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.
NVIDIA commemorates the 25th anniversary of the GeForce 256, the world’s first GPU, and its impact on the evolution of real-time 3D graphics. The video showcases the remarkable advancements in gaming visuals over the years, from the early days of the GeForce 256 to modern AI-powered rendering techniques.
Rumors suggest that NVIDIA’s upcoming GeForce RTX 5090, the next generation flagship graphics card, could be priced between $1999 and $2499. However, a prominent leaker disputes this, indicating a less significant price increase compared to the current RTX 4090. The RTX 5090 promises massive performance gains with a new Blackwell GPU architecture, ultra-fast GDDR7 memory, and groundbreaking DLSS 4 technology.
NVIDIA is reportedly considering a major shift for its upcoming GB300 AI servers, moving towards a socketed design for its Blackwell Ultra AI chips. This change could offer significant benefits in terms of production flexibility, maintenance, and yield rates, although it may come at the cost of slightly reduced performance.
CNBC’s ‘Halftime Report Final Trades’ highlighted Nvidia and Samsara as strong performers. Nvidia received positive analyst recommendations and is generating buzz for its upcoming next-gen GPUs. Samsara, a tech company focusing on Internet of Things (IoT), impressed with strong earnings and growth projections.
AMD is making a strong push into the AI market with new hardware, software, and strategic partnerships. The company unveiled its powerful MI325X GPU and next-generation EPYC processor, targeting Nvidia’s dominance in AI accelerators and server CPUs. While AMD’s advancements are impressive, capturing significant market share from Nvidia will be a lengthy battle.
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.
A significant surge in call options for Nvidia stock, with expiration dates extending to 2025, has sparked excitement among market analysts. This bullish move indicates confidence in the AI chipmaker’s continued growth trajectory, potentially pushing the stock towards $190 within the next six months.
Astera Labs, a leading provider of semiconductor-based connectivity solutions, saw its stock price jump after unveiling new fabric switches specifically designed for AI workloads. The new Scorpio switch portfolio, designed for both GPU connectivity and back-end GPU clustering, has been praised by analysts for its potential to revolutionize AI infrastructure deployment.
Taiwan Semiconductor Manufacturing Company (TSMC) is set to release its Q3 earnings report next week, offering a valuable gauge of investor sentiment towards the broader AI ecosystem. Despite Nvidia’s prominence in the AI space, TSMC’s financial performance is closely watched by traders due to its role as a key chip foundry. While TSMC has consistently exceeded earnings expectations, recent trends indicate a softening of earnings beats and bearish options sentiment.
