Latest news with #graphics
Yahoo
3 days ago
- Business
- Yahoo
NVIDIA Bets on Sovereign AI: Will It Shield Against Trade War?
NVIDIA Corporation NVDA is facing a major sales hit from U.S. export restrictions, particularly from the ongoing trade war between the United States and China. In the first quarter of fiscal 2026, the company lost $2.5 billion due to blocked shipments of its H20 chips to China, and it anticipates losing another $8 billion in the second quarter. To reduce this trade war risk, NVIDIA is pushing deeper into sovereign AI projects. Sovereign AI refers to countries building their own national AI infrastructure, using trusted platforms to protect data, boost innovation and maintain control over their AI systems. NVIDIA is playing a key role in these efforts. It has announced major AI factory projects in Saudi Arabia, where it plans to deliver 18,000 AI chips. In Europe, it has received strong backing from leaders in France and Germany for its sovereign AI projects. The European Union is aggressively investing in AI with a planned investment of $20 billion to build four AI gigafactories across the region. The company is also partnering with firms like Foxconn and local governments to build AI infrastructure in Taiwan and the UAE. This bodes well for NVIDIA's sovereign AI initiative. Sovereign AI gives NVIDIA a chance to build long-term partnerships in regions not affected by China-related trade controls. These projects will rely on NVIDIA's full-stack solution, including graphics processing units (GPUs), networking tools (like NVLink and Spectrum-X), software platforms (such as CUDA and NeMo) and AI services. Once adopted, this system is hard to replace due to the massive capital investment. While sovereign AI won't fully replace the scale of China's market, it gives NVIDIA access to new territories that want to develop AI infrastructure locally. This could help balance the impact of trade restrictions and support NVIDIA's long-term growth. Two competitors, Advanced Micro Devices, Inc. AMD and Intel Corporation INTC, are also trying to grow in the AI infrastructure space. However, they are far behind NVIDIA when it comes to sovereign AI projects. Advanced Micro Devices is gaining attention with its Instinct MI300X chips, which are designed for large AI workloads. Some major cloud companies like Microsoft and Meta are testing AMD's GPUs. However, Advanced Micro Devices does not yet offer a full-stack solution like NVIDIA. It lacks networking hardware and software tools at the same level as NVIDIA owns. Intel is promoting its Gaudi 3 AI chips as a low-cost option for training and inference. However, Intel's AI ecosystem is still developing, and its overall AI market share remains small. It also does not offer a complete package that ties chips, software and networking together. Both companies are making progress, but NVIDIA's complete system gives it a strong lead. Shares of NVIDIA have risen around 19.1% year to date against the Zacks Computer and Technology sector's gain of 7%. Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 33.13, higher than the sector's average of 27.37. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVIDIA's fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 41.8% and 31.9%, respectively. Estimates for fiscal 2026 have remained unchanged over the past 60 days, while those for fiscal 2027 have been revised upward in the past 30 days. Image Source: Zacks Investment Research NVIDIA currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Gizmodo
4 days ago
- Business
- Gizmodo
Amazon Is Going All In, ASUS Strix G16 Gaming Laptop with RTX 5070i Suddenly Got a Lot Cheaper
The top-of-the-line gaming laptops with powerful graphics cards and next-gen processors are rarely discounted, especially in a market that is going through shortages and keeping prices high. This is why it is such a big deal when a great laptop like the ASUS ROG Strix G16 (2025) gets a deep discount. At the moment, this beast of a laptop (RTX 5070 Ti, Intel Core Ultra 9 275HX Processor, 32GB DDR5, 1TB SSD, Wi-Fi 7) is $400 off for Prime Day, bringing its price down to $1,999. It's a once-a-year chance to get a high-end gaming laptop for less than $2,000, and it's only available to Prime members (even those on the free 30-day trial). See at Amazon The 2025 version of the ROG Strix G16 is designed for gamers who require best-in-class performance. At the center of it all is the Intel Core Ultra 9 275HX processor which is perhaps the most advanced chip around and that is capable of handling the latest games and demanding multitasking with ease. Paired with the NVIDIA GeForce RTX 5070 Ti graphics processing unit (powered by the cutting-edge NVIDIA Blackwell architecture and loaded with DLSS 4 and Max-Q technologies), this laptop delivers smooth-as-silk frame rates, ray tracing and AI-accelerated graphics increases that upgrade each game to next-generation visuals and feel. What's more, the 16-inch ROG Nebula Display supports 16:10 aspect ratio, 2.5K resolution, and a blazing 240Hz refresh rate with 3ms response time. That means ultra smooth visuals, zero motion blur and an immersive experience whether playing games. The better ACR film boosts contrast and reduces glare and gives you vivid colors and sharp details no matter what the lighting condition. With 32GB of DDR5-5600MHz RAM, you'll have no problem juggling games, streaming, and productivity programs at the same time. The 1TB PCIe Gen 4 SSD delivers lightning-fast load times and tons of space for an enormous library of games. You'll never lack space or wait on slow-load screens. Cooling is most important in a high-performance laptop, and ASUS has equipped the Strix G16 with its latest ROG Intelligent Cooling system. That includes an end-to-end vapor chamber, tri-fan tech and Conductonaut Extreme liquid metal on the chipset, all of which work together to cool and stay silent even under extended gaming use. The full-surround RGB light bar enables you to synchronize lighting effects between your keyboard and other ROG peripherals and Stealth Mode turns off all lighting for a more professional look. Tool-less access makes it easy to upgrade RAM, SSD, and fans, with a frame that can be removed to conceal the hardware and give advanced users more access for customization. If you're looking for the best gaming laptop, the ASUS ROG Strix G16 is the Prime Day offer to beat. See at Amazon
Yahoo
6 days ago
- Business
- Yahoo
Q1 Processors and Graphics Chips Earnings: Penguin Solutions (NASDAQ:PENG) Earns Top Marks
Let's dig into the relative performance of Penguin Solutions (NASDAQ:PENG) and its peers as we unravel the now-completed Q1 processors and graphics chips earnings season. The biggest demand drivers for processors (CPUs) and graphics chips at the moment are secular trends related to 5G and Internet of Things, autonomous driving, and high performance computing in the data center space, specifically around AI and machine learning. Like all semiconductor companies, digital chip makers exhibit a degree of cyclicality, driven by supply and demand imbalances and exposure to PC and Smartphone product cycles. The 9 processors and graphics chips stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 2.6% while next quarter's revenue guidance was 0.5% below. Luckily, processors and graphics chips stocks have performed well with share prices up 22.3% on average since the latest earnings results. Based in the US, Penguin Solutions (NASDAQ:PENG) is a diversified semiconductor company offering memory, digital, and LED products. Penguin Solutions reported revenues of $365.5 million, up 28.3% year on year. This print exceeded analysts' expectations by 6.1%. Overall, it was a stunning quarter for the company with a significant improvement in its inventory levels and a solid beat of analysts' EPS estimates. 'We are pleased with the progress we are making in fiscal year 2025,' said Mark Adams, Chief Executive Officer ('CEO') of Penguin Solutions. Penguin Solutions pulled off the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 16.3% since reporting and currently trades at $21. Is now the time to buy Penguin Solutions? Access our full analysis of the earnings results here, it's free. The result of a spinoff from Sanken in Japan, Allegro MicroSystems (NASDAQ:ALGM) is a designer of power management chips and distance sensors used in electric vehicles and data centers. Allegro MicroSystems reported revenues of $192.8 million, down 19.9% year on year, outperforming analysts' expectations by 4.3%. The business had a very strong quarter with a significant improvement in its inventory levels and an impressive beat of analysts' EPS estimates. The market seems happy with the results as the stock is up 81% since reporting. It currently trades at $33.83. Is now the time to buy Allegro MicroSystems? Access our full analysis of the earnings results here, it's free. A global leader in its category, Lattice Semiconductor (NASDAQ:LSCC) is a semiconductor designer specializing in customer-programmable chips that enhance CPU performance for intensive tasks such as machine learning. Lattice Semiconductor reported revenues of $120.2 million, down 14.7% year on year, in line with analysts' expectations. It was a slower quarter as it posted an increase in its inventory levels and a slight miss of analysts' adjusted operating income estimates. As expected, the stock is down 8.3% since the results and currently trades at $48.66. Read our full analysis of Lattice Semiconductor's results here. Founded in 1969 by a group of former Fairchild semiconductor executives led by Jerry Sanders, Advanced Micro Devices (NASDAQ:AMD) is one of the leading designers of computer processors and graphics chips used in PCs and data centers. AMD reported revenues of $7.44 billion, up 35.9% year on year. This print topped analysts' expectations by 4.4%. Zooming out, it was a satisfactory quarter as it also logged a solid beat of analysts' adjusted operating income estimates but an increase in its inventory levels. The stock is up 43.5% since reporting and currently trades at $141.39. Read our full, actionable report on AMD here, it's free. Founded in 1993 by Jensen Huang and two former Sun Microsystems engineers, Nvidia (NASDAQ:NVDA) is a leading fabless designer of chips used in gaming, PCs, data centers, automotive, and a variety of end markets. Nvidia reported revenues of $44.06 billion, up 69.2% year on year. This result beat analysts' expectations by 1.8%. Overall, it was a strong quarter as it also put up a significant improvement in its inventory levels and an impressive beat of analysts' EPS estimates. Nvidia pulled off the fastest revenue growth among its peers. The stock is up 16.8% since reporting and currently trades at $157.53. Read our full, actionable report on Nvidia here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Geeky Gadgets
02-07-2025
- Geeky Gadgets
GTBOX G-Dock eGPU Dock : Next-Level Graphics for Gamers and Creators
Have you ever felt like your laptop or compact desktop is holding you back from unlocking the full potential of today's innovative graphics? Whether you're a gamer chasing buttery-smooth 4K visuals, a content creator rendering complex 3D scenes, or a professional editing high-resolution video, the limitations of built-in GPUs can be a frustrating bottleneck. Enter the GTBOX G-Dock, a innovative eGPU dock that promises to deliver desktop-level performance in a sleek, portable form. With its powerful 800-watt removable power supply and compatibility with high-end GPUs like the NVIDIA RTX 5090, this device is rewriting the rules of what external graphics solutions can achieve. But is it truly the best eGPU dock available today, or just another contender in an increasingly crowded market? ETA Prime explores what makes the GTBOX G-Dock stand out as a future-proof investment for gamers, creatives, and professionals alike. From its advanced connectivity options like Thunderbolt 4 and Oculink to its ability to handle resource-intensive tasks with ease, this dock is more than just a performance booster—it's a versatile tool designed to adapt to your evolving needs. But it's not without its nuances, and understanding its real-world performance, potential limitations, and future-ready features will help you decide if it's the right fit for your setup. The GTBOX G-Dock isn't just about upgrading your graphics—it's about redefining what your device can do. GTBOX G-Dock Overview Key Features: Power Supply and GPU Compatibility At the core of the GTBOX G-Dock is its 800-watt removable Huntkey power supply, engineered to provide stable and reliable performance for even the most demanding GPUs. This power capacity supports GPUs with requirements of up to 600 watts, making it compatible with flagship models such as the NVIDIA RTX 5090. This capability ensures users can handle tasks like 4K gaming, 3D rendering, and video editing with ease, delivering desktop-level performance in a compact form factor. To accommodate a wide range of GPUs, the dock includes: Three 8-pin PCIe connectors for standard GPUs Adapters for 12-pin GPUs, making sure compatibility with newer models This flexibility makes the GTBOX G-Dock a future-proof investment, allowing users to upgrade their GPU without worrying about compatibility issues. Whether you're working with current-generation GPUs or preparing for future releases, the dock ensures seamless integration. Advanced Connectivity for Seamless Performance The GTBOX G-Dock is equipped with a variety of high-speed connectivity options, making sure compatibility with modern devices and delivering optimal performance across different use cases. Supported interfaces include: USB 4 Thunderbolt 3 and 4 Oculink These connections enable data transfer speeds of up to 40 Gbps (USB 4/Thunderbolt 4) and up to 64 Gbps (Oculink), making sure low-latency performance for tasks such as gaming, video editing, and 3D rendering. Whether you're connecting to a laptop, desktop, or handheld device, the dock provides a smooth and efficient experience. The inclusion of Oculink, in particular, highlights the dock's forward-looking design, offering a high-bandwidth alternative for users seeking maximum performance. GTBOX G-Dock eGPU Dock Review Watch this video on YouTube. Here is a selection of other guides from our extensive library of content you may find of interest on External GPU (eGPU). Performance Benchmarks: Real-World and Synthetic Testing The GTBOX G-Dock has been rigorously tested to validate its performance with high-end GPUs, including the NVIDIA RTX 5090. Synthetic benchmarks like 3DMark Time Spy demonstrate its ability to deliver desktop-level performance, while real-world gaming tests showcase its capabilities in handling graphically demanding titles. Games such as Cyberpunk 2077, Spider-Man 2, and Forza Horizon 5 run smoothly at 4K resolution, providing an immersive and fluid experience. Beyond gaming, the dock excels in professional workloads, including video editing, 3D modeling, and AI-based applications. These results underscore its versatility, making it a valuable tool for both entertainment and productivity. By bridging the gap between portability and performance, the GTBOX G-Dock ensures users can achieve high-quality results regardless of their device or location. Understanding Limitations While the GTBOX G-Dock offers impressive performance, it is important to consider its limitations. Connection speed bottlenecks, particularly with USB 4 or Thunderbolt 4, may result in performance differences compared to direct desktop PCIe x16 slots. These bottlenecks can impact tasks requiring ultra-high bandwidth, such as rendering complex 3D scenes or running GPU-intensive simulations. Additionally, performance may vary depending on the device it is paired with. For instance, laptops and handheld devices may not fully use the dock's potential compared to a desktop system. Users should carefully select the appropriate connection type and device to maximize the dock's capabilities. Despite these limitations, the GTBOX G-Dock remains a highly capable solution for most use cases, offering a significant performance boost for compatible devices. Future-Ready Features The GTBOX G-Dock is designed with future compatibility in mind, making sure it remains relevant as new technologies emerge. Anticipated support for Thunderbolt 5 is a key feature, promising even faster data transfer speeds and improved performance. Thunderbolt 5 is expected to deliver enhanced bandwidth and reduced latency, further expanding the dock's capabilities for demanding applications. Additionally, ongoing testing is planned to evaluate its performance with lower-end GPUs and to compare the efficiency of Oculink against USB 4 connections. These efforts aim to provide users with a comprehensive understanding of the dock's versatility, making sure it meets the needs of a diverse user base. By staying ahead of technological advancements, the GTBOX G-Dock positions itself as a long-term investment for users seeking a reliable and adaptable eGPU solution. Compact Design and User-Friendly Setup The GTBOX G-Dock's compact and portable design is one of its standout features, making it an excellent choice for users with limited space or those who require a mobile eGPU solution. Its sleek form factor allows it to fit seamlessly into a variety of setups, from home offices to gaming stations. The dock's straightforward setup process further enhances its appeal, with included cables and connectors making sure a hassle-free experience. Whether you're upgrading the graphics performance of a laptop, a handheld device like the ROG Ally X, or a compact desktop system, the GTBOX G-Dock integrates seamlessly into your workflow. Its portability and ease of use make it an ideal choice for users who need high-performance graphics on the go, without sacrificing convenience or reliability. Media Credit: ETA PRIME Filed Under: Gaming News, Hardware, Top News Latest Geeky Gadgets Deals Disclosure: Some of our articles include affiliate links. If you buy something through one of these links, Geeky Gadgets may earn an affiliate commission. Learn about our Disclosure Policy.
Yahoo
01-07-2025
- Entertainment
- Yahoo
Hideo Kojima fans are discovering just how good Death Stranding 2 looks thanks to a generational Norman Reedus comparison
When you buy through links on our articles, Future and its syndication partners may earn a commission. Death Stranding 2 is out now for players who shelled out the extra dosh for the Deluxe edition, and players are already blown away by how pretty the game is. We're rapidly approaching the point where it's getting harder and harder to be absolutely wowed by a game's graphics. However, Death Stranding 2 is sort of next level with just how good it looks. Of course, we have known what the Decima engine was capable of thanks to 2022's Horizon: Forbidden West, but Death Stranding 2 allows it to really reach its maximum potential by being in a game that isn't mid. The massive 10-minute-long trailer earlier this year had a big section dedicated to the incredible vistas of Death Stranding 2, and now that players have their hands on the game, the graphical fidelity is taking them by surprise. Just taking a look at Hideo Kojima's Twitter account right now will reveal a multitude of fans posting screenshots from the game, in awe of its stunning visuals. And while the environments are the star of the show, people are also pretty impressed with how the Norman Reedus tech has improved over the years. One user posted a comparison of character models based on Reedus from the PS3 to PS5 – although people have pointed out that the PS3 image used is actually from a mobile game, there is a PS3 Reedus out there that doesn't look much better. But even the comparison between Death Stranding 1 and 2 is massively striking. As Death Stranding 2 scores make it one of the most popular games of the year, everyone's making the same joke about Hideo Kojima.
