I know it sounds off, but after spending some time getting back into gaming thanks to the RTX 5090, and then looking at some of the technical details on the RTX 5090, I’ve been sold on Nvidia’s vision of neural rendering and AI-accelerated rendering. Frankly, I think it’s the only way going forward. Let’s face…

Key Takeaways: AI-First Focus: Samsung positions the Galaxy S25 series as “true AI companions,” signaling a clear shift towards software and AI as the primary differentiator in a mature smartphone market. Google Gemini Powerhouse: Deep integration of Google’s Gemini Advanced, including Gemini Live and extensions, is a major highlight, showcasing a powerful AI collaboration. On-Device AI &…

What’s Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compatible with all RTX GPUs, improving ray-traced lighting and reflection quality. Broad game and…

Recent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly in inference scenarios, though the implications for market share are more complex than raw performance metrics might suggest. Cost-Performance…

Key Takeaways Record Data Center Performance: Data center revenue grew 400% year-over-year and exceeded 50% of total revenue for the first time, highlighting Micron’s successful pivot toward AI-driven markets. HBM revenue more than doubled sequentially with strong margins, and the company has expanded its customer base with high-volume shipments to a second major customer. Near-Term…

Vertiv sits squarely at the intersection of two critical industry dynamics: the exponential growth in AI-driven compute demand and the infrastructure bottlenecks (power and cooling) this demand creates. As AI workloads increasingly strain traditional data center designs, Vertiv’s integrated power and thermal management solutions become essential for operators seeking to scale efficiently and reliably. Core…