AMD has just shared gaming benchmark results for its Ryzen AI Max+ 395 "Strix Halo" chip (via Wccftech ). Based on the company’s internal testing, its upcoming APU outclasses Nvidia’s RTX 4070 laptop GPU in gaming performance. If accurate, the best gaming laptops with Nvidia GPUs could face serious competition from Team Red.

Nvidia (NASDAQ:NVDA) stock rampaged across the market, rising over 900% over the last two years to hit a $3.5 trillion valuation on insatiable demand for its advanced artificial intelligence chips and CUDA software ecosystem.

AMD might lose out to Nvidia in the desktop GPU department, but it's set to put up a fight within the laptop GPU region.

DeepSeek R1 is the latest Chinese AI model threatening American dominance of the sector. The new model performs close to the level of OpenAI’s o1

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

Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are making Nvidia our top large-cap pick given the company's dominant position in AI accelerators and the upcoming launch of the Blackwell architecture."

AMD claims a 68% win for the Ryzen AI Max+ 395 over the discrete RTX 4070 in Borderlands 3, and 50% victories in some other popular games.

Late last year, Verizon partnered with Nvidia to launch a new 5G private network with private Mobile Edge Compute (MEC) solution. The offering includes Nvidia’s GPU hardware and software that can bring plug-and-play AI capabilities on-premise for enterprises. Verizon engineers will begin demonstrations of this solution in early 2025.

Pipeshift has a Lego-like system that allows teams to configure the right inference stack for their AI workloads, without extensive engineering.

While looking for new and interesting products I found ADLINK's DLAP Supreme series, a series of Edge AI devices built around the NVIDIA Jetson AGX Orin