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Mettisglobal
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Nvidia overtakes microsoft in market cap
- Nvidia has surpassed Microsoft in market capitalization, reclaiming its position as the most valuable publicly traded company globally.
- Nvidia's market cap reached $3.45 trillion with a 3% increase in its stock value to $141.4, exceeding Microsoft's market cap of $3.44 trillion.
- Nvidia's stock surged by almost 24% in the last month, driven by robust growth in the face of export control and tariff concerns.
- The company's rise is attributed to the success of its AI chips, powering applications for entities like OpenAI, contributing to its significant revenue growth.
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Immersivelearning
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AI Glasses Are Coming to Kill the iPhone
- AI glasses are emerging as the next major tech platform for ambient, screenless interaction in the AI era.
- Big Tech firms like Apple, Meta, Alphabet, Amazon, and OpenAI are competing to lead the shift towards AI glasses.
- Investors are looking to gain exposure in the broader AI glasses ecosystem by targeting chipmakers, component suppliers, and software enablers.
- The rise of AI glasses signifies a shift from smartphones to devices that offer ambient computing and real-time interaction, driven by the needs of artificial intelligence.
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VentureBeat
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Nvidia CEO Jensen Huang sings praises of processor in Nintendo Switch 2
- Nvidia CEO Jensen Huang praised Nintendo Switch 2's main processor ahead of its launch.
- Huang reflected on the collaboration with Nintendo, highlighting the late former CEO Satoru Iwata's vision for the original Switch.
- The Nintendo Switch 2 features a custom Nvidia processor, the T239, with advanced specs like Ampere-based GPU, CUDA cores, and support for features like DLSS and 4K gaming.
- Huang described the Switch 2 as a technical marvel that embodies Iwata's vision for innovation in gaming consoles.
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Siliconangle
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CrowdStrike earnings beat expectations but revenue outlook weighs on shares
- CrowdStrike reported solid fiscal 2026 first-quarter results with adjusted earnings per share of 73 cents and revenue of $1.1 billion.
- The company's annual recurring revenue reached $4.44 billion, with $193.8 million in net new ARR added in the quarter.
- CrowdStrike expanded its offerings in identity, endpoint, and cloud security, introducing new products like Falcon Identity Protection and Falcon Privileged Access.
- For its second quarter, CrowdStrike expects adjusted earnings per share of 82 to 84 cents on revenue of $1.145 billion to $1.152 billion, with a $1 billion share buyback plan announced.
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Pcgamesn
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Win an Nvidia GeForce RTX 5090 graphics card for you and a friend
- Nvidia is giving away an Nvidia GeForce RTX 5090 graphics card for you and a friend in their latest GPU competition.
- The Nvidia Summer of RTX giveaway offers the chance to win the top-end RTX 5090 card with 32GB of VRAM and powerful GPU.
- The MSRP of the RTX 5090 is $1,999, but real-world prices are much higher due to supply shortages.
- The Nvidia GeForce RTX 5090 is hailed as the best graphics card for gaming currently available.
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Insider
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Nvidia has soared 45% in 2 months. These forces are reviving the hype for Wall Street's favorite AI play.
- Nvidia shares have surged 45% in the last 2 months, leading to a significant rebound for the chipmaker after facing struggles earlier this year due to tariff-related concerns.
- Several catalysts have contributed to the recent rally, including the removal of restrictions on AI chip sales to certain countries, a major partnership with a Saudi firm, strong first-quarter earnings, and continued enterprise AI spending by tech giants like Meta and Microsoft.
- The easing of export controls, the Saudi partnership, positive earnings results, and ongoing AI investments by tech industry leaders have reignited investor enthusiasm for Nvidia's stock.
- Nvidia's stock price has climbed 45% since the recent low in April, with the company benefiting from favorable developments in trade policies, strategic partnerships, financial performance, and sustained demand for AI technologies.
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Kotaku
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Nvidia CEO Pays Tribute To Late Nintendo President Satoru Iwata In New Switch 2 Video
- Nvidia CEO Jensen Huang pays tribute to former Nintendo president Satoru Iwata in a video promoting the upcoming Switch 2.
- Huang acknowledges Iwata's vision for creating the original Nintendo Switch, emphasizing the impact of his clarity and purpose on their work.
- Satoru Iwata, who passed away in July 2015, played a significant role in the development of the original Switch, with a hidden tribute in NES Golf on the console.
- The Switch 2, powered by a custom Nvidia chip, incorporates advanced processing techniques like DLSS and variable refresh rate to enhance gaming performance.
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The Verge
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Nvidia’s app now has a light mode if you want to be flash banged
- Nvidia has introduced a light mode option in its main Windows app for users to switch between dark and light themes.
- The update includes optimal settings for 12 new games, bug fixes for the DLSS override feature, and Windows Narrator support.
- New optimal settings are available for games like Oblivion Remastered, Indiana Jones And The Great Circle, Elden Ring Nightreign, and more.
- Bug fixes have been made for issues related to DLSS Frame Generation, HDR video color recording, RTX 5070 in-game overlay, and Windows Narrator support.
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Pcgamesn
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PC gamers are rejecting the latest AMD Radeon GPUs, buying Nvidia cards instead
- PC gamers are rejecting the latest AMD Radeon GPUs in favor of Nvidia cards, as per the latest Steam Hardware Survey data.
- Not a single AMD Radeon RX 9070 GPU was found on the survey, whereas even the new Nvidia GeForce RTX 5060 Ti has made an appearance.
- The prices of the latest AMD GPUs are significantly higher than the MSRPs originally quoted, with the AMD Radeon RX 9070 XT priced at $859.99 in the US, despite an MSRP of $599.
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Silicon
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Nvidia ‘Plans’ Cluster Capabilities For Blackwell China Chip
- Nvidia is developing a Blackwell-based AI accelerator chip for the Chinese market known as B30, enabling users to create high-performance computing clusters by linking multiple units together.
- The company is planning to produce over 1 million units of this new chip to maintain market share amidst US export restrictions that impacted their previous H20 chip.
- The new chips are expected to have less performance due to compliance with US rules, but the cluster capabilities could enhance their appeal in the market.
- Nvidia CEO Jensen Huang expressed interest in continuing to serve the Chinese market with new products, amid concerns about competition from domestic companies like Huawei in the AI chip sector.
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Siliconangle
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Illumio and Nvidia team up to strengthen zero trust security for critical infrastructure
- Illumio Inc. collaborated with Nvidia Corp. to enhance zero trust security for critical infrastructure by integrating Nvidia BlueField networking platform with Illumio’s breach containment platform.
- The integration allows for comprehensive visibility into network dependencies, precise security controls, and increased protection of critical assets using Nvidia BlueField data processing units as zero trust enforcement points.
- Benefits include improved visibility and policy enforcement between IT and OT layers, rapid deployment of zero trust segmentation, enhanced compliance, and operational resilience across converged IT/OT systems.
- The collaboration aims to reduce cyber risks, contain attacks, and strengthen operational resilience by combining the capabilities of Illumio and Nvidia BlueField platforms.
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Siliconangle
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Three insights you might have missed from theCUBE’s coverage of Dell Technologies World
- Dell Technologies aims to position itself at the forefront of edge computing as 75% of enterprise data is expected to move to the edge.
- AI is propelling the shift towards edge computing, leading to the evolution of hardware and software to adapt to distributed architectures.
- Michael Dell emphasized the importance of having intelligence both at the center and the edge in computing.
- Dell Technologies World featured insights on AI infrastructure, enterprise computing, and Dell's platform vision from various industry experts.
- The AI Factory concept is driving a renaissance in infrastructure, enabling enterprises to utilize existing technologies more efficiently.
- Dell's focus on decentralized infrastructure reflects a commitment to democratize AI for its customers, extending from large AI factories to edge computing.
- Data distribution across various environments is shaping Dell's architecture to support multicloud and hybrid ecosystems, including partnerships with Microsoft for AI deployment.
- AI integration at the edge is facilitated through Dell's AI PC offerings, empowering customers to build intelligent workflows and AI applications.
- Agentic AI is revolutionizing digital workflows by enhancing API use, enabling businesses to run multiple models across diverse systems without extensive code changes.
- The concept of agents in agentic AI transforms digital workers into proactive assistants, offering support for key tasks and enhancing digital collaboration.
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Siliconangle
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On theCUBE Pod: Intelligent automation at scale, Nvidia’s AI push and the rise of software agents
- Intelligent automation is becoming essential for enterprise modernization, with AI agents now integral to infrastructure and software strategies.
- Major tech companies like Nvidia, Salesforce, Dell, and Intel are driving this shift through acquisitions, redesigns, and hardware innovations.
- Orchestration, inference, and agentic systems are reshaping modern tech stacks, as discussed by analysts John Furrier and Dave Vellante on theCUBE Pod.
- The emergence of sovereign cloud and on-country deployment models is expected to be a significant trend in the next two years.
- Intelligent automation is reshaping the software landscape, with agents taking over decision-making roles and orchestrating actions.
- While SaaS will still have its place, agents are predicted to become the high-value layer above SaaS applications.
- Success in the intelligent automation era will depend on various factors including AI capabilities, data integration, security, compliance, and developer accessibility.
- Nvidia is playing a crucial role in powering the AI infrastructure shift with its Grace Blackwell chips and Spectrum-X networking geared for intelligent automation at scale.
- Dell and Intel are also making strides in the intelligent automation space, focusing on offerings that provide flexibility and full-stack AI solutions for enterprises.
- The transformation towards intelligent automation emphasizes the importance of speed, scale, and rethinking traditional computing approaches to stay competitive in the evolving tech landscape.
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Skarredghost
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The XR Week Peek (2025.06.02): Anduril and Meta become partners, MIXED magazine closes, and much more!
- Meta and Anduril have partnered to develop innovative XR headsets for the US Army, combining Anduril's military expertise with Meta's XR technology.
- German XR magazine MIXED shuts down due to various reasons like Google algorithms favoring big publications, AI chatbots replacing organic views, and changing audience preferences.
- A benchmark reveals details about Google, Qualcomm, and Samsung's Project Moohan headset, including the use of Qualcomm Snapdragon XR2+ Gen2 and Android 14 OS.
- Pimax faces backlash with three PR mishaps in a week, including astroturfing, clean room criticism, and bricking a YouTuber's damaged headset.
- Meta plans to expand its physical store presence to offer hands-on experiences with its XR products, aiming to boost consumer engagement.
- Sony discounts PSVR2 during the Days of Play sale, offering a $50 price reduction, making the VR headset accessible to more users.
- Raindance Immersive begins on VRChat, featuring XR applications and VRChat worlds from June 6 to June 29 alongside a physical event in London.
- Cortopia Studios announces the development of 'Teenage Mutant Ninja Turtle: Empire City' game and rumors hint at a potential Deadpool VR game in the works.
- Bono's immersive video 'Stories of Surrender' and spatial documentary 'D-Day: The Camera Soldier' launch on Apple Vision Pro, offering engaging storytelling experiences.
- Several gaming content updates include the release of Hard Bullet on Quest Store, Unseen Diplomacy sequel, World War Z VR version, and Animal Company's 'Arena Mode' update.
- Out Of Sight VR garners positive early access reviews for its unique gameplay mechanic, allowing players to see the game from a different perspective.
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Pcgamesn
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New Nvidia RTX GPU is 14% faster in Cyberpunk 2077 for 5x the price of a 5090
- Nvidia's RTX Pro 6000 workstation GPU, priced at $10,000, was tested in games like Cyberpunk 2077 without game-ready drivers.
- Despite the high price tag, the RTX Pro 6000 was found to be 14% faster in Cyberpunk 2077 compared to the RTX 5090.
- The RTX 5090 remains the top choice for traditional home gaming PCs, but the RTX Pro 6000 showed its gaming capabilities.
- Tech YouTuber der8auer tested the RTX Pro 6000 and concluded that it is capable for gaming, but may not be worth the price for gaming purposes.
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