85 articles
2026-05-09
www.techi.com
2026-05-09
Techi
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PUBLISHED
May 9, 2026 · 12:07 PM EDT
Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom
By
Hazel Kaya
·
16 min read
REVIEWED BY
Omer Sheikh
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Nvidia
NASDAQ
NVDA
$215.20
▲ +3.70 (+1.75%)
MARKET CAP
$5.27T
DAY RANGE
$212.95 – $217.75
VOLUME
136.4M
MARKET STATUS
U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m.
2026-05-09
en.gamegpu.com
2026-05-09
GameGPU
Qualcomm plans to launch an expanded processor lineup in the fourth quarter of 2026 to ensure device diversification. The company will introduce the flagship Snapdragon 8 Elite Gen 6 and Gen 6 Pro solutions based on TSMC's 2 nm process technology. The use of new lithography significantly increases production costs, forcing electronics manufacturers to seek ways to maintain profits amid the protrac
2026-05-09
tomshardware.com
2026-05-09
Anton Shilov
A network to smuggle restricted Nvidia AI hardware has been found: it shipped to Alibaba, among other destinations.
2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
www.techi.com
2026-05-09
techi.com
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Markets & Equities
PUBLISHED
May 9, 2026 · 1:13 AM EDT
Micron Is the Memory Toll Booth Behind NVIDIA’s AI GPU Boom
By
Hazel Kaya
·
15 min read
REVIEWED BY
Omer Sheikh
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Micron
NASDAQ
MU
$746.81
▲ +100.34 (+15.52%)
DAY RANGE
$676.37 – $747.21
VOLUME
64.1M
MARKET STATUS
U.S. regu
2026-05-08
blogs.oracle.com
2026-05-08
Oracle Blogs
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2026-05-07
tomshardware.com
2026-05-07
Kunal Khullar
The updated version adds a dark walnut finish while retaining support for dual systems, large GPUs, and extensive cooling setups.
2026-05-07
tomshardware.com
2026-05-07
Etiido Uko
Anthropic has signed a deal with SpaceX to access the latter's massive data center, which has over 220,000 Nvidia GPUs and 300 megawatts of computing power.
2026-05-07
www.inc.com
2026-05-07
inc.com
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2026-05-06
pulse2.com
2026-05-06
Pulse 2.0
Nscale announced an expansion of its collaboration with Microsoft and Start Campus that will deploy more than 66,000 NVIDIA Rubin GPUs at the SINES Data Campus in Portugal beginning in late 2027.The deployment of NVIDIA Vera Rubin NVL72 systems is expected to become one of the largest AI infrastructure installations in the European Union and will support Microsoft’s European customers with frontie
2026-05-06
digitimes.com
2026-05-06
AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.
2026-05-06
semiengineering.com
2026-05-06
Semiconductor Engineering
A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev
2026-05-06
finance.yahoo.com
2026-05-06
Yahoo Finance
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2026-05-05
tomshardware.com
2026-05-05
Stewart Bendle
Check the best prices on Nvidia RTX and AMD Radeon graphics cards.
2026-05-05
www.thefpsreview.com
2026-05-05
The FPS Review
2026-05-05
tomshardware.com
2026-05-05
Anton Shilov
Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.
2026-05-05
www.tomshardware.com
2026-05-05
Tom's Hardware
2026-05-05
www.tipranks.com
2026-05-05
TipRanks
2026-05-05
www.nscale.com
2026-05-05
Nscale
LONDON, UNITED KINGDOM— 5 May 2026 — Nscale is announcing an expansion of its collaboration with Microsoft and Start Campus with 66,000+ NVIDIA Rubin GPUs, starting in late 2027. This agreement builds on the deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for Microsoft.
As part of the agreement, Nscale’s additional investments of €230 million i
2026-05-05
www.prnewswire.com
2026-05-05
PR Newswire