NVIDIA’s upcoming RTX 5080 Laptop GPU is rumored to be 40-60% faster than the RTX 4080, featuring 16GB GDDR7 memory and 7680 CUDA cores. The official launch is anticipated at CES 2025, promising a significant leap in mobile gaming performance with higher frame rates and resolutions. Expect new high-end gaming laptops to showcase this technology.
NVIDIA’s upcoming RTX 5080 Laptop GPU is rumored to be 40-60% faster than the RTX 4080, featuring 16GB GDDR7 memory and 7680 CUDA cores. The official launch is anticipated at CES 2025, promising a significant leap in mobile gaming performance with higher frame rates and resolutions. Expect new high-end gaming laptops to showcase this technology.
A recent poll reveals that investors believe Nvidia is poised to benefit the most from a potential Santa Claus rally. With Nvidia significantly outperforming the market and its Magnificent 7 peers in 2024, investors are optimistic about its continued growth. Other stocks such as Tesla and Amazon are also seen as strong contenders in a potential year-end market surge.
The US government is investigating NVIDIA over concerns about its AI chips reaching China, prompting the company to initiate spot checks through distributors Dell and Super Micro. Smugglers are using sophisticated techniques to evade detection by duplicating serial numbers or altering them in the operating system. NVIDIA and Super Micro maintain their compliance with export control regulations, but the effectiveness of these measures remains under scrutiny.
NVIDIA’s GeForce Greats event features a Diablo IV-themed mystery box giveaway including a GeForce RTX 4080 Super with a custom backplate, Diablo IV Collector’s Edition, Diablo III chess set, Diablo II, and a signed GeForce 256. This is part of a larger campaign leading to the CES 2025 unveiling of RTX 50 series graphics cards.
NVIDIA CEO Jensen Huang will unveil the next-gen GeForce RTX 50 series GPUs at CES 2025. The event will showcase new “Blackwell” architecture cards, advancements in ray tracing and DLSS, and NVIDIA’s contributions to AI and accelerated computing across various industries, including a new Arm-based AI PC processor developed with MediaTek. Gamers eagerly await the launch, with GPU shipments having dropped in Q3 2024 due to anticipation.
NVIDIA’s GB200 AI servers, initially expected for a quicker release, are now projected to hit mass production between Q2 and Q3 2025 due to supply chain challenges. The servers’ advanced specifications, including fifth-generation NVLink and a high TDP of 140kW, contribute to the delay. This delay underscores the complexities of scaling cutting-edge technology. Cloud service providers are shifting towards liquid cooling to handle the increased thermal demands.
Microsoft CEO Satya Nadella highlighted AI’s transformative impact across sectors in 2024, with Elon Musk agreeing. Nadella cited examples in cancer research, aquafarming, and education. While Nvidia’s success reflects the AI boom, predictions for 2025 suggest potential market shifts. IDC forecasts $337 billion in global AI spending by 2025.
The Dow Jones Industrial Average closed lower for the ninth consecutive session, extending its longest losing streak since 1978, while the CNN Fear & Greed Index remained in the neutral zone. Mixed economic data and varied individual stock performance contributed to the market uncertainty. Tesla surged following an upgrade, while Nvidia shares fell. Investor focus now turns towards upcoming earnings reports.
Jim Cramer suggests Nvidia’s stock may have bottomed out near $127, reversing his earlier bearish prediction. Despite recent volatility, NVDA’s stock shows strong year-to-date gains fueled by AI demand and impressive financial performance. Analysts maintain a generally positive outlook, with varying price targets.
