While the discussion about the Metaverse has been centered recently around augmented & virtual reality devices thanks to the Apple Vision Pro launch, it shouldn’t be forgotten that the Metaverse is first and foremost a virtual world where we’ll spend in the future much of our online time to socialize, work and have fun. The…
Take-Two, one of the largest positions in both our Metaverse and Gaming certificates, is now expected to release in the next couple of weeks the highly anticipated trailer for the next chapter in the Grand Theft Auto (GTA) video game franchise, GTA VI. For those who are not familiar with the franchise, GTA is an…
Niantic, the developer of massive mobile hit Pokemon Go, released in recent weeks in collaboration with Japanese game maker Capcom its newest location-based and augmented reality (AR) title, Monster Hunter Now. The game lets users explore the world and achieve missions while fighting gigantic monsters, the AR technology allowing to blend the digital monsters with…
As widely expected, Apple unveiled last night its “mixed reality” headset, the Vision Pro, its first new product category since the Apple Watch in 2014. The headset, that will ship early next year in the US, handles two different technologies: virtual reality (VR), that immerses users in a computer-generated virtual world, and augmented reality (AR),…
Newsflow is the video gaming industry is definitely improving after the post-pandemic lull. Nintendo’s latest Zelda set a new record for the series (10 million units sold in 3 days), confirming that consumer spending on well-known franchises remains well oriented and largely unaffected by the macro environment. And importantly, most game publishers are now taking…
Nvidia’s Gaming revenue in Q4 came out sharply down again (-46% year-on-year) as the company is navigating an unprecedented inventory correction related to the post-pandemic video gaming slowdown (and, to a lower extent, the collapse of demand for crypto mining cards) and is still facing tough quarterly comparisons. Even if the top-line figure was uninspiring,…
Crypto hacks are now making the headlines on a regular basis, as illustrated by the $620 million heist of blockchain game Axie Infinity in March or last week’s $160 million hack of crypto market maker Wintermute. With criminal activity involving cryptocurrencies on track to reach a new record after the 2021 peak ($14 billion, up…
In line with recent press reports, Tencent has acquired a 49.9% stake in Ubisoft’s family holding company, Guillemot Brothers Ltd (which owns a 13% stake in Ubisoft), in a deal that values the French video game maker (a portfolio company) around EUR75-80 per share and reflects a premium around 80%. Tencent, which already owned directly…
The crypto community has just been shattered by the biggest crypto heist to date: 173,600 ethereum and 25.5 million USDC (a U.S. dollar pegged stablecoin), or an equivalent of $622 million, have been stolen on the Ronin network. This network is a so-called sidechain used to settle crypto transactions on Axie Infinity’s video gaming platform.…
If there’s one thing about the Metaverse that most experts and observers agree on, it’s that the digital world of the future is going to have massive requirements in terms of computing power, 3D modeling and standardization. A reference in high-performance computing, Nvidia now plans to tackle the two other challenges and become the go-to…