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AR News
Insider
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Bank of America is bullish on these 4 under-the-radar AI stocks
- Bank of America is bullish on under-the-radar AI stocks primed to benefit from the AI boom.
- Four buy-rated small and mid-cap AI stock picks were shared by Bank of America.
- AI mentions on earnings calls have surged among Russell 2000 companies.
- Small and mid-cap firms are integrating AI technology for earnings growth.
- While big companies like Nvidia benefit from AI, more small-cap firms are joining the AI trade.
- Software companies are well-positioned to leverage the trend of agentic AI.
- There's growing adoption of AI systems by small-cap firms aiming for autonomous operation.
- Bank of America sees AI opportunities in smaller companies for stock pickers.
- Easing inflation and increased M&A activity could boost small-cap tech valuations.
- Bank of America's top small and mid-cap AI picks include Datadog, Seagate Technology, Kyndryl Holdings, and JFrog.
- Datadog is seen as a generative AI share gainer with strong revenue growth potential.
- Seagate Technology expected to benefit from HAMR ramp with margin growth.
- Kyndryl Holdings viewed positively due to AI tailwinds for IT services.
- JFrog likely to benefit from increased platform usage as generative AI accelerates software development.
- Bank of America's analysis points to a positive outlook for these small and mid-cap AI stocks.
- The article was originally published on Business Insider.
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Immersivelearning
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More efficient training in the industry
- TeamViewer offers spatial computing solution for efficient training and onboarding in the industry.
- Customers in sectors like aerospace, automotive, and mechanical engineering are benefiting from the solution.
- GE Aerospace uses TeamViewer's solution in collaboration with Siemens for training its technicians globally.
- Digital twins of GE Aerospace's engines are accessed via augmented reality at multiple locations worldwide.
- Oliver Steil, CEO of TeamViewer, emphasizes the new opportunities spatial computing brings to mechanical engineering.
- Digitalized training helps companies utilize resources better, address skill shortage, and reduce costs.
- TeamViewer's innovations include remote access to production facilities, AR for warehouse picking, and IT support for digital workstations.
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Pcgamesn
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The Nvidia GeForce RTX 5070 Ti price just dropped below MSRP in the UK
- GPU prices in the UK have dropped below MSRP for the Nvidia GeForce RTX 5070 Ti, currently priced at £699.99, £30 lower than the £729 MSRP.
- This reduced price makes the Nvidia GPU a top choice in its market segment, competing directly with the AMD Radeon RX 9070 XT.
- Despite AMD's RX 9070 XT launching at a lower price, real-world costs are higher, with UK prices around £629, making the Nvidia offering more appealing in terms of specifications.
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Medium
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Why the MSI RTX 5080 Ventus 3X Plus is a Must-Have in the UAE?
- The MSI RTX 5080 features 16 GB of GDDR7 memory, enhancing performance for high-resolution textures and complex gaming environments.
- Built on PCI Express Gen 5 interface, future-proof with DirectX 12 Ultimate support for advanced gaming features.
- Advanced cooling technology withstands UAE's high temperatures and humidity for optimal performance.
- Delivers high-resolution gameplay with smooth frame rates across various gaming genres.
- Balances power efficiency with powerful graphics performance suitable for demanding gaming and applications.
- Addresses rising electricity rates with manageable power requirements for sustainable gaming environment.
- Not only for gaming but also valuable for graphic design, video editing, and machine learning tasks.
- Efficiently renders high-resolution images for graphic designers, improves rendering times for video editors.
- Popular among data scientists and researchers for accelerating computations and training complex models.
- Testimonials confirm the GPU's reliability and efficiency for professionals in UAE.
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Insider
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The 5 arguments against continued dominance for AI stocks
- AI stocks like Nvidia and Palantir have seen significant surges since November 2022, with some experts highlighting concerns over high valuations and potential overestimation of AI's economic impact.
- Geopolitical risks, especially related to China-Taiwan tensions, could potentially disrupt the AI supply chain, impacting stock performance.
- Despite the recent success of artificial intelligence stocks, questions arise about the sustainability of the AI trade in the market.
- Experts like Morgan Stanley's Katy Huberty suggest that substantial returns may still be ahead due to AI technology being in its early stages.
- However, caution is advised as some warn of irrational exuberance and greed leading to a potential bubble in AI stocks.
- Key concerns include elevated valuations of AI stocks compared to earnings, which could lead to underperformance if actual earnings do not meet expectations.
- There is a risk that AI technology might not deliver the anticipated level of impact, potentially affecting the profitability of AI companies.
- Investors also face the challenge of selecting the right AI stocks, as current leaders may not maintain their dominance in the future.
- Rising long-term interest rates and geopolitical uncertainties further add to the risks surrounding the continued dominance of AI stocks.
- In summary, while the outlook on AI transforming the economy is positive, various factors pose challenges to the sustained success of AI stocks.
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Medium
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Why the ASUS Prime RTX 5070 Ti OC is a Game-Changer in the UAE?
- The ASUS Prime RTX 5070 Ti OC offers 16GB of GDDR7 RAM for smooth gameplay and multitasking.
- Its cooling system maintains performance during gaming and rendering tasks.
- Customizable RGB lighting enhances the visual appeal of setups.
- The graphics card meets demands for both gaming and professional use.
- Features like 8960 CUDA cores and a boost clock of up to 2.5 GHz ensure high performance.
- 16GB GDDR7 memory allows for fast data processing and multitasking.
- AI capabilities like NVIDIA DLSS improve frame rates without quality loss.
- PCIe 5.0 interface ensures faster data transfer rates for applications and gaming.
- Caters to gamers, content creators, and professionals in the UAE.
- Expectation of future advancements to further enhance gaming technology.
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Pcgamesn
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Canceled Nvidia GeForce graphics card sells for the same as a brand-new RTX 5090
- An Nvidia GeForce RTX 3080 Ti with 20GB of VRAM sold for $1,999 on eBay despite lacking driver support from Nvidia.
- The GPU is considered less powerful than modern cards and requires third-party drivers like Nvidia-patcher to function.
- Compared to the Nvidia GeForce RTX 5090, the 20GB RTX 3080 Ti falls short in specifications and native driver support.
- The rare 20GB RTX 3080 Ti model fetched the same price as an RTX 5090, despite its limitations.
- The sale highlights the demand and value of discontinued or rare graphics cards in the secondhand market.
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Pymnts
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Manual AR Practices Drain Millions From Mid-Market Firms
- The accounts receivable function is crucial for managing cash flow and customer experience in companies.
- Despite the availability of automation tools, many firms struggle to fully automate their AR operations.
- Middle-market firms lose millions due to delayed payments, emphasizing the impact of inefficient AR processes.
- Manual AR practices can lead to reactive collections, late invoice submissions, and revenue loss.
- Transitioning to predictive AR involves automating processes like invoice generation, payment tracking, and dispute resolution.
- Implementing automation can reduce days sales outstanding by 15% to 25%, potentially unlocking significant working capital.
- AI plays a crucial role in analyzing payment patterns, identifying risks, and enhancing cash forecasting in AR.
- Virtual cards and embedded payment solutions are transforming AR, offering faster payments and improved customer experience.
- By 2027, AI and machine learning are expected to augment over half of all AR processes in mid-to-large enterprises.
- Predictive AR is becoming a competitive advantage by informing pricing, sales strategies, and capital allocation.
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Skarredghost
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The XR Week Peek (2025.06.16): Meta and Oakley to release glasses on Friday, Snap to launch Specs in 2026, and more!
- Meta and Oakley are rumored to launch glasses on Friday with a single front camera, possibly targeted at athletes.
- Snap announced the launch of a new edition of Spectacles, renamed Specs, in 2026, set to be smaller and more capable.
- Qualcomm unveiled the AR1+ chip at AWE, offering improved power efficiency and local AI model processing for smartglasses.
- Google's XR technologies include Samsung potentially revealing Project Moohan, HP launching the enterprise-oriented HP Dimension, and XREAL's Project Aura with a 70° field of view.
- Apple's post-WWDC updates include enhancements to Widgets, PSVR 2 controller support for applications, and new VisionOS features.
- Notable developments post-WWDC include Adobe creating an immersive app for spatial video editing and increased memory limit for VisionOS 26.
- In other news, Mbucchia is developing a SteamVR driver for WMR headsets, data miners may have revealed features of the upcoming Meta headset, and Palmer Luckey shared insights on the Eagle Eye headset.
- Additional features proposed for OpenXR standard include Plane Tracking, Spatial Anchors, and Marking Tracking.
- Content updates feature upcoming games like Reach, RoboQuest VR, and updates from Vertigo Games, Ilysia, and Le Mans Ultimate.
- VR game reviews cover titles like Zombie Army VR, Hidden Memories of The Gardens Between, What The Car, and Exer Gale, among others.
- Community and fun segments include news of Meta's v77 release, an app for reliving memories, and updates on Phygtl, Umbrella Up, and AR/VR Survey participation.
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Medium
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“Tokenizers, not Tera-parameters: The Quiet Tech that Moves Markets”
- Tokenizers play a crucial yet often overlooked role in large language models like GPT-2.
- The process of converting Unicode into integers may seem mundane but is essential for model performance.
- Byte-Pair Encoding (BPE) is a key technique used by models like GPT-2 for text segmentation.
- Understanding BPE is vital as it impacts the efficiency and cost of model training.
- BPE compresses common fragments and handles open-vocabulary texts effectively.
- Hugging Face provides a clear explanation of BPE in their LLM course.
- The concept of tokenizers is fundamental in modern AI language models.
- Efficient tokenization can significantly affect the computational resources needed for model training.
- Byte-Pair Encoding helps models like GPT-2 process text more effectively.
- Tokenizers are the foundation of how language models like GPT-2 interpret and process text.
- The proper configuration of tokenizers is crucial for optimizing model performance and cost.
- Tokenizers like BPE allow for the representation of common and rare words efficiently.
- Understanding the tokenization process is essential for effectively using large language models.
- Tokenizers streamline how language models handle different text inputs.
- The role of tokenization, especially techniques like BPE, contributes to the success of large language models.
- Byte-Pair Encoding, a technique from the 1990s, has been reinvigorated by OpenAI for modern language models.
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VentureBeat
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43% of games skipped GPU upgrade to pay rent instead | Liquid Web
- About 43% of gamers skipped GPU upgrades to pay rent instead, according to a report by Liquid Web.
- Liquid Web surveyed 1,000 PC gamers to understand their buying decisions and found that 62% would opt for cloud gaming if latency issues were resolved.
- Factors like AI upscaling and cloud gaming are reshaping how gamers assess their upgrade needs.
- Despite brand loyalty, 36% of gamers have switched GPU brands during upgrades based on performance and price.
- Influencers play a significant role in swaying gamers' GPU brand preferences, with 35% swayed away from specific brands.
- Financial and technological shifts such as cloud gaming and AI are making high-end GPUs less essential for Gen Z.
- Nvidia remains a preferred GPU brand for 73% of gamers, particularly among power users.
- 22% of gamers use price alert services to monitor GPU price changes, and 45% have opted for used or older GPU models.
- GPU shortages have impacted one in 7 gamers' gaming or productivity, with 39% planning to wait 1-2 years for an upgrade.
- 42% of gamers would skip a future GPU upgrade if AI upscaling or cloud services met their performance needs, signaling a potential shift in GPU demand.
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VentureBeat
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Image Credit: VentureBeat
Trying out Nvidia’s RTX 50 Series GPU on a Falcon Northwest gaming PC | review
- The article reviews trying out the Nvidia GeForce RTX 5090 GPU on a Falcon Northwest Tiki gaming PC.
- The new machine is more compact and efficient with a double flow-through design for better heat dissipation.
- It features an AMD 9800X3D Ryzen 7 CPU, 32GB Nvidia RTX 5090 GPU, 64GB DDR5 RAM, and 4TB SSD storage.
- The system runs quietly and performs well in gaming and productivity tasks, offering AI performance and 4K 240Hz path tracing.
- Nvidia's DLSS4 acceleration in the GPU enhances performance and provides improved graphics quality in games.
- The article praises the machine's ability to handle AI applications adeptly and produce realistic graphics with minimal performance impact.
- The review highlights the machine's compatibility with popular games like Cyberpunk 2077 and its efficiency for streamers.
- Overall, the Falcon Northwest Tiki gaming PC with the Nvidia RTX 5090 GPU is recommended for gaming enthusiasts seeking high performance.
- The article mentions the machine's pricing, noting that it is a premium product with a price tag as high as a few thousand dollars for the GPU alone.
- Despite the high cost, the machine offers top-notch performance and graphical quality for demanding games like Cyberpunk 2077.
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Medium
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Image Credit: Medium
Is the PNY RTX 5070 Ti OC Triple Fan Built for UAE Gamers?
- The PNY NVIDIA GeForce RTX 5070 Ti OC Triple Fan in UAE boasts a clock speed of up to 2.3 GHz for smooth gameplay experiences.
- With 16GB GDDR7 memory, multitasking and gaming performance are enhanced for UAE gamers.
- The GPU excels in diverse gaming genres with impressive benchmark results in games like 'Cyberpunk 2077' and 'Call of Duty: Modern Warfare'.
- Its 300W TDP and triple-fan cooling system maintain optimal performance under heavy loads, crucial for sustained gaming sessions in the hot UAE climate.
- The GPU's cooling system is designed for efficiency, heat dissipation, and noise reduction, vital for prolonged gaming sessions.
- The PNY RTX 5070 Ti OC Triple Fan's cooling solution enhances efficiency and performance during intense gaming in high-temperature environments.
- Accessibility in the UAE's electronics market and competitive pricing make it a viable choice for local gamers.
- The graphics card meets high standards for performance, cooling, and efficiency, catering to the needs of UAE gamers.
- Overall, the PNY RTX 5070 Ti OC Triple Fan is a strong contender for UAE gamers seeking to enhance their gaming experiences.
- The PNY RTX 5070 Ti OC Triple Fan is eligible for web story generation.
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Pymnts
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Image Credit: Pymnts
CE 100 Slides 1.8% as Payments Names Dive
- CE 100 index finished 1.8% lower amidst volatile trading and Middle East conflict concerns.
- Inflation slowed in May despite negative market sentiment.
- Be Well sector rose 0.3%, led by Aetna CVS with over 10% gains.
- Oracle shares surged 23.7% on positive earnings, with strong revenue growth and cloud performance.
- Payment-focused names declined, with the Pay and Be Paid segment slipping by 2.9%.
- Worldpay expanded partnership with Visa for enhanced 3D Secure solution.
- Walmart's collaboration with Synchrony to launch a credit card program led to a 3% drop in Walmart's shares.
- Apple shares declined by 3.7%, and Amazon and Walmart are exploring stablecoin issuance.
- Nvidia CEO focusing on quantum computing as the next critical AI enabler.
- PayPal doubling down on AI and personalization strategy to stay competitive in the market.
- iRobot saw an 18.9% decline in the Live segment despite recent gains from a waiver extension.
- CE100 index reversed recent gains, with various sectors experiencing mixed performances.
- Visa shares dropped by 4.7% amidst market downturn.
- AI-powered Siri upgrade by Apple delayed for release in spring 2026.
- Nvidia CEO believes AI will create more jobs than it cuts, emphasizing productivity impact.
- PayPal utilizing AI and data-driven personalization for competitive advantage, with shares falling by 3.5%.
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VoIP
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Temasek, Microsoft, BlackRock Boost Global AI Infrastructure
- Temasek, Microsoft, BlackRock, and MGX have partnered to enhance global artificial intelligence infrastructure through the AI Infrastructure Partnership.
- The initiative seeks to secure up to $100 billion to expand AI-focused data centers and power systems in the US.
- Initially targeting a $30 billion investment, the AIP has recently welcomed Kuwait Investment Authority, Nvidia, xAI, and Cisco as new partners.
- Ravi Lambah from Temasek highlighted AI's potential to transform various sectors, calling it the most impactful technology.
- The alliance's efforts extend beyond the US, with Schneider Electric and Nvidia collaborating to advance AI infrastructure in Europe.
- Schneider Electric has introduced AI-ready data center solutions like EcoStruxure Pod and Rack Infrastructure to support AI-focused projects in Europe.
- The European Commission's 'AI Continent Action Plan' envisions the establishment of AI and gigafactories in Europe, a goal Schneider Electric and Nvidia aim to contribute to.
- CEO Olivier Blum mentioned the success of deploying AI-specific power and liquid cooling solutions in partnership with Nvidia.
- The consortium's investor day presentation highlighted Temasek's significant role in the partnership.
- The collaboration aims to drive AI infrastructure development globally, focusing on data centers and systems supporting AI applications.
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