Nvidia articles

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AMD GPUs are climbing the sales charts as Radeon beats Nvidia on Amazon and in Germany

The Radeon RX 9070 XT is Amazon's best-selling graphics card
In a nutshell: Despite Nvidia losing fans over the last few years as its focus on gamers diminishes (or disappears), the company's GPUs have dominated the sales charts. But that status quo is starting to change: Amazon's top 10 best-selling GPU list is an even split between Team Red and Team Green, with the highest position held by a Radeon 9000-series card. Meanwhile, in Germany, AMD is the one that's dominating sales – at least at one retailer.
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Nvidia's $63 billion stock portfolio is a map of its own supply chain

The chipmaker's 13F filing shows it now owns big pieces of the companies it sells to, builds with, and depends on
The takeaway: Nvidia's latest 13F reveals a $63.4 billion portfolio of US stocks, and it is very lopsided. Intel and SpaceX account for roughly 80% of it. But the filing's most interesting detail is what didn't happen: seven of the eight positions were untouched last quarter, but the portfolio more than tripled in value anyway.
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Nvidia releases DLSS 4.5 Ray Reconstruction, available now in 30 games

Nvidia has released DLSS 4.5 Ray Reconstruction, bringing its 2nd-gen Transformer model to all RTX GPUs. The upgrade promises improved lighting, temporal stability, and detail in motion, while reducing artifacts such as ghosting. An early access update to the Nvidia App lets users enable this in 30 supported games, including Cyberpunk 2077, Alan Wake 2, and Resident Evil Requiem, with a wider release coming in September.
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Nvidia may have just built its own hyperscaler without owning a single data center

The neoclouds are burning cash by the billion. Nvidia just lined up the money to keep them building
Why it matters: Nvidia has quietly assembled every piece of a cloud giant, and it doesn't even need to own the buildings. That is the theory making the rounds, and once you see it laid out, the last two years stop looking like a chip company having a very good run and start looking like a plan. The financing arrangement Nvidia signed this month with BlackRock, Goldman Sachs, and four other Wall Street heavyweights, aimed at funneling more than $500 billion of outside capital into AI data centers, would be the last piece clicking into place. Most outlets filed it under the now usual "more AI money" headline, but there is a more interesting read.