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Top 5 Platforms Defining Cloud Gaming
The European Business Review· 2025-10-10 06:30
Cloud gaming has progressed into a strategic force across entertainment and technology, creating new revenue paths while lowering the barrier to premium game experiences on everyday devices.Executives across Europe track this category for its subscription economics, infrastructure intensity, and audience expansion potential, since it blends streaming logistics with high-margin content models and long-term retention strategies. The competitive landscape now features hyperscalers, device makers, and independe ...
Nvidia (NVDA) Equips GeForce Now with RTX 5080 Blackwell SuperPods
Yahoo Finance· 2025-09-27 00:37
NVIDIA Corporation (NASDAQ:NVDA) is one of the best dividend stocks to buy. On September 13, Nvidia unveiled the latest GeForce Now enhancement, transitioning from RTX 4080 servers to Blackwell RTX 5080 SuperPods. The chipmaker explained that Ultimate-tier users can expect faster speeds, reduced latency, and a bigger gaming catalog, all included without extra fees. Nvidia (NVDA) Equips GeForce Now with RTX 5080 Blackwell SuperPods Photo by Javier Esteban on Unsplash The new Blackwell RTX 5080 SuperPods ...
AI日报丨华尔街集体看涨英伟达!AI需求“爆棚”,预计其Q2的营收和盈利将超出预期
美股研究社· 2025-08-19 12:44
Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its potential investment opportunities in the market [2]. Group 1: OpenAI Developments - OpenAI has launched a new subscription plan in India for under $5 per month, aimed at expanding its AI market services, allowing users to generate more images and interact more frequently with the chatbot compared to the free version [4]. Group 2: Arm Holdings and Chip Development - Arm Holdings has hired Amazon's AI chip director Rami Sinno to participate in its autonomous chip development plan, focusing on creating chips for large AI applications [4]. - Arm's business model primarily involves designing core architectures and licensing them to clients, with significant market presence in smartphones and data center chips [4]. Group 3: Nvidia's Stock Performance and Analyst Predictions - Nvidia's stock has risen over 30% this year, with analysts raising target prices due to the insatiable demand for AI and revenue opportunities from the Chinese market [5][6]. - Analysts expect Nvidia's Q2 revenue to be around $458 billion, with earnings per share (EPS) projected at $1.00, driven by the demand for AI computing [6]. - Cantor Fitzgerald raised its target price for Nvidia from $200 to $240, citing endless demand for AI computing and increased capital expenditures from large tech companies [6][7]. - Mizuho analysts noted a rise in capital expenditure expectations from 38% to 54% year-over-year, predicting Nvidia's Q2 revenue at $462 billion and EPS at $1.01 [6]. Group 4: Nvidia's Future Earnings Expectations - Analysts predict Nvidia's future earnings will exceed expectations, with Q2 revenue estimates ranging from $466 billion to $480 billion and EPS estimates from $1.03 to $1.06 [7]. - The growing demand for inference, or generating new content based on real data, is a key factor driving enthusiasm for Nvidia's stock [7]. Group 5: OpenAI's Market Position - OpenAI's CEO Sam Altman acknowledged the existence of a market bubble around AI but emphasized the technology's importance and lasting impact [12][13]. - OpenAI aims to surpass Meta's platforms in user engagement, currently boasting over 700 million weekly users [13].
英伟达(NVDA.US)Blackwell GPU接入GeForce Now 打造顶级云端游戏体验
智通财经网· 2025-08-18 23:35
Core Viewpoint - NVIDIA announced the integration of its new Blackwell architecture GPU into the GeForce Now cloud gaming service, enhancing gaming capabilities with RTX 5080-level graphics processing power and supporting NVIDIA DLSS 4 technology for up to 5K resolution gaming [1] Group 1: Technology Upgrade - The Blackwell architecture will provide users with improved visual effects, stable frame rates, and minimal input latency, allowing various devices to perform like high-end gaming equipment [1] - The GeForce Now game library has surpassed 4,500 titles, including multiple AAA games, indicating a significant expansion in gaming options for users [1] Group 2: Market Impact - Following the announcement, NVIDIA's stock price increased by nearly 1% at the close of trading on Monday, reflecting positive market sentiment regarding the new technology [1]
Nvidia's GeForce Pre-Gamescon Update: All the Big Highlights in 7 Minutes
CNET· 2025-08-18 22:41
AI & Gaming Technology - NVIDIA is updating Project Gassist with a new model that uses less memory and is more capable, expanding access to all RTX GPUs, 6GB and above, including RTX laptops [1] - Project Gassist allows users to build plugins to extend its capabilities, demonstrated through a recent hackathon showcasing versatile submissions like Launchpad and Notepad [2][3] - NVIDIA is partnering with Modio to launch a plug-in hub for Gassist, facilitating sharing, discovery, and installation of plugins [4] - NVIDIA Ace is showcased in "The Oversight Bureau" by Iconic Interactive, demonstrating AI-driven simulations with dynamic NPC reactions based on player input [15][16][17] Cloud Gaming - GeForce Now - New RTX 580 servers are joining the GeForce Now Ultimate Fleet in September, promising extra smooth gameplay with super low latency and higher frame rates [4] - GeForce Now introduces cinematic streaming mode for improved image quality [5] - NVIDIA Blackwell architecture is coming to GeForce Now, enabling new features like Install to Play, which allows users to download, install, and stream games on Steam as soon as a publisher opts into cloud streaming [5][6] - GeForce Now's native app for Steam Deck now streams at enhanced 90 frames per second with the new RTX 580 servers, doubling battery life [7] - NVIDIA is partnering with Discord and Epic Games to allow users to instantly try Fortnite within Discord, powered by GeForce Now, without downloads or installs [8][9] NVIDIA App Updates - A new version of the NVIDIA app is being released at Gamescom, improving the experience of DLSS override and adding a global toggle to instantly apply DLSS4 across all supported titles [12] - Smooth motion support is coming to GeForce RTX 40 series GPUs with the latest game-ready driver [13] - The NVIDIA app update brings over additional control panel features, including NVIDIA surround, as well as 3D settings [14]
Stripe重磅发布多项新功能,加速AI应用落地
3 6 Ke· 2025-05-09 10:13
全球可编程金融服务公司Stripe宣布推出多款新产品,助力企业利用AI加速业务增长。 Stripe服务着众多跨国及增长最快的企业客户,其中包括一半的《财富》100强企业以及78%的《福布 斯》AI 50企业。去年,使用Stripe的企业处理的支付总额达到1.4万亿美元,较2023年增长38%,约占全 球GDP的1.3%。总体而言,企业通过Stripe处理的收入增速是标普500指数企业的7倍。 在年度大会Sessions上,Stripe发布了全球首个支付领域AI基础模型,并宣布大幅扩展资金管理能力。 Stripe联合创始人兼首席执行官Patrick Collison表示:"AI作为当前超越蒲福风级的强劲东风,正在深刻 改变全球经济格局。我们的责任,就是加速推动技术落地应用,让使用Stripe的企业能够即时受益。" 01 加码AI投资,赋能企业增长 Stripe在运用专业化AI模型方面拥有丰富经验,并针对防止欺诈、提升授权率以及为买家打造个性化结 账体验等不同任务进行了精细优化。 为助力用户实现更快增长,Stripe今日宣布推出全球首个专为支付打造的AI基础模型。这一支付基础模 型基于数百亿笔交易训练而成,能够识 ...