Albion Financial Group's Jason Ware shares his view on AI stocks and highlights that hyperscalers are the winners given the current AI boom regardless of U.S. government's China policy.

Chipmaker Nvidia has unveiled new technology for gamers and creators at CES 2025. Founder Jensen Huang announced Nvidia's GeForce RTX 50 Series desktop and laptop GPUs.

I'm not any more happy about a $2,000 graphics card, but there's no denying that Nvidia stomped AMD and Intel at CES 2025.

On price alone, AMD has a leg up on Nvidia. AMD offers more affordable graphics card options, focusing on the budget and midrange options. AMD's flagship GPUs, the AMD Radeon RX 70 series, start as low as $269.99, with the upper range peaking at $999.

Project Digits is a small box available from Nvidia and “Top Partners” starting at $3000. Add a monitor, keyboard, and mouse, or buy from a partner, and you will likely have the fastest and most complete AI development workstation on the market.

Consumer Electronics Show in Las Vegas, Nvidia unveiled Project Digits, a device it's calling a 'personal AI supercomputer.'

The GPU king also unveiled agentic AI software tools, robotics training frameworks, and a dedicated AI workstation.

Nvidia's new Cosmos model is another sign that devices and machines are getting better at understanding their environments.

Nvidia dominates the AI market, but big tech could be the disrupter.

President-elect Donald Trump promised tariffs for months. In less than two weeks, he can begin to implement them. Investors expect Trump to impose sweeping tariffs on many countries, including potential 60% tariffs on China.