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NASDAQ:NVDA News 20 July 2025 - 28 August 2025

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stock Market Today

Renesas stock price jumps again as $3 billion SiTime deal keeps traders hooked on 6723

Renesas stock price jumps again as $3 billion SiTime deal keeps traders hooked on 6723

8 February 2026
TOKYO, Feb 8, 2026, 10:10 JST — Market closed. Renesas Electronics shares ended Friday up 6.9% at 2,957.5 yen, extending a two-session rally that left the stock about 15% higher heading into the weekend. (Investing.com) With Tokyo shut on Sunday, the near-term question is simple: does that bounce hold when trading resumes on Monday, or does it fade once the headlines thin out? It matters now because Renesas sits deep in automotive and industrial supply chains, and its fresh guidance lands as investors try to map where chip demand is firming — and where it is still stuck. A notice
Moore Threads (688795) share price in focus after Pony.ai tie-up as China market reopens

Moore Threads (688795) share price in focus after Pony.ai tie-up as China market reopens

8 February 2026
Moore Threads’ Shanghai-listed shares closed up 0.45% at 536.99 yuan on Feb. 6 after announcing a strategic cooperation with Pony.ai on autonomous driving compute. Pony.ai plans to use Moore Threads’ MTT S5000 cards for L4 system training and targets over 3,000 Robotaxis by end-2026. Investors await further deal details as the market reopens Monday.
NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

8 February 2026
NXP Semiconductors shares closed up 1% at $224.32 Friday after subsidiaries amended a $3 billion revolving credit deal with Barclays, maturing in 2031. The PHLX semiconductor index surged 5.7% as chip stocks rallied on AI spending signals from Amazon and Alphabet. NXP’s gain lagged peers like Monolithic Power, which rose 6.4%. Investors await U.S. jobs and inflation data next week.
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