Piper Sandler Sees 10X Increase In NVIDIA’s GPU Capacity And A 35X Decrease In Model Inference Costs As Seeds For The Upcoming “AI Wave 2”
Given the carnage currently unfolding across the equities universe, one would be hard-pressed to get excited over a still-nebulous AI mania 2.0. Yet, this is exactly what Piper Sandler's Brent A. Bracelin is grooving to, citing NVIDIA's exploding GPU capacity and a concurrent implosion in AI model inference costs as important catalysts for unleashing the "AI wave 2." JPM: "Our analysis suggests that about 90% of the momentum sell-off is complete when compared to previous tactical
Amazon’s Fake CPU Trends Continue, This Time Sends User A FX-4100 Disguised As The AMD Ryzen 7 9800X3D
In a bizarre instance, the user who ordered an AMD Ryzen 7 9800X3D from Amazon received a fake CPU, and that too, in a sealed box. User Discovers FX 4100 CPU After Peeling Off the Film From the CPU Heat Spreader, Had Ordered AMD Ryzen 7 9800X3D Originally Fake CPU shipments are rare but have been documented previously, and can be shipped even from the most reputable retailers. Last time it was the Ryzen 7 780
Despite Google’s Efforts To Prevent A Breakup, The DOJ Remains Firm In Its Push To Make The Company Sell Off Chrome
We have been hearing about Google's legal battle for quite some time, and while the expectations were that Trump's DOJ might opt for a different decision, that seems a farfetched possibility. The regulatory authorities have been attempting a divestiture on account of the tech giant's violation of the antitrust laws, but the company has been advocating its case and arguing against it. Earlier, we covered Google urging the government to reconsider its decision and not push for breaking up the company. However, as per a revised
NVIDIA GeForce RTX 5060 Specifications Leaked: GB206, 3840 CUDA Cores, 8GB GDDR7, And 150W Of TDP
After the RTX 5050 and RTX 5060 Ti, the same leaker has now exposed the specifications of the NVIDIA GeForce RTX 5060. NVIDIA GeForce RTX 5060 to Feature GB206 GPU Die, 8GB GDDR7 VRAM Through a 128-bit Bus, & a Default TDP of 150W Yesterday, we got an early sneak peek into the specifications of the upcoming budget and entry-level GeForce RTX 50 series GPUs, including the
Nintendo Switch 2 New Patent Suggests Voice Chat OS Integration, Proximity Chat Support in First-Party Titles
A recent patent filed by Nintendo strongly suggests that voice chat will be integrated into the Nintendo Switch 2 operating system, addressing one of the original Switch's biggest oversights. The patent, which was published late last month by Nintendo in the United States, outlines a system for implementing proximity chat in games, suggesting not only OS voice chat integration for the Nintendo Switch 2, but also that first-party titles will likely support proximity chat, which could considerably improve multiplayer games like the next entry in the Mario Kart series
Steel Seed Hands-On Preview – A Gem in the Making?
Developing an original experience is becoming increasingly difficult in the video game industry, due both to the market's failure to always reward truly innovative games and the objective difficulty of creating something that hasn't already been done and making it fun. Still, plenty of titles inspired by gaming greats have managed to carve out a space in the industry thanks to the quality of the experience they offer. This definitely feels like it will be the case with Steel Seed, a stealth action-adventure game in development by Storm in
iPhone 17 Pro And iPhone 17 Air Mockups Based On ‘Internal Documentation’ Reveal Drastic New Design Changes, Including A Top Camera Bar And Ultra-Thin Form Factor
Apple is slated to launch its highly anticipated iPhone 17 lineup later this year, potentially in September, alongside the new Apple Watch Series 10. This time around, the company is determined to offer a wide range of design variations compared to the current models, which will allow the lineup to bring back some lost sales in different regions, including China. New mockups of the iPhone 17 Pro, iPhone 17 Air, and iPhone 17 show critical design details of the devices, and units are based on
Apple’s Previous-Generation 13-Inch MacBook Air Models Featuring The M2 And M3 Drop To Their Record-Low Prices On Amazon, Starting From Just $699 While Offering 16GB Unified RAM
The launch of the M4 MacBook Air series has caused a chain reaction that allows customers to pocket substantial savings because some attractive discounts have been applied to the M2 and M3 versions. On Amazon, the company’s previous-generation portable Macs start from just $699, making them exceptional value for students and various customer bases. Best of all, where Apple would downgrade the capabilities of these machines by adding a paltry 8GB RAM to the overall configuration, all of the discounted versions feature 1
Super Micro Computer’s Liquid-Cooling Technology Increases Rack Compute Power By Over 2X, Claims An Analyst
Super Micro Computer (NASDAQ: SMCI), a prominent retailer of servers and AI racks, is widely considered a leader in liquid-cooling technology that has become an integral requirement for deploying servers in a dense configuration. Now, one analyst has crunched the numbers to quantify just how critical SMCI's liquid-cooling tech is to efficient rack computing. To wit, Rosenblatt analyst Kevin Casssidy has now resumed his coverage of Super Micro Computer with a 'Buy' rating and a 12-month stock price target of
Apple’s M4 Ultra May Never See The Light Of Day Due To Production Challenges, With The Chipset Release Not Contributing To Sales Due To Being Found In Pricier Products
The delay in the M3 Ultra launch would always cast a shadow of doubt on the M4 Ultra, minimizing the chances that we will ever see the Apple Silicon debut in the company’s high-end Macs. The company highlighted a reason why this chipset may never materialize, as the M4 Max lacks an UltraFusion connector necessary to form the workstation-grade SoC. This difference suggests that the M4 Ultra would need to be a monolithic die, which would bring its own share of complications and have been