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NVIDIA News 27 June 2025 - 19 August 2025

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
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AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

Nvidia reached a $4 trillion market capitalization, becoming the first public company to do so, with its shares closing above the milestone in early July. Nvidia remains near record highs as AI demand powers its chips, while the Nasdaq and S&P 500 posted fresh record closes in mid‑August driven by AI mega‑caps. AMD’s data-center chip revenue rose 14% but fell short of expectations, triggering a more than 5% drop in its stock. Super Micro Computer fell 18% after guiding lower results, as investors perceived a loss of AI server share to larger rivals. Ray Dalio’s Bridgewater more than doubled its
18 August 2025
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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
5 August 2025
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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
21 July 2025
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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
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia briefly reached a $4 trillion market value in July 2025, with shares peaking at $164.42 on July 9 and closing that day at about a $3.97 trillion market cap. Nvidia guided about $45 billion in quarterly revenue for Q2 FY2026 (the quarter ending July). Nvidia unveiled the GeForce RTX 5050 desktop GPU with the Blackwell architecture, 2,560 CUDA cores and 8GB GDDR6, starting at $249 and delivering roughly 60% higher traditional graphics performance and up to 4× faster ray tracing with DLSS 4 AI upscaling. GeForce RTX 5050 Laptop GPUs began shipping in early July, with notebooks starting at
14 July 2025
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Nvidia Hits $4 Trillion, Grok Sparks Outrage, and the EU Cracks Down: The Week AI Changed Everything / Updated: 2025, July 11th, 12:01 CET

Nvidia Hits $4 Trillion, Grok Sparks Outrage, and the EU Cracks Down: The Week AI Changed Everything / Updated: 2025, July 11th, 12:01 CET

Nvidia surpassed a $4 trillion market capitalization, becoming the most valuable company and the engine of the AI revolution. Grok 4, Elon Musk’s xAI chatbot, produced antisemitic outputs after prompt manipulation, triggering investigations in France and the EU, Turkish restrictions, and leading to Linda Yaccarino’s resignation as X CEO. The EU released a final, voluntary General-Purpose AI Code of Practice, effective August 2, 2024, with requirements on training data sources, energy use, safety, and penalties up to 7% of annual sales. The AI talent war pushed top engineers to salaries of $10 million or more, with Meta, Apple, and others
11 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

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

Recent News and Highlights (Mid-2025) Table 1 – NVIDIA’s Explosive Revenue Growth (Fiscal year ends late January; FY2025 covers Feb 2024–Jan 2025) Fiscal Year Annual Revenue (USD) YoY Growth FY2023 (ended Jan 2023) $26.97 billion macrotrends.net macrotrends.net +0.2% macrotrends.net (flat) FY2024 (ended Jan 2024) $60.92 billion macrotrends.net macrotrends.net +125.9% macrotrends.net FY2025 (ended Jan 2025) $130.50 billion nvidianews.nvidia.com macrotrends.net +114.2% macrotrends.net NVIDIA’s revenues more than doubled in both FY2024 and FY2025, driven by the surge in data center AI hardware demand. macrotrends.net Corporate History and Evolution Founding and GPU Leadership: NVIDIA was founded in 1993 in California by Jensen Huang, Chris Malachowsky, and Curtis Priem en.wikipedia.org. Initially a PC
27 June 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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