NVIDIA
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I barely remember the last time Nvidia mentioned gaming at all in an earnings call
Nvidia's latest earnings call reveals a significant shift in company priorities, with the data center and artificial intelligence segments now dominating revenue and strategic focus. Gaming, once a core business, is no longer reported as a separate segment and has minimal impact on the company's bottom line, despite the continued release of high-end GPUs like the RTX 50-series.
Nvidia says it would be making a whole lot more money if it weren't for the memory crisis it's contributing to
Nvidia CEO Jensen Huang stated that the company's projected 70% revenue increase for fiscal year 2028 is conservative due to a global memory crisis, which Nvidia's own AI hardware demands are exacerbating. Despite strong data center revenue, consumer PC sales are tempered by elevated memory and systems prices, impacting the 'Edge Computing' segment which includes gaming.
Taiwan Charges Nine Over Smuggled AI Servers, Including an Nvidia Senior Manager
Taiwan has charged nine individuals, including a senior Nvidia manager and two Supermicro employees, for allegedly forging documents to illegally ship high-end AI servers to China, violating US export controls. A Taiwanese customs officer's detection of irregularities led to the investigation, which uncovered that 74 servers were delivered to China while 56 were intercepted. Nvidia CEO Jensen Huang had previously criticized Supermicro's compliance, and Supermicro stated its cooperation with authorities led to the arrests.
Jalapeño Benchmarks: OpenAI’s Inference Chip Outruns Blackwell on Paper, Ships at Scale in 2027
OpenAI's new inference chip, codenamed Jalapeño, shows promising performance on paper, outperforming Nvidia's Blackwell in benchmarks for tokens per user and throughput per kilowatt. However, the chip is not expected to ship in significant quantities until 2027, raising questions about its competitiveness against future hardware. OpenAI's head of hardware, Richard Ho, highlighted the chip's efficiency and low latency, attributing its design to minimizing data movement and local KV cache retention.
Evening Reading - August 26, 2026
This edition of Evening Reading covers a variety of gaming news, including reviews for Star Wars Zero Company and Crazy Taxi: World Tour, Rockstar Games addressing Grand Theft Auto 6 leaks, and Xbox's new disc-to-digital program. It also notes the delay of Bloodstained: The Scarlet Engagement, the passing of actor Tim Curry, and the end of active development for Empulse and Splitgate: Arena Reloaded. Additionally, NBA 2K27 will run at 60 FPS on the Nintendo Switch 2, and Netflix is preparing for a Grand Theft Auto 6 stream.
Anthropic Wants Investors to Buy a $30 Trillion Market Story [IPO]
AI company Anthropic is preparing for an Initial Public Offering (IPO) and plans to present investors with a total addressable market (TAM) of over $30 trillion. This figure surpasses SpaceX's previously claimed $28.5 trillion TAM. The article highlights the ambitious nature of these projections compared to current tech industry revenues and suggests focusing on Anthropic's actual quarterly revenue growth and future projections for a more realistic assessment.
NVIDIA (NVDA) CEO Jensen Huang claims return on investment capital is 'now less than a year'
NVIDIA CEO Jensen Huang stated during the company's Q2 2027 earnings call that the return on investment capital for AI infrastructure is now less than a year. He highlighted the productivity and rentability of NVIDIA's technology, citing the rapid recouping of investments in large-scale data centers. This comes as NVIDIA CFO Colette Kress also noted an expected decrease in gross margin for the upcoming quarters.
NVIDIA (NVDA) expects its revenue to grow 70% in FY28
NVIDIA expects its revenue to grow by approximately 70 percent in fiscal year 2028, driven by the expansion of its AI compute capabilities. CFO Colette Kress shared the forecast, with CEO Jensen Huang suggesting the company could exceed this target if not for supply constraints, particularly in memory components. NVIDIA's Q2 FY27 revenue reached $96.2 billion, and the company is confident in its ability to meet future growth targets.
NVIDIA (NVDA) expects gross margin decrease over next two quarters
NVIDIA anticipates a decrease in its gross margins for the upcoming third and fourth quarters, projecting a drop from 75 percent in Q2 to 74 percent in Q3 and 72 percent in Q4. The company cited supply chain constraints and geopolitical factors as contributing challenges, despite reporting strong revenue of $96.22 billion for the quarter.
NVIDIA's (NVDA) data centers accounted for $89.0 billion in Q2 2027 revenue
NVIDIA reported a significant revenue of $96.2 billion for Q2 2027, with $89.0 billion specifically generated from its data center segment. This AI-focused segment saw an 18 percent increase from the previous quarter and a 117 percent increase year-over-year, driven by high demand for its AI systems and strategic partnerships.
NVIDIA (NVDA) Q2 2027 earnings results beat revenue and EPS expectations
NVIDIA announced its financial results for the second quarter of its 2027 fiscal year, exceeding both revenue and earnings per share expectations. The company reported $96.22 billion in revenue and $2.22 in earnings per share, surpassing analyst predictions. Despite the positive financial performance, NVIDIA's stock experienced a decline in after-hours trading.
Listen to the NVIDIA (NVDA) Q2 2027 earnings call here
NVIDIA will hold its Q2 2027 earnings call on August 26, 2026, at 2 p.m. PT/5 p.m. ET. CEO Jensen Huang and other company leaders will discuss the company's performance, earnings results, and forecasts for the remainder of the financial year. The webcast will be available on NVIDIA's financial website.
I got my greasy mitts on a host of RTX Spark laptops running, what else, games at Gamescom 2026—and there's a…
At Gamescom 2026, Nvidia showcased new RTX Spark laptops featuring their custom Arm-based SOC with RTX Blackwell GPU cores, promising performance comparable to RTX 5070. Several manufacturers, including Asus and Dell, demonstrated these laptops running games like Arc Raiders and Doom: The Dark Ages at high frame rates, with Nvidia's frame generation technology in use. While specific pricing and configurations remain undisclosed, the article highlights the Asus ProArt P14 and Dell XPS 16 Creator Edition as impressive models, contrasting them with the less compelling Microsoft Surface Laptop Ultra.
This is the loveliest but most expensive gaming laptop I've ever used
The MSI Stealth 16 AI+ is a luxurious and sleek gaming laptop with a high-end RTX 5080 mobile GPU and a fast OLED display, but it comes at a very high price and suffers from audio latency issues with its default audio device. While it offers genuine high-end performance and a premium user experience, it's outperformed by chunkier laptops at a similar or lower price point, making it a niche choice for those who prioritize portability and design over raw power and can live with the audio quirks or use a USB headset.
The revived RTX 3060 12GB now costs more than the current-gen RTX 5050, and it makes me feel bad for entry-level PC…
The RTX 3060 12GB graphics card is now priced higher than the newer and faster RTX 5050, creating a confusing market for entry-level PC builders. Despite the RTX 5050's lower price and superior performance, the older RTX 3060's higher VRAM is a factor, though its resurgence in price is seen as illogical compared to current-generation options like the RTX 5060 or AMD Radeon RX 9600 XT.
SpaceX to use NVIDIA GPUs for its Starmind project — Here's what they'll face in space
SpaceX plans to utilize NVIDIA GPUs for its Starmind project, aiming to harness solar energy for artificial intelligence applications. The article briefly touches on the challenges these components might face in the space environment.
Nvidia brings ray-traced Nanite, native anti-cheat, and DLSS 4.5 to Gamescom 2026 lineup
Nvidia announced several new technologies at Gamescom, including DLSS 4.5 Ray Reconstruction, RTX Spark support from major publishers like Electronic Arts and Ubisoft, and RTX Mega Geometry for Unreal Engine 5's Nanite system. Gears of War: E-Day will be the first title to feature RTX Mega Geometry, enabling full-detail ray tracing for Nanite. The company also detailed updates for its GeForce Now cloud platform and RTX Remix modding toolkit.
Leading Publishers Bring Blockbuster PC Games and Technology to NVIDIA RTX Spark
NVIDIA is launching its RTX Spark platform this fall, bringing enhanced RTX gaming features to PCs. Publishers like Electronic Arts, Embark, and Ubisoft are supporting the platform with titles such as EA SPORTS F1 25, Apex Legends, Anno 117: Pax Romana, ARC Raiders, and THE FINALS. RTX Spark will integrate NVIDIA's DLSS and Reflex technologies, along with native EA Javelin Anticheat support.
DLSS 4.5 Ray Reconstruction is a definite improvement but path traced fidelity is still not a 100% solved issue
Nvidia's DLSS 4.5 Ray Reconstruction feature significantly improves visual artifacting in ray-traced and path-traced games by utilizing a new AI-based denoiser. While not a complete solution for path tracing fidelity, the update enhances lighting accuracy, temporal stability, and detail reconstruction, functioning across all GeForce RTX GPUs.
Nvidia DLSS 4.5 Ray Reconstruction, out now, ups shadow quality and more accurately illuminates trash bags
Nvidia has released DLSS 4.5 Ray Reconstruction, an update to its AI upscaling technology that enhances ray-traced shadows and lighting. This new version utilizes a deeper Transformer model for improved accuracy and responsiveness, and features a more efficient AI denoiser. The technology will be implemented in upcoming games like 007: First Light and Control.
