Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz about DeepSeek.

Nvidia is launching the first volley of RTX 50-series GPUs based on its new Blackwell architecture, starting with the RTX 5090 and working downward from there. The company also appears to be winding down support for a few of its older GPU architectures, according to these CUDA release notes spotted by Tom's Hardware.

But what about Nvidia's prospects now? Where will the company and its stock be in 10 years? I won't pretend to have any definitive answers. However, I'll take a stab at where I think Nvidia will be in 2035.

Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.

Nvidia’s RTX 50-series GPUs are just around the corner, with the first releases — the RTX 5090 and RTX 5080 — dropping on January 30th. The RTX 5070 Ti and RTX 5070 will follow that with their own releases in February, but some are already getting a sneak peek at the GPUs’ software benefits through DLSS 4.

One analyst says Alphabet has great chips, but doesn’t seem to be doing enough to pursue the massive market opportunity in AI hardware.

The most powerful of Nvidia's newest Blackwell graphics cards is a " beast ." Review after review has brought up benchmarks showcasing that when it comes to gaming, the RTX 5090 blows its predecessors and other graphics cards away. However, it appears that for many consumers, the RTX 5090 is overkill.

A Chinese AI startup, DeepSeek, shook markets as its low-cost model fueled doubts over Western dominance, sending Nvidia, Oracle, and others tumbling in a global tech selloff.

Massive artificial intelligence spending supercharged its growth, but with Nvidia due to report earnings on Feb. 26, Wall Street suggests the semiconductor stock may soon hit a ceiling. Analysts have assigned a consensus one-year price target on NVDA stock of $164 per share. That implies only a 15% gain over the next 12 months.

Since the start of 2023, Nvidia's (NASDAQ: NVDA) stock has gained an astronomical 906% as of the time of writing. While this is common investor thinking, it's caused many (including myself) to miss a large chunk of Nvidia's rise.

Mitesh Agrawal is leaving Lambda Labs to head a little known AI hardware startup trying to take on Nvidia.