NVIDIA
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Morning Tech Bits
The US government is investing $2 billion in quantum computing firms through the CHIPS and Science Act. Analysts predict Nvidia is positioned to dominate the semiconductor market, capturing two-thirds of it.
Intel's freshly leaked roadmap for desktop and laptop CPUs is so complicated that it's given me a headache, but at least it all looks very promising on the Core Ultra processor front
A leaked roadmap from Moore's Law Is Dead details Intel's upcoming desktop and laptop CPU generations, including Nova Lake, Razer Lake, and Hammer Lake. These future processors are expected to feature a unified core design, potentially bringing back HyperThreading on desktop models and utilizing a single LGA 1954 socket across multiple generations.
If this breakdown of the full cost of producing your favourite graphics card is accurate, then prices for certain GPUs are going to make 64 GB DDR5 kits look cheap
A breakdown of graphics card production costs suggests that prices for certain GPUs, particularly high-end models, are set to increase significantly. Factors like DRAM shortages, increased wafer prices from TSMC, and rising shipping costs are contributing to these hikes, with some cards already exceeding MSRP and more price surges expected.
A single Nvidia Vera Rubin rack is estimated to cost $7,803,148 with over $2 million of that figure spent on memory…
A Morgan Stanley research report estimates that a single Nvidia Vera Rubin VR200 NVL72 rack costs approximately $7.8 million, with over $2 million attributed to memory. These costs are representative of what cloud service providers would pay, indicating a significant markup from Nvidia's internal build costs. Nvidia CEO Jensen Huang predicts Vera Rubin will be more successful than their previous Grace Blackwell AI GPUs.
Evening Tech Bits
NVIDIA has reorganized its gaming segment under edge computing and reported a 29% revenue increase from Blackwell workstations. However, sales of gaming GPUs have slowed due to high memory prices. AMD has commenced production.
AI Yi-Yi!
NVIDIA provided live updates on the future of Artificial Intelligence at its GTC Taipei event, held during COMPUTEX. The company shared insights into upcoming advancements and technologies within the AI sector.
Capcom Executive Says “Even Top-Tier AI Cannot Match Our Creators” When it Comes to Creating Art
Capcom's vice president of game development platform and AI solutions, Shinichi Inoue, stated that the company is not using generative AI for art assets, believing human sensibility is superior to current AI capabilities. While AI tools are being employed for routine tasks like quality assurance testing with Google's Gemini and an in-house tool, Capcom has no plans to implement AI-generated assets into its games. The company is actively testing AI for efficiency improvements across graphics, sound, and programming.
The latest 100% Chinese-made GPU may still lag behind an RTX 3060 but it could be the start of something big in graphics…
Lisuan has released the LX 7G100, China's first 100% domestically produced graphics card capable of running modern DirectX 12 games. While its performance significantly trails behind established cards like the Nvidia GeForce RTX 3060 and AMD Radeon RX 6600 XT, it represents a notable step forward for China's domestic GPU development. The card is priced at approximately $485, positioning it as a niche product for enthusiasts and collectors.
Subscriptions, Clouds, and Streams
NVIDIA announced that '007: First Light' is now available through the GeForce NOW Ultimate Bundle. The update highlights NVIDIA's ongoing efforts in cloud gaming and subscription services.
Nvidia continues to make astronomical amounts of money from AI, with the first quarter of 2026 being its biggest to date
Nvidia reported record revenue of $81.6 billion for the first quarter of 2026, driven primarily by its AI infrastructure business. The data center segment alone saw a 92% year-on-year increase, reaching $75.2 billion. CEO Jensen Huang highlighted the accelerating buildout of AI factories and the increasing value of Nvidia's AI platform.
Nvidia's Chinese budget GPU rival can actually run games, but it isn't a threat to the RTX 5060 yet
Chinese company Lisuan has released the LX 7G100, a graphics card that can run games and is positioned as a potential rival to Nvidia's offerings. While benchmarks show it performing significantly below Nvidia's RTX 5060, it represents a notable step forward for China's domestic GPU development, with potential for future improvements.
'Every single frontier model company will jump on Vera Rubin from the get go': Nvidia CEO insists the future…
Nvidia CEO Jensen Huang expressed strong confidence in the company's new Vera Rubin AI superchip, predicting it will be more successful than the previous Grace Blackwell. Huang highlighted the accelerating demand for AI infrastructure and the rapid build-out of AI factories, emphasizing Nvidia's crucial role in this expansion. While the article focuses on AI hardware, it briefly mentions the RTX 50 series GPUs are built on the Blackwell microarchitecture.
Another quarter, another quarterly update from Nvidia that doesn't mention gaming
Nvidia's latest quarterly report primarily focused on its Artificial Intelligence business, with gaming mentioned only briefly as part of a broader AI segment. The company's CFO, Colette Kress, highlighted AI infrastructure demand as a key growth driver. While gaming hardware is assumed to be included under the 'PC' or 'gaming consoles' categories, the emphasis on AI suggests a potential shift in focus away from dedicated gaming discussions in financial reporting.
License to Stream: ‘007 First Light’ Coming to GeForce NOW With an Ultimate Bundle
NVIDIA GeForce NOW is adding eight new games, including the "007 First Light Ultimate Membership Bundle" and "Forza Horizon 6." The "007 First Light" bundle is available with a 12-month Ultimate membership, offering a new take on James Bond's origin story. "Forza Horizon 6" brings its open-world racing to the cloud service, with both titles ready to stream instantly across devices.
GeForce NOW Offers Day-One Lifetime Access To 007: First Light And Brings Eight New Games To The Cloud
NVIDIA's GeForce NOW cloud gaming service is adding eight new games this week, including the exclusive day-one lifetime access offer for 007: First Light to members who purchase a 12-month Ultimate membership before June 10. The service also now includes the recently released Forza Horizon 6, along with other titles like Splitgate Arena Reloaded and Deep Rock Galactic: Rogue Core.
Nvidia says 'demand for AI infrastructure continues to expand at an unprecedented pace' but after speaking to…
Nvidia reports unprecedented demand for AI infrastructure, with its revenue soaring due to AI-focused hardware. However, experts offer mixed opinions on the future of AI growth, with some predicting a slowdown by late 2026 due to market saturation and pushback against data centers, while others foresee continued broad adoption across major companies driving GPU demand.
Anticheat check - which competitive games actually work on Linux?
This guide details which competitive games with anti-cheat systems are compatible with Linux and SteamOS. It explains how anti-cheat software interacts with different operating systems and compatibility layers like Valve's Proton. While some major titles like Fortnite and Valorant are blocked, games such as Counter-Strike 2 and Marvel Rivals function correctly.
NVIDIA (NVDA) adds $80 billion to share buyback program and increases dividend payout by 2400%
NVIDIA announced an $80 billion increase to its share buyback program and a significant 2400% increase in its dividend payout. These moves are intended to return capital to shareholders.
NVIDIA (NVDA) reports 75% Q1 FY27 gross margin
NVIDIA reported a gross margin of 75% for Q1 FY27, a significant increase from the 60.8% recorded in Q1 FY26. This financial report highlights strong performance in the company's fiscal first quarter.
NVIDIA (NVDA) officially does not give a single fuck about gaming
NVIDIA will no longer report gaming revenue as a distinct segment, indicating a strategic shift to prioritize its data center business. This change reflects a reallocation of focus and resources within the company.