Nvidia Stock Might Not Last at the Top as AI Chip Market Expands

Nvidia has released GeForce Hotfix Driver 581.94 to fix gaming performance issues caused by the KB5066835 update in Windows 11 versions 24H2 and 25H2. This update introduced a bug that resulted in lower frame rates in certain games. Users experiencing FPS degradation after the Windows update are advised to install the new driver.

Nvidia and Google have launched the GeForce Now Fast Pass, a new cloud gaming service exclusively for Chromebook users. This initiative allows users to stream over 2,000 games directly from their existing PC game libraries without ads, enhancing the gaming experience on Chromebooks.

Nvidia's recent earnings report has alleviated concerns regarding a potential AI bubble, indicating strong demand for its products. Despite this positive outcome, the company still faces challenges in meeting global demand for AI technology. Analysts continue to monitor Nvidia's performance closely as it plays a pivotal role in the AI sector.

Nvidia reported a record revenue of $57 billion for the recent quarter, marking a 62% increase year-over-year. The company's data center segment contributed significantly, with a 66% rise in revenue. This financial performance reflects the ongoing boom in artificial intelligence, with Nvidia's profit reaching $31.9 billion, a 65% increase compared to the previous year.

Flexion, a startup founded by former Nvidia researchers, has secured $50 million in funding to develop advanced artificial intelligence systems for humanoid and human-capable robots. This investment highlights the growing interest and potential in the robotics sector, particularly in creating more intelligent machines.

Windows users who installed the October 2025 updates have reported lower performance in certain games. Nvidia has acknowledged this issue, although Microsoft has not yet confirmed the performance drop. Users are advised to monitor updates from both companies for potential fixes.

The U.S. Department of Energy (DOE) is accelerating its efforts to equip national laboratories with AI supercomputers by collaborating with Nvidia, AMD, and Oracle, who will cover some of the associated costs. This initiative aims to enhance the capabilities of national labs, which are pivotal in scientific research and innovation.

Yann LeCun, the Chief AI Scientist at Meta, is set to leave the company to establish a new startup focused on advanced machine intelligence. His departure marks the end of a 12-year tenure at Meta, where he played a crucial role in the development of AI technologies.