Google has just unveiled a series of partnerships with leading eyewear brands—including Warby Parker, Kering Eyewear, Korean fashion label Gentle Monster, and Chinese manufacturer Xreal—to develop AI-powered smart glasses. The move follows the unexpected success of Meta’s Ray-Ban smart glasses, which have sold over 2 million units since their 2023 debut, with EssilorLuxottica, owner of…
While the strong start to Switch 2 preorders has captured much of the spotlight, several other key developments in the video game industry have emerged in recent days—developments that bode well for the revenue and earnings outlook of game publishers. Notably, the industry appears to be moving toward broad price increases for game titles. Both…
Machine identity has emerged as a major growth opportunity for the cybersecurity industry lately, specifically for identity & access management specialists. Machine identity refers to a unique digital credential assigned to non-human entities, ensuring secure interactions between machines and allowing only trusted systems to access and exchange information. Historically, this term has included a wide…
Since announcing earlier this month the release details for the Switch 2, Nintendo has had to face several headwinds, including negative reactions to the high price of the console and game titles in the US and Europe ($450/ EUR450 and $70-90, respectively) that cast some doubts about consumer demand, the tariff drama that could have…
After the latest tariff twists and chips export restrictions to China, initial earnings in the AI space were widely expected. They didn’t disappoint, with both Taiwan Semi and Siemens Energy releasing strong quarterly figures and either maintaining or exceeding full-year expectations. Taiwan Semi, the leading maker of chips whose growth has been buoyed in recent…
It’s been a turbulent few weeks, with tariff uncertainty fueling broader concerns about the macroeconomic outlook and, specifically, about the AI spending environment. Even if semiconductors were initially expected to be spared from tariffs, the prospect of an economic downturn affecting the core businesses of major hyperscalers—such as declining advertising revenues at Google and Meta,…
At last week’s GTC conference, Nvidia provided a glimpse of its upcoming AI chips, including the Rubin Ultra GPU, set to launch in late 2026. This next-generation AI accelerator is expected to consume up to 1.8kW per unit and 600kW per rack, a significant jump from previous models. For comparison, the current GB200 draws 1.2kW…
Almost a year after initial discussions, Google is finally acquiring the privately-held cloud cybersecurity company Wiz for a staggering $33 billion, marking the largest deal in the industry to date, surpassing the $28 billion Cisco’s acquisition of Splunk from two years ago. In recent years, Tech giants have been intensifying efforts to strengthen their cybersecurity…
In recent days, quantum computing has seen significant progress, with Microsoft and D-Wave announcing groundbreaking developments. As detailed in a previous report, a major hurdle in quantum computing has always been the decay of qubits, which leads to coherence loss and computational errors. Indeed, creating qubits involves producing particles that can be electronically controlled, which…
In recent days, SpaceX’s Starlink announced partnerships with two of India’s leading telecom giants, Airtel and Jio, to provide broadband internet services to even the most remote and rural regions of the country. This marks a significant step as Starlink seems poised to finally break into the Indian internet market, the second largest in the…