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Insider

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Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning

  • Nvidia stock has entered correction territory, dropping 17% from its record high in November.
  • The sell-off intensified following comments from Microsoft CEO Satya Nadella, suggesting a waning AI chip demand.
  • Wedbush analyst Dan Ives sees the decline as temporary, highlighting strong future AI prospects.
  • Factors like comments from other industry leaders and earnings from Broadcom may also be affecting Nvidia's stock.

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Ubergizmo

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Verizon And NVIDIA Power AI On 5G Private Networks

  • Verizon has partnered with NVIDIA to introduce a new AI-powered solution leveraging private 5G networks and Mobile Edge Compute (MEC).
  • The collaboration combines Verizon’s low-latency, secure 5G private network with NVIDIA’s AI Enterprise software and microservices, enabling real-time AI applications for enterprises.
  • The platform supports a range of AI workloads and offers features such as ultra-low latency, high bandwidth, enhanced security, and local processing at the network edge.
  • The partnership aims to drive digital transformation in industries by addressing critical business needs through AI integration with 5G networks.

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Skarredghost

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Party Versus cracks the formula for social mixed reality gaming and is out now

  • Schell Games has launched Party Versus game which offers an excellent formula for multiplayer social mixed reality.
  • The game makes people feel they are connected in the same mixed reality even if they are remote.
  • Rooms in Party Versus are transformed into cartoonish virtual counterparts reflecting their real shape.
  • The game implements safety mechanics like kicking out players who troll or used physical contact.
  • Players can either just hang out with their friends or make new ones with public or private matches.
  • Party Versus requires a room that is at least 2m x 2m or 6.5ft x 6.5ft to be played comfortably.
  • The multiplayer connection happened over a 3D interactive menu.
  • The mixed-reality space disappears after each mini-game, and players meet back on their sofa where they can chat.
  • The game is now available on Meta Horizon Store for $9.99 or for free with a subscription toMeta Quest+.
  • The company has won two keys for Party Versus, so you can participate in a giveaway to win one.

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Gizchina

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RTX 5090 with 32GB GDDR7 Spotted on ZOTAC Website, Along with 5080 and 5070

  • Zotac prematurely listed the RTX 5090, 5090D, 5080, 5070 Ti, and 5070 graphics cards on its website.
  • These listings suggest that these five models will be the initial lineup of the Blackwell series for desktop PCs.
  • The RTX 5090 is expected to have a 32GB GDDR7 memory capacity, indicating a significant leap in memory compared to previous generations.
  • There is no mention of entry-level models like the RTX 5060, indicating that NVIDIA is prioritizing high-end models for the initial Blackwell series launch.

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Arstechnica

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Nvidia partners leak next-gen RTX 50-series GPUs, including a 32GB 5090

  • Nvidia partners have leaked information about the next-gen RTX 50-series GPUs.
  • Four new GPUs are expected to be announced: RTX 5090, RTX 5080, RTX 5070 Ti, and RTX 5070.
  • The RTX 5090 is rumored to feature 32GB of GDDR7, an upgrade from the RTX 4090's 24GB of GDDR6X.
  • Spec sheets from Acer also mention 32GB of GDDR7 for RTX 4090 and 16GB of GDDR7 for RTX 5080.

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Pcgamesn

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Acer leaks Nvidia GeForce RTX 5090 and 5080 VRAM ahead of CES 2025 launch

  • Acer may have inadvertently revealed the VRAM specs of the Nvidia GeForce RTX 5090 and 5080 ahead of their launch at CES 2025.
  • The leaked spec sheets suggest that the Acer Predator Orion 7000 gaming PCs, equipped with these GPUs, will be powerhouses in terms of hardware.
  • Along with the RTX 50-series GPUs, the Orion PCs will feature an Intel Core Ultra 7 265KF for impressive multi-core CPU power.
  • Acer's upcoming gaming PCs are expected to be among the best in the market.

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Pcgamesn

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Win a GeForce RTX 4080 Super and copy of Diablo 4, thanks to Nvidia

  • Nvidia is running a giveaway for a GeForce RTX 4080 Super graphics card and a copy of Diablo 4.
  • The giveaway is part of Nvidia's celebration of 25 years since the debut of the first GPU, the GeForce 256.
  • The prize package includes the RTX 4080 Super, a Collector's Edition copy of Diablo 4, a Diablo 3 chess set, a sealed copy of Diablo 2, and a signed GeForce 256 GPU.
  • The RTX 4080 Super is seen as one of the top graphics card options available.

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VentureBeat

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Nvidia and DataStax just made generative AI smarter and leaner — here’s how

  • Nvidia and DataStax have launched new technology to reduce storage requirements for generative AI systems.
  • The Nvidia NeMo Retriever microservices, integrated with DataStax's AI platform, can cut data storage volume by 35 times.
  • The technology has already benefited Wikimedia Foundation, reducing processing time for 10 million Wikipedia entries.
  • The partnership addresses the challenge of making private data accessible to AI systems without exposing sensitive information.

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Digitaltrends

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We might see a new version of DLSS next month

  • Nvidia might introduce a new version of DLSS at CES next month.
  • Nvidia board partner, Inno3D, mentioned advanced DLSS technology and improved AI-driven upscaling in its press release.
  • DLSS has been a notable feature for Nvidia graphics cards, surpassing AMD's FSR and Intel's XeSS.
  • There is no official confirmation yet, but Nvidia's investment in DLSS suggests a new version could be on the horizon.

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Analyticsindiamag

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NVIDIA Launches Jetson Orin Nano Super with 1.7x Inference Boost at $249

  • NVIDIA introduces Jetson Orin Nano Super Developer Kit at $249, offering a 1.7x boost in generative AI inference performance.
  • The kit features a Jetson Orin Nano 8GB system-on-module (SoM) and a reference carrier board for edge AI application prototyping.
  • Existing Jetson Orin Nano Developer Kit owners can unlock similar performance gains through software upgrades.
  • The Jetson ecosystem includes NVIDIA AI tools and resources for robotics, vision AI, sensor processing, and AI model development.

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Siliconangle

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Nexla leverages Nvidia NIM for faster, cost-efficient generative AI workflows

  • Nexla integrates Nvidia NIM for faster, cost-efficient generative AI workflows.
  • The integration enables simpler development of production-grade retrieval-augmented generation pipelines.
  • Nexla's visual design for data integration and unified retrieval, along with Nvidia NIM's hardware acceleration, accelerates the building of generative AI.
  • The collaboration aims to support businesses in transitioning from demo to production-grade AI.

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Digitaltrends

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Nvidia’s RTX 5080 may be better than the RTX 5090 in one small way

  • The RTX 5080 may be the only RTX 50-series GPU to receive 30Gbps memory modules from the start.
  • The RTX 5080 is expected to retain the 16GB memory and 256-bit bus from the RTX 4080.
  • If equipped with the higher-speed memory, the RTX 5080 could experience a 34% increase in bandwidth compared to the RTX 4080 Super.
  • There is a possibility of the 50-series refresh in the future using 3GB GDDR7 modules, potentially offering more VRAM.

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Pymnts

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AI Companies Receive 42% of US Venture Capital Investment

  • Venture capital in the U.S. has moved to artificial intelligence (AI) companies at an “unprecedented” rate.
  • 42% of U.S. venture capital was invested into AI companies in 2024, up from 36% in 2023 and 22% in 2022.
  • As of 2024, 20 AI companies have each raised $2 billion or more.
  • HSBC Innovation Banking expects new waves of growth and tailwinds for returns in the U.S. tech sector due to changes in the acquisition market, deregulation, and fiscal policies.

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Siliconangle

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A bold plan to spin out and revive Intel’s foundry business

  • Intel's foundry business has negative value and is therefore unsustainable despite its strategic significance for the U.S. national interests and competitiveness.
  • Intel's foundry is an asset showing negative worth with unsustainable losses that are dragging cash and lack the scale to compete in advanced manufacturing.
  • A spinning-out Intel's foundry operation can be funded via multi-stakeholder investment and strategic partnerships with industry leaders like Taiwan Semiconductor Manufacturing Corp.
  • A possible solution to save U.S. advanced semiconductor manufacturing is for Intel to spin out Intel Foundry Services (IFS) as a joint venture and partner with TSMC or Samsung to leverage advanced manufacturing expertise.
  • The new entity will reduce Intel's financial burden and create a competitive and independent entity capable of safeguarding U.S. semiconductor leadership and aligns with broader industry and geopolitical imperatives.
  • Intel's wafer volumes for its x86 business is in long-term decline compared to the wafer demand for Arm processors dominated by TSMC that is at least tenfold greater.
  • Intel's lower wafer volumes result in manufacturing costs that are at best 30% to 35% higher than TSMC's due to Wright's Law and cost challenges.
  • IFS produces $19 billion in revenue and posted a 31% revenue decline year-over-year with a $7 billion operating loss in April 2021.
  • There are stakeholders needed for the long-term success of a spun-out foundry entity that will take at least more than 10 years to become a viable competitor.
  • The venture will require contributions from diverse stakeholders, including major US tech companies such as Amazon, Google, Apple, Microsoft, NVIDIA, private equity firms, and public funds.
  • The US government should divest its position over time and give the proceeds back to taxpayers in the form of debt reduction.

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Skarredghost

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The XR Week Peek (2024.12.16): Android XR announced, Samsung headset showcased, and more!

  • Google has announced Android XR, the operating system to power all XR devices, from mixed reality headsets to AR glasses.
  • The first device to be compatible with it is the mixed-reality headset that Google is building with Samsung and Qualcomm, codenamed Project Moohan.
  • Meta has rolled out the runtime v72 for Quest, which introduces some interesting features like Windows Mixed Reality Link, an upgrade to hand tracking, etc.
  • According to analyst firm Omdia, headset sales volumes fell by 10% in 2024 to 6.9 million units down from 7.7 million in 2023.
  • XR investor JP Minetos has written a very interesting article on Road To VR how Gorilla Tag became a massive hit.
  • You can find the Quest 3S (256 GB) on sale on Amazon US and other regions at $400, including a $30 digital Amazon credit.
  • At The Game Awards, Batman: Arkham Shadow by Camouflaj has won the Best VR/AR Game Award of the year.
  • The post also mentions other news worth a mention, news updates about content, some reviews about content, and some fun XR links.
  • Finally, in the last paragraph, the reader is asked to donate to the poor people who are facing the consequences of the war and a link to donate is provided.

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