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.
Rock Bottom: Mozilla recently embarked on a significant workforce restructuring effort, laying off 30 percent of its employees in the process. The Firefox maker hopes the changes will allow them to become more agile in order to better navigate the challenging technology landscape.
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.
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.
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.
Why it matters: Tires are probably the last thing that comes to mind when thinking about cutting-edge technology in trucks, but perhaps they should be. A startup called BANF has demonstrated how monitoring tire health could play a crucial role in maximizing the safety and efficiency of autonomous big rigs.