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Cgmagonline
6h
291
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GeForce NOW on Steam Deck – Playing With The Power Of The Cloud
- GeForce NOW, after years of development, has become a powerful cloud gaming service offering users access to advanced GeForce RTX GPU through streaming.
- The new GeForce NOW Steam Deck app brings high-performance cloud gaming to the mobile platform, allowing easy integration with Steam Game Library.
- Users can link various accounts like Xbox Game Pass Ultimate, GOG.com, Steam, and Epic Games to expand their game library on GeForce NOW.
- GeForce NOW on Steam Deck leverages NVIDIA GeForce RTX GPU from the cloud, providing better performance compared to using native hardware.
- The service includes access to upgraded RTX 4080 SuperPODS with 64 TFLOPS of performance, enhancing gaming experiences on devices like Steam Deck.
- GeForce NOW allows for monitoring performance stats and offers capabilities to enhance visuals, but some options like 4K and HDR may vary on the Steam Deck's display.
- Users can seamlessly play games from where they left off on different devices, offering a convenient and versatile gaming experience.
- By utilizing GeForce NOW on the Steam Deck, users can access higher visual fidelity options like HDR10, Ultrawide, and 4K on compatible displays.
- GeForce NOW proves to be more battery efficient on the Steam Deck compared to relying solely on the device's native hardware for gaming.
- The service enables playing a variety of games without the need for downloads, reducing loading times and storage space requirements, but it relies heavily on a stable internet connection.
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The Verge
6h
204
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Tested: Nvidia’s GeForce Now just breathed new life into my Steam Deck
- Nvidia's GeForce Now offers a game streaming service for $20 a month, appealing to Steam Deck users.
- GeForce Now allows remote-controlling an RTX 4080-powered gaming rig in a server farm to access games from platforms like Steam, Epic, Ubisoft, Xbox, and Battle.net.
- The service has free and Performance tiers, with the paid option offering better gaming experience with features like ray tracing.
- The author expresses reluctance towards more streaming subscriptions but finds GeForce Now a perfect fit for long-term gaming enjoyment.
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Analyticsindiamag
7h
249
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The $50 Billion Market That’s Haunting NVIDIA
- NVIDIA's CEO is concerned about missing out on China's $50 billion AI market opportunity, as export restrictions hinder its business prospects in the country.
- Despite holding a 90% share in the global GPU market, NVIDIA faces potential revenue loss of around $8 billion, causing strategic concerns.
- US export restrictions on chips have fueled China's innovation in the semiconductor industry, as stated by NVIDIA's CEO Jensen Huang.
- NVIDIA incurred a $4.5 billion charge due to export licensing requirements for its products in China, impacting its revenue projections.
- Both NVIDIA and AMD are preparing to launch new AI GPUs tailored for the Chinese market to comply with US export rules on advanced semiconductor tech.
- Huawei is making strides in the AI chip market, introducing upgraded chips like Ascend 910C and 920, posing potential competition to NVIDIA.
- NVIDIA reported $44.1 billion in revenue despite challenges in China, and is expanding its AI initiatives globally by partnering with various entities.
- The AI race extends beyond chips, encompassing infrastructure leadership in technologies like 6G and quantum, highlighting the importance of US platforms.
- Huang emphasizes the significance of US institutions in AI development and global collaborations, even amidst concerns about China's rising influence in AI.
- The article raises the key question of whether China will establish its own AI capabilities and chip dominance or continue relying on American technology infrastructure.
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TechCrunch
11h
0
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NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions
- NVIDIA and AMD are set to begin selling new AI chips in China to comply with US restrictions on exporting advanced semiconductor technology to the country.
- NVIDIA will introduce a stripped-down AI GPU called 'B20', while AMD plans to target AI workload needs with its new Radeon AI PRO R9700 workstation GPU in China starting from July.
- NVIDIA is working on a budget AI chip based on its Blackwell architecture for China, priced at $6,500-$8,000, whereas its H20 GPUs are sold for $10,000-$12,000 each.
- In Q1, NVIDIA incurred a $4.5 billion charge due to licensing requirements hindering the sale of its H20 AI chip in China. The company anticipates an $8 billion revenue impact in Q2 from licensing restrictions.
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Pymnts
18h
99
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Nvidia Takes $4.5B Inventory Charge Due to Chip Trade Policy
- Nvidia CEO Jensen Huang announced a $4.5 billion inventory charge due to recent U.S. export-control changes affecting its growth plans in China.
- The new rules require licenses for U.S. chipmakers to ship advanced devices to China, impacting Nvidia's H20 processor.
- Nvidia cannot sell or repurpose the inventory of H20 chips, designed to meet earlier compliance thresholds.
- Despite Chinese firms continuing to build AI capabilities, Nvidia faces challenges due to export controls and market closure in China.
- Nvidia is engaged with policymakers and customers to navigate compliance issues and find paths forward in AI infrastructure projects worldwide.
- The company is focusing on AI initiatives globally, including projects in Saudi Arabia, UAE, Taiwan, Japan, and partnering with TSMC and Foxconn for chip manufacturing.
- Nvidia aims to have chips and systems built in America within a year, emphasizing investments in advanced manufacturing.
- AI demand is soaring, with Nvidia expanding its portfolio across cloud, enterprise, humanoid robots, gaming, quantum, and 6G sectors.
- In its fiscal first quarter, Nvidia reported strong financial results with net income of $18.77 billion and revenue of $44.06 billion, exceeding Wall Street's expectations.
- Nations are investing in AI infrastructure, signaling a significant growth opportunity for Nvidia in AI sectors like enterprise and industrial AI.
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Siliconangle
19h
318
Image Credit: Siliconangle
Nvidia delivers another earnings and revenue beat on rampant data center growth
- Nvidia's shares rose 5% after reporting better-than-expected earnings and revenue, with a 73% growth in data center business.
- The company beat analyst forecasts with earnings of 96 cents per share and revenue of $44.06 billion.
- Despite falling short on guidance, Nvidia attributed it to the impact of U.S. export restrictions on advanced chips selling to China.
- The export restrictions led Nvidia to write off $4.5 billion in inventory and forfeit $15 billion in planned sales.
- Nvidia's gross margin was affected, but the company is still aggressively growing in the AI infrastructure space globally.
- Despite challenges in China, Nvidia's data center division showed a 73% increase, accounting for 88% of total revenue.
- Sales of Nvidia's gaming division increased by 42%, while its automotive and robotics chip sales grew by 72%.
- Nvidia's stock, fueled by its data center and gaming divisions, remains stable in the market, near its record high.
- The company's continued growth outlook remains strong, with a focus on AI, gaming, automotive, and robotics applications.
- Despite geopolitical challenges, Nvidia's performance and revenue forecast demonstrate resilience and growth potential.
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VentureBeat
21h
115
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Nvidia CEO takes a shot at U.S. policy cutting off AI chip sales to China
- Nvidia CEO, Jensen Huang criticized the U.S. policy cutting off AI chip sales to China.
- Nvidia had to take a $4.5 billion charge against its Q1 earnings as sales to China were halted.
- Huang mentioned that China already has the necessary computing capabilities for AI, regardless of U.S. chips.
- While critical of the policy changes, Huang also appreciated the rescission of the AI Diffusion Rule under the Biden administration.
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VentureBeat
22h
164
Image Credit: VentureBeat
Nvidia beats estimates for Q1 results as revenues rise 69% from a year ago
- Nvidia reported revenue for Q1 2025 at $44.1 billion, up 69% from a year ago.
- A $4.5 billion charge in Q1 was attributed to export requirements for Nvidia's H20 products in China.
- Nvidia's stock rose 4.4% in after-hours trading post the earnings announcement.
- Excluding the charge, non-GAAP gross margin for Q1 would have been 71.3%.
- Q1 earnings per share were $0.76 (GAAP) and $0.81 (non-GAAP).
- Nvidia forecasts Q2 revenue of $45 billion with gross margins around 72.0%.
- The company announced new products like Blackwell NVL72 AI supercomputer and expects gross margins in mid-70% range later this year.
- An increase in gaming revenue was noted, with the introduction of new GeForce RTX products.
- Nvidia is expanding operations and partnerships globally, notably in the U.S., Middle East, and Asia.
- DLSS 4 available in over 125 games, reflecting Nvidia's commitment to AI and gaming technology development.
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TechDigest
3h
216
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UK’s first flying taxi takes off, Game cancels Nintendo Switch pre-orders
- Britain's first-ever flying taxi, the prototype VX4 electric aircraft, completes its first journey with plans to introduce the service by 2028.
- Technology shares rise after strong results from Nvidia, Dutch semiconductor maker ASML rallies.
- UK military to invest over £1 billion in artificial intelligence and hacking attack team for offensive operations against hostile states.
- UK chain Game apologizes for cancelling pre-orders of Nintendo Switch 2, disappointing eager gamers awaiting the release.
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Guardian
6h
308
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Tech shares climb after strong Nvidia results despite warning over rise of Chinese rivals
- Technology shares climbed on Thursday following strong results from Nvidia, despite concerns over the rise of Chinese competitors.
- Nvidia's financial report led to a 0.8% rise in the Stoxx Europe tech index and a 2% increase in Nasdaq futures.
- Nvidia's CEO, Jensen Huang, warned about the advancements of Chinese rivals benefitting from the void created by US trade restrictions.
- Tech investors were optimistic after a US trade court ruling against sweeping tariffs, while shares in Tesla rose following Elon Musk confirming his departure from the Trump administration.
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TechDigest
9h
351
Image Credit: TechDigest
Nvidia sales exceed expectations despite tariff uncertainty
- Nvidia reported a stellar first quarter with revenue and profit exceeding forecasts, driven by strong global demand for its AI infrastructure.
- The company's stock surged by around 6% in extended trading following the announcement, reaching its highest point in four months.
- Nvidia posted adjusted earnings per share of 96 cents on revenue of $44.06 billion, exceeding analyst expectations.
- Despite facing tariff uncertainties and export restrictions, Nvidia plans to increase manufacturing in the U.S. and remains dominant in the AI sector.
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Insider
15h
222
Image Credit: Insider
The 3 biggest takeaways from Nvidia's Q1 earnings call: China, China, China
- Nvidia CEO Jensen Huang criticized US export controls on chips to China during Q1 earnings call.
- Despite China restrictions, Nvidia's Q1 revenue exceeded expectations, but faced a significant impact.
- Huang expressed concerns about losing the Chinese market but commended some of Trump's policies.
- Nvidia reported $44.06 billion in revenue for Q1, beating Wall Street expectations.
- The company faced a $4.5 billion write-down due to restrictions with an anticipated $8 billion revenue loss for the next quarter.
- Huang emphasized the importance of the China market for AI competitiveness and global leadership.
- Nvidia's core segments, like data centers, showed strength despite challenges in China market.
- Huang criticized the export controls' impact on US platforms and global AI talent distribution.
- While critical of China restrictions, Huang praised Trump's initiatives for US tech advancement.
- Huang indicated Nvidia's exploration of other markets apart from China, aiming for sovereign AI development.
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99Bitcoins
19h
66
Crypto Market Down Today: Bitcoin Faced $110k Resistance
- Bitcoin failed to retake the $110k mark, resulting in a significant selloff in the crypto market.
- One of the reasons for the selloff was the Fed's decision not to cut rates as expected, leading to profit-taking and risk deleveraging among traders.
- Uncertainty stemming from President Trump's tariffs on imports has also impacted the crypto market, with a trade war dynamic causing disruptions.
- Technically, Bitcoin's behavior aligns with the market conditions, with the potential for a reversal if it does not reclaim the $110k region, alongside bearish signs in technical indicators like RSI.
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Guardian
20h
345
Image Credit: Guardian
Nvidia beats Wall Street expectations even as Trump tamps down China sales
- Nvidia exceeded Wall Street expectations with $44.1bn revenue, up 69% from the previous year, and $39.1bn in data center revenue, up 73%.
- CEO Jensen Huang highlighted global demand for Nvidia's AI infrastructure and the company expects $45bn in the next quarter.
- Geopolitical challenges include Trump's restrictions on China sales, potentially leading to $8bn revenue loss in the second quarter.
- Despite US-China tensions, Huang remains optimistic about potential market opportunities in China's AI sector.
- Nvidia faced charges estimated at $5.5bn due to changes in its business strategy, impacting revenue and tax implications.
- The company navigated challenges by managing data-center supply-demand effectively and adapting to market conditions.
- Analysts are encouraged by Nvidia's resilience and believe negotiations between the US and China could benefit the company.
- Nvidia's business in Saudi Arabia and the UAE shows promise, with sales of AI chips expected to increase following commitments from Saudi Arabia.
- Trump's tightening rules on chip exports to China reflect broader tensions, affecting Nvidia's operations in a key market.
- Although facing challenges, Nvidia's position as a leader in AI technology remains strong, according to industry analysts.
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TechCrunch
22h
316
Image Credit: TechCrunch
Nvidia expects to lose billions in revenue due to H20 chip licensing requirements
- Nvidia faces a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell H20 AI chip to Chinese companies.
- An additional $2.5 billion of H20 revenue in the quarter was unable to be shipped due to restrictions.
- The H20 licensing requirements are expected to result in an $8 billion hit to Nvidia's revenue in Q2.
- Despite Biden's chip export rules not coming into effect, Nvidia is impacted by the attempt to stifle China's AI market.
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