A Wall Street Analyst On Super Micro Computer: “Having Stood On The Sidelines Of The Nascent GB200 Cycle So Far, We Believe SMCI Could Re-enter The Blackwell Fray With The Launch Of GB300”
It is a rare sight these days to find positive analyst commentary on Super Micro Computer (SMCI), a major retailer of servers and AI racks, given the company's long list of troubles, including allegations of accounting malpractice, the unceremonious exit of a well-regarded audit firm, and ongoing filing delays for the company's financial statements. Yet, Lynx Equity has been consistently bullish on Super Micro Computer throughout its long litany of travails. Today, as NVIDIA gears up for its keynote address at the CES
Intel Core Ultra 200HX & Core Ultra 200H “Arrow Lake” CPUs Debut For High-End Gaming & Premium Laptops: Up To 24 Cores & 5.5 GHz With Xe-LPG+
Intel has introduced its next-gen Core Ultra 200HX, 200H & 200U "Arrow Lake" families for laptops, aiming at the high-end & premium segments. Intel Arrow Lake Goes Mobile With Core Ultra 200HX, 200H & 200U CPU Lineups, Up To 24 Cores For Enthusiasts Today, Intel is finally launching its much-awaited update to the laptop segment and a follow-up to its Meteor Lake and Raptor Lake
Intel Unveils Arrow Lake-S “non-K” Desktop CPUs; Bartlett Lake-S CPU Lineup Intended For Edge Applications
Intel finally unveiled its next range of desktop CPUs at CES 2025, now bringing in more "non-K" Arrow Lake-S SKUs and the new Bartlett Lake-S lineup. Intel Aggressively Comes Back In The Desktop CPU Segment With New Offerings At CES 2025, Now With a Dedicated Lineup For Edge Workloads Well, Team Blue has diversified its desktop CPU offerings this time. Given the previous year, not only were we confined to just "Raptor Lake Refresh" SKUs, but they
NVIDIA, TSMC Develop Advanced Silicon Photonic Chip Prototype, Says Report
NVIDIA and TSMC have developed a silicon photonics-based chip prototype, according to a report in the Taiwanese press. TSMC is the world's leading contract chip manufacturer, and with Intel's troubles, it has also established itself as the most advanced chip manufacturer on the planet. Silicon photonics is an emerging chip manufacturing technology that blends photonic circuits with traditional circuits to overcome physical limitations with semiconductor fabrication. According to the report, the prototype was developed late last year, with NVIDIA and TSMC also working on optical packaging
Morgan Stanley On Palantir: “The Commercial Business — Where Most Of The AI Narrative Is Expected To Play Out — Has Contributed Less To CY25 Revenue Estimate Revisions Than The Government Business”
Palantir (NYSE: PLTR), an AI-powered Software-as-a-Service (SaaS) provider that allows companies and government agencies to gather and analyze reams of data, is evincing a surprisingly consistent view on Wall Street these days, one that waxes lyrical about the company's core business strength but elicits substantial teeth gnashing on the stock's stratospheric valuation. Today, Morgan Stanley has chosen to expound on its views on Palantir, detailing critical insights in the process. MORGAN STANLEY ASSUMES COVERAGE ON $
The Elder Scrolls IV: Oblivion Unreal Engine 5 Remake Could Be In The Works – Rumor
A The Elder Scrolls IV: Oblivion remake powered by Unreal Engine 5 could be in the works, judging from some recent findings. As spotted by Timur222, a Technical Art Director at Chinese development studio Virtuos Games is listing among the games they have worked on an unannounced Unreal Engine 5 remake in development for PC, PlayStation 5, and Xbox Series X|S. While the fourth entry in the series by Bethesda is not mentioned anywhere on the online resume, Virtuos Games has long been rumored to be the
Nintendo Switch 2 Rumor Mill: JoyCons as PC Mice, No Man’s Sky on the Way
The Nintendo Switch 2 rumor mill has been working at a neck-breaking pace lately. Just yesterday, we got our first proper look at the new JoyCon controller, thanks to a leak from China. Fans immediately noticed its much larger shoulder buttons than the original Switch controller, as shown in the comparison picture below. The comparison between Switch 2 and Switch 1 joy-cons. Look at those massive top buttons! 💙 pic.twitter.com/jcQel893Bg — Mucrush 🦋 (@Mucrush) January
Resident Evil 4 Remake Has Sold 9 Million Units
This morning, Japanese publisher and developer CAPCOM announced that the Resident Evil 4 remake has sold over nine million units since its debut in late March 2023. It is no doubt a remarkable result, especially when considering that the game is essentially the same as the 2005 classic from a content standpoint. The first three million units were sold just two days after launch. The fourth million mark was passed in early April 2023, while the fifth was reached in late July 202
WWE 2K23 Servers Officially Closed Down Today
For many, this doesn't come as a surprise. WWE 2K23 was removed from all storefronts on November 1, 2024. It's now been taken one step further, with all online functionality for the title being removed. This means that anyone who was hoping to scrap against their friends in some online matches will no longer be able to do so. Instead, you will now have to resort to purchasing the latest game in the franchise, WWE 2K24. This
Gainward’s NVIDIA GeForce RTX 5080 GPU Boxes Leak Out, Confirm 16 GB GDDR7 Memory & Shipping Readiness
Several boxes containing the Gainward NVIDIA GeForce RTX 5080 GPUs have been leaked, and confirm that they are ready to ship out. NVIDIA's GeForce RTX 5080 Custom GPU Models From Gainward Leak Out, Ready To Ship Out To Gamers The launch of NVIDIA's GeForce RTX 50 GPUs is just a few hours from now, & we are looking at some new leaks. As posted by @wxnod, we have our first photos of the Gainward GeForce RTX 5080 GPUs.