Rumors are swirling about a potential early release for Nvidia’s highly anticipated RTX 50-series graphics cards, featuring the new Blackwell architecture. A cryptic tweet from a reputable leaker suggests a possible launch sooner than the expected January 2025 debut at CES. While this remains speculation, it has fueled intense speculation among tech enthusiasts, eager for the next generation of GPUs.
NVIDIA’s new Blackwell AI GPUs are facing production issues, potentially pushing them to Samsung for manufacturing its upcoming GeForce RTX 50 series GPUs. The issues stem from Blackwell’s performance in high-voltage environments, leading to a blame game between NVIDIA and TSMC. While a shift to Samsung might offer cost savings, NVIDIA’s past experience with Samsung’s fabrication for the RTX 30 series raises concerns. The implications for RTX 50 series availability and NVIDIA’s future strategies are significant.
NVIDIA’s stock price reached a new all-time high, driven by the booming demand for its AI GPUs, particularly its new Blackwell series. This surge puts NVIDIA on track to become the world’s most valuable company, surpassing Apple. The company’s success is fueled by the rapidly expanding AI market, with every industry embracing this technology. The future looks bright for NVIDIA, as the demand for AI-powered solutions is only expected to grow.
NVIDIA CEO Jensen Huang outlines an aggressive AI-driven expansion strategy, including hiring 18,000+ new employees, deploying 100 million AI assistants, and releasing a new generation of Blackwell AI GPUs. This move underscores the company’s commitment to AI leadership and its belief in its potential to enhance, not replace, human jobs.
NVIDIA’s Blackwell GPUs, designed for next-gen AI training and inference, are in high demand from industry giants like Google, Meta, and Microsoft, resulting in a 12-month sellout. Despite delays due to packaging issues, production is underway and NVIDIA expects to gain market share in 2025 despite competition from AMD and Intel.
AMD has announced its next-generation MI350 chip, designed to compete with Nvidia’s upcoming Blackwell system. This chip, built on CDNA 4 architecture, promises to deliver up to 35 times better inference performance than its predecessors and will ship in the second half of 2025. This move highlights the intensifying competition in the AI chip market, where AMD aims to become the ‘end-to-end AI leader’ within the next decade.
Taiwanese tech giant Foxconn is set to construct the world’s largest manufacturing facility for Nvidia’s powerful GB200 chip, aimed at meeting the skyrocketing demand for the company’s Blackwell platform, which is driving the AI revolution. The move highlights Foxconn’s commitment to the AI market and its ability to meet the challenges of producing high-performance AI chips.
According to recent rumors, NVIDIA’s upcoming GeForce RTX 5090 Laptop GPU will feature a whopping 24GB of GDDR7 memory, a significant upgrade from the previous generation. This powerful GPU, based on the Blackwell architecture, is expected to launch in late Q1 or early Q2 2025, potentially alongside a 16GB RTX 5080 variant. The rumor mill also suggests NVIDIA might initially release desktop RTX 5080 and 5090 models with traditional 2GB GDDR7 modules, later transitioning to the larger 3GB modules for the 24GB laptop variant.
BofA Securities analyst Vivek Arya reiterates a Buy rating on Nvidia (NVDA) with a $165 price target, citing robust growth opportunities in gaming and data center markets. Despite challenges like Blackwell delays and regulatory scrutiny, Arya believes Nvidia’s long-term potential in AI and its new Blackwell chip remains strong.
Nvidia’s new Blackwell AI chips, designed to be larger and more powerful than their predecessors, are facing manufacturing challenges, impacting profit margins and production yields. Despite these hurdles, analysts remain optimistic about Nvidia’s future, citing strong demand for its chips in the data center and generative AI markets.
