Industry

Industry

The business side of tech. Analysis on tech giants, startups, market trends, emerging technologies, and policies shaping the IT landscape.

nvidia scraping youtube

Nvidia becomes the world's most valuable company, surpassing Apple and Microsoft

If an AI bubble burst is coming, it isn't here yet
The big picture: Nvidia briefly overtook Apple as the world's most valuable company late last month, but this week it solidified that position for the second time in a more definitive way. The GPU maker's meteoric rise and the dethronement of Intel on the Dow Jones index signifies a major shift toward AI in the tech sector. However, uncertainty still surrounds the new technology.
capcom pc gaming sales consoles financials with video

Capcom earnings show a gradual narrowing of the console/PC divide

In context: Capcom's latest earnings show that the software markets for PCs and consoles are a close race, with PCs edging out consoles by 14 points. During its 2023 fiscal year, 54 percent of Capcom's game sales went to PCs, while consoles accounted for 40 percent. The remainder is in mobile gaming, which ironically has doubled the gaming population of the other two markets combined.
nvidia arm ai pc

Nvidia could enter the AI PC market in 2025 with its own Arm-based CPU

Rumor mill: Reports indicating that Nvidia plans to compete with Intel, Qualcomm, and AMD in the AI PC processor market have circulated for about a year. As Arm's spat with Qualcomm intensifies and the latter's Arm PC exclusivity license nears its end, other companies, including MediaTek and Nvidia, are expected to broaden the sector next year.
infineon silicon manufacturing wafer

Infineon unveils world's thinnest silicon wafer for AI data centers, measuring just 20 micrometers

The big picture: Infineon has developed the world's thinnest silicon power wafers, measuring just 20 micrometers in thickness – about the same as a human hair. These wafers promise significant performance gains for power conversion applications across AI data centers, consumer electronics, motor control systems, and computing hardware.
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