Razer's $350 eGPU chassis only comes with a Thunderbolt 5 cable
Some generational upgrades provided by the Core X V2 include support for larger four-slot AMD and Nvidia GPUs, and backwards compatibility with Thunderbolt 4. Laptops equipped with Thunderbolt 5 are still pretty rare, but the Core X V2 should theoretically support bandwidth speeds of up to 80 Gbps for devices that can make use of it.
Aside from a 120mm cooling fan, that single Thunderbolt 5 cable is the only other accessory, however. That means customers will not only need to purchase a compatible desktop graphics card (which can get pricey for the more powerful models), but also a standard ATX power supply that meets their GPU requirements in addition to the 230W for the Core X V2 itself.
Previous Razer Core enclosure models, like the $399 Core X Chroma, came with a pre-installed power supply. The change perhaps offers more flexibility for GPUs with lofty power requirements, but for everyone else, it's just an additional expense.
The Razer Core X V2 also loses the integrated USB and Ethernet ports provided by its predecessors. Users who need more connectivity for peripherals will therefore also need to buy a compatible Thunderbolt 5 dock — just like the $390 one that Razer conveniently announced alongside the Core X V2.
The Thunderbolt 5 Dock is currently available to buy on Razer's website. The Core X V2 is also listed, but isn't on sale yet. We have asked Razer to share when the eGPU will be available to purchase.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
New York Post
43 minutes ago
- New York Post
Trump's AI plan aims to cement tech ties to GOP
At an artificial intelligence forum in Washington, DC, on Wednesday, Donald Trump gave his first speech detailing the White House's new AI strategy. The half-day event — co-hosted by AI Czar David Sacks' 'All In' Podcast and the Hill & Valley Forum — found Trump and key officials outlining how they want to deliver more 'winning' when it comes to America's AI dominance. It also showed how deeply Republicans have cemented an alliance with the tech community. Alongside Trump and members of his administration were notable private-sector figures like AMD CEO Lisa Su, Palantir CTO Shyam Sankar and NVIDIA CEO Jensen Huang — all speaking about how aligned they are with the White House's policies. Advertisement 5 Private-sector AI figures like AMD CEO Lisa Su, spoke at the event. She is pictured here with Senator Ted Cruz (R-Texas). Getty Images In a fireside chat with Sacks and his podcast co-hosts, Huang, who was recently granted approval to resume AI chip sales in China following a prolonged ban, solely credited Trump for enabling US leadership in artificial intelligence. When asked if the US had an advantage in the AI race, Huang — either genuine or genuflecting — said, 'America's unique advantage that no country possibly has is President Trump.' Huang also revealed another important fact during his address: He owns approximately 50 to 60 identical copies of his signature leather jacket. Advertisement 5 Nvidia CEO Jensen Huang (left), pictured with Secretary of the interior Doug Burgum, said he believes the US will win the AI race because of President Trump. AP Meanwhile, Secretary of the Interior Doug Burgum joined Secretary of Energy Chris Wright to highlight the administration's support for AI infrastructure, urging business leaders to ask for help securing energy resources for data centers and other projects. 'Please contact us,' Burgum said. 'We help people build projects.' The sentiment that Silicon Valley is aligned with America's interests was echoed by Trump, who said he sees 'a new spirit of patriotism and loyalty in Silicon Valley … we need companies to be all in for America.' Advertisement 5 Donald Trump, pictured with Chief Technology Officer Michael Kratsios, AI Czar David Sacks and White House Staff Secretary Will Scharf, signed multiple executive orders on AI Wednesday. AP He also promised a nation 'where innovators are rewarded' with streamlined regulations and significant investments in AI infrastructure. The White House's 28-page 'Winning the AI Race: America's AI Action Plan,' unveiled at the conference, outlines three pillars to secure US dominance in the industry: accelerating innovation by removing regulatory barriers, building infrastructure through expedited permits for data centers and semiconductor facilities, and promoting American AI standards globally while ensuring models are free from bias. This story is part of NYNext, an indispensable insider insight into the innovations, moonshots and political chess moves that matter most to NYC's power players (and those who aspire to be). Advertisement Trump administration officials told me that, while they're focused on helping big players like Nvidia win, they want all Americans to benefit. 5 Donald Trump gave his first speech detailing the White House's new AI strategy at the Hill & Valley conference. REUTERS Kelly Loeffler, head of the Small Business Administration, told me the AI plan will be broadly applied to all areas of government — and the economy. She said she has used AI to refine her department's loan underwriting program and is allowing small businesses to use their SBA loan to invest in AI software. Loeffler has been meeting with 'small business owners using artificial intelligence to level the playing field — building new business on the backs of AI,' she said. 5 Head of SBA Kelly Loeffler said the White House's AI plan will be broadly applied to all areas of government — and the economy. Getty Images for Hill & Valley Forum As to whether tech's alliance with MAGA will continue, private sector attendees told me they believe the answer is yes. The ongoing threats of a potential 'communist' — as the president referred to Democratic mayoral nominee Zohran Mamdani in the speech — in charge of New York City has been enough to keep some innovators aligned with Trump. Advertisement And Loeffler, who previously ran software company Bakkt, said she believes alliance is permanent since the two groups are ideologically aligned. 'Supporting free enterprise is something conservatives have always done and that lifts everyone up,' Loeffler told me. 'It shouldn't be a political issue, but it was because the Biden administration locked down innovation … the left has gone further towards socialism, which locks down innovation.' Send NYNext a tip: NYNextLydia@
Yahoo
an hour ago
- Yahoo
Billionaires Sell Nvidia Stock and Buy a BlackRock ETF Wall Street Experts Say Can Soar Up to 8,595%
Key Points Hedge fund billionaires Ken Griffin and Steven Cohen sold shares of Nvidia and added to their positions in BlackRock's iShares Bitcoin Trust during the first quarter. Nvidia was battling headwinds related to DeepSeek and chip export restrictions during the first quarter, but those potential problems have since become less worrisome. More companies and institutional investors are buying Bitcoin, a trend likely to continue due to its status as digital gold and the increasingly favorable regulatory environment. 10 stocks we like better than iShares Bitcoin Trust › Nvidia (NASDAQ: NVDA) shares have advanced 1,080% since January 2023 as demand for artificial intelligence (AI) infrastructure has surged. Nevertheless, the hedge fund billionaires listed below sold Nvidia in the first quarter and bought shares of the iShares Bitcoin Trust (NASDAQ: IBIT), a BlackRock fund that could soar in the coming years if certain Wall Street experts are correct. Ken Griffin of Citadel Advisors sold 1.5 million shares of Nvidia, reducing his position 50%. He also added 2 million shares of the iShares Bitcoin Trust, increasing his stake 195%. Steven Cohen of Point72 Asset Management sold 2 million shares of Nvidia, trimming his position 50%. He also added 1.3 million shares of the iShares Bitcoin Trust, increasing his stake 49%. These details come from Forms 13F filed with SEC. While those forms provide insight into what hedge fund managers are buying and selling, the information is somewhat outdated because the trades were made at least four months ago. Here's a more current look at Nvidia and the iShares Bitcoin Trust. 1. Nvidia Nvidia is the market leader in data center graphics processing units (GPUs), chips used to accelerate complex workloads like training large language models (LLMs) and running artificial intelligence (AI) applications. "Nvidia sets the pace for AI infrastructure worldwide. Without Nvidia's GPUs, modern AI wouldn't be possible," according to Forrester Research. Nvidia was battling a few headwinds that have since been resolved when billionaires Ken Griffin and Steven Cohen sold shares in the first quarter. Investors worried demand for Nvidia GPUs would slow after Chinese AI start-up DeepSeek reportedly used fewer and less powerful chips to develop LLMs rivaling those from U.S. companies. But demand has stayed robust because cost efficiencies have made AI accessible to more companies. Additionally, the Commerce Department under former President Joe Biden announced a strict export control framework (called the AI Diffusion Rule) that would have limited Nvidia's ability to sell semiconductors in most countries. The Trump administration has since rescinded that rule and even restored Nvidia's ability to sell H20 GPUs in China. Looking ahead, Grand View Research estimates AI spending across hardware, software, and services will increase at 35% annually through 2030. Nvidia remains one of the companies best positioned to benefit. Wall Street expects earnings to grow at 29% annually in the next three to five years, which makes the current valuation of 56 times earnings look tolerable. Patient investors should feel comfortable holding Nvidia stock for years to come. 2. iShares Bitcoin Trust The price of Bitcoin (CRYPTO: BTC) has rocketed 612% since January 2023. The cryptocurrency currently trades at $118,000 and has a market value of $2.3 trillion, but these Wall Street experts expect monster returns in the coming years. David Puell at Ark Invest has outlined a bull-case scenario in which Bitcoin hits $1.5 million by 2030. That implies 1,170% upside from its current price. Bernstein analyst Gautam Chhugani thinks Bitcoin will hit $1 million by 2033. That implies 745% upside from its current price. Tom Lee of Fundstrat Global Advisors recently told CNBC Bitcoin can hit $3 million or more in the long run. That implies 2,440% upside from its current price. Strategy (formerly known as MicroStrategy) chairman Michael Saylor thinks Bitcoin will be a $200 trillion asset by 2045. That implies 8,595% upside from its current market value. Bitwise CIO says Bitcoin is the "largest, most liquid, and most established" cryptocurrency. Also, Bitcoin's fixed supply makes it a hedge against the inflation-driven devaluation of fiat currencies like the U.S. dollar, drawing comparisons to gold. Those qualities should encourage more retail investors and institutional investors to participate in the market in the years ahead. Indeed, the Bitcoin supply held by public and private companies has increased more than 30% year to date due to the increasingly favorable U.S. regulatory environment under the Trump administration. Most notably, the president signed an executive order establishing a strategic Bitcoin reserve, which may eventually let the federal government buy Bitcoin. Spot Bitcoin ETFs make it particularly easy to get exposure to the cryptocurrency. They let investors add Bitcoin to existing brokerage accounts without the high fees associated with cryptocurrency exchanges. For instance, the iShares Bitcoin Trust charges 0.25% per year, but Coinbase charges between 0.4% and 0.6% per transaction under $10,000. Consequently, institutional investors are piling into newly minted spot Bitcoin ETFs. In fact, recently filed Forms 13F show the number of large asset managers (i.e., those with $100 million-plus in securities) with positions in the two largest spot Bitcoin ETFs -- iShares Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund -- nearly tripled in the past year. As a caveat, investors should never put too much confidence in forecasts because there is no guarantee Bitcoin reaches these prices. Also, prospective investors should be aware Bitcoin has historically been very volatile. Its price has dropped more than 50% from a record high three times in the last five years, and similar downturns are likely in the future. Investors comfortable with those risks, especially those with a long time horizon, should consider adding Bitcoin exposure to their portfolios. The BlackRock iShares Bitcoin Trust is a cheap and convenient way of doing that. Do the experts think iShares Bitcoin Trust is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did iShares Bitcoin Trust make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,037% vs. just 182% for the S&P — that is beating the market by 855.37%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Trevor Jennewine has positions in Nvidia. The Motley Fool has positions in and recommends Bitcoin and Nvidia. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy. Billionaires Sell Nvidia Stock and Buy a BlackRock ETF Wall Street Experts Say Can Soar Up to 8,595% was originally published by The Motley Fool
Yahoo
an hour ago
- Yahoo
Does the ASML Stock Sell-Off Signal Trouble for Nvidia and Broadcom?
Key Points Geopolitical risks haven't gone away. The semiconductor industry could face challenges even if AI demand remains strong. Approaching the sector with a long-term mindset can help you endure volatility. 10 stocks we like better than Nvidia › ASML (NASDAQ: ASML) stock was down over 11% at one point during the trading day July 16 before closing the session down 8.3%. However, the growth stock continued falling over the next couple of days and is now down 21% over the past year. The company makes advanced lithography machines that chip manufacturers use to produce chips designed by companies like Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). ASML's extreme ultraviolet (EUV) systems pack an unprecedented number of transistors into each silicon wafer, advancing precision and lowering manufacturing costs. These machines are the muscle behind the artificial intelligence (AI) revolution. Here's what you need to know about the ASML sell-off, and whether it could have ripple effects that could drag Nvidia and Broadcom down from their all-time highs. ASML's solid results were overshadowed by its guidance ASML reported its most recent quarterly results on July 16. It had a great second quarter and is guiding for 15% revenue growth and slightly higher gross margins for the full year. The semiconductor equipment supplier reaffirmed its 2030 targets, which forecast revenue to increase by 55% to 112% from its 2024 results of 28.3 billion euros ($32.81 billion), and gross margin expansion from the low 50% range to 56% to 60%. The margin expansion is likely due to the company's anticipated increase in EUV machines in its sales mix. Right now, its older and less advanced deep ultraviolet machines (DUV) still make up the bulk of new sales. ASML brings in a significant amount of revenue by servicing existing machines for its customers. Margins should grow as the sales mix shifts to more expensive EUV machines -- especially its roughly $400 million ultra-powered high-numerical aperture (high-NA) versions. The near-term results and the 2030 targets aren't the issue. Rather, it's a murky medium-term outlook. ASML cited geopolitical challenges and macroeconomic headwinds that are affecting its customers and the timing of their spending. The company is directly affected by tariffs on imports to its U.S. manufacturing centers and field operations. ASML also sources components from around the world to build its machines, so it has a complex supply chain that is vulnerable to tariffs. Although ASML is a Dutch company, the Netherlands works closely with the U.S. on trade policy. This limits ASML's ability to sell products to China, despite China's rapidly growing demand for semiconductor lithography systems. As it stands today, ASML can't sell its most advanced systems to China -- just older, lower-cost units. There's also the indirect effect of tariffs, which could involve a more severe industrywide slowdown and a shift in customer sentiment. Given the uncertainty, ASML said that it cannot confirm it will grow in 2026. That's likely the reason that the stock is selling off. Nvidia and Broadcom operate upstream of ASML along the AI value chain ASML's latest earnings report and management commentary were a reminder of the cyclicality of the semiconductor industry. Despite widespread enthusiasm and spending on AI, downturns can still happen for geopolitical or macroeconomic reasons, from tariffs and trade policy to interest rates and the timing of the investment cycle. Before Nvidia and Broadcom investors start to worry, it's important to remember that ASML operates in a very different sales cycle from those two companies. ASML sold just 76 new lithography units in its latest quarter. That's less than one sale per day. You would be hard-pressed to find a company with a market cap of nearly $290 billion with an order volume that small. But it's a testament to the sophistication of ASML's cutting-edge tech. The company has a virtual monopoly, and its customers are willing to pay a high price for its machines because they're worth it in the long run if they can reduce costs and improve precision. But because these units are so expensive, it's easier for a key customer to decide to delay a purchase by a year or two to wait for more favorable conditions. In its latest quarter, ASML said that 35% of new system sales were in Taiwan, while 27% were in China, 19% were in South Korea, 10% were in the U.S., and 9% were in other places. You can bet that the majority of sales in Taiwan are going to Taiwan Semiconductor Manufacturing (NYSE: TSM), South Korea is probably Samsung Electronics (OTC: SSNL.F), and the U.S. is mostly Intel (NASDAQ: INTC). Nvidia and Broadcom have international exposure, too. But their sales cycle is far different because they aren't just selling a few big-ticket items every quarter. Nvidia makes most of its money selling graphics processing units (GPUs), software, and associated infrastructure to build AI ecosystems for hyperscalers. Hyperscalers like Microsoft (NASDAQ: MSFT) are raking in the free cash flow and pouring capital expenditures into AI investments -- benefiting Nvidia. Broadcom is experiencing explosive growth from hyperscalers for its AI chips. But Broadcom does a lot outside AI, from network connectivity to cybersecurity, broadband, wireless, and infrastructure software. Both Nvidia and Broadcom have international exposure and are vulnerable to trade tensions and tariff risks, but their sales cycles are distinctly different from ASML's. So ASML's warning of an impending slowdown doesn't necessarily mean the same for Nvidia and Broadcom. However, if fabs (the fabricators) slow down their investment, it could lead to a backlog buildup, which could delay shipments for chip designers. Zooming out in the semiconductor industry The sell-off in ASML stock is a reaction to near-term guidance and has nothing to do with the long-term investment. The best way to approach any chip stock, especially ones with expensive valuations like Nvidia and Broadcom, is to take a long-term view, preferably at least three to five years. If you believe in the long-term growth of global connectivity and AI and that Nvidia and Broadcom will remain industry leaders, then both stocks are probably worth buying and holding. Even a few quarters or a few years of bad earnings will ultimately be made up for by the long-term investment thesis playing out. However, the further stock prices outpace earnings growth, and the more expensive valuations become, the more hot air fills the stock price, which can go out just as fast as it went in. Therefore, it's essential to approach these stocks with the right mindset and accept that geopolitical and macroeconomic factors can have a massive effect on the stock prices of these companies in the short term. Should you invest $1,000 in Nvidia right now? 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 $641,800!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,023,813!* Now, it's worth noting Stock Advisor's total average return is 1,034% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Daniel Foelber has positions in ASML and Nvidia. The Motley Fool has positions in and recommends ASML, Intel, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft, short August 2025 $24 calls on Intel, and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Does the ASML Stock Sell-Off Signal Trouble for Nvidia and Broadcom? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
