Nvidia Corporation Q4 earnings exceed expectations with strong AI-driven growth. Data Center revenue up 93% YOY; $50B buyback planned. Click for my NVDA update.

NVIDIA expected to unveil its beefed-up B300 AI GPUs at GTC 2025 in March, also talk about CPO technology-based InfiniBand switch that'll debut in Q3 2025.

Gil Luria of DA Davidson highlighted increased competition from China and declining profit margins as concerns for Nvidia.

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Fortunately, AMD revealed that it expects the RX 9070 XT to be on par with Nvidia’s $750 RTX 5070 Ti or the last-gen RTX 4080. AMD promises up to 21% better performance-per-dollar than the RTX 5070 Ti, which is a great deal if the two cards really end up going head-to-head.

AMD takes on Nvidia's highly controversial RTX 5000 series with its own RX 9000 series, offering unmatched value for money.

Invites to buy an Nvidia GeForce RTX 5090 or RTX 5080 graphics card directly from Nvidia via the Verified Priority Access program have begun.

OpenAI just released GPT-4.5, but average users won't have access yet. The model is only available on the company's $200/month Pro tier. OpenAI CEO Sam Altman