Latest news with #TensorRT
Techday NZ
9 hours ago
- Techday NZ
NVIDIA & Black Forest Labs boost AI image editing with FLUX.1
NVIDIA has partnered with Black Forest Labs to optimise the FLUX.1 Kontext image generation model for RTX GPUs using TensorRT. Black Forest Labs has developed the FLUX.1 Kontext model to further simplify the process of guiding and refining AI-generated images. Unlike traditional workflows that combine multiple models and rely on ControlNets for fine-tuning, FLUX.1 Kontext offers a single solution for both generating and editing images through natural language. This approach enables users to start with a reference image and direct edits using simple language prompts, eliminating complex multi-model workflows. The model handles both text and image inputs, allowing users to reference a visual concept and guide its development in a more coherent and intuitive manner. Model capabilities The FLUX.1 Kontext model offers several core features, including character consistency, localised editing, style transfer, and real-time performance. Black Forest Labs describes the key capabilities as follows: Character Consistency: Preserve unique traits across multiple scenes and angles. Localised Editing: Modify specific elements without altering the rest of the image. Style Transfer: Apply the look and feel of a reference image to new scenes. Real-Time Performance: Low-latency generation supports fast iteration and feedback. The goal is to enable coherent, high-quality edits that remain faithful to the original concepts. By providing both natural language and image-based editing options, FLUX.1 Kontext aims to make the refining process more accessible to a broader range of users, without the need for technical expertise or additional models. Performance optimisations NVIDIA collaborated with Black Forest Labs to optimise FLUX.1 Kontext for RTX GPUs using the TensorRT software development kit. This includes quantising the model to reduce VRAM requirements and improve accessibility for users running it locally. According to NVIDIA, these changes deliver more than twice the acceleration compared to running the original BF16 model with PyTorch, allowing for lower latency and faster iteration times in real-time editing workflows. As described by Black Forest Labs, the optimisation was designed to open up access to the benefits of high-fidelity AI image editing to a larger audience: "To further streamline workflows and broaden accessibility, NVIDIA and Black Forest Labs collaborated to quantise the model - reducing the VRAM requirements so more people can run it locally - and optimised it with TensorRT to double its performance. Thanks to TensorRT - a framework to access the Tensor Cores in NVIDIA RTX GPUs for maximum performance - users gain access to over 2x acceleration compared with running the original BF16 model with PyTorch." Availability and developer support FLUX.1 Kontext [dev] is now available for download in both Torch and TensorRT variants on the Hugging Face platform. Users can run the Torch models in ComfyUI, and Black Forest Labs has also made an online playground available for broader experimentation. For developers and advanced users, NVIDIA is preparing sample code to support the integration of TensorRT pipelines, with additional resources expected to be released later this month. The release of FLUX.1 Kontext follows a period of increased interest in adaptable, user-friendly AI image generation solutions. By combining natural language guidance, visual references, and enhanced GPU optimisation, the companies aim to further reduce barriers to AI-powered image editing for both hobbyists and professionals. Follow us on: Share on:
Miami Herald
7 days ago
- Business
- Miami Herald
Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction
In the last six months, AI stocks have been anything but boring. After a few years of massive gains, AI stocks kicked off the year getting slammed as a bubble. Talk of bloated valuations and too much hype had investors wondering if the party was over. Don't miss the move: Subscribe to TheStreet's free daily newsletter Then in April, President Donald Trump's surprise tariffs crashed the market, pulling down the S&P 500 by nearly 19%. AI bellwether stocks like Nvidia (NVDA) and Microsoft (MSFT) tanked, and many felt the AI rally was dead and buried. Yet here we are with the S&P 500 at an all-time high, lifted by a roaring AI comeback driven by chip leaders and cloud giants. Now one of Wall Street's sharpest has AI back at the helm, pointing to two giants ready to win big. Image source:In the AI race, Nvidia and Microsoft play different but critical roles in advancing the industry. Nvidia's ubiquitous AI-ready GPUs are the go-to hardware for training and inference. Its latest Blackwell Ultra chips, for instance, promise 1.5 times the punch of earlier models, rolling out even cheaper versions for China to dodge export curbs and grow its reach. Speaking of reach, Nvidia's data-center accelerators handle a whopping 90% of AI workloads globally. Related: Veteran analyst drops bold new call on Nvidia stock On the software side, CUDA keeps millions of developers hooked on fine-tuning performance. On top of that, its patented tools like TensorRT and NeMo make deploying models simpler, and DGX Cloud brings on-demand AI clusters to the table. Take CoreWeave, one of Wall Street's biggest stories this year, which shows how anything Nvidia touches turns to gold. Backed by a 7% Nvidia stake, Coreweave stock has built monster AI supercomputers and is up 308% from its IPO earlier this year. Hence, with a powerful full-stack approach, Nvidia remains an inseparable partner in building next-gen AI. More Tech Stock News: Circle's stock price surges after stunning CEO commentRobotaxi rivalry heats up as new cities come onlineAnalyst reboots AMD stock price target on chip update Microsoft, by contrast, is all-in on software and services to layer AI across its ecosystem. Front and center is Microsoft's massive multi-billion-dollar OpenAI partnership, weaving ChatGPT into Azure, Teams, and Office 365. Microsoft's robust cloud service in Azure packs prebuilt and custom models and low-code tools. Similarly, Microsoft 365 Copilot amps up Word and Excel, while the Windows Copilot pushes AI deep into daily work. Together, Nvidia's cutting-edge chips and Microsoft's cloud and tools power the entire AI stack, pushing them ahead of their peers. Wedbush thinks Nvidia and Microsoft could touch $4 trillion in market cap this year and ride the AI wave to $5 trillion by next year. This bold call lands as Nvidia just reclaimed the top spot from Microsoft, hitting new highs. As of yesterday's close, Nvidia's market cap stood at $3.78 trillion, while Microsoft sported a $3.7 trillion market cap. Apple's the other tech giant in the $3 trillion club, and it was once the world's most valuable company. Veteran analyst Dan Ives, in his note, wrote, "The poster children for the AI Revolution are led by Nvidia and Microsoft, as both are foundational pieces of building on the biggest tech trend we have seen in our 25 years covering tech stocks on the Street." Related: Veteran Tesla bull drops surprising 3-word verdict on robotaxi ride AI use cases have exploded of late, from cybersecurity and software to chips and robotics. Nvidia CEO Jensen Huang believes robotics will be the next multi-trillion-dollar catalyst after AI. Ives agrees that the ripple effect is huge, that every dollar spent on Nvidia sparks another $8 to $10 across the wider tech world. In crunching the numbers, Microsoft's market cap has slipped 10.8% over the past year, losing about $400 billion. Conversely, Nvidia soared nearly 25%, adding $950 billion from its AI GPU boom. Stretch that to three years, and the gap gets even wider. Microsoft's up a robust 21%, but Nvidia's exploded 472% as it pivoted from gaming chips to the AI driver's seat. Wedbush's $4 trillion call equates to a 5.2% bump from Nvidia's current market cap and an 8.4% jump for Microsoft. Pushing to $5 trillion in 18 months ups the game, with Nvidia potentially rising 31.5% and Microsoft at 35.5%. Related: Tesla fires longtime insider as Europe slump deepens The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Miami Herald
26-06-2025
- Business
- Miami Herald
Veteran analyst drops bold new call on Nvidia stock
You can't talk about artificial intelligence without running into Nvidia (NVDA) . It's wild how a gaming chipmaker is now basically the face that runs the show in AI. Don't miss the move: Subscribe to TheStreet's free daily newsletter From data centers to cloud platforms, and from edge devices to the conversations shaping the future of tech, it's Nvidia all the way. Nvidia's ubiquitous GPUs are at the heart of training large language models (LLMs) and accelerating robotics, dominating the most mission-critical chips on the planet. Trillions in market cap later, Nvidia is still getting the love from Wall Street. Sure, Nvidia stock has wobbled, but a new forecast suggests there's still a ton of firepower ahead. Nvidia has effectively become the engine room of the AI frenzy. Its GPUs run roughly 90% of the world's AI data centers, and tech giants including Amazon, Microsoft, Google, and Meta continue gravitating to its silicon architectures. Moreover, its competitive edge in AI goes beyond chips. Its powerful CUDA platform, for instance, is arguably the backbone of AI software, locking in millions of developers looking to optimize their work for Nvidia chips. On the model side, tools such as TensorRT and NeMo help developers run AI systems easily and efficiently. Also, for businesses looking to avoid building massive infrastructure, Nvidia offers DGX Cloud, fully loaded AI clusters you can rent on demand. Related: Veteran Wall Street firm makes surprise call on tech stocks An AI powerhouse like CoreWeave helps run it, with analysts predicting it could be a $10 billion long-term revenue stream. Hence, this end-to-end stack allows Nvidia to dominate the AI value chain. It's also why hyperscalers shell out a ton of money on their Nvidia budgets, knowing an alternative path would fracture their entire pipeline. So it's no surprise that Nvidia stock has gone parabolic over the past few years. For context, its share price surged from $24 at the end of January 2022 to about $134.27 by December 31, 2024, an astonishing 449% gain. This breakneck surge mirrors the explosive growth of its AI-led data-center business. In the fourth quarter of FY 2022, its data center sales were at $3.3 billion. By Q4 FY 2024, though, it stood at an eye-popping $18.4 billion - a 458% jump in just a couple of years. And as we look ahead, it seems the AI buildout is just getting started. McKinsey sees global AI and data-center investment hitting $5.2 trillion by 2030, on the back of a double-digit bump in AI-ready capacity. In Q1 2025 alone, cloud infrastructure spending hit $90.9 billion, up 21% year-over-year, according to Canalys. Nvidia hogged the spotlight Wednesday after Loop Capital jacked up its price target in a big way. In setting a new Wall Street high for Nvidia, Loop Capital analyst Ananda Baruah raised his price target to $250 from $175. He feels hyperscaler and AI spending could hit $2 trillion by 2028, with Nvidia riding that wave to a $6 trillion market cap. More Tech Stock News: OpenAI's Altman slams Mark Zuckerberg, ignites dramaWall Street rallies behind Marvell Technology stock after blockbuster AI showcaseStruggling EV semiconductor company files for bankruptcy He added that Nvidia owns "critical tech" and has the pricing power to match, as hyperscaler continues to grow over time. Loop Capital's new $250 target is nothing short of extraordinary. When stacked against Wall Street's $172.60 consensus target, that implies a roughly 44% premium, towering even higher than the current "high" estimate of $220. So far this year, Nvidia stock has quietly gained nearly 10%, starting the year in the high $130s and climbing to the low $150s by late June. It has continued to crush expectations in its data-center division, with more than 70% year-over-year growth in Q1, while next-gen chip pre-orders pile up. Add in software momentum, and analysts say there is still plenty of upside remaining in this AI bellwether. Related: Circle stock goes parabolic after Capitol Hill surprise The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Yahoo
09-06-2025
- Business
- Yahoo
3 Top AI Stocks to Buy in June 2025
Nvidia continues to dominate the AI market with cutting-edge chips, a robust software ecosystem, and advanced networking technologies. Broadcom has emerged as a prominent player in AI infrastructure, leveraging its custom AI chips and VMware software stack. CoreWeave is seeing explosive growth with Nvidia's backing. 10 stocks we like better than Nvidia › The U.S. equity market made a strong recovery in May 2025, fueled by robust earnings, decreasing trade tensions, and rising investor confidence in the U.S. economy -- a significant improvement compared to the market's performance in April 2025. Now, Deutsche Bank analysts have raised the target for the benchmark S&P 500 index from 6,150 to 6,550 by the end of 2025. Given this renewed market optimism, artificial intelligence (AI) stocks are poised to be key beneficiaries of the next wave of capital inflows. Long-term investors can benefit from this trend by investing in these high-quality, artificial intelligence (AI)-powered companies that offer significant growth potential in the evolving market landscape. June is a good time to take a closer look at these three top AI stocks. Nvidia (NASDAQ: NVDA) has reported stellar results for the first quarter of fiscal 2026 (ended April 27, 2025). The company reported revenue of $44.1 billion, representing a 69% year-over-year increase. Nvidia also generated a solid $26 billion in free cash flow. Nvidia currently accounts for nearly 80% of the AI accelerator market. While a dominant presence in AI training workloads, the company is also focused on inference (real-time deployment of pre-trained models) workloads. The company is at the forefront of handling reasoning workloads (computationally intense and complex inference workloads) with its Blackwell architecture systems. Major cloud providers are already deploying these chips at a massive scale -- almost 72,000 GPUs weekly -- and plan to ramp up even more in the coming quarter. Hence, Blackwell is powering the next phase of AI where technology is thinking longer, solving problems, and giving better answers than just responding with pre-written answers. Besides hardware leadership, Nvidia's robust software ecosystem has ensured developer lock-in and a sticky customer base. With the CUDA parallel programming platform, TensorRT for deployment, and NIM microservices for inference, clients find it extremely costly and time-consuming to switch to competitors. The company has also built a healthy networking business, with this segment's revenue growing 64% quarter over quarter to $5 billion in the first quarter. Thanks to the technological superiority of its comprehensive ecosystem, Nvidia managed to provide a healthy outlook for fiscal 2026's Q2, despite its revenue being negatively affected by nearly $8 billion due to export restrictions for the Chinese market. Nvidia stock trades at 31.8 times forward earnings, which is not a particularly cheap valuation. But considering its growth trajectory and competitive advantages, Nvidia is a smart AI pick now, even at elevated valuation levels. Broadcom (NASDAQ: AVGO) has emerged as a prominent AI infrastructure player in 2025. The company's custom AI chips and networking solutions are being increasingly used by three prominent hyperscaler clients -- rumored to be Alphabet, Meta Platforms, and Chinese company ByteDance -- to optimize the execution of their specific workloads. CEO Hock Tan expects the three hyperscalers to generate a serviceable addressable market (SAM) of $60 billion to $90 billion in fiscal 2027. Additionally, the company is engaging with four additional hyperscalers to develop custom chips, underscoring the even larger market potential. Beyond custom chips, Broadcom is building the critical networking infrastructure that enables the training and deployment of large and powerful frontier AI models. The company's recent $69 billion acquisition of VMware positioned it as a key player in the enterprise software and hybrid cloud infrastructure space. With VMware's cloud orchestration and virtualization technologies, Broadcom can offer full-stack AI infrastructure solutions to its clients. Broadcom stock currently trades at 37.8 times forward earnings. However, considering its critical role in building global AI infrastructure, the company is an excellent pick, despite the rich valuation. Previously a cryptocurrency mining operator, CoreWeave (NASDAQ: CRWV) has now positioned itself as a prominent "AI Hyperscaler." Unlike traditional hyperscalers such as Amazon's AWS, Microsoft's Azure, or Alphabet's Google Cloud Platform, which are primarily designed for general-purpose applications, CoreWeave's cloud infrastructure has been specifically designed for AI and machine-learning workloads. The company has established an extensive network of 33 purpose-built AI data centers across the United States and Europe. Solid demand for CoreWeave's specialized AI-first cloud infrastructure is directly driving its exceptional financial performance. The company reported $982 million in revenue in the first quarter of fiscal 2025, up 420% year over year. At the same time, the company's adjusted operating income rose 550% year over year to $163 million. This highlights that the company is on its way to becoming profitable, despite the high level of capital expenditures typical in the AI data center business. The company had a massive $25.9 billion revenue backlog from multi-year contracts at end of the first quarter. CoreWeave's strategic partnership with Nvidia is proving to be a significant competitive advantage. The deep relationship has given the company preferential access to Nvidia's cutting-edge GPUs and advanced networking technologies. With Nvidia having more than a $2.5 billion equity stake in CoreWeave (at current prices), the latter is practically assured of continued access to next-generation GPUs in the coming years. CoreWeave stock currently trades at 37.5 times sales, which seems quite rich. However, the elevated valuation is justified considering the company's huge addressable market, robust contract backlog, and impressive financial performance, making it a buy now. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 3 Top AI Stocks to Buy in June 2025 was originally published by The Motley Fool
Techday NZ
22-05-2025
- Business
- Techday NZ
NVIDIA expands AI tools for Windows RTX PCs & Azure users
NVIDIA and Microsoft have announced a series of updates aimed at advancing artificial intelligence capabilities on Windows RTX AI PCs and within Azure cloud services. According to NVIDIA, recent announcements cover new tools and integrations designed to make AI development and deployment more accessible. These range from local inference enhancements on RTX AI PCs to advanced model hosting and deployment through microservices in Azure. In a detailed blog post on the NVIDIA AI Garage, the company highlighted new support for TensorRT by Windows ML, as well as the introduction of NIM microservices. NIM microservices are described as pre-packaged, optimised AI models that can be used in widely adopted applications. Project G-Assist, NVIDIA's AI assistant for RTX PCs, is expanding its capabilities with new community plug-ins. These include integrations with Google Gemini web search, Spotify, Twitch, IFTTT, and SignalRGB. The company stated, "Those looking for a simple, no-code way to dive into AI development can tap into Project G-Assist - the RTX PC AI assistant in the NVIDIA app - with new community plug-ins now available, including Google Gemini web search, Spotify, Twitch, IFTTT and SignalRGB." During Microsoft Build, NVIDIA announced enhanced support for GeForce RTX GPUs in Windows ML. The company said that Windows ML will now automatically use the TensorRT for RTX inference library, aiming to deliver higher performance and more rapid deployment for AI applications. Compared to DirectML, NVIDIA claims that TensorRT offers more than 50% faster performance for AI workloads on PCs. Aside from performance, NVIDIA also emphasised ease of use for developers. The company explained, "Windows ML also delivers quality-of-life benefits for developers. It can automatically select the right hardware - GPU, CPU or NPU - to run each AI feature, and download the execution provider for that hardware, removing the need to package those files into the app. This allows for the latest TensorRT performance optimisations to be delivered to users as soon as they're ready." The updates also expand the AI ecosystem on Windows 11 PCs. NVIDIA outlined how application developers can take advantage of a set of software development kits (SDKs) to add new AI-powered features or enhance application performance. Recent updates from top applications include LM Studio upgrading to the latest CUDA version, resulting in a performance increase of over 30%. Topaz Labs is releasing a generative AI video model that uses CUDA technology for accelerated video quality enhancement. Chaos Enscape and Autodesk VRED are both adding DLSS 4 to their offerings for improved performance and image quality, while BiliBili is incorporating NVIDIA Broadcast features such as Virtual Background to enhance livestream quality. On the local AI front, NVIDIA announced that, during Computex 2025, it will release the FLUX.1-schnell NIM microservice, which is targeted at fast image generation. The FLUX.1-dev NIM microservice will also be updated to support a broader range of GeForce RTX 50 and 40 Series GPUs. The firm stated that these NIM microservices provide improved speeds due to TensorRT acceleration and the use of quantised models. Additionally, the company noted, "On NVIDIA Blackwell GPUs, they run over twice as fast as running them natively, thanks to FP4 and RTX optimisations. Azure Discovery will integrate NVIDIA ALCHEMI and BioNeMo microservices to accelerate materials science and drug discovery workflows." Project G-Assist is also becoming more accessible with the introduction of the Project G-Assist Plug-in Builder. This ChatGPT-based application allows for no-code or low-code development using natural language commands. This aims to simplify the process of creating plug-ins for Project G-Assist, NVIDIA's experimental AI assistant integrated in its app. NVIDIA has also made available new open-source plug-in samples on GitHub, demonstrating ways on-device AI can improve PC and gaming workflows. Highlights include an updated Gemini plug-in featuring real-time web search capabilities via Google's free-to-use large language model, an IFTTT plug-in for creating automations across internet-connected endpoints, and a Discord plug-in to enable users to share game highlights or messages directly to Discord servers.
