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Insider

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Semiconductor legend Lip-Bu Tan told BI his strategy for investing in Nvidia competitors

  • Semiconductor legend Lip-Bu Tan is considering investing in Nvidia competitors.
  • Tan has experience as CEO, board member, and investor in the chip industry.
  • He invests in startups challenging Nvidia's power-hungry GPUs with efficient alternatives.
  • Tan is also looking for opportunities in industries where AI may have an impactful presence.

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Fourweekmba

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NVIDIA’s AI Strategy

  • At CES 2025, NVIDIA unveiled transformative innovations, highlighting a unified vision for AI's future. Jensen Huang proclaimed the "ChatGPT moment for General Robotics" is near, emphasizing a shift from Generative AI to Agentic and Physical AI.
  • Key milestones include the RTX Blackwell architecture for energy-efficient AI, NVIDIA Cosmos for Physical AI development, and advancements in digital workers and autonomous systems. With platforms like Omniverse and DRIVE, NVIDIA is driving industrial digitalization, autonomous vehicles, and humanoid robotics.
  • These breakthroughs represent a trillion-dollar opportunity, redefining industries with AI-powered solutions while enabling scalable, autonomous systems for the real world.

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Arstechnica

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Trump announces $500B “Stargate” AI infrastructure project with AGI aims

  • OpenAI, SoftBank, Oracle, and MGX have announced plans to form Stargate, a new company that will invest $500 billion in AI computing infrastructure across the United States over four years.
  • The goal of Stargate is to build more datacenters to expand computing capacity for current and future AI projects, including OpenAI's goal of creating AGI.
  • The project is touted as the largest AI infrastructure project in history and aims to secure American leadership in AI, create jobs, and generate economic benefits.
  • The infrastructure will also provide a strategic capability for national security.

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Digitaltrends

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Nvidia’s RTX 50-series might give us a repeat of the GPU shortage

  • Nvidia's RTX 5090 and RTX 5080 are highly anticipated graphics cards set to release later this month.
  • However, there are concerns about limited availability, similar to the previous GPU shortage during the launch of the RTX 30-series.
  • Various sources suggest that Nvidia and its partners may struggle to supply enough GPUs for the initial launch.
  • These reports raise concerns about potential scalping and higher prices in the early weeks of availability.

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Entrepreneurshiplife

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From Screens to Streets: The Rise of Augmented Reality in Cars

  • Augmented Reality (AR) is no longer confined to screens, it is reshaping the automotive industry to change the way we drive, navigate, and stay in touch. AR integrates a digital layer into the immediate view of the driver utilizing specialized displays or sensors. Key features of AR-powered vehicles include enhanced navigation, real-time hazard detection, parking assistance, driver assistance systems, and passenger entertainment.
  • AR in vehicles projects navigational arrows on the windshield and does away with the need to shift focus to another screen, reducing driving distractions, and improving safety. AR in cars can detect and mark possible risks such as pedestrians, cyclists, or other obstacles in the road.
  • AR is revolutionizing the entertainment in cars, which can transform a trip into a journey, especially for families with young ones. AR adoption comes with a few hurdles such as high development costs, driver distraction risks, maintenance, privacy, and cybersecurity issues.
  • AR systems depend heavily on data collected from sensors and cameras and may become sources of hazards. The future of technology in cars is bright, and AR will shift from being an item in luxury models to a standard part of most cars as costs come down, and the systems become more elaborate.
  • It is anticipated that AR technology will take cars a notch higher through better connection and real-time update. AR systems may form a synergistic connection with other autonomous driving systems, providing enhanced information and entertainment.

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Rockpapershotgun

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Nvidia are pretty sure the RTX 50 series GPUs won’t melt like the RTX 4090 did

  • Nvidia claims that the RTX 50 series GPUs won't have the same melting issue as the RTX 4090.
  • The company made changes to the connectors to address the previous issue.
  • Despite this assurance, there are concerns about stock availability for the RTX 50 series.
  • Some retailers have warned about limited stock, reminiscent of the 2020 RTX 30 series shortage.

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Fourweekmba

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Is Google Ready To Launch An AR Device?

  • Google has acquired a segment of HTC's XR division for $250 million.
  • The acquisition aims to bolster Google's position in the extended reality (XR) market.
  • It will accelerate the development of the Android XR platform, Google's operating system for XR devices.
  • Google is collaborating with Samsung on 'Project Moohan,' a mixed reality headset set to run on Android XR.

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Pymnts

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45% of CEOs Say Business Model Clarity Is Crucial to Optimizing Cash Flow

  • A new report reveals that 45% of global CEOs recognize the need to assess their business models to optimize cash flow.
  • Many small- to medium-sized businesses struggle with cash flow issues, with limited cash reserves and delayed payments.
  • Outdated manual processes for accounts payable and accounts receivable contribute to cash flow problems.
  • Automation can greatly improve cash flow management, leading to more reliable processes, increased savings, and sustainable growth.

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Immersivelearning

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2025: The Future of Tech is Human

  • The convergence of augmented reality (AR), artificial intelligence (AI), and spatial computing marks a return to natural intuitive engagement with information that feels deeply human.
  • Spatial computing, the third dimension can simply exist, represented directly in space.
  • Smart Glasses arriving soon, that much better captures the usability of new form factor.
  • Meta’s Orion project allows powerful Augmented Reality (AR) through breakthrough miniaturization.
  • Paired with AI, smart glasses and extended reality technology allow for natural engagement with information.
  • Financial analysis can use spatial visualization making patterns become 3D structures and assist in users examining from multiple angles.
  • AI curates and validates data while enabling dynamic exploration and interaction with complex information.
  • Flow facilitates a shared data space that allows for collaboration and discovery together.
  • AR, AI and extended reality technology are allowing us to engage with information more intuitively and humanly.
  • These emerging technologies help us focus on understanding rather than deciphering, ultimately restoring our ability to think deeply, collaboratively, and naturally.

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Inkbotdesign

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30 Proven Tips for Thriving as a Graphic Design Student

  • The graphic design landscape has changed significantly with the prevalence of AI that automates design concepts and the rise of immersive techniques like augmented and virtual reality (AR and VR).
  • Staying up-to-date with current trends and technologies is vital in today's competitive industry to meet client expectations, create growth opportunities, spark creativity, and maintain a competitive edge.
  • To thrive in 2025 as a graphic design student, you must adapt to new standards and evolving technologies, including AI-driven tools, industry-standard software, AR and VR, and 3D and motion graphics.
  • Mastering the fundamentals of graphic design is equally important, including the principles of design, color theory, typography, and sketching techniques.
  • Building a diverse portfolio featuring high-quality work with a range of projects, showcasing your design process, and creating a strong personal brand is essential.
  • Enhancing your skillset by practicing mobile-first design, UX/UI, brand storytelling, web design, basic coding, and sustainable and eco-friendly design practices is necessary.
  • Networking through attending workshops, joining design communities, collaborating with other designers, or seeking internships and apprenticeships is an effective way of building connections and accelerating your growth.
  • Fostering inspiration and productivity through creating a dedicated workspace, developing a consistent routine, experimenting with different design styles, staying informed about current events and cultural trends, and practicing self-care and work-life balance is crucial.
  • Implementing at least one new strategy and evaluating your current projects can help you unleash your imagination and bring your designs to new heights.

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Digitaltrends

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Nvidia says melting power connectors are a thing of the past

  • Nvidia expresses confidence that melting power connector issues will not recur with its next-generation RTX 50-series lineup.
  • During the Nvidia RTX AI Day 2025 event, representatives assured attendees that the issues experienced with the 12VHPWR connector have been resolved.
  • Improper connector seating was identified as the primary cause of the overheating and melting issues with the RTX 40-series GPUs.
  • For the upcoming RTX 50-series GPUs, Nvidia claims to have taken proactive steps to eliminate these issues.

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Macdailynews

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Nvidia again passes Apple to become World’s Most Valuable Company. How President Trump and Stargate helped the stock.

  • Nvidia’s stock price increased boosted its market capitalization above Apple’s to reach $3.45 trillion following President Donald Trump's focus on AI.
  • The White House and other AI companies have announced a multibillion-dollar AI infrastructure plan, called Stargate, which could reach $500bn over 4 years.
  • On Monday, Trump revoked an order requiring AI developers who pose a risk to national security to share any results of safety tests with the government before they are disclosed to the public.
  • The stock move doesn’t appear to be linked to any policies directly linked to Nvidia, but more about overall sentiment towards AI companies.
  • Apple needed new blood years ago, but Apple is still pretending it has AI innovation & the old blood simply won’t let go.
  • Apple is not as innovative as it was under Steve Jobs who even started the company’s work on Apple Silicon, Apple Watch, and Apple Vision Pro.
  • Apple has missed things like generative AI and can afford to catch up using its huge war chest.
  • Fans of Silo can escape the notably dark atmosphere of season two.
  • The upcoming iPhone SE is rumored to include a compelling set of features that could position it as the ideal iPhone for a large portion of.
  • Starting with iOS 18.3, iPadOS 18.3, and macOS 15.3, Apple Intelligence features will be enabled by default for new users and those.

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Pcgamesn

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Nvidia GeForce RTX 5090 beats 4090 by up to 53% in shock 3DMark benchmark leak

  • A leaked 3DMark benchmark run of the Nvidia GeForce RTX 5090 reveals its performance.
  • The RTX 5090 outperforms the RTX 4090 by up to 53%.
  • The leaked data provides a hint of the upcoming graphics card's prowess.
  • Some potential buyers might have concerns about the RTX 5090's performance.

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Cryptoslate

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OpenAI to launch new $500 billion AI infrastructure company Stargate

  • OpenAI announced the Stargate initiative, a project to develop advanced AI infrastructure in the United States.
  • The project plans a $500 billion investment over four years, with $100 billion allocated upfront.
  • Stargate aims to strengthen US leadership in AI, create jobs, and support national security and re-industrialization.
  • Key players including SoftBank, Oracle, MGX, and OpenAI are involved in the project.

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Medium

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The Metaverse in 2025: Beyond Gaming — Real-World Applications in Work, Education, and Social Life

  • The metaverse is paving the way for virtual workspaces that offer an immersive alternative to traditional office setups. This increasingly improves engagement and allows for more natural, dynamic discussions — especially in creative fields like design, tech development, and marketing. In addition to improving collaboration, the metaverse offers potential for boosting productivity and work-life balance.
  • Platforms powered by virtual reality (VR) and augmented reality (AR) offer immersive learning experiences that transcend the limitations of traditional classrooms, enhancing comprehension and allowing students to practice repeatedly, perfecting their techniques without real-world limitations like access to cadavers or live patients.
  • Social VR platforms like VRChat and Rec Room have introduced new ways for individuals to connect in virtual environments that replicate real-world activities like gaming, parties, and casual hangouts. The immersive nature of VR means that users can experience these events more vividly, with their avatars reacting to movement and actions in ways that create a shared experience of presence.
  • The integration of Virtual Reality (VR) and Augmented Reality (AR) into healthcare has led to measurable shifts in both medical training and patient care, offering opportunities for improvement across a range of procedures. VR therapy is also gaining recognition in the treatment of mental health conditions like Post-Traumatic Stress Disorder (PTSD) and anxiety disorders.
  • Virtual stores and showrooms are becoming the norm, with companies like Nike and Gucci already launching virtual retail experiences. For startups and small businesses, the metaverse provides a unique opportunity to build a brand presence in an entirely new medium. Entrepreneurs are leveraging virtual spaces for networking events, product launches, and brand collaborations — creating new ways for customers to engage with businesses.
  • AI plays a central role in the evolution of the metaverse by making virtual worlds more dynamic, responsive, and personalised. AI is integrated into metaverse platforms to improve user experience and interaction. AI also predicts trends in user behaviour, helping developers create environments that are more engaging, relevant, and enjoyable.
  • The metaverse’s full potential is still unfolding, and as more industries explore its possibilities, it promises to drive a new era of connectivity, accessibility, and innovation.
  • As we enter 2025, the metaverse is swiftly establishing itself as a major force across multiple industries, from workspaces and education to social interactions and healthcare.
  • With innovations such as AI-powered learning, virtual collaboration tools, and Telehealth platforms, the metaverse is changing how we experience the digital and physical realms.
  • As Satya Nadella, CEO of Microsoft, aptly put it, “The metaverse is the next evolution of the internet — a world where physical and digital worlds merge to transform how we live, work, and play.”

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