转自：中国经营网 中经记者 许心怡 吴可仲 上海报道 近日，一起针对Steam的集体诉讼在英国被批准可以进入审理阶段。这起诉讼涉及1400万名曾在Steam消费的玩家，索赔金额高达6.56亿英镑（约合人民币62 亿元）。 Steam被起诉的原因是其通过相关措施，将开发商和玩家绑定在自家平台上，且收取30%佣金，使玩家承担了更高的成本。 2024年，英国数字权益活动人士Vicki Shotbolt代表该国2018年以来曾通过Steam购买游戏的1400万名用户，对Steam开发商Valve提起集体诉讼，指控其作为 全球最大的PC游戏发行平台，滥用市场支配地位——对游戏发行商施加限制性条款，将玩家"锁定"在Steam平台上。 具体而言，诉讼指控Steam"强迫"游戏发行商接受相关条件，禁止在其他竞争平台上更早推出作品，或以更低价格销售其游戏；如果玩家最初通过Steam购买 了游戏，后续附加内容也必须通过Steam购买，被迫持续在Steam上消费；上述做法令Steam得以收取高达30%的佣金，从而导致消费者在购买PC游戏及其附 加内容时支付了过高的价格。 Valve最初曾对该诉讼提出抗辩——在Valve的佣金结构以 ...

鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 各位平时在评论区里催着求"RTX 50 Super"的游戏玩家们，可以歇歇了。 今年不用再卡点去抢英伟达的新卡，因为—— 老黄他鸽了 …… 据爆料，因为全球显存芯片紧缺，英伟达不仅无限期推迟了RTX 50 Super，甚至连下一代的60系列也要延迟发布。 这还是英伟达 三十年里来头一遭 。 所以想买显卡的朋友们赶紧下单吧，照这架势，以后价格真要原地起飞，虽然已经…… （doge） 鸽鸽哒 其实这事，并非没有征兆。 热衷于在 CES 上发游戏卡的老黄，结果在今年一月份的CES上居然破天荒地沉默了。 原本按照惯例，英伟达通常每隔一年就会发布一款基于全新芯片设计的游戏GPU，然后在第二年发布Super版本。 去年的CES 2025上，英伟达端上了RTX 50系列，今年按理应该发RTX 50 Super。 结果却是，网友们翘首以待一年后，英伟达索性不发了。 不过好消息是，已经停产的上古真神RTX 3060将会迎来复刻，也是不幸中的万幸了。 更离谱的是，RTX 50 Super其实早已完成了新设计，内部代号为 Kicker 。 直到去年12月，英伟达高层突然变卦，通 ...

去年 11 月，Valve 发布了 Steam Machine。当时我们写了篇文章，标题「拳打索尼，脚踢微软：Steam 游戏机发布，主机战争进入下半场？」 结果 Steam Machine 还没发售，一盆冷水就泼脑袋上了…… 根据 Valve 今天在官网发布的最新帖文，Steam Machine 主机、Frame 头显以及 Controller 手柄的正式发售，要延期了。 原因很现实：内存和存储涨价得太快，价格无法按照原计划锁定。Valve 说「仍计划在 26 年上半年发货」，但具体日期和定价都要重新计算。 AI 疯狂吞噬全球内存 根据 TrendForce 的数据，2026 年全球生产的内存芯片中，高达 70% 将被数据中心消耗。花旗银行预测，DRAM 平均售价今年将同比上涨 88%。更夸张 的是，DDR5 内存价格在过去几个月涨了 3-4 倍。 情况已经不能用供需失衡来形容了。去年 10 月，三星和 SK 海力士与 OpenAI 签署了巨额协议，将把全球近一半的 DRAM 产能供应给 Stargate 数据中心 项目。这个项目计划四年内投资 5000 亿美元建设 AI 基础设施。 结果就是：每多一片晶圆 ...

马斯克成全球首位身家超 8000 亿美元者：SpaceX 收购 xAI 后已达 8520 亿美元刷新人类财富纪录，超出第二富豪 5780 亿美元 据《福布斯》报道，随着 SpaceX 收购 xAI，埃隆 · 马斯克个人净资产达到 8520 亿美元，刷新人类财富纪录。其财富构成主要包括 SpaceX、特斯拉股份 及期权。目前其身家远超全球第二大富豪拉里 · 佩奇。 盖茨严词驳斥爱泼斯坦指控：所谓"性病"纯属诽谤，现在就是十分后悔认识他 美国司法部近日解封爱泼斯坦相关文件，其中包含对比尔 · 盖茨的性病等指控。盖茨发言人强烈否认，称其"绝对荒谬且完全虚假"。盖茨本人曾表示后悔 与爱泼斯坦接触，称其为"巨大的错误"。 "IT早报"时间，大家好，现在是 2026 年 2 月 5 日星期四，今天的重要科技资讯有： 早报速览 IT早报 被微信封杀链接后，腾讯元宝 AI 红包分享已更改为"口令红包" 2 月 4 日上午，微信派发布"关于第三方诱导分享行为的打击公告"，对以春节为主题集中爆发的过度营销、诱导分享等违规行为进行打击。微信方面称， 经研判，对元宝的违规链接进行处置，限制其在微信内直接打开。相关处置措施即日生效。I ...

Core Insights - The PC gaming industry is experiencing significant growth in 2025, driven by players returning to the platform due to dissatisfaction with console gaming and the desire for greater freedom and performance [3][5] - Despite advancements, the overall gaming experience is hindered by rising hardware costs, inconsistent game optimization, and a fragmented ecosystem [2][28] Group 1: PC Gaming Trends - More players are shifting back to PC gaming, attracted by its longevity and upgradeability compared to rapidly evolving console hardware [3][5] - The ability to connect gaming PCs to televisions has made PC gaming more accessible in living spaces, breaking down previous barriers [3] - The emergence of compact gaming PCs and handheld devices has further enhanced the appeal of PC gaming, allowing for flexibility in shared living environments [3][6] Group 2: Handheld Devices - Handheld PCs have become a rapidly growing segment in PC gaming, with devices like Steam Deck and Lenovo Legion Go gaining popularity [6][8] - These devices are pushing game developers to optimize performance for lower power hardware, reshaping expectations for game efficiency [8][10] - Despite their advantages, handheld PCs face challenges such as variable battery life and high prices, yet they are becoming integral to the PC gaming ecosystem [6][10] Group 3: Cloud Gaming - Cloud gaming services like NVIDIA's GeForce NOW are emerging as essential support systems for PC gaming, allowing players with lower-end hardware to access high-quality games [10] - These services help extend the lifespan of older systems and reduce the need for frequent hardware upgrades, maintaining the accessibility of PC gaming [10] Group 4: Operating Systems - The competition between Windows and Linux for PC gaming is intensifying, with Linux gaining traction due to its performance and user experience improvements [11][14] - Linux systems are increasingly seen as viable alternatives for gamers, especially for handheld users, as they offer a more streamlined gaming experience [11][14] Group 5: Independent Games - Independent game developers continue to thrive, providing creative and stable titles that contrast with the often cumbersome development cycles of AAA games [15][17] - The success of independent games is contributing to the growth of handheld devices, as they typically require less hardware power and are more adaptable to various platforms [17][18] Group 6: AMD's Market Position - AMD is regaining relevance in the PC gaming market by focusing on mid-range and high-performance products, improving its competitive stance against NVIDIA [22][28] - The company's advancements in sampling technology are helping it to close the gap with NVIDIA, although challenges remain in high-end performance [22] Group 7: Fragmentation Issues - The PC gaming landscape is increasingly fragmented, with a multitude of game stores and platforms complicating the user experience [24][28] - This fragmentation leads to challenges for both players and developers, as they navigate compatibility and performance across diverse hardware configurations [24][28] Group 8: Optimization Challenges - Despite technological advancements, optimization remains a significant issue in PC gaming, with many high-profile releases suffering from performance problems at launch [25][27] - Players are often left relying on patches post-launch to address these issues, highlighting a persistent gap between hardware capabilities and software performance [25][27] Group 9: Cost Barriers - The rising costs of entry-level hardware and the increasing demands for higher specifications are creating a disparity between investment and gaming experience [28][29] - Players are facing challenges in justifying hardware upgrades when the gaming experience remains inconsistent, leading to frustration within the community [28][29]

Group 1 - The article discusses the long-standing divide between PC and mobile gaming, particularly in the Chinese market, where PC gaming is often viewed as superior to mobile gaming [1][2] - Valve's ambition extends beyond traditional gaming platforms, as evidenced by the release of Steam Machine, which aims to allow mobile devices to play PC games [2][4] - SteamOS, based on Arch Linux, is designed to liberate gaming from the constraints of Windows, although challenges remain in game compatibility [4][6] Group 2 - Valve has developed Proton, a compatibility layer that translates Windows game APIs to Linux, enabling a seamless gaming experience on Steam Deck [9][20] - The introduction of Steam Frame, a VR headset capable of running Windows games natively, marks a significant step in bridging the gap between x86 and ARM platforms [11][13] - FEX, another compatibility layer, allows Steam Frame to run x86 Windows games on ARM architecture, enhancing the potential for mobile gaming [14][16] Group 3 - Valve's strategy includes funding open-source developers to ensure that existing PC games can run on future hardware architectures without requiring developers to port their games [30] - The potential for a Steam Phone is discussed, with Valve's current focus on streaming rather than developing native mobile content, although the technology for running Windows games on mobile is in place [31][35] - Challenges related to anti-cheat software compatibility on Linux environments pose significant hurdles for the success of a Steam Phone, as many games rely on Windows-based anti-cheat systems [35][39]

Gaming Hardware & Technology - The industry anticipates the Steam Machine, a small form factor hybrid PC console, offering easy access to Steam games on TVs without requiring high-end gaming rigs or expensive graphics cards [1] - Potential PlayStation handheld device is rumored, featuring dedicated offline play and possible docking capabilities, similar to Nintendo Switch [3] Game Releases & Expectations - Grand Theft Auto 6 is expected to be a major game launch in 2026, but its release date remains uncertain [1][2] - Grand Theft Auto 5 is the highest-grossing game of all time, indicating high anticipation and market potential for its successor [2] Future Trends & Speculation - The industry is speculating about the potential release of a PlayStation 6 (PS6) in 2027 [3]

Console Performance & Pricing - PS5 Pro delivers 4K resolution at 60 frames per second, with some games reaching up to 120 frames per second [2] - The price of PS5 Pro is $750, plus an additional $80 for the disc drive attachment, totaling over $800 [3] PC Gaming & Alternatives - PC gaming offers access to a larger selection of games, often cheaper than on consoles, but requires a higher initial investment [5][6] - Valve's Steam Machine, launching next year, aims to simplify PC gaming [6] Handheld Gaming - ROG Xbox Ally X is favored for its extensive game library, but retails for $1,000 and can be buggy [7][8] - Switch 2 is the fastest-selling console, with over 350 万 (3.5 million) units sold worldwide since its summer release [9] - Steam Deck offers a cost-effective portable gaming solution, with the 256 GB LCD model at $400 and the 1 TB OLED model at $650 [12][13] Mobile Gaming - Mobile gaming is gaining traction with ports of top-tier titles like Death Stranding and Assassin's Creed Mirage [14] - Mobile platforms like Fortnite and Call of Duty: War Zone have millions of users [15]

Core Insights - The gaming industry has historically influenced major chipmakers like Nvidia and AMD, with GPUs initially developed for gaming now driving the AI sector [1] - AMD's gaming segment revenue has significantly declined from over 25% to only 10% in 2023, reflecting the cyclical nature of the gaming industry [2] - Despite the revenue decline, AMD continues to innovate, as evidenced by Valve's upcoming Steam Machine powered by AMD's RDNA 3 GPU and Zen 4 CPU, indicating the maturation of AMD's chiplet design [2] Company Performance - The recent developments in the gaming sector may not immediately impact AMD's stock price, but they enhance brand visibility and diversification, which are crucial for navigating industry downturns [3] - AMD's innovation in gaming devices leverages existing CPU and GPU technologies without significant costs, maintaining focus on high-margin AI accelerators and data centers [4] - AMD has seen nearly 80% stock returns over the past year, outperforming the S&P 500 Index, with AI-related deals contributing to stock price increases, particularly the OpenAI deal in October [5]

Core Insights - The gaming industry is shifting towards PCs over the next decade, although gaming consoles will still remain relevant [1] - The current market split between console and mobile gaming is approximately even, with mobile gaming growing at a faster rate [1] - Major gaming companies like Sony and Nintendo continue to focus on traditional consoles, while competitors like Microsoft are exploring more PC-based gaming options [2] Group 1 - Take-Two Interactive's CEO, Strauss Zelnick, emphasized that the industry is moving towards open systems rather than closed ones [1] - Zelnick noted that the concept of engaging in rich games on large screens will persist despite the shift towards PCs [1] - The announcement of Valve's Steam Machine, a console-PC hybrid, indicates a trend towards integrating PC gaming with traditional console experiences [2] Group 2 - The gaming market is currently split evenly between console and mobile gaming, but mobile is experiencing faster growth [1] - Sony's PlayStation and Nintendo have achieved major success with traditional consoles, while Microsoft hints at a future with more PC-based gaming [2] - The introduction of hybrid gaming systems like the Steam Machine suggests a potential evolution in how games are played and accessed [2]