nvidia

The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...

OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...

OpenAI and Nvidia are preparing a major push into physical infrastructure in two of the world’s most important AI markets — the United Kingdom and India — in moves that crystallize a new phase of the AI arms race where chips, power and real estate matter as much as algorithms. Early reports say...

Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...

Nobara’s newest release lands as a practical, gamer-friendly variation on Fedora that removes the usual post-install friction for players — but it does so by making deliberate trade-offs that every new user should understand before switching. Background Fedora has long been respected for its...

ServiceNow’s latest beat-and-raise quarter has refocused the market debate: is the stock priced for perfection or is the company quietly building an AI-first moat that justifies its premium? Recent criticisms — high price-to-sales multiples, competitive pressure from hyperscalers and CRM titans...

The S&P 500’s recent ascent has become inseparable from the runaway success of a handful of AI-focused technology giants, and that concentration is reshaping risk, return expectations, and portfolio construction for investors of all stripes. The analysis published by AInvest correctly highlights...

A lone, technically audacious intervention has kept a generation of Windows Mixed Reality (WMR) headsets out of landfill: Matthieu Bucchianeri, a Microsoft engineer with prior experience on the company’s mixed‑reality teams, released the free “Oasis Driver for Windows Mixed Reality” on Steam to...

Valve’s SteamVR beta has quietly built a safety net for owners of Windows Mixed Reality headsets: the SteamVR Beta (v2.13.1) now automatically prefers and installs the third‑party “Oasis” driver when it detects WMR hardware running on versions of Windows 11 that no longer include Microsoft’s...

A single, determined engineer has quietly reversed the fate of a generation of Windows Mixed Reality headsets by releasing a native SteamVR driver that restores full headset and motion-controller functionality on Windows 11 builds that Microsoft left unsupported — but the fix comes with...

Valve’s SteamVR beta has quietly added a major usability safety net: SteamVR Beta 2.13.1 will automatically prefer and install the community-built Oasis driver when it detects a Windows Mixed Reality (WMR) headset running on Windows 11 versions that no longer support Microsoft’s WMR runtime...

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...

Ollama running on Windows 11 is a near-effortless way to host local large language models, and for most users the native Windows app is the fastest path from download to chat — but for developers, researchers, and GPU tinkerers, installing the Linux build inside WSL (Windows Subsystem for Linux)...

August 29, 2025 delivered an unexpected lifeline to owners of aging Windows Mixed Reality headsets: a new native SteamVR driver called Oasis that restores direct SteamVR/OpenXR compatibility for devices left orphaned after Microsoft deprecated the Mixed Reality Portal. Background Windows Mixed...

NVIDIA’s latest GeForce driver rollout — reported as version 581.15 WHQL in third‑party coverage — promises targeted stability fixes and expanded game support, but the release is surrounded by mixed signals and verification gaps that make cautious upgrading the prudent choice for gamers and...

Microsoft Azure and NVIDIA have quietly become the engine room for a new wave of scientific discovery — and three startups in the Catalyst series show how GPU-accelerated cloud infrastructure is being used to translate raw data into concrete outcomes in medicine, biology, and digital...

Want Stalker 2: Heart of Chornobyl to look its absolute best? Enabling HDR can dramatically improve contrast, color depth, and highlight detail — but on Windows this feature is a chain-of-trust that requires the OS, GPU driver, monitor, cable, and the game itself to agree. This step‑by‑step...

High Dynamic Range can transform how games and movies look on a PC, but getting HDR right on an RTX-powered Windows 11 system requires more than flipping a single toggle: you need the right GPU, display, cable, drivers, and calibration. This guide pulls together a practical, step-by-step setup...

Canonical’s third point release for Noble Numbat arrives at a timely moment for PC builders and IT admins who want stability without sacrificing new hardware support: Ubuntu 24.04.3 LTS is out with a refreshed installation image, a backported Linux 6.14 hardware enablement kernel, and the Mesa...