All articles tagged with #nvidia
Nvidia is retiring the classic Control Panel after 20 years with the Game Ready Driver 610.47, migrating its features to the redesigned Nvidia app; the Control Panel remains on existing installs but won’t be updated after a clean install, and users can still download it from the Microsoft Store if needed.
Nvidia forecasts about $20 billion in stand-alone server-CPU revenue this year and says its Vera CPU opens a $200 billion TAM for Arm-based server CPUs, signaling a potential shift in the data-center market that could challenge Intel and AMD as hyperscalers move AI workloads to Nvidia-powered architectures.
Nokia stock has more than doubled this year after Nvidia invested $1 billion for about a 3% stake to co-develop AI‑RAN with Nokia’s telecom hardware, backed by strong Q1 2026 results, a surge in AI and cloud orders, and raised full‑year guidance; the company is expanding capacity and opening an AI Networking Innovation Lab, with next catalysts including Q2 earnings and field trials, though AI spending cycles and the stock’s rally pose risks.
NVIDIA posted a record $81.6 billion in Q1 revenue and an expanded $80 billion buyback along with a dividend hike, but NVDA has advanced only modestly this year as higher yields and concerns about AI-chip cycles weigh on valuations; bulls argue Nvidia’s data-center growth remains strong and its moat endures, while markets price in broader multiple compression rather than a earnings miss.
A Tuesday roundup highlights major Wall Street analyst calls on Nvidia, Apple, Micron, Pershing Square, Dell, Occidental and others, with investors watching how these recommendations may influence stock sentiment and price moves.
NVIDIA released the GeForce Game Ready Driver 610.47 WHQL, optimizing for 007 First Light with DLSS 4.5 Super Resolution and Dynamic Multi-Frame Generation, plus DLSS support for World of Tanks: HEAT and the EA SPORTS F1 25: 2026 Season Pack; it also adds support for 40+ G-SYNC Compatible displays and moves control settings to the NVIDIA app from the legacy NVIDIA Control Panel.
NVIDIA’s GeForce 610.47 WHQL driver retires the Control Panel after 20 years, removing it from clean installs and directing users to download it via the Microsoft Store or migrate to the NVIDIA App for ongoing control features. Enterprise RTX PRO users retain some support, while CUDA updates to 13.3 come with game-ready additions for 007 First Light, LEGO Batman: Legacy of the Dark Knight, EA SPORTS F1 25: 2026 Season Pack, and World of Tanks: HEAT. Bug fixes target multi‑monitor stability with V‑SYNC, but power management issues on mobile GPUs remain.
Nvidia stock is hovering near a crucial price level that could determine its near-term direction, with traders watching for a breakout or reversal as they gauge the next move.
Nvidia has officially retired its 20-year GeForce Control Panel, porting all actively supported features to the Nvidia app. The legacy Control Panel will remain on PCs only if you reinstall drivers, but it won’t receive updates. RTX Pro features will be supported until migration is complete. The Nvidia app now handles driver downloads/installs, game settings, and DLSS modes, alongside a new Game Ready driver released for 007 First Light.
An opinion piece argues Microsoft has fallen behind in the AI race, potentially eroding its leadership within the Magnificent 7 as OpenAI’s partnerships shift and rivals like Nvidia, Google, and Amazon accelerate AI integration; with the group worth trillions and Microsoft down about 13% this year, the author suggests the Magnificent 7 could become Magnificent 6 and questions whether Microsoft should remain in the index.
Nvidia CEO Jensen Huang argues that in the AI era, the importance of storytelling, creativity, and judgment won’t fade. Instead of chasing AI-proof majors, students should use AI to deepen learning and craft, with durable human skills like presence and listening remaining crucial as automation shifts work toward higher-level tasks. Huang also suggests the uniquely human—embracing imperfection and adaptability—will become more prized as AI advances.
In a market pullback, The Motley Fool advises loading up on Nvidia, Amazon, and Walmart: Nvidia remains a dominant AI-chip leader with strong data-center earnings and a reasonable valuation (forward P/E ~27, PEG ~0.72); Amazon has rebounded from AI-investment-driven softness and now trades around 31x earnings; Walmart tends to perform well in downturns but is pricier, so a dip could offer a more attractive entry. The piece emphasizes diversification and using corrections to buy high-quality stocks for the long term.
Nvidia CEO Jensen Huang criticizes CEOs who blame AI for layoffs as a lazy narrative, arguing AI's impact isn't plausible given when AI became productive and urging a balanced, optimistic portrayal with safeguards and supportive policies; he also recounts joining President Trump on a trip to Beijing.
Nvidia remains the leader in AI model training and is expanding into inference and agentic AI with CUDA, Groq LPUs, and Vera Rubin CPUs; AMD is well-positioned in inference thanks to its memory-rich chiplet design and ROCm software, plus key GPU partnerships, while Broadcom pumps growth with its ASIC/custom chip business serving hyperscalers and TPU deployments. The author views all three as strong buys but would pick AMD as the best single stock right now due to two major upcoming AI opportunities.
Huawei unveiled a new 'LogicFolding' approach to manufacture its Kirin smartphone chips this fall, aiming for 1.4-nm‑class capabilities by 2031 despite U.S. sanctions. The move comes as Nvidia faces export restrictions in China and Apple remains a key competitor, though experts caution that the method’s real-world scalability, heat management, and yields remain unproven at scale.