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…
With crude oil currently hovering at around $120 a barrel, non-fossil energy sources and electric vehicles (EVs) are obviously back on investors’ radar. Sales of EVs around the world were already shooting to the roof before the Russia-Ukraine war (+115% in China and +39% in Europe in January, +72% in the US in Q4) and…
Two weeks ago, we highlighted the need for automated threat detection in an environment where the number of threats is rising exponentially and commented that Google’s recent acquisition of privately held Siemplify could pave the way to other M&A deals in the field of security automation. It looks like things are speeding up with Microsoft…
Take-Two, one of the largest positions in both our Gaming and Metaverse certificates, announced for the first time that its Rockstar studio is actively working on the next instalment in the Grand Theft Auto (GTA) series and that it will share more information soon (probably a trailer and/or release date). For those who are not…
Before a potential invasion, Russia has reportedly sought to destabilize Ukraine on the cyber front in recent weeks as hackers attacked and placed destructive malware inside tens of Ukrainian government agencies. This prompted the US Cybersecurity and Infrastructure Security Agency to warn critical infrastructure operators against possible cyber threats to US assets, reminding that two major cyberattacks…
We have been arguing for more than one year that video gaming assets could attract significant M&A interest from Tech and social media giants and Microsoft’s reported takeover talks with Activision today clearly confirm our view. The deal, if confirmed, would mark a major step-up in Microsoft’s gaming M&A strategy after its purchase of Bethesda…
Agriculture machinery makers put a lot of efforts last year in developing their digital capabilities and autonomous driving technology, as illustrated notably by CNH’s takeover of Raven Industries for $2.1 billion and Deere’s purchase for $250 million of Bear Flag Robotics. These initiatives seem to be bearing fruit as Deere unveiled last week, during the Consumer Electronics Show…
Many cyber-attacks and security breaches made the headlines last year (SolarWinds, Kaseya…). But that was almost nothing compared to the Log4Shell vulnerability present in the Java open-source Apache logging library Log4J that was revealed in early December and sparked a coordinated response from several US agencies (NSA, FBI, CISA…). This dismay is not disproportionate as…
Marvell’s impressive earnings last night (61% growth, 8% above consensus ; 34.5% operating margin vs. 32% expected) are likely to cast a positive light on most connectivity and data center semiconductor players today as Marvell has one of the most comprehensive semiconductor portfolios, covering notably telecoms, data centers, enterprise networking and auto. Marvell is one our…
If Facebook’s long-term strategy was not yet clear enough for everyone, its recent name change to Meta unambiguously states the company’s objective to be a major actor in the buildout of Internet’s upcoming (r)evolution, which premises are already starting to be visible through different angles. From the gaming industry’s perspective, the Web’s next iteration will…