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Insider
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Why the rally in chip stocks could broaden beyond AI in 2025, according to BofA
- AI chip stocks will continue to surge in early 2025 before shifting towards auto and industrial chipmakers.
- Nvidia's new Blackwell GPU and strong demand from cloud customers will drive AI chip stocks in the first half of the year.
- In the second half of 2025, investor interest is expected to shift towards auto and industrial chipmakers due to global economic recovery and increased auto production.
- The analysts predict semiconductors to maintain strong momentum and increase sales by 15% to $725 billion in 2025.
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Digitaltrends
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No, the Nvidia App isn’t killing your PC’s performance
- Sebastian Castellanos posted on X about a big performance drop with the Nvidia App installed in both Black Myth: Wukong and The Talos Principle 2.
- There has been a claim that the Nvidia App could reduce performance by up to 15%, but the Nvidia App isn't to blame.
- It just has nothing to do with the Nvidia App installed, but it’s the Nvidia overlay. The overlay is causing the performance drop.
- When stories like this break, there’s a mad dash to verify (or refute) claims that are circulating online, and the testing during that dash is generally limited, and sometimes, short-sighted.
- Even with the Nvidia App installed, performance can go right back up to where it was with the app uninstalled if you disable the Nvidia overlay.
- Having the Nvidia App installed will let you know when new drivers come out. And new drivers will improve your performance, particularly in new games.
- The advice coming out of this story has been to just uninstall the Nvidia App if you aren’t using the additional features available in it.
- Performance drop can vary depending on the app version, Windows version, driver version, and of course, your PC hardware itself.
- There’s general understanding that additional apps running on your PC will take some of your system resources.
- If you enable the Nvidia overlay the first time you install the Nvidia App, it stays enabled, even if you never pull it up.
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Massivelyop
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Monster Hunter Now opens a new tundra location, Monster Hunter Wilds’ new vid stars Daisy Ridley
- Monster Hunter Now introduced a new tundra location called Roars from the Winterwind update, bringing new creatures to hunt.
- The update added Tigrex, Lagombi, Volvidon, and Somnacanth, along with customization features and a way to cheer on friends for a buff.
- Monster Hunter Wilds released a video narrated by Daisy Ridley, hinting at the game's lore and narrative.
- The mobile game is also planning New Year's events starting from December 23rd.
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Pymnts
1w
104
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AI World Models: The Next Frontier in Machine Learning
- Tech giants and startups are investing in developing world models, systems that can build internal frameworks to understand things rather than following preset rules.
- World Labs raised $230 million to develop spatially intelligent AI models that can create interactive 3D worlds, with potential applications in design and robotics.
- Advancements in world models are already visible in manufacturing, finance, and logistics, where AI systems are adapting to changes, understanding market dynamics, and predicting inventory patterns.
- Challenges include misleading representations of reality, high computational demands, and potential for perpetuating misconceptions; however, the benefits drive continued investment and emerging real-world applications.
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Fb
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Accelerating the Future: AI, Mixed Reality and the Metaverse
- Meta's mixed reality hardware and AI glasses have reached a new level of quality and accessibility, accelerating the development of the metaverse.
- Smart glasses offer a truly AI-native device and are the most suitable form factor for AI assistants, according to Meta's Chief Research Scientist Michael Abrash.
- Meta Quest 3 continues to improve with every update, and the recent launch of Quest 3S is expected to bring more people into mixed reality for the first time.
- Younger people are gravitating towards social and competitive multiplayer games, indicating a trend towards the growing importance of the social experience in the metaverse.
- Meta is funding developers to build new apps and games to attract new users and increase the quality of their immersive experiences.
- The use of mixed reality to watch videos while multitasking in their homes has grown fast across the whole Quest 3 family, revealing the potential for new kinds of social entertainment experiences in the metaverse.
- Meta plans to build Horizon OS into a new kind of general-purpose computing platform that can support any kind of software, user, creator, and developer.
- The next big step will be combining AI glasses with the kind of true augmented reality experience demonstrated by Orion, which offers a glimpse into the future.
- The most important thing when inventing the future is to ship things and learn from real people's use of them.
- 2025 is predicted to be the most important year in the history of Reality Labs because of the acceleration in development of the metaverse.
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Digitaltrends
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A popular GPU brand just confirmed RTX 5090 details
- Zotac prematurely confirmed details about Nvidia's upcoming RTX 50-series GPUs.
- Zotac listed the RTX 5090, RTX 5080, RTX 5070 Ti, RTX 5070, and RTX 5090D models.
- Nvidia is likely to use GDDR7 memory for the next-gen graphics cards.
- The RTX 5090 is expected to have a capacity of 32GB, while lower models will have lower capacities.
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Pcgamesn
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One of the key Nvidia GeForce RTX 5060 specs just leaked, and it’s not good
- A rumor has emerged about the Nvidia GeForce RTX 5060, revealing potential problems with its VRAM.
- The leak suggests that unless Nvidia prices the GPU competitively, it could face difficulties in the market.
- Finding a budget-friendly graphics card under $300 has been a challenge, with the overpriced RTX 4060 and AMD RX 7600 struggling with ray tracing.
- Intel's attempt to compete with the Arc B580 offering 12GB VRAM and faster performance adds to the complexity.
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Digitaltrends
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Nvidia may not budge on its VRAM choices
- Nvidia may keep its RTX 50-series GPUs with limited VRAM, according to leaks.
- The RTX 5060 is expected to have 8GB VRAM with a 128-bit bus while the RTX 5060 Ti will have 16GB VRAM.
- The narrow bus and low bandwidth of the RTX 4060 Ti resulted in limited performance uplift in the RTX 40-series.
- The RTX 5070 Ti and RTX 5070 are expected to have improvements in GPU, memory, and bandwidth.
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Alleywatch
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The Weekly Notable Startup Funding Report: 12/16/24
- Twelve startups raised $1.07B in funding during the week ending 12/14/24.
- The top three funded companies were Ayar Labs, Liquid AI and VeraDermics.
- Ayar Labs raised $155.0M from investors including NVIDIA and Intel Capital, among others.
- VeraDermics raised $75.0M in total equity funding and is backed by J.W. CHILDS ASSOCIATES, L.P. and Longitude Capital, among others.
- Raptor Maps raised $35.0M and provides performance intelligence solutions for solar asset management.
- Evinced, a provider of end-to-end accessibility automation services for enterprises, raised $55.0M.
- Other funded companies include Speak, RapidCanvas, Silent Push, and Sublime Security.
- California-based LambdaTest raised $38.0M for its cloud-based tools for cross-browser testing of web applications.
- Washington-based Sublime Security raised $60.0M for its AI-powered email security platform.
- Capstan Medical concluded the list with $110.0M raised for its minimally invasive treatments for heart valve disorders.
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Pcgamesn
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Nvidia GeForce RTX 5090 power draw could be lower than expected, suggests leak
- Rumors suggesting that the Nvidia GeForce RTX 5090 power consumption could be as high as 600W may not be accurate.
- The RTX 5090 is expected to have a 50% increase in CUDA cores compared to its predecessor.
- Potential buyers hope the power draw won't exceed the 450W rating of the RTX 4090.
- A leak suggests that the power draw of the RTX 5090 could be lower than expected.
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Silicon
1w
4
Image Credit: Silicon
Broadcom Value Jumps Over $1tn On AI Optimism
- Shares in Broadcom jumped 24 percent after the company's CEO spoke of a 'massive' opportunity in AI.
- Broadcom expects custom AI chips to generate $60-90bn in revenue over the next three years from existing hyperscaler customers.
- The company confirmed adding two more hyperscaler customers for next-generation AI chips.
- Broadcom's stock is up 98 percent this year, while concerns remain over the costs of building AI infrastructure.
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TechJuice
1w
122
Image Credit: TechJuice
Nvidia Teases the Gaming World with RTX 50 Series at CES 2025
- Nvidia hints at the upcoming GeForce RTX 50 series in a video celebrating 25 years of 'NVIDIA GeForce.'
- The company will be present at CES 2025 and is expected to unveil the new GPU lineup at the event.
- Nvidia's promotional materials strongly suggest that the Blackwell consumer GPU series will be featured.
- Nvidia is planning a global game festival called 'GeForce LAN 50' to fuel speculation about the upcoming GPUs.
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Medium
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S(kin)imulation: VC Capitalizing on the VR and AR Beauty Revolution.
- The beauty industry saw an 8% decline during COVID lockdowns in 2020 with a shift towards homemade beauty routines, but a surge in online sales led to e-commerce rising 38% in the first half of 2020.
- In 2024, consumers continue to prioritize healthy skin with clean makeup, and online shopping remains dominant, with 48% of beauty product sales globally occurring online.
- VC activity is trending up in the beauty industry, with over $2.1 billion raised in 2020 over 250 funding rounds.
- The global beauty and personal care industry was valued at $374.18 billion in 2023 and is projected to continue to grow to $758.05 billion in 2028.
- The industry can be categorized into skincare, haircare, makeup, fragrance, and hygiene, with skincare being the most popular, controlling over 40% of the global market.
- The integration of AR & VR technologies in the beauty industry has led to the inception of many innovative startups that have attracted significant venture capital investment.
- AR and VR technologies are expected to be the fastest growing technology segment in cosmetics and beauty from 2022 to 2027.
- One of the biggest benefits of AR technology in the beauty industry is enhanced customer engagement.
- Ultimately, the merge of beauty and tech is an evolution that is perfectly aligned and suited for venture capital’s thirst for innovation and disruption.
- The industry is set to evolve, with personalization and virtual experiences at the forefront, and venture capital is positioned rightly to fuel this transformation.
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Pymnts
1w
190
Image Credit: Pymnts
Report: Databricks Close to Raising Record $9.5 Billion Amid AI Boom
- Databricks is reportedly close to raising $9.5 billion in a funding round.
- The deal would value the company at over $60 billion.
- Databricks can sell AI-related tools and benefit from the AI boom.
- Databricks previously raised $500 million in a funding round in September 2023.
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Skarredghost
1w
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Image Credit: Skarredghost
All you need to know about Android XR
- Google has announced Android XR, the version of Android for XR devices and gave hands-on demos of the headset it is building with Samsung and Qualcomm
- Android XR is dedicated to XR devices and can work with any type of XR glasses
- Compatible devices from the first device that will run Android XR will be the mixed-reality headset that Google is building with Samsung and Qualcomm
- In regards to Smartglasses, there are many rumors about Samsung also working on smartglasses with Google and Qualcomm
- First of all, almost all 2D apps on the Google Play Store will be usable from Day 1 on Android XR devices
- Google is also moving all its G-suite to AndroidXR, giving the apps also some extra XR-related features
- The assistant can help you launch an application. If you are looking at a map of a certain city in virtual reality, you can ask for information about the place you are looking at
- Android XR is an open ecosystem, so it is open to multimodal interactions: users can interact with the devices by many means, including controllers, voice, hands, and eyes
- Android XR and the relative compatible headsets, starting with Project Moohan, will be available in 2025
- Google has found its unique cut to XR: it is AI. The AI assistant, if it works smoothly like in the demo, can be truly helpful and make the interaction with the headset very natural
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