
Nvidia's RTX 5080 Super could be coming much sooner than expected
All eyes are on Nvidia and AMD as they get ready to launch some of the best graphics cards for the mainstream market, meaning the RTX 5060 and the RX 9060 XT. However, a new leak tells us that Nvidia is working on a GPU that's set to come out later this year, and it's one that might finally live up to the expectations. I'm talking about the RTX 5080 Super (or Ti).
The tantalizing leak comes from Baidu and was first shared by Wccftech. According to the leaker, who is a moderator on the Baidu forums, Nvidia will launch the RTX 5080S or the RTX 5080 Ti at the end of the year. Spec-wise, we don't know much, but the leaker says it's 'basically certain' that the new graphics card will sport 24GB of VRAM, which marks an 8GB upgrade over the RTX 5080. That kind of memory capacity would also put the GPU on par with the RTX 4090.
Recommended Videos
Upon launch of the RTX 5080, many were hoping that it'd replace the last-gen RTX 4090. Unfortunately, the card never made it to that level, and even overclocking can't bring it on par with the Ada flagship. However, depending on the specs of the rumored RTX 5080 Super, we might see the two cards battle it out on more even ground.
Memory alone won't be enough to boost the bandwidth significantly; the GPU would also need a wider memory bus to match, and ideally, more CUDA cores. In the RTX 40-series, the RTX 4080 and the RTX 4080 Super were practically the same GPU in terms of specs, with a minor uplift in CUDA cores for the Super card and no changes to the memory interface. As a result, the GPU was around 1-3% faster than its predecessor.
The exciting thing here is that the RTX 5080 Super/Ti might arrive sooner than expected. If Nvidia does launch it at the end of 2025, it'll change things up compared to its previous release cycle, where the Super refresh came at the beginning of the year, meaning a bit over a year after the initial launch of the RTX 4080.
Even if the above turns out to be true, I wouldn't expect any announcements from Nvidia until the final quarter of the year, so we'll just have to be patient.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
38 minutes ago
- Yahoo
What Are the Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now?
Nvidia and Broadcom are two of the best plays on the artificial intelligence (AI) infrastructure build-out. TSMC has been a vital part of the semiconductor value chain and is set to benefit from increasing AI chip production. Palantir Technologies and GitLab are two strong AI software plays. 10 stocks we like better than Nvidia › Artificial intelligence (AI) has the potential to be the most important technological advancement in history, and it still appears to be in its early innings. As such, the space is still one of the most promising places to invest. When delving down to specific stocks to focus attention on, five of the best AI-related offerings to buy right now are Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Taiwan Semiconductor Manufacturing (NYSE: TSM), Palantir Technologies (NASDAQ: PLTR), and GitLab (NASDAQ: GTLB). Each company has found a unique niche in the AI sector to exploit, and each has big opportunities ahead. Let's look at why these are among the best AI stocks to invest in right now for the long term. Nvidia's graphics processing units (GPUs) have become the backbone of AI infrastructure. These powerful chips are used to help power AI workloads, and demand has been soaring. The company's wide moat, however, comes from its CUDA software platform. Nvidia launched CUDA two decades ago to allow developers to program its GPUs more easily. It pushed CUDA into universities and research institutions early on, which helped CUDA become the de facto software program for AI developers. In Q1, the company had an over 90% market share in the GPU space. As a result, where AI infrastructure spending goes, Nvidia is sure to follow. While a slowdown in data center spending would be a risk, right now, demand for AI chips is only getting bigger. This is being driven by cloud computing companies pouring money into AI infrastructure to keep up with demand; large tech companies and AI start-ups spending big to create new foundational AI models; and even countries making large investments to not fall behind in the AI race. As AI infrastructure spending continues to ramp up, Nvidia remains a clear winner. Another company taking advantage of the AI infrastructure build-out is Broadcom. Rather than designing GPUs like Nvidia, it's been focused on networking components and helping customers design custom AI chips. It also added a software component when it acquired VMWare. Thus far, its strategy is paying off. Its Ethernet switches and other networking components help efficiently move data within huge AI clusters, making them an essential part of data center infrastructure. Last quarter, its AI networking revenue soared 70% and accounted for 40% of Broadcom's total AI revenue. However, Broadcom's biggest long-term opportunity comes from helping customers design custom AI chips, which can offer better performance and lower power consumption than off-the-shelf GPUs. Demand is starting to pick up. Broadcom says its top three custom chip customers are on track to deploy 1 million AI chip clusters each by 2027, representing a total opportunity of between $60 billion to $90 billion. On the software side, Broadcom also benefits from transitioning VMWare customers from perpetual licenses to a subscription models and upgrading them to its VMware Cloud Foundation (VCF) platform. VCF helps customers build hybrid and multi-cloud environments so they can manage workloads across public clouds and their own on-premises data centers. At the end of last quarter, 87% of its top 10,000 customers had adopted VCF. While an AI infrastructure spending slowdown is a risk, given its networking leadership, custom AI chip opportunity, and growing software revenue, Broadcom is well-positioned moving forward. While semiconductor companies garner most of the attention from investors, Taiwan Semiconductor Manufacturing is the company that actually manufactures most of these AI chips. It's the clear leader in advanced semiconductor manufacturing and a key partner to top customers like Nvidia, Apple, and Broadcom. Meanwhile, AI is driving its business. High-performance computing now makes up 59% of its revenue, up from 46% a year ago. Most of that comes from advanced nodes. Nodes refer to the manufacturing process used to make chips. The smaller the number (measured in nanometers), the more transistors you can pack onto a chip. This improves a chip's performance and power efficiency, and TSMC is the best in the world at making these at scale. And with rivals struggling to make advanced chips, this has given TSMC strong pricing power, as well. The biggest risk to TSMC is a slowdown in AI infrastructure spending, which would hit both revenue and fab utilization. However, the company is working closely with its largest customers to build out capacity in lockstep with their demand. With advanced-node capacity tight, TSMC is well-positioned to continue to be an AI infrastructure build-out winner. Palantir Technologies has emerged as a key player in the AI space. Instead of putting resources into developing AI models, the company focuses on the applications and workflow layers of AI to essentially develop an AI operating system. It does this by gathering data from a wide array of sources and organizing it into an ontology that links the data to its real-world counterparts. As a result, the company's AI Platform (AIP) can help organizations solve complex problems. This includes everything from monitoring sepsis in hospitals to streamlining underwriting processes in insurance. The sheer number of use cases across various industries that AIP can handle is just an enormous opportunity for Palantir moving forward. The company saw its revenue growth consistently accelerate over the past two years, including a 39% increase last quarter. The stock is not without risks, as it carries a high valuation and is exposed to government budget cuts, since the federal government is still its largest client. However, Palantir is unique in the AI space and has one of the biggest opportunities in front of it. GitLab is a leader in the DevSecOps space, offering a platform that helps developers build software securely. It's been an AI winner, as customers expand seats and upgrade to its higher-tier platforms as AI increases the customers' software development. GitLab is also helping customers become more productive with products like GitLab Duo, which uses AI to provide code suggestions and automation to streamline development. The company consistently delivered strong revenue growth of between 25% to 40% over the past two years and boasts impressive gross margins and solid free cash flow. It's also done a great job growing within its existing customer base, as evidenced by its 122% dollar-based net retention over the past 12 months. Most of this is coming from seat expansions, followed by strong upgrades to higher-tiered offerings. While there has been concern that AI will replace coders, right now the opposite has been true, as GitLab's technology is being used to make software developers more productive, not replace them. This is driving strong growth and makes the company look like a solid long-term winner. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Geoffrey Seiler has positions in GitLab. The Motley Fool has positions in and recommends Apple, GitLab, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. What Are the Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now? was originally published by The Motley Fool Sign in to access your portfolio


Business Insider
3 hours ago
- Business Insider
AMD Will Develop ‘Gaming Optimized Chips' for Microsoft's Next Xbox
Advanced Micro Devices (AMD) stock rallied on Friday after the semiconductor company revealed it's working with Microsoft (MSFT) on the development of the next Xbox. In this announcement, AMD CEO Lisa Su said the company will create 'gaming optimized chips' for use in the new Xbox. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to Su, this new partnership goes beyond AMD's previous work with Microsoft. That includes, 'Combining the power of Ryzen and Radeon for consoles, handhelds, PCs, and the cloud.' The AMD CEO also noted that these chips are being made with backward compatibility in mind, allowing gamers to enjoy titles from previous Xbox generations. News of its partnership with Microsoft was a boon to AMD stock on Friday. The company's shares got a 1.43% boost, extending its year-to-date gain of 6.55%. However, the stock is still down 21.36% over the past 12 months. Today's rally also saw 32.6 million shares change hands, compared to a three-month daily average of 42.93 million units. Microsoft's Surprise Reveal Investors have also noted a surprising reveal in the Microsoft and AMD Xbox announcement. During the announcement, Xbox President Sarah Bond said the game company seeks to create an Xbox experience that isn't tied to a single device or store. This statement fueled speculation that Microsoft might allow more stores on Xbox. There have already been rumors that Steam and the Epic Games Store could be added to the console. If this happens, it would open the way for PC gamers to play their games on Microsoft's game console. When this bit of information was pointed out by a user on X, formerly Twitter, the official Xbox account replied with a wide-eyes-looking-to-the-side emoji. While that isn't a confirmation, it does add to the evidence of other storefronts coming to Xbox devices. AMD and MSFT: A Match Made in Heaven? Investors might see today's announcement as a reason to buy stakes in AMD and Microsoft. Wall Street would agree with that sentiment. The analysts' consensus estimate for AMD is Moderate Buy, while Microsoft sports a consensus Strong Buy rating. A $129.93 price target offers a potential 1.35% upside for AMD, while a $516.14 price target for MSFT suggests a possible 7.65% upside.
Yahoo
6 hours ago
- Yahoo
15 AI stocks to watch outside of the Magnificent 7
Some investors may be wondering if they missed out on Nvidia's (NVDA) artificial intelligence (AI) run. Futurum CEO Daniel Newman joins Morning Brief to highlight 15 alternative AI plays, including Broadcom (AVGO), Palantir (PLTR), and Oracle (ORCL), that could benefit from the next wave of custom chip demand. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. According to the Bank of America Global Fund Manager survey, Long Mag 7 is one of the most crowded trades on Wall Street, but my next guest has some alternative ways to play artificial intelligence. I want to bring in Dan Newman, who is the Futurum CEO. Great to have you here back in studio with us. Brad, good to see you. So let's talk about this because a lot of people have already piled into Mag 7, but. You believe that there are other places that are non-MG 7 that they could find some exposure to generative AI and this broader kind of thesis that's driven the market for the past two years. I mean there's been nothing that is, you know, deemed more attention than AI. You've seen just the news in the last couple of days, whether it's Microsoft wanting to, or sorry, Meta offering hundreds of millions of dollars to potential researchers to join. Their AI talent team or you know you saw Marvel came out yesterday with the custom AI silicon road map and their stock is popping. We could probably talk a little bit about that, um, but you're seeing it really across the board and then of course so many people have kind of felt like, well did I miss Nvidia and so the the the question I get asked most by, you know, by clients, by the, by retail investors and why we basically launched the Future on AI 15 which. Is the extended list beyond is what else is out there besides maybe Nvidia, Microsoft, and Meta. What are the plays, you know, and so you can hear about kind of what are the difference difference makers. So for instance, uh, companies like Evago, you know, Broadcom, um, you know, there's a $500 billion t we believe in the next 4 years for custom AI silicon, um. Nvidia's gonna get a lot of that, you know, Nvidia gets 92% of that market right now, we believe, but they're not going to keep 92% in our opinion. They're probably gonna fall to maybe 80%, 70%. So it still means Nvidia, by the way, can triple to $300 billion. There's gonna be $100 billion that's gonna go into custom. And so we have Avago, for instance, as our number two name to play because that $100 billion dollar opportunity that sits with the Google custom chips they're doing, it sits with custom chips that companies like OpenAI are planning to do. So that's one of the plays of course you've seen uh Brad TSMC. TSMC, you know, people think about it as a foundry and of course it's a very big name and there's a lot of dollars invested in it right now, but people don't always make that connection that whether it's invi making chips, metama chips, Microsoft and Amazon doing their custom chips, all of them are dependent right now on TSMC and as much as I think the US needs a strong intel, we aren't there yet. So right now TSMC. All the pricing power so it sits at the very top of our list. And then there's some eclectic names. I'll pause here, but basically there's eclectic names like Oracle that we put on there. You saw what a pop they've gotten, but they've absolutely nailed this AI transformation and they are in a perfect position. And just yesterday, XAI and Oracle made a big announcement together that they're going to be using Oracle's infrastructure to train XAI models.