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Siliconangle
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Cisco expands partnership with Nvidia to drive enterprise AI adoption
- Cisco Systems Inc. announced an expanded partnership with Nvidia Corp. to aid enterprises in speeding up AI projects by simplifying deployment of a joint solution for data center modernization.
- The extended partnership between Cisco and Nvidia focuses on creating a unified architecture across their portfolios to facilitate the building of AI-ready data center networks.
- This collaboration integrates Cisco Silicon One with Nvidia's Spectrum-X Ethernet networking platform, offering customers the flexibility to choose between Nvidia and Cisco technologies for their data centers.
- Cisco will incorporate its networking technologies into the Spectrum-X architecture, allowing customers to leverage either Nvidia or Cisco for their network needs.
- The partnership aims to simplify network management for enterprises and cloud providers by unifying front-end and back-end networks.
- Both companies will work on developing high-performance Ethernet solutions to enable customers to scale and secure their AI deployments.
- Joint solutions will include data center switches for the Nvidia Spectrum Ethernet platform, providing customers with greater choice and flexibility.
- Cisco plans to enhance its Silicon One switches to be compatible with Spectrum-X and Nvidia's reference architecture, with updated products expected to be available by the middle of the year.
- The collaboration brings validated solutions to market, providing customers with a trusted architecture without the need for fine-tuning components.
- Partnership with Cisco boosts Nvidia's credibility in the data center market due to Cisco's established reputation and track record in networking.
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Siliconangle
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Couchbase shares rise despite mixed quarterly results and lower outlook
- Couchbase reported mixed results in its fiscal 2025 fourth quarter, but shares rose in late trading.
- The company's adjusted net loss per share was 30 cents, while revenue reached $54.9 million.
- Couchbase's full-year revenue was $209.5 million, with total annual recurring revenue of $237.9 million.
- For fiscal 2026, the company expects first quarter revenue of $55.1 million to $55.9 million.
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The Robot Report
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Foresight integrates NVIDIA Jetson Orin into its perception technologies
- Foresight Autonomous Holdings has integrated NVIDIA Jetson Orin computing platforms into its perception technologies.
- The collaboration focuses on uncrewed aerial vehicles (UAVs) and aims to enhance the capabilities of Foresight's systems across various industries.
- The Jetson Orin platforms provide computing power tailored to the unique requirements of autonomous drones, offering high performance while minimizing weight and size.
- Foresight's 3D perception systems use both visible light and thermal long-wave infrared cameras, allowing for environmental perception in diverse and challenging conditions.
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Insider
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Wall Street eyes 'growing pains' in Nvidia earnings but all eyes are on a bullish 2nd half for its next-gen chip
- Nvidia is set to report its fourth-quarter earnings and investors are watching for the impact of DeepSeek on GPU sales.
- Most analysts expect Nvidia to beat earnings estimates and potentially raise guidance.
- Mizuho anticipates some 'growing pains', but expects a strong Blackwell ramp to make up for any lost revenues in the first half of the year.
- Bank of America expects Nvidia to beat estimates, as spending intentions remain unchanged for large customers, and identifies the GTC conference as the next catalyst.
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Digitaltrends
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Nvidia’s RTX 5090 can’t run older games, but this user found an expensive fix
- Nvidia's RTX 5090 GPU lacks compatibility for older games and PhysX.
- Gamers have found a costly fix by pairing an RTX 3050 GPU with the RTX 5090.
- Without PhysX support, legacy games have lower frame rates and lack proper execution of particle effects.
- There is currently no PhysX replacement, leaving hardware rigging as the only option for high-end rendering.
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Pcgamesn
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I ran the new Dune Awakening benchmark on a $399 GPU, and it looks amazing
- The new Dune Awakening benchmark is now available for download.
- The game looks good and runs at a decent frame rate, even on a $399 GPU.
- Dune Awakening supports Nvidia DLSS and AMD FSR upscaling and frame-gen technologies.
- The benchmark helps gamers see how their PC hardware will handle the game.
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Pcgamesn
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Here’s how to check if your Nvidia GeForce RTX 5000 graphics card is faulty
- If you've just spent your hard-earned cash on a brand new Nvidia GeForce RTX 5000 graphics card, the last thing you want is a hard-to-spot fault running your gaming performance.
- One such fault with the ROP count on Nvidia's latest pixel-pushers can be identified with one free-to-download piece of software, meaning you can rest assured whether your card needs to be replaced or not.
- Nvidia is facing its fair share of issues right now, from stock shortages to faulty cards.
- This article provides instructions on how to check if your Nvidia GeForce RTX 5000 series card is faulty and needs to be returned to the manufacturer.
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Digitaltrends
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AMD’s RX 9070 XT may repeat a previous pricing mistake
- AMD's upcoming RX 9070 XT GPU may be priced at $699, undercutting Nvidia by a small margin.
- AMD aims to target a sub-$700 price range for its new flagship GPU.
- The RX 9070 XT is expected to fall between the performance of Nvidia's RTX 5070 Ti and RTX 5070.
- AMD may need more than a $50 price difference to attract gamers away from Nvidia.
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Pcgamesn
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Nvidia just admitted that some RTX 5080 GPUs are faulty and slower in games
- Nvidia has admitted that some of its RTX 5080 GPUs are faulty and slower in games due to a problem with the number of render outputs (ROPs).
- The issue, which causes a 4% drop in gaming performance, was first reported on Reddit on February 23.
- This revelation adds to the criticism surrounding the Nvidia GeForce RTX 5000 launch, which has already faced problems such as melting power cables and low stock levels.
- While the RTX 5080 is generally a good performer for its price range, it's important for consumers to check if their specific GPU is affected by the issue.
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Analyticsindiamag
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SynaXG, Kyocera Unveil mmWave 5G vRAN Solution on NVIDIA AI Aerial Platform
- SynaXG, Kyocera, and NVIDIA have unveiled the world's first software-defined mmWave 5G vRAN solution at MWC Barcelona 2025.
- The technology aims to improve connectivity and edge AI processing for industries like smart manufacturing and healthcare.
- Lab tests showed that the solution can handle five carriers with 400 MHz bandwidth each, achieving speeds of up to 30 Gbps.
- The collaboration leverages Kyocera's mmWave technology and NVIDIA's AI Aerial platform for high performance and optimized costs.
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Silicon
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Nvidia Sues EU For Investigating Run:ai Acquisition
- Chipmaker Nvidia has filed a lawsuit against European Commission regulators for going beyond restrictions on its ability to investigate small deals, regarding its acquisition of Run:ai.
- The case was filed with the EU's second-highest court, the General Court, and could potentially impact the Commission's control over mergers and acquisitions.
- Nvidia argues that the Commission's decision to investigate the acquisition breached principles of institutional balance, legal certainty, proportionality, and equal treatment.
- Regulators globally are concerned about dominant players like Nvidia acquiring start-ups in the AI industry and consolidating market power.
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Digitaltrends
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Nvidia admits to rare RTX 5090 performance glitch
- Nvidia has acknowledged a rare performance issue with its GeForce RTX 5090 graphics card.
- Some users have reported that the GPU has fewer Raster Operations Pipeline units (ROPs) than expected, causing a decrease in performance.
- The issue affects various brands such as Zotac, ASUS, Gigabyte, MSI, Palit, and NVIDIA GPUs.
- Nvidia has stated that less than 0.5% of affected GPUs have one fewer ROP, resulting in an average graphical performance impact of 4%.
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Insider
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Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
- Nvidia has the opportunity to explain to investors why their reaction to DeepSeek was a mistake during its Wednesday earnings call.
- DeepSeek's AI challenge to industry norms has intrigued investors, with R1 showcasing efficient chip use compared to OpenAI's model.
- CEO Jensen Huang needs to reinforce the continued potential of AI and address investors' concerns post-DeepSeek market fallout.
- Key aspects to monitor in Nvidia's earnings update include data center revenue, Blackwell chip series ramp-up, inference demand, and policy.
- Nvidia's data center revenue is forecasted to rise, driven by partnerships with companies like Stargate, Meta, and Amazon.
- The Blackwell chip series faces challenges but is expected to show strong sales, leading to improved profit margins for Nvidia.
- Inference growth is crucial for Nvidia to demonstrate value post-DeepSeek, with demand for AI tools affecting GPU usage.
- Investors await insights on Nvidia's China strategy amidst potential policy changes and tariffs that could impact the company.
- Huang's task is to assure investors of Nvidia's resilience and significance in the AI landscape despite recent market turbulence.
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Pcgamesn
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Defective RTX 5080 gaming GPU reported, despite earlier Nvidia reassurance
- Nvidia is facing a growing manufacturing issue with its latest graphics cards.
- Reports of at least one Nvidia GeForce RTX 5080 card with missing render output units (ROPs) have surfaced.
- This issue adds to a series of problems Nvidia has been facing since the launch of its new GPU lineup.
- There is a possibility that this manufacturing crisis is a bigger problem than initially thought.
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Digitaltrends
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Nvidia’s RTX 5070 was meant to be a 4090 killer, but early benchmarks don’t agree
- Early benchmarks suggest that Nvidia's RTX 5070 may not live up to the claims of being a '4090 killer'.
- Benchmarks show the RTX 5070 performing below the RTX 5070 Ti, with a noticeable gap between the two.
- The performance of the RTX 5070 falls between the RTX 4070 and the RTX 4070 Ti.
- Nvidia's claim of RTX 4090-equivalent performance may be possible with DLSS 4, based on the early benchmarks.
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