NVIDIA announced the production of its first Blackwell wafer at TSMC’s Phoenix, Arizona fab, marking a major step in domestic chip manufacturing for its AI hardware. The Blackwell platform, touted as more powerful and up to 25 times more cost‑ and energy‑efficient than its predecessor, is positioned for volume production and aims to strengthen ties with major AI players while reducing exposure to tariffs and geopolitical risks. CEO Jensen Huang highlighted the significance of the milestone for U.S. semiconductor leadership and noted ongoing plans to expand U.S. manufacturing capacity and invest heavily in AI infrastructure. Read more →

Nvidia’s GeForce Now, upgraded with the Blackwell architecture, delivers cloud gaming power comparable to a desktop RTX 5080. The service adds persistent storage options for members, allowing installed games to survive across sessions, and expands support through I2P for Steam titles. With performance and Ultimate membership tiers offering up to 100 GB of single‑session space and paid upgrades to 200 GB, 500 GB, and 1 TB, GeForce Now positions itself as the leading cloud platform amid the failures of competing services. While the experience is generally strong, occasional Wi‑Fi packet loss can cause brief stutters. Read more →

China's cyber and industrial regulators have issued informal notices to major tech firms, urging them to halt new orders for NVIDIA's H20 AI chips. The move follows remarks by NVIDIA head Howard Lutnick that the United States intentionally supplies China with lower‑tier chips. The United States had previously blocked, then later permitted, shipments of the chips. In response, Chinese authorities are encouraging the use of domestic chips and have warned of potential fines for non‑compliance. Meanwhile, NVIDIA is reportedly developing a new, lower‑performance chip for the Chinese market based on its Blackwell architecture. Read more →