-inch 3:2

24 July 2025

HKG:0992·NASDAQ:AAPL·NASDAQ:INTC·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:RAZR·NYSE:DELL·NYSE:HPQ·Tech Comparison

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review

23 July 2025

Earnings·NASDAQ:AMD·NASDAQ:GOOGL·NASDAQ:NVDA·NASDAQ:PLTR·NYSE:AI·Stock Market

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

The GeForce RTX 4090 is the fastest gaming GPU in mid-2025, featuring 24 GB of GDDR6X, 3rd-gen RT cores, 4th-gen Tensor cores, and launched at $1,599 in 2022–2023. NVIDIA released the RTX 5090 in early 2025 as a halo card, but its supply is so limited that the RTX 4090 remains the practical top-end for most buyers. AMD’s Radeon RX 7900 XTX uses a chiplet RDNA3 design, includes 24 GB of GDDR6 memory, carries about 355 W board power, and is priced at $999. The RX 7900 XTX often trades blows with the RTX 4080, sometimes outperforming the 4080 in

21 July 2025

NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·NVIDIA

AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

The AI accelerator chips market is projected to exceed $360 billion by 2032, up from $28.5 billion in 2024, with about 37.4% CAGR. In 2024, GPUs accounted for about 35% of AI accelerator revenue, while custom AI ASICs were the fastest-growing segment at 43%+ CAGR. Cloud data centers dominate AI chip demand at roughly 75%, while edge AI chips are growing at more than 40% annually. North America held about 44% of the AI accelerators market in 2024, and NVIDIA commanded over 80% of data-center AI accelerator hardware. Hyperscalers like Google with TPU and AWS with Inferentia/Trainium have built in-house

21 July 2025

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:NVDA·Technology

The Future Is Here: AI’s Most Shocking Developments on July 20, 2025

OpenAI’s latest experimental reasoning model achieved a gold medal performance at the International Math Olympiad by solving 5 of 6 problems under contest conditions. GPT-5 is reportedly on the horizon as a system of specialized models with a smart router, not a single monolith. Demis Hassabis, CEO of DeepMind, predicted AI could reach human‑level problem‑solving within five years, calling the shift bigger than the Industrial Revolution. NVIDIA and university labs introduced DiffusionRenderer, a tool that can insert CGI elements into real videos, demonstrated with an AI-generated dragon casting lifelike shadows. OpenAI rolled out ChatGPT Agent mode, letting the chatbot browse

20 July 2025

Artificial Intelligence·Innovation·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:NFLX·NASDAQ:NVDA·Technology

Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

In 2025 Dell retired its XPS, Inspiron, and OptiPlex brands in favor of a three‑tier “good‑better‑best” lineup: Dell, Dell Pro, and Dell Pro Max. HP unified its consumer PCs under the Omni branding in 2025, introducing OmniDesk desktops, OmniBook laptops, and OmniStudio all‑in‑ones. Apple’s Mac Studio (M2 Ultra, 2023) is a compact 3.7L system with up to 128GB RAM and a 60‑core GPU, while the Mac Pro (2023) offers 7 PCIe slots but cannot upgrade its GPU. At CES 2025 NVIDIA’s GeForce RTX 5090 features 92 billion transistors and 32GB of GDDR7 memory with DLSS 4, while top gaming desktops

19 July 2025

HKG:0992·NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·NYSE:DELL·NYSE:HPQ·Stock Market

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

On July 11, 2025, Nvidia closed above a $4 trillion market cap, the first company ever to do so. On July 14, 2025, Nvidia closed at $164.07, down 0.5%, after trading between $162.02 and $165.49 intraday. Nvidia was up about 22% year-to-date and 27% year-over-year as of July 14–15, 2025. On July 15, 2025, Nvidia surged over 5% in pre-market trading to around $172 after news the U.S. would allow export licenses for its H20 AI GPUs to China. At a $4 trillion valuation, Nvidia accounts for roughly 7.5% of the entire S&P 500 by itself. Nvidia unveiled a China-tailored

15 July 2025

NASDAQ:NVDA·NVIDIA·Semiconductors·Stock Market

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly hit a $4 trillion market capitalization last week, with shares rising to an all-time high of $164.42. Nvidia’s value has roughly tripled in about a year after first crossing $1 trillion in mid-2023. Microsoft closed Monday at $503.51 as part of the AI rally lifting the Magnificent 7. Apple is down about 16% year-to-date, erasing more than $630 billion in market value and prompting talk of a bolder AI strategy, including rumors of Perplexity AI. Meta Platforms announced plans to spend hundreds of billions on AI infrastructure, with Prometheus online in 2026 and Hyperion scaling to 5 GW,

14 July 2025

NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:ANSS·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:SNPS·NASDAQ:TSLA·Stock Market

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source large language model “Kimi K2” in July 2025, claiming it outperforms other open models and rivals top U.S. models in coding and complex tasks. Beijing filings showed 39 new data centers in Xinjiang and Qinghai planned to deploy Nvidia H100/H200 GPUs. The plan to build a massive AI supercomputing network in western deserts involves over 115,000 Nvidia chips. Moore Threads and MetaX filed for IPOs on Shanghai’s STAR Market in July to raise about ¥12 billion ($1.65 billion). Biren Technology raised ¥1.5 billion in July and was reportedly eyeing a Hong Kong listing. Huawei offered

13 July 2025

Artificial Intelligence·Electric Vehicles·HKG:0700·NASDAQ:AAPL·NASDAQ:BIDU·NASDAQ:NVDA·NYSE:BABA

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet architecture splits monolithic chips into multiple dies in a single package, improving wafer yields and reducing cost, with AMD reporting up to 70% cost reduction in EPYC servers versus a comparable single-die design. Chiplets enable mixing of process nodes, for example high-density cores on 5 nm while I/O dies run on 16 nm, maximizing performance-per-cost. Chiplet designs decouple innovation paths, allowing CPU cores and memory/I/O to advance on separate timelines. The Universal Chiplet Interconnect Express (UCIe) defines a universal die-to-die interface with data rates from 8 to 32 GT/s, and UCIe 1.0 launched in 2022. 2.5D/3D packaging approaches such