Nvidia is rolling out a new app update today that includes its latest DLSS 4.5 Super Resolution and Nvidia Surround settings. DLSS 4.5 includes Nvidia’s second-generation Super Resolution transformer model, designed to improve image quality and reduce the artifacting found in DLSS 4.

Nvidia's earnings report is scheduled for Feb. 25, but you can get some idea of what to expect from other reports coming out before then. Earnings reports from Nvidia customers and a competitor should serve as a bellwether.

Nvidia stock remained under pressure early Wednesday as fresh reports from China cast further doubt on the company’s ability to resume sales of its H200 artificial intelligence chips to Chinese customers.

However, there is an entirely different viewpoint you could be overlooking. Is there a more advantageous option?

One big selling point of Rubin is dramatically lower AI inference costs. Compared to Nvidia's last-gen Blackwell platform, inference workloads on Rubin can be run at a 90% lower cost per token. Tokens are units of data processed by AI models, and it's how customers of those models are generally charged for use.

It was just three months ago that Nvidia turned heads in the tech world with the DGX Spark, a $4,000 desktop supercomputer that was meant to help democratize AI beyond corporate giants. Things move fast in the AI world, though, and the company has another, more powerful model coming to market in the next few months.

Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.

Nvidia's next AI catalyst could redefine its growth trajectory. Here's what investors need to know before 2026.