Nvidia Unveils GB10 Superchip at CES 2025
Nvidia’s Runaway Success Continues with AI-Centric Announcements
At the 2025 Consumer Electronics Show (CES) in Las Vegas on Monday, Nvidia unveiled its highly-anticipated GB10 superchip, along with other AI-centric announcements. In a keynote speech, Nvidia CEO Jensen Huang laid out his vision for the company’s AI software offerings.
Nvidia’s New GB10 Superchip
The new GB10 superchip is a significant upgrade to Nvidia’s existing chip technology. According to Nvidia, the GB10 will be available in a small desktop system called Project DIGITS, which will start at $3,000 (£2,392.80) and will be available from May.
Nvidia’s Open Model License Cosmos Platform
In addition to the new superchip, Nvidia also debuted its open model license Cosmos platform for developing physical AI systems. These physical AI systems include technologies such as humanoid robots and self-driving cars. The Cosmos platform is designed to enable developers to create their own custom AI models and integrate them with various devices.
Microsoft Invests $3 Billion in AI and Cloud Computing Capabilities in India
Meanwhile, Microsoft CEO Satya Nadella announced that the tech giant plans to invest $3 billion in its AI and cloud computing capabilities in India over two years. This investment is part of Microsoft’s efforts to expand its presence in the Indian market and tap into the growing demand for AI and cloud services.
Microsoft’s AI Training Program
Nadella also announced that Microsoft plans to give AI training to 10 million people in India by 2030. This initiative is aimed at upskilling and reskilling workers in the country to meet the growing demands of the industry.
Meta Platforms Appoints New Board Members
Social media company Meta was in focus after announcing it had appointed Dana White, CEO of the Ultimate Fighting Championship (UFC), to its board. White is a close ally of US President-elect Donald Trump. Meta also elected former Microsoft executive Charlie Songhurst and Exor CEO John Elkann to the board.
Meta’s AI Efforts
Mark Zuckerberg, CEO of Facebook-parent Meta, said that the new board members will add depth of expertise and perspective to help tackle massive opportunities in AI, wearables, and human connection. This appointment comes just days after former UK Deputy Prime Minister Sir Nick Clegg stepped down from his role as Meta’s President of Global Affairs.
Tencent Slides on US Blacklist
Shares in Tencent slid 7% on Tuesday after the US added the technology company to its blacklist of firms that it suspects have ties to the Chinese military. This news comes as trade tensions between the US and China escalate, just a couple of weeks before Trump returns to the White House.
Next Cautious Outlook
Back in the UK, retailer Next said it was giving a cautious outlook for the business, as it highlighted the expected impact of tax increases and higher wage costs out of the autumn budget. The company expects to generate total group sales growth of 3.2% to £6.5 billion and profit before tax of £1.05 billion, up 3.6% on the previous year.
Other Companies in Focus
- Micron Technology (MU)
- FuboTV (FUBO)
- Disney (DIS)
- Advanced Micro Devices (AMD)
- Sodexo (SW.PA)
- Volvo Car (VOLCAR-B.ST)
- Norwegian Air Shuttle (NAS.OL)
Conclusion
Nvidia’s AI-centric announcements at CES 2025 are a testament to the company’s continued leadership in the field of artificial intelligence. The new GB10 superchip and open model license Cosmos platform are significant upgrades that will enable developers to create more sophisticated AI models. Meanwhile, Microsoft’s investment in India and Meta’s AI efforts demonstrate the growing importance of AI in various industries.
Investors Take Note
As the demand for AI and cloud services continues to grow, investors should keep a close eye on these developments. Companies like Nvidia, Microsoft, and Meta are well-positioned to capitalize on this trend, while companies like Tencent may face challenges due to trade tensions.
Will Gold Prices Rise in 2025?
Gold prices have been volatile in recent years, with fluctuations driven by various factors such as interest rates, inflation, and global economic conditions. Will gold prices rise in 2025? It’s difficult to predict, but investors should keep an eye on trends in the industry.
Funds for Investors to Watch in 2025
Investors looking to tap into the growing demand for AI and cloud services may want to consider funds that focus on these sectors. Deutsche Bank has identified several European luxury and retail stocks as potential winners in 2025, including companies like Burberry, LVMH, and Richemont.
Stocks to Watch in European Luxury and Retail
European luxury and retail companies are well-positioned to benefit from the growing demand for premium products. Companies like Burberry, LVMH, and Richemont have a strong track record of delivering solid returns and should be on investors’ radar screens. Other companies worth watching include Hermes International, Kering SA, and Cartier.
Conclusion
Nvidia’s AI-centric announcements at CES 2025 demonstrate the company’s continued leadership in the field of artificial intelligence. Meanwhile, Microsoft’s investment in India and Meta’s AI efforts highlight the growing importance of AI in various industries. Investors should keep a close eye on these developments as they may impact stock prices in the coming months.
Investor Takeaways
- Nvidia’s new GB10 superchip and open model license Cosmos platform are significant upgrades that will enable developers to create more sophisticated AI models.
- Microsoft’s investment in India and Meta’s AI efforts demonstrate the growing importance of AI in various industries.
- Companies like Burberry, LVMH, and Richemont may benefit from the growing demand for premium products.
Actionable Insights
Investors should consider allocating a portion of their portfolio to funds that focus on AI and cloud services. They should also keep an eye on trends in the industry, including the impact of trade tensions on companies like Tencent.