2025-05-23 AI Summary: The article previews key stocks to watch next week, focusing on earnings reports and recent developments impacting their performance. Nvidia (NVDA) is a central figure, having recently made announcements at the Computex tech expo in Taipei, Taiwan, including showcasing its Isaac GR00T-Dreams for robotics and NVLink Fusion for custom server builds. Despite beating estimates on revenue ($39.3bn, against $38.2bn expected) and earnings per share ($0.89 vs $0.84 forecast), Nvidia's shares fell after the release of results, partly due to a projected gross profit margin decrease to 70.6%-71% from 73% in the previous quarter, and a potential $5.5 billion one-off charge related to US bans on chip shipments to China. Analysts at AJ Bell anticipate guidance for the second quarter, with a consensus forecast of $45.4bn in sales and $1 in earnings per share. Nvidia is scheduled to release its first-quarter earnings on Wednesday, May 28th.
Several other companies are also in focus. Salesforce (CRM), reporting on Wednesday, May 28th, is being watched for updates on its AI platform, Agentforce, following a year of modest revenue growth and a guidance of $9.71bn to $9.76bn for the first quarter. Dell Technologies (DELL), which unveiled new AI servers powered by Nvidia's Blackwell Ultra chips, will report on Thursday, May 29th, following mixed fourth-quarter results. Costco (COST) will also report on Thursday, May 29th, with investors looking to gauge US consumer sentiment amid economic uncertainty and potential impacts from Trump’s tariffs. Walmart CEO Doug McMillon indicated price increases due to tariffs had already occurred in April and May. Kingfisher (KGF.L), owner of B&Q, is expected to benefit from warmer weather and a rise in UK retail sales, but faces challenges in France and a difficult outlook for its Castorama chain.
The article highlights broader economic concerns and developments. US markets will be closed on Monday for Memorial Day, and UK markets will be closed for the late May bank holiday. Developments around US trade relations and economic concerns are impacting investor attention. Microsoft (MSFT) and Alphabet (GOOG, GOOGL) have also unveiled new AI features, further emphasizing the importance of AI agents. Analysts at Hargreaves Lansdown noted Salesforce’s revenue growth guidance for the first quarter was "softer than markets were hoping for," reflecting a tricky macroenvironment. The Office for National Statistics (ONS) reported a 1.2% rise in UK retail sales last month, attributed to warmer weather.
Key data points extracted from the article include:
Nvidia revenue: $39.3bn (vs $38.2bn expected)
Nvidia EPS: $0.89 (vs $0.84 forecast)
Projected gross profit margin for Nvidia: 70.6%-71%
Potential Nvidia one-off charge: $5.5 billion
Salesforce first quarter guidance: $9.71bn to $9.76bn
UK retail sales increase: 1.2%
* Kingfisher pre-tax profit last year: £307m
Overall Sentiment: 0
2025-05-23 AI Summary: The article examines whether investors should buy Nvidia stock before May 28, considering the company’s recent performance and the broader AI landscape. Nvidia's stock has remained relatively flat in 2025, despite its GPUs becoming the standard for AI training and running generative AI models. The company previously experienced five consecutive quarters of triple-digit revenue and profit growth, but growth has begun to decelerate. Nvidia is scheduled to release its fiscal 2026 first-quarter results on May 28, and the report is expected to provide clues about the future of AI adoption.
Key financial data points include: fiscal 2025 fourth-quarter revenue of $39.3 billion (a 78% year-over-year increase and 12% sequential increase), EPS of $0.89 (an 82% increase), and a projected fiscal 2026 first-quarter revenue of $43 billion (a 65% increase). The article highlights that the growth is fueled by the adoption of AI, particularly in the data center segment, which saw a 93% revenue jump. Major cloud providers like Amazon Web Services, Microsoft Azure, Alphabet’s Google Cloud, and Meta Platforms are increasing infrastructure spending to support AI demand. The recent rescinding of the "AI Diffusion Rule" by the Trump administration has also opened up new opportunities for Nvidia, exemplified by a partnership with Saudi Arabian company Humain, which will involve supplying over 18,000 GB300 Grace Blackwell processors.
The article acknowledges Nvidia's volatility, noting a 688% stock gain over three years alongside a 35% decline. Experts believe the AI market is still in its early stages, with estimates ranging from a minimum of $1 trillion to potentially 10-15 times higher. Nvidia currently trades at roughly 30 times forward earnings. The author expresses uncertainty about the immediate impact of the May 28 financial report, but maintains a positive outlook based on Nvidia’s industry-leading position and history of innovation. The author predicts Nvidia will announce another quarter of record revenue and likely beat analysts' consensus estimates of $43.15 billion in revenue and adjusted EPS of $0.73.
The article concludes that for investors who believe in the continued growth of AI and Nvidia’s leadership in the space, buying Nvidia stock is a potentially lucrative, albeit bumpy, ride. The author emphasizes that the best path to investing success is to buy into strong businesses and hold them for the long term (at least three to five years).
Overall Sentiment: +7
2025-05-23 AI Summary: The article discusses leaked specifications for Nvidia's upcoming RTX 5080 Super graphics card. According to leaker Kopite7kimi, the card will utilize the GB203 chip, the same as the RTX 5080, meaning the core count will remain unchanged. A key upgrade lies in the video memory, increasing from 16GB to 24GB, and utilizing faster 32Gbps memory modules compared to the RTX 5080's 30Gbps. The RTX 5080 Super is expected to have a TDP of 400W, potentially higher.
Despite the unchanged core count, the article suggests the RTX 5080 Super will be a worthwhile upgrade due to faster clock speeds, leading to an estimated 10-15% performance boost over the RTX 5080. The increased VRAM allocation will also be beneficial for demanding 4K gaming scenarios. The article notes that Nvidia is facing increased competition from AMD, particularly with the RX 9060 XT, and therefore needs to avoid releasing subpar products. Rumors also suggest a potential RTX 5070 Super with 18GB of VRAM, though it’s currently absent from Kopite7kimi’s leak. The timeframe for release is broadly indicated as 2025, and the leak suggests an earlier-than-expected deployment this year.
The article’s analysis addresses concerns that the RTX 5080 Super might be underwhelming due to the lack of core count increase. It argues that the combination of faster clock speeds and increased VRAM will offset this, providing a noticeable performance improvement. The article also highlights the broader context of Nvidia’s position in the GPU market, facing pressure from AMD’s increasingly competitive offerings. The article references previous speculation regarding a potential RTX 5070 Super, but notes its absence from the latest leak.
The article draws a connection between the potential release of the RTX 5080 Super and Nvidia’s need to maintain a strong position in the consumer GPU market, given AMD’s recent successes. The article also references previous articles comparing Nvidia GPUs (RTX 5080 vs RTX 5070 Ti, RTX 5080 review) and discussing AMD’s potential for a faster RX 9070 Extreme.
Overall Sentiment: 0
2025-05-23 AI Summary: Oracle is set to invest approximately $40 billion to acquire Nvidia’s high-performance GB200 chips, which will power a new US data center for OpenAI. This data center is part of the US Stargate Project, an initiative involving leading AI firms aimed at bolstering America’s position in the artificial intelligence industry amid global competition. The data center is located in Abilene, Texas, and is expected to be fully operational by mid-next year. Oracle has agreed to lease the site for 15 years.
The financial backing for this project is substantial. JPMorgan has provided $9.6 billion in debt financing across two loans, while the site owners, Crusoe and US investment firm Blue Owl Capital, have invested around $5 billion in cash. The data center is intended to reduce OpenAI’s reliance on Microsoft, as the company’s demand for computing power has outstripped Microsoft’s current supply. For Oracle, this venture presents an opportunity to enhance its cloud computing capabilities and compete more effectively with market leaders like Microsoft, Amazon, and Google.
The Stargate project extends beyond the US, with Oracle, OpenAI, and Nvidia also collaborating on a similar, large-scale AI data center project in the United Arab Emirates. This UAE data center will likely utilize over a hundred thousand Nvidia chips and is slated to launch its first phase in 2026. The project’s scale suggests a significant investment in AI infrastructure and a strategic effort to establish a global presence in the AI sector. Neither OpenAI, Oracle, nor Nvidia responded to requests for comment, while an Nvidia spokesperson declined to comment.
The project’s implications are multifaceted, encompassing technological advancement, geopolitical competition, and the evolving landscape of cloud computing services. The substantial financial investment and the involvement of major players highlight the growing importance of AI infrastructure and the ongoing race to develop and deploy advanced AI capabilities.
Overall Sentiment: 0
2025-05-23 AI Summary: Oracle is set to invest approximately $40 billion to acquire Nvidia’s high-performance GB200 chips, which will power a new U.S. data center for OpenAI. This data center, located in Abilene, Texas, is part of the U.S. Stargate Project, an initiative aimed at bolstering America's position in the artificial intelligence industry amidst global competition. Oracle plans to lease the computing power to OpenAI. Key details include:
Investment: $40 billion by Oracle
Chips: Approximately 400,000 Nvidia GB200 chips
Location: Abilene, Texas
Project: U.S. Stargate Project
Lease Term: 15 years
Financing for the project is being provided by JPMorgan, which has provided two loans totaling $9.6 billion. Crusoe and U.S. investment firm Blue Owl Capital have invested around $5 billion in cash. The data center is expected to be fully operational by mid-next year. The initiative will help OpenAI reduce its reliance on Microsoft, its largest backer, as OpenAI’s demand for computing power has outstripped Microsoft’s supply. For Oracle, this data center and the Stargate project present an opportunity to enhance its cloud computing capabilities and compete with market leaders like Microsoft, Amazon, and Google.
The Stargate project also encompasses a similar data center being constructed in the United Arab Emirates, which will likely utilize over a hundred thousand Nvidia chips. The first phase of the UAE data center is slated for completion in 2026. Both the U.S. and UAE data centers are part of a broader effort to expand AI infrastructure globally. Oracle, OpenAI, and Nvidia are all involved in the UAE project.
The article notes that OpenAI and Oracle did not respond to requests for comment, while Nvidia declined to comment. The financing structure includes $9.6 billion in loans from JPMorgan, and $5 billion in cash investment from Crusoe and Blue Owl Capital. The project’s significance lies in its potential to reshape the AI landscape, providing OpenAI with increased computing resources and enabling Oracle to strengthen its position in the cloud computing market.
Overall Sentiment: 0
2025-05-23 AI Summary: Nvidia (NVDA) is set to report its fiscal first quarter results on Wednesday, an announcement considered highly anticipated within the season. The company's stock has experienced volatility throughout the year, influenced by factors including a ban on shipments of its H20 chips to China by the Trump administration and concerns regarding potential semiconductor tariffs. However, a last-minute reprieve from a planned AI diffusion rule by the Biden administration, coupled with major investment announcements during Trump’s visit to the Middle East, have stabilized Nvidia’s stock, resulting in a year-to-date performance that is essentially flat and a 40% increase over the last 12 months as of Thursday. The report follows Nvidia’s showcasing of new technologies at the Computex Taipei tradeshow, including a new cloud offering accessible through third-party providers like CoreWeave (CRWV) and Foxconn (2354.TW).
Analysts predict Nvidia will report adjusted earnings per share (EPS) of $0.88 on revenue of $43.3 billion, a significant increase from the $0.61 EPS and $26 billion revenue reported in the same period last year. Data Center revenue is projected to reach $39.2 billion, a 74% year-over-year increase, while Gaming revenue is expected to hit $2.8 billion. Nvidia anticipates $6.2 billion in revenue from China, a 150% increase from the $2.4 billion sold in Q1 last year, with $21.6 billion expected from the US. Despite these projections, Nvidia will have to write down $5.5 billion in charges related to the Trump administration’s ban on H20 chip sales.
The H20 chip was specifically designed to comply with the Biden administration’s restrictions on AI chips destined for China. However, DeepSeek’s demonstration of its ability to produce powerful AI models using less advanced Nvidia chips prompted Trump to impose stricter restrictions, banning the sale of H20s. Nvidia is now developing a modified version of the H20 to meet the Trump administration’s performance requirements. The article notes that the company’s showing at Computex Taipei included a new cloud offering, accessible through third-party providers.
Key facts and figures:
Company: Nvidia (NVDA)
Expected EPS: $0.88
Expected Revenue: $43.3 billion
Data Center Revenue Projection: $39.2 billion (74% YoY increase)
Gaming Revenue Projection: $2.8 billion
China Revenue Projection: $6.2 billion (150% YoY increase)
US Revenue Projection: $21.6 billion
Write-down Charge: $5.5 billion
Providers of Cloud Offering: CoreWeave (CRWV), Foxconn (2354.TW)
Overall Sentiment: 0
2025-05-23 AI Summary: Nvidia is utilizing Intel's Xeon 6 CPUs, specifically the 6776P processors, in its new DGX B300 AI systems. Each DGX B300 system will feature a pair of these CPUs, responsible for feeding data to 16 Blackwell Ultra GPUs. These Xeon 6776P chips have been optimized for AI host duty, employing Intel's Priority Core Turbo (PCT) and Speed Select Technology Turbo Frequency (SST-TF) technologies. These technologies limit most cores to their base frequency (2.3GHz) while allowing up to eight cores to boost to 4.6GHz, improving GPU utilization and AI performance. Milan Mehta, a senior product planner for Intel's Xeon division, stated this approach helps drive data to the GPUs without a "3x difference."
The decision to use Intel CPUs isn's surprising, as Nvidia previously utilized fourth and fifth-generation Xeons in its DGX H100, H200, and B200 platforms. While Nvidia is exploring alternative CPU platforms, including Arm-based chips from Qualcomm and Fujitsu via NVLink Fusion, it continues to invest in its own Arm-based Vera CPU platform, slated for release next year. Vera will feature 88 "custom Arm cores" with simultaneous multithreading, pushing thread count to 176 per socket, and will be paired with 288 GB Rubin GPUs. The article notes that Nvidia also supports tying third-party AI accelerators to its own Grace CPUs.
The article highlights a shift in Nvidia's approach to AI systems, with a move towards appliance-like systems accessed via APIs. The Vera CPU's 50W TDP suggests its cores may be stripped down to the bare minimum necessary to support the GPUs. The article also mentions AMD’s use of Intel CPUs when debuting its competitor to the H100 in late 2023. Nvidia's RTX Pro Servers, a reference design, will allow manufacturers like Lenovo, HPE, and Dell to choose their preferred CPUs.
Key individuals mentioned include Milan Mehta (Intel) and Vera Rubin (American astronomer, namesake of Nvidia's upcoming Vera CPU platform). Dates mentioned include 2021 (when Grace CPU was teased), 2020 (when AMD last tapped Intel for DGX systems), and next year (when Vera CPU is slated for release). The article also references Blackwell Ultra GPUs, ConnectX-8 NICs, and NVLink Fusion.
Overall Sentiment: 0
2025-05-23 AI Summary: NVIDIA has released the GeForce 576.52 WHQL driver for its graphics cards, primarily adding official support for the newly released NVIDIA GeForce RTX 5060. The driver is also touted to provide the best gaming experience in F1 25 and Dune: Awakening. Notably, the driver includes enhancements for NARAKA: BLADEPOINT, which now supports Full Ray Tracing, although the implementation utilizes Global Illumination and Reflections rather than full Path Tracing, a point the author finds confusing given NVIDIA’s terminology.
This driver incorporates several bug fixes addressing stability issues. Specifically, it resolves crashes experienced in F1 23, F1 24, and SCUM. It also prevents black screen corruption in Diablo II Resurrected when using DLSS. A further fix allows Shader disk cache creation for games when the OS username contains unicode characters.
However, the driver also presents known issues. Ghost of Tsushima Director’s Cut continues to exhibit flickering around light sources. Cyberpunk 2077 will crash when using Photo Mode with Path Tracing enabled. EA Sports FC 25 is prone to random crashes during gameplay, and Forza Horizon 5 still has stability issues potentially leading to crashes after extended use. The author suggests skipping the driver if not interested in these specific games.
The driver can be downloaded from a link provided within the article. The author recommends users update if they are interested in the aforementioned games or wish to keep their systems current.
Overall Sentiment: 0
2025-05-23 AI Summary: The article focuses on the anticipation surrounding NVIDIA's upcoming first-quarter results, which are viewed as a key test for the "Magnificent Seven" tech stocks. The collective market capitalization of these companies currently stands at $16.6 trillion, slightly below the peak reached on Christmas Eve 2024, but still significantly above the low point from April 2025. NVIDIA, currently the second-largest company by market capitalization behind Microsoft, faces scrutiny regarding its performance and future guidance. A significant factor influencing investor sentiment is the launch of China’s DeepSeek R1 Large Language Model in January 2025, which challenged the prevailing view on AI’s resource requirements. Trump’s tariffs and trade policies are also a persistent concern.
Recent warnings from Super Micro Computer, including a profit warning and inventory write-downs, and disappointing guidance from CoreWeave, have added to the cautious atmosphere. NVIDIA itself offered fairly cautious guidance for the first quarter (February-April), though it has a history of exceeding estimates, leading to speculation about potential "sandbagging" by CEO Jensen Huang. Analysts’ consensus projects sales of $43 billion for the first quarter, a 70% increase from the $22.1 billion achieved in the same period the previous year, and $45.4 billion for the second quarter (May-July). Projected earnings per share (EPS) for the first quarter are $0.88, compared to $0.61 a year ago, implying a net profit of around $21.4 billion, excluding $5.5 billion in projected tariff-and-trade related write-downs. Gross margin is expected to be between 70.6% and 71.0%, down from 78% a year ago.
Analysts will be closely watching NVIDIA’s comments on tariffs, America’s restrictions on Chinese chip purchases, and the ramp-up of the Blackwell data center chipset. Rising trade receivables, currently at 198 days against a five-year average of 157, are also a point of concern, reminiscent of past instances where vendor financing boosted demand but ultimately exacerbated slowdowns. While NVIDIA’s sales growth remains rapid, the increase in receivables, coupled with Super Micro’s issues, suggests potential demand concerns. The article notes that analysts previously considered Super Micro a good proxy for NVIDIA and AI chipset demand, a comment that has become less frequent. Inventory days are currently at 87, considered normal by historic standards.
The article highlights the potential for trouble if customers slow purchases unexpectedly, despite the share price seemingly discounting this possibility. The article also mentions that NVIDIA provides customer funding, detailed on its website, and that this practice echoes past trends of vendor financing. Key figures and dates mentioned include: $16.6 trillion (Magnificent Seven market cap), Christmas Eve 2024 (peak market cap), April 2025 (low market cap), January 2025 (DeepSeek R1 launch), February-April 2025 (Q1), May-July 2025 (Q2), $43 billion (Q1 sales projection), $45.4 billion (Q2 sales consensus), $0.88 (Q1 EPS projection), $21.4 billion (Q1 net profit projection), 70.6%-71.0% (Q1 gross margin), 78% (previous year gross margin), 198 days (current trade receivables), 157 days (five-year average trade receivables), 87 days (current inventory days).
Overall Sentiment: 0
2025-05-23 AI Summary: Nvidia (NVDA) is set to report its Q1 FY26 earnings on Wednesday, May 28, after the market closes, following a year of significant stock appreciation (over 28%). The company’s leadership in AI hardware and record financial results, coupled with strategic partnerships with Microsoft (MSFT), Alphabet (GOOGL), and Meta (META), have fueled this growth, alongside expansion into regions like the Middle East. While near-term growth may be limited by the China AI chip ban and supply challenges with its high-end GB200 systems, most analysts maintain a “Strong Buy” rating and remain optimistic about the company’s long-term potential.
Analysts anticipate Nvidia to report earnings of $0.73 per share, a 20% increase from the year-ago quarter, and revenues of $43.3 billion, a 66% year-over-year increase. Five-star analyst Christopher Rolland of Susquehanna reiterated a Buy rating with a $180 price target, acknowledging a roughly $1 billion revenue loss from China restrictions and potential margin pressures but highlighting robust spending by the top five hyperscale cloud providers (expected to increase capital expenditures by 40% in 2025) and the ramp-up of new AI products like the Blackwell GPUs. Top analyst John Vinh of KeyBanc also maintains a Buy rating, noting the China AI chip ban and GB200 supply constraints but expressing optimism about a China-compliant AI GPU using GDDR7 memory.
The article identifies short-term hurdles for Nvidia, including the China AI chip ban restricting access to a key market and ongoing manufacturing issues with the GB200 systems, leading to shipment delays. The company is actively working to overcome these obstacles by developing new AI GPUs compliant with export rules and expanding into emerging regions. Analysts believe these efforts, combined with continued strong demand for AI technology, position Nvidia well for steady growth. Wall Street consensus is a “Strong Buy” rating based on 34 Buys, five Holds, and one Sell, with an average price target of $164.51, implying 23.85% upside potential.
The article highlights key figures and organizations: Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOGL), Meta (META), Christopher Rolland (Susquehanna), John Vinh (KeyBanc), and the top five hyperscale cloud providers. Specific data points include a 28% stock increase over the past year, projected Q1 earnings of $0.73 per share (up 20%), projected Q1 revenues of $43.3 billion (up 66%), a $1 billion revenue loss from China restrictions, a 40% increase in capital expenditures by hyperscale cloud providers, a $180 price target from Christopher Rolland, and an average price target of $164.51.
Overall Sentiment: +7
2025-05-23 AI Summary: Navitas Semiconductor (NVTS) stock experienced a dramatic surge, increasing by over 160% following an announcement that Nvidia (NVDA) has selected the company to collaborate on developing 800-volt, high-voltage direct current (HVDC) power systems for Nvidia’s next-generation artificial intelligence (AI) data centers. Approximately 12.8% of Navitas shares were sold short prior to this announcement, and the company’s market cap stood at roughly $886 million. The rapid increase has generated both excitement and skepticism among investors, prompting questions about the rally’s sustainability.
The Nvidia partnership is positioned as a pivotal moment in AI infrastructure overhauls, aiming to replace the current 54V power architecture with an 800V HVDC standard. This shift is driven by the increasing power demands of AI systems, such as Nvidia’s "Kyber" rack-scale systems powering GPUs like the Rubin Ultra. The article highlights that the transition to HVDC could improve data center power efficiency by 5%, reduce copper use by 45%, and lower maintenance costs by up to 70%, representing significant savings for hyperscale operators. Navitas’ gallium nitride (GaN) and silicon carbide (SiC) semiconductors, specifically its GaNFast and GeneSiC technologies, are central to enabling these 800V systems, offering superior switching and thermal efficiency compared to traditional silicon. The company’s integrated approach, demonstrated by an 8.5 kW AI data center power supply achieving 98% efficiency, differentiates it from competitors focusing on individual components.
The stock’s significant rise was partially fueled by unusually high short interest, creating a “powder keg” situation. While the rapid price movement reflects a technical unwind of short positions, the article emphasizes that the underlying catalyst – the Nvidia partnership – has substantial merit. Despite the excitement, Navitas’ financials remain a point of caution, with approximately $83 million in revenue and a net loss of nearly the same amount in 2024. The path to consistent profitability remains unclear, requiring significant design wins and volume ramps. The company’s market cap under $900 million leaves room for revaluation if the collaboration leads to broader industry adoption.
The article concludes that Navitas has transitioned from obscurity to a central role in the next phase of AI infrastructure development. While the stock may experience some pullback as momentum fades, the expanded opportunity warrants attention. The company represents a high-risk, high-reward option on the larger AI infrastructure build. Key facts include: Nvidia selecting Navitas for HVDC power systems; 800V HVDC standard; 5% efficiency improvement, 45% copper reduction, 70% maintenance cost reduction; GaNFast and GeneSiC technologies; 12.8% short interest; $83 million revenue in 2024; $886 million market cap.
Overall Sentiment: +7
2025-05-23 AI Summary: Intel has announced the launch of three new Intel Xeon 6 P-Core CPUs designed for advanced GPU-powered AI systems, with the processors set to debut in Nvidia's DGX B300 AI systems. These new CPUs feature Intel’s Performance-cores and incorporate new technologies including Intel Priority Core Turbo (PCT) and Intel Speed Select Technology – Turbo Frequency (SST-TF), intended to optimize GPU performance for demanding AI workloads. All three processors are available now, with the Intel Xeon 6776P integrated into the Nvidia DGX B300.
Key features of the Xeon 6 CPUs include up to 128 P-cores per CPU, 20% more PCIe lanes than previous generations (up to 192 PCIe lanes per 2S server), and up to 30% faster memory speeds thanks to Multiplexed Rank DIMMs (MRDIMMs) and Compute Express Link. The CPUs support up to 8TB of system memory with 2 DIMMs per channel (2DPC), and offer up to 504 MB L3 cache. Intel claims the new processors provide 2.3x higher memory bandwidth compared to the previous generation. The CPUs also feature Intel AMX, now with support for FP16 precision arithmetic, enabling efficient data pre-processing and CPU tasks in AI workloads. A B-variant, the 6716P-B, featuring 40 cores and lower power consumption, has also been added. Intel states that the combination of P-cores provides an "ideal combination of performance and energy efficiency" for AI computing.
At Computex 2025, Intel also unveiled a $299 aRc Pro B50 with 16GB of memory and 'Project Battlematrix' workstations with 24GB Arc Pro 60 GPUs. The article highlights Intel's advancements in memory bandwidth and processing capabilities, emphasizing the integration of new technologies like PCT and SST-TF to enhance AI system performance. The introduction of FP16 precision arithmetic within Intel AMX is presented as a significant improvement for data pre-processing and CPU tasks within AI workloads.
The article focuses on the technical specifications and capabilities of the new Xeon 6 processors and related hardware, presenting Intel's advancements in the context of increasing demands for AI computing power. It details the improvements in core count, memory bandwidth, PCIe lanes, and processing capabilities, emphasizing the integration of new technologies to optimize performance.
Overall Sentiment: +7
2025-05-23 AI Summary: The article reviews the Nvidia GeForce RTX 5060 graphics card, assessing its performance and value proposition. The card is positioned as a successor to the RTX 4060, priced at $299, offering a performance boost while facing criticism for its 8GB of VRAM. The review tests the card across various games, noting its ability to run most titles at 1920x1080 resolution, but highlighting limitations and VRAM warnings in more demanding games. The card's power draw is noted as relatively low, peaking at 274W, similar to the RTX 4060 Ti and Radeon RX 7600.
The article contrasts the RTX 5060 with competing GPUs, particularly the upcoming AMD Radeon RX 9060 XT. The AMD card is expected to offer a 16GB VRAM option at a similar price point for the 8GB version, and a 16GB version for $349, potentially making it a more compelling buy. Intel's Arc B580 is also mentioned, with its 12GB of VRAM, but its pricing is inconsistent. The review emphasizes the importance of waiting for the AMD review before making a purchase, given the RTX 5060’s primary drawback: its limited VRAM. Key performance figures include a performance boost over the RTX 4060 and comparable power consumption.
The article details specific game performance observations. Doom The Dark Ages and Cyberpunk 2077 run well with DLSS 4. Indiana Jones and the Great Circle struggles above Medium settings at 1080p. The review also mentions the potential for a future RTX 5060 Super with 3GB GDDR7 chips, addressing the VRAM issue. The article lists several key facts: RTX 5060 price is $299, similar to RTX 4060; peak power draw is 274W; AMD Radeon RX 9060 XT 8GB is expected to be similarly priced; the 16GB version will cost $349; Intel Arc B580 has 12GB of VRAM.
Ultimately, the article concludes that while the RTX 5060 offers a decent performance upgrade and efficient power consumption, its 8GB of VRAM is a significant limitation, particularly considering the upcoming AMD Radeon RX 9060 XT. The author advises potential buyers to wait for the AMD review and highlights the possibility of a future RTX 5060 Super addressing this issue. The article's overall tone is critical of Nvidia's decision to limit VRAM, despite the card's other improvements.
Overall Sentiment: -3
2025-05-23 AI Summary: Nvidia currently dominates the AI hardware market, playing a central role in the boom by designing chips, networking gear, and software that power large language models and generative AI products like ChatGPT. Understanding Nvidia’s offerings can be challenging, but the company owns an estimated 98% of the data center GPU market, fueling its growth. Nvidia names its chip architectures after scientists and mathematicians, with earlier generations powering video game graphics cards before their parallel processing capabilities were recognized for AI applications.
The H100 Tensor Core GPU, announced in April 2022, was a breakthrough, featuring the “Transformer Engine” which provided a 30x performance improvement over the previous A100 chip for large language model processing. Demand for the H100 surged following the popularity of OpenAI’s ChatGPT, with tech companies stockpiling hundreds of thousands of these GPUs, each costing between $20,000 and $40,000. The latest chip, the GB200 “Grace Blackwell superchip,” combines two Blackwell series B200 GPUs and a “Grace” CPU. For high-performance AI, the GB200 NVL72 rack, containing 36 GB200 superchips, 72 GPUs, and requiring expensive networking and liquid cooling, costs roughly $3 million. CoreWeave offers access to GB200 NVL72s starting at $42 per hour. Projects like OpenAI’s “Stargate” data center (backed by OpenAI, SoftBank, and Oracle) plan to install 400,000 GB200 superchips, while Meta CEO Mark Zuckerberg expects the company to have over 1.3 million GPUs by the end of 2025.
Performance gains in AI chips are measured by FLOPS, with each generation representing exponential improvements. The next leap forward is the Rubin architecture, with the first chip, the “Vera Rubin” superchip, expected next year. Following this will be the Vera Rubin NVL144 (144 GPUs) and then the Vera Rubin Ultra NVL576 (576 GPUs) in the second half of 2027. Key figures and data points include: Nvidia, OpenAI, SoftBank, Oracle, Mark Zuckerberg, H100 ($20,000-$40,000), GB200 ($60,000-$70,000), NVL72 rack ($3 million), CoreWeave ($42/hour), Stargate (400,000 GB200s), Meta (1.3 million GPUs).
The article highlights the rapid pace of innovation and the significant financial investment required to participate in the AI hardware market. It emphasizes Nvidia's dominant position and the ongoing development of increasingly powerful chips, showcasing the company’s influence on the future of AI.
Overall Sentiment: 7
2025-05-23 AI Summary: Several Wall Street analysts have issued calls on various companies, with a generally positive outlook prevailing. Citi initiated U.S. Foods as a buy, citing positive catalysts and accelerating growth. Bank of America reiterated Nvidia as a buy, anticipating continued growth despite near-term headwinds and potential recovery in China sales. Jefferies reiterated Microsoft as a buy, highlighting key developments from the Microsoft Build conference, including Copilot advancements and a focus on an open AI platform. Evercore ISI downgraded Deckers to "in line" from "outperform" due to slowing growth. Baird upgraded Wix to outperform, citing a compelling product and reasonable expectations. JPMorgan upgraded Waste Management to overweight, anticipating strong growth targets at an upcoming analyst day. Evercore ISI reiterated Apple as outperform, acknowledging concerns about Services and gross margins but maintaining a positive outlook. Wedbush reiterated Tesla as outperform, predicting a "golden age of autonomous growth" and raising the price target from $350 to $500. Oppenheimer reiterated Marvell as outperform, citing upside potential in AI-related markets. Bank of America reiterated Dollar General as a buy, noting a discount to historical levels and peers. Wells Fargo upgraded Sonoco to overweight, citing portfolio optimization efforts. Jefferies reiterated Salesforce as a buy, expecting maintained FY26 guidance. Wells Fargo reiterated BJ's as overweight, highlighting strength in a choppy macro environment. Truist reiterated Amazon as a buy, indicating that North American revenue is tracking ahead of consensus. Bank of America reiterated Analog Devices as a buy, citing growth projects in communications, automotive, and industrial markets. Morgan Stanley resumed coverage of Loar Holdings as overweight, citing a long runway for growth.
Several analysts expressed optimism regarding specific companies' future performance. JPMorgan anticipates Waste Management's valuation gap to narrow with expected growth targets in the next five years. Wedbush predicts a "golden age of autonomous growth" for Tesla. Truist indicates Amazon's North American revenue is tracking $1-2 billion ahead of consensus. Bank of America highlights Analog Devices' growth projects and best-in-class free cash flow growth. Morgan Stanley points to Loar Holdings' organic and inorganic growth strategy. Key dates mentioned include Nvidia's earnings next week, Salesforce's earnings on May 28, Waste Management's analyst day in June, and Amazon's earnings in early June. The Microsoft Build conference in Seattle was a significant event, influencing Jefferies' reiteration of Microsoft as a buy. The Austin launch of Tesla is anticipated to kick off a key growth chapter.
Concerns were raised regarding Deckers' slowing growth and Apple's issues with Services and gross margins, as well as Jonny Ive's move to OpenAI. However, these concerns were largely outweighed by the positive outlooks for most companies. The article also mentions the impact of macro sentiment, with Microsoft seen as a "safe haven" and BJ's being well-positioned in a "choppy backdrop." The Truist Card Data was used to analyze Amazon's revenue performance. The article highlights the importance of product development (Wix), portfolio optimization (Sonoco), and growth strategies (Loar Holdings) in driving positive analyst calls.
The article presents a generally optimistic view of the stock market, with numerous analysts upgrading or reiterating buy ratings for various companies. The focus is on growth potential, particularly in areas like AI, autonomous driving, and healthcare solutions. While some concerns exist, the overall sentiment is positive, driven by expectations of continued growth and favorable market conditions. The article references specific data points, such as revenue tracking ahead of consensus for Amazon and price target increases for Tesla, to support these positive assessments.
Overall Sentiment: 7
2025-05-23 AI Summary: The article highlights the surprising performance of Life360 Inc (ASX:360), an ASX 200 technology company, which has significantly outperformed even industry giants like Nvidia Corp (NASDAQ: NVDA) over the past 5 years. While the S&P/ASX 200 Index (ASX: XJO) is often criticized for its lack of technology representation, Life360 has risen 1,518% during this period, eclipsing the performance of the "Magnificent 7" US stocks. Nvidia's performance over the same timeframe was 1,370%, followed by Tesla (526%), Meta (171%), Apple (153%), Microsoft (148%), Alphabet (144%), and Amazon (68%).
Life360 is a dual-listed company on the ASX and Nasdaq, operating as a family safety app utilizing a "freemium" model. Its core functionality involves allowing groups to form and track each other, with premium features including location coordination, safety, driving safety, digital safety, and emergency assistance services. The company has recently leveraged artificial intelligence to enhance its functionality, strengthening its competitive advantage. As of the time of writing, Life360 boasts over 83.7 million monthly active users (MAUs), ranking 13th highest in the US and 4th in the social networking app category. The company has demonstrated strong momentum in 2025, with its share price rising 39% against a 2% increase in the ASX 200 Index. A $10,000 investment in Life360 five years ago would now be worth $115,180.
The article attributes Life360's success to its consistent growth over several years and its ability to add a substantial number of users – 4.1 million net global monthly active users in its recent results. The company's strong performance in 2025, despite a challenging market backdrop, has contributed to its significant share price increase. The article emphasizes the opportunity for investors to find success outside of the dominant banking and mining sectors within the ASX 200.
The article's narrative focuses on Life360's exceptional growth and its ability to deliver substantial returns for investors, contrasting its performance with that of larger, more well-known US technology companies. It presents a positive outlook for the company, highlighting its user growth, technological advancements, and resilience in a challenging market.
Overall Sentiment: +9
2025-05-23 AI Summary: Nvidia is set to release its first-fiscal quarter 2026 earnings report on May 28, and Morningstar’s analysis focuses on what to watch for, particularly concerning China, tariffs, and geopolitical factors. A significant event impacting Nvidia is a $5.5 billion write-off of H20 inventory for AI chips targeted at China, resulting from US restrictions. The article seeks insight into the revenue headwind from this lost China business and potential future steps. Conversely, deals with Saudi Arabia and the UAE are expected to boost AI spending in the years ahead. While Nvidia has historically exceeded quarterly guidance and FactSet consensus estimates, these "beats" are becoming less impressive. Supply constraints in the United States remain a cap on earnings.
Morningstar maintains a $125 fair value estimate and a wide moat rating for Nvidia, considering shares slightly overvalued at $135. The firm anticipates Nvidia’s prospects will be driven by its data center (DC) and AI GPU business, which has seen exponential growth, rising from $3 billion in fiscal 2020 to $115 billion in fiscal 2025. The January 2025 quarter saw $35.6 billion in DC revenue, with a $142 billion annual run rate. Nvidia’s DC revenue is currently supply-constrained, and the company is expanding into networking, software, and services. Key figures include: $5.5 billion write-off, $125 fair value estimate, $135 current share price, $38.5 billion in cash and investments (as of October 2024), $8.5 billion in debt, and a projected $40 billion in revenue for the April 2025 quarter.
The article highlights potential challenges to Nvidia’s dominance, noting that leading hyperscale vendors like Amazon (AWS), Microsoft, Google, and Meta are likely to reduce reliance on Nvidia and develop in-house solutions. AMD is expanding its GPU lineup, and Intel is also focused on AI accelerator products. Concerns exist regarding the potential for greater competition in AI training software, as cloud vendors may shift to alternative open-source tools if they arise. Nvidia’s gaming GPU business has historically experienced boom and bust cycles. The company’s Cuda platform, while a leader in AI training software, could face competition.
Despite these challenges, Morningstar believes Nvidia has an industry-leading position in GPUs used in AI model training and has established a wide economic moat thanks to intangible assets and switching costs associated with its Cuda platform. The firm assigns Nvidia an Uncertainty Rating of Very High, acknowledging the valuation is tied to its ability to grow within the data center and AI sectors. The author, Gautami Thombare, confirms no ownership of Nvidia securities.
Overall Sentiment: 0
2025-05-23 AI Summary: U.S. stock futures are experiencing a decline this morning due to renewed trade fears stemming from President Trump's statements. The President has threatened a 50% tariff on the European Union, citing stalled trade negotiations. Additionally, he has proposed a 25% tariff on Apple if the company does not manufacture its phones within the United States.
Retailers are facing headwinds, with Deckers, the parent company of UGG and Hoka, experiencing a plunge after declining to provide full-year guidance due to macroeconomic uncertainty. Ross Stores is also sinking after reporting a second-quarter EPS miss and withdrawing its full-year sales and earnings guidance, citing heightened macroeconomic and geopolitical uncertainty.
Investors are anticipating the earnings results from the final member of the "MAG 7" stock group, scheduled for release next week. The chip giant is expected to report another strong quarter, but investor attention will be focused on commentary regarding sales to China, the prevailing macro and tariff environment, and any visibility into the second half of the year. Yahoo! Finance will provide full coverage of the company's results.
Overall Sentiment: -5
2025-05-23 AI Summary: Nvidia's recent growth has been significantly driven by substantial spending from Big Tech companies on its AI chips. Microsoft is the largest driver of Nvidia’s revenue, followed by Meta, Amazon, and Alphabet (Google). According to Bloomberg estimates, Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips, accounting for nearly 19% of Nvidia’s revenue on an annualized basis. Meta accounts for 25% of its capital expenditures on Nvidia and just over 9% of Nvidia’s annual revenue. Beyond direct purchases, Big Tech companies indirectly support Nvidia through cloud providers like CoreWeave, where Microsoft accounted for 72% of CoreWeave’s revenue in its most recent fiscal quarter. Collectively, Microsoft, Meta, Amazon, and Google are projected to spend over $330 billion this year on AI investments.
The relationship between Nvidia and Big Tech has evolved rapidly. Just three years ago, Microsoft spent less than 1% of its capital expenditures on Nvidia chips and less than 1% of Nvidia’s revenue. DA Davidson analyst Gil Luria notes that while this portion of revenue has grown dramatically, its growth rate appears to be moderating. He suggests that the reliance on a handful of large technology companies accounts for roughly half of Nvidia’s revenue. Luria also anticipates a potential slowdown in spending as these customers increasingly utilize custom-developed AI chips, which offer more cost-effective performance compared to Nvidia’s general-purpose GPUs.
Microsoft, Meta, Google, and Amazon have all developed their own custom AI chips tailored to their specific AI workloads. Furthermore, rival chipmakers like Broadcom are also developing custom chips for their customers. Nvidia’s GPUs are designed for more general-purpose AI computing, contrasting with the specialized nature of these custom solutions. This shift towards in-house chip development and competition from other chipmakers presents a potential challenge to Nvidia’s continued dominance in the AI chip market.
The article highlights a significant shift in the AI chip landscape, with Big Tech companies increasingly investing in their own solutions and alternative chip providers. This trend suggests a potential moderation in Nvidia's revenue growth, despite its current strong position. The article presents a nuanced perspective, acknowledging Nvidia's current success while also pointing to emerging challenges and competitive forces.
Overall Sentiment: 2
2025-05-22 AI Summary: Chipmaker Nvidia (NVDA) is preparing to report its first-quarter earnings on May 28, and Oppenheimer analyst Rick Schafer anticipates the company will beat earnings estimates. However, Schafer expresses caution regarding Nvidia's outlook for the next quarter, predicting it will be "roughly in-line" with expectations. This cautious view is partially attributed to recent sales losses stemming from trade restrictions impacting Nvidia's H20 chip in China.
Despite these concerns, Nvidia's production of its top-tier GB200 rack-scale systems is reportedly improving. Schafer projects shipments of the Blackwell 200/300 NVL72 systems will reach or exceed 40,000 units this year, and anticipates a smooth launch of the newer GB300 (Ultra) system in the third quarter. The company is also working to reduce its reliance on its five largest cloud customers, which currently account for approximately half of its revenue. Schafer maintains an Outperform rating and a $175 price target, citing Nvidia’s advantageous position in the artificial intelligence sector due to its combination of hardware, software, and unique rack-level system design. Analysts generally expect Nvidia to report earnings of $0.88 per share on $43.3 billion in revenue for the quarter.
Wall Street consensus currently rates NVDA stock as a Strong Buy, based on 34 Buys, five Holds, and one Sell rating in the past three months. The average price target of $164.51 per share suggests a potential 23.5% upside. The article also mentions TipRanks' resources for investors, including a Best Online Brokers guide and a Smart Value Newsletter.
Key facts extracted from the article include:
Company: Nvidia (NVDA)
Analyst: Rick Schafer (Oppenheimer)
Reporting Date: May 28
Expected Earnings: $0.88 per share
Expected Revenue: $43.3 billion
Average Price Target: $164.51
Potential Upside: 23.5%
Chip Affected: H20 chip
Systems: GB200, Blackwell 200/300 NVL72, GB300 (Ultra)
Overall Sentiment: 7
2025-05-22 AI Summary: Shares of Navitas Semiconductor (NVTS) experienced a significant surge on Thursday, increasing by as much as 161.8% earlier in the trading day and closing at a 156% increase by 1:57 p.m. ET. This dramatic rise follows an announcement made after market close on Wednesday detailing a new partnership with Nvidia, a leading artificial intelligence (AI) chipmaker. The S&P 500 and Nasdaq Composite saw gains of 0.2% and 0.6%, respectively, on the same day.
The core of the announcement revolves around Nvidia selecting Navitas to assist in powering its next-generation AI data center systems, specifically those incorporating the upcoming Rubin chips, which are intended to succeed Nvidia’s current Blackwell chips. Navitas’ gallium nitride (GaN) and silicon carbide (SiC) technologies are being utilized to address key scaling issues related to Nvidia’s power supply for these powerful AI chips. According to Navitas, these technologies will facilitate "high-efficiency, scalable power delivery for next-generation AI workloads, ensuring greater reliability, efficiency, and reduced infrastructure complexity." Gene Sheridan, CEO of Navitas, stated, "We are proud to be selected by Nvidia to collaborate on their 800 HVDC architecture initiative," and further noted that their innovations are creating new opportunities in markets like AI data centers and electric vehicles.
The partnership is significant not only for the potential revenue it will generate for Navitas but also because it provides validation of Navitas' technology by a leading industry player. The article suggests this endorsement is a "game changer" for Navitas. The company’s financial standing is also highlighted as being solid, characterized by minimal debt.
Key facts from the article include:
Company: Navitas Semiconductor (NVTS)
Partner: Nvidia
Chips: Rubin (successor to Blackwell)
Technologies: Gallium Nitride (GaN) and Silicon Carbide (SiC)
CEO: Gene Sheridan
Percentage Increase: Up to 161.8%
Architecture Initiative: 800 HVDC
Overall Sentiment: +8
2025-05-22 AI Summary: The article analyzes recent analyst ratings and financial performance of NVIDIA (NVDA), drawing from evaluations published within the last three months. Thirty-seven analysts have provided ratings, ranging from bullish to bearish. The average 12-month price target is $172.3, with a high estimate of $220.00 and a low of $100.00. This represents a 3.85% decrease from the previous average price target of $179.19. Analysts typically derive their information from company conference calls, financial statements, and conversations with insiders.
NVIDIA is a leading developer of graphics processing units (GPUs), initially used for enhancing computing platforms and gaming applications. The company has expanded into artificial intelligence, offering AI GPUs and the Cuda software platform. Furthermore, NVIDIA is developing data center networking solutions to manage complex workloads. Key financial metrics highlight strong performance: a 77.94% revenue growth rate as of January 31, 2025, surpassing industry averages; a 56.17% net margin, exceeding industry standards; a 30.42% return on equity; and a 21.28% return on assets. The company’s debt-to-equity ratio stands at 0.13, below the industry average.
The article emphasizes that analyst ratings reflect their response to recent developments related to NVIDIA, and that while specialists, analysts are human and their forecasts are based on beliefs. Benzinga Edge provides access to analyst upgrades, downgrades, and price targets, sortable by accuracy and upside potential. The article was generated by Benzinga's automated content engine and reviewed by an editor.
Benzinga Edge offers tools to track analyst recommendations, allowing users to sort by accuracy and potential upside. The article concludes by promoting Benzinga Edge as a resource for staying informed about analyst ratings and market trends.
Overall Sentiment: +7
2025-05-22 AI Summary: A coalition of global tech companies, including OpenAI’s Sam Altman, Oracle’s Larry Ellison, Nvidia’s Jensen Huang, and Cisco’s Chuck Robbins, have partnered with the UAE to launch Stargate UAE, a 1-gigawatt AI infrastructure compute cluster located in Abu Dhabi. This initiative follows a recent agreement signed by President Trump, establishing the largest AI campus outside the U.S. with a total 5-gigawatt capacity, of which Stargate will be a component. The Trump deal also grants the UAE access to up to 500,000 advanced Nvidia chips. The Biden administration had previously considered denying the UAE access to these chips due to concerns about its ties to China, with G42, a key Stargate partner, being deemed a security threat by the CIA in 2023.
The Stargate UAE project is an extension of a broader initiative announced in January involving OpenAI and Microsoft, representing a significant investment in AI infrastructure. According to G42 CEO Peng Xiao, the project aims to “build a bridge —rooted in trust and ambition — that helps bring the benefits of AI to economies, societies, and people around the world.” OpenAI’s Sam Altman stated the facility will also provide “strategic capability to protect the national security of America and its allies.” The American Stargate project plans to invest $500 billion over the next four years. Microsoft was not listed as a partner in the UAE campus.
The facility itself will span 10-square miles in Abu Dhabi and will be powered by a combination of nuclear, solar, and natural gas to minimize carbon emissions. The project is part of a larger trend of investment in AI infrastructure, with the U.S. Stargate initiative aiming to build significant capacity within the United States. The UAE fund MGX is listed as one of the funders in the American Stargate.
The development highlights a shift in U.S. policy towards the UAE regarding access to advanced technology, contrasting with previous concerns raised by the Biden administration. The project's stated goals include both economic development and national security benefits for the U.S. and its allies.
Overall Sentiment: 3
2025-05-22 AI Summary: Nvidia (NVDA) stock is anticipated to experience a potential swing of up to 7.4% (either gain or loss) following the company's earnings report on May 28, according to predictions from options traders tracked by Bloomberg. This expected volatility is lower than the average 11.3% intraday swing observed during the previous eight quarterly earnings reports. Historically, Nvidia shareholders have seen a nearly 120% median return over 12 months if they buy shares before earnings and hold them.
The article details a turbulent year for Nvidia, influenced by several factors. These include: the emergence of a cheaper AI model from Chinese startup DeepSeek, which sparked concerns about Big Tech’s AI infrastructure spending; signs of a potential slowdown in AI data center investments from Microsoft (MSFT), a major Nvidia customer; President Trump’s trade war with China, including a ban on exports of Nvidia’s specialized chips and threats of tariffs; and competition from domestic tech firm Huawei in the Chinese market. Conversely, a US trade truce with China, Nvidia’s expansion into Saudi Arabia, and Trump’s repeal of a Biden-era chip trade policy have recently boosted the stock. The range of potential stock movement on May 29 could be as wide as a 7.4% gain or loss, or a more moderate 5.4% gain and 2% loss, or a 4% loss and 3.4% gain.
The article highlights a series of events and policies impacting Nvidia's performance. Key factors include:
Organizations: Nvidia, Bloomberg, Microsoft, Huawei, DeepSeek, Trump Administration, Biden Administration
Individuals: Jared Blikre (Yahoo Finance Anchor), President Trump
Dates: May 28 (earnings report), 2025 (publication year), 2010-2025 (10-year period for shareholder returns)
Locations: China, Saudi Arabia, United States
Percentages: 7.4% (potential stock swing), 11.3% (average intraday swing in past 8 quarters), 120% (median shareholder return over 12 months)
The article frames Nvidia’s current situation as a complex interplay of technological advancements, geopolitical tensions, and trade policies. While recent developments have provided some positive momentum, the underlying uncertainties surrounding AI spending and international trade continue to influence investor sentiment.
Overall Sentiment: 0
2025-05-22 AI Summary: Nvidia is currently offering a discounted rate for its GeForce Now cloud gaming service, specifically the “Performance” tier which provides ad-free 1440p game streaming with a ray tracing-capable RTX card. The discounted price is $30 for a six-month membership, equating to $5 per month – a 40% reduction. This offer is presented as a way to access high-end gaming experiences at a lower cost compared to purchasing new hardware. The free tier, offering 1080p streams with time limits and queueing, remains available. The “Ultimate” tier, providing 4K streaming at up to 240Hz, costs a significantly higher $100 for six months, a price that has reportedly increased recently.
The article highlights the value proposition of GeForce Now, particularly for individuals with large game libraries on platforms like Steam and the Epic Game Store. It suggests the service is beneficial for playing games that might exceed the capabilities of older hardware, such as an RTX 3070. The author also emphasizes the convenience of GeForce Now for travel, citing a personal experience playing games like Fortnite and Baldur’s Gate III on a phone connected to a USB monitor. The service supports a growing number of games, including recent releases like Blades of Fire and Onimusha 2.
Key facts from the article include:
Discounted Price: $30 for six months (Performance tier)
Effective Monthly Cost: $5
Discount Percentage: 40%
Free Tier Resolution: 1080p
Ultimate Tier Cost: $100 for six months
Games Mentioned: Fortnite, Baldur’s Gate III, Blades of Fire, Onimusha 2
Hardware Mentioned: RTX 3070
The article notes that the Summer Sale deal is available for a “limited time,” but the expiration date is not specified. The author encourages interested individuals to subscribe while the offer is active.
Overall Sentiment: +7
2025-05-22 AI Summary: Nvidia (NASDAQ:NVDA) is anticipated to report strong fiscal first-quarter earnings on May 28, although its future guidance may be tempered by challenges in the Chinese market, according to Oppenheimer. Analyst Rick Schafer predicts Nvidia will likely surpass earnings estimates, but forecasts guidance to be "roughly in line" due to reduced shipments of the H20 chip to China.
Several key facts and projections are presented regarding Nvidia's product roadmap and sales. Production challenges for Nvidia's GB200 systems appear to have been resolved. The firm expects full-year shipments of Blackwell 200/300 NVL72 systems to meet or exceed 40,000 units. The upcoming GB300 (Ultra) remains on track for a third-quarter release. Approximately half of Nvidia's sales are currently tied to its top five hyperscale customers, though management is actively working to diversify its revenue base. Schafer maintained an "Outperform" rating and a $175 price target, citing Nvidia's advantage from its integrated AI-focused hardware and software stack and its rack-level systems approach.
Wall Street consensus anticipates Nvidia to report earnings of $0.73 per share on $43.18 billion in revenue for the quarter. The article highlights a potential softening of Nvidia’s outlook due to reduced H20 chip shipments to China, but also emphasizes positive developments such as resolved production issues for the GB200 systems and strong projected shipments of Blackwell NVL72 systems. The focus on diversifying revenue streams away from reliance on a small number of hyperscale customers is also noted as a strategic initiative.
The article's narrative centers on a mixed outlook for Nvidia: strong current performance coupled with potential headwinds in China and a focus on future product releases and revenue diversification. The Oppenheimer analysis suggests a continued positive trajectory for the company despite these challenges, supported by its technological advantages and strategic initiatives.
Overall Sentiment: 0
2025-05-22 AI Summary: In 2016, Nvidia CEO Jensen Huang donated the company’s first artificial intelligence supercomputer, a DGX-1 device, to a nonprofit organization called OpenAI. Accompanying the donation was a letter from Huang stating, “To the future of computing and humanity.” The article highlights Huang’s continued techno-optimism, which was evident during his appearances at Asia’s largest tech conference in Taipei.
The article notes several changes since 2016, including increased scrutiny of AI’s potential risks and its substantial energy demands. Furthermore, the rise of Chinese competitors, many of whom initially utilized Nvidia technology, is mentioned as a factor influencing the current technological landscape. These developments provide a contrasting backdrop to Huang's persistent optimism regarding technological advancement.
Key facts presented include:
Individual: Jensen Huang (Nvidia CEO)
Organization: Nvidia Corp., OpenAI
Device: DGX-1 (AI supercomputer)
Location: Taipei (site of Asia’s largest tech conference)
* Timeframe: 2016 (date of donation)
The article frames Huang's techno-optimism as a consistent viewpoint, even amidst growing concerns about AI's potential downsides and the emergence of competing technologies. The donation to OpenAI and his subsequent appearances suggest a continued belief in the positive trajectory of computing and its impact on humanity.
Overall Sentiment: +7
2025-05-22 AI Summary: The article details the launch of Stargate UAE, a collaborative project involving several prominent entities and individuals. The event was attended by high-ranking Emirati officials including President Sheikh Mohamed, Sheikh Khaled bin Mohamed (Crown Prince of Abu Dhabi), Sheikh Hamdan bin Mohammed (Crown Prince of Dubai, Deputy Prime Minister and Minister of Defence), and Sheikh Tahnoon bin Zayed (Deputy Ruler of Abu Dhabi and National Security Adviser). Also present were Khaldoon Al Mubarak (chairman of the UAE’s Executive Affairs Authority), Peng Xiao (G42 chief executive), Jensen Huang (chief executive of Nvidia), Sam Altman (chief executive of OpenAI), Masayoshi Son (SoftBank Group founder), Jeetu Patel (Cisco's president and chief product officer), Mike Sicilia (Oracle executive vice president), and Marty Edelman (group general counsel of G42).
The launch signifies a partnership between Abu Dhabi’s G42 and major technology companies including OpenAI, Oracle, and Nvidia. The presence of these key figures underscores the significance of Stargate UAE and the collaborative nature of the project. The involvement of SoftBank Group founder Masayoshi Son and Cisco executives Jeetu Patel and Mike Sicilia further highlights the breadth of the partnership.
The article does not provide details about the specific nature of Stargate UAE or its objectives beyond indicating it is a collaborative project. It focuses primarily on the attendance of prominent individuals and organizations at its launch event. The list of attendees suggests a high level of investment and strategic importance attributed to the initiative.
The event’s attendance list demonstrates a convergence of governmental leadership and technological innovation, indicating a significant undertaking within the UAE. The presence of leaders from G42, OpenAI, Nvidia, Oracle, Cisco, SoftBank, and the UAE government signals a project of considerable scale and potential impact.
Overall Sentiment: +7
