Daniel Howley

Hope you weren't looking to get an Nvidia graphics card for your PC. Company says they'll be supply constrained in Q1 and beyond.

@andrewdsacher DO IT!

keith buckley has the opportunity to do the funniest thing ever

@GraCarr @EdLudlow Price wise, it's a solid value. Even with the price increase, it's less than buying a new game each month.

@EdLudlow Agreed, Xbox cloud is shaping up really well, it certainly helps I have Starlink and not uk rural broadband. Despite being a great product mileage will vary depending on location and access to good internet

Xbox for me has been through Xbox Cloud Gaming via the Samsung TV app. It's surprisingly good with Game Pass in terms of gameplay experience but also the library. Have always been a PlayStation (console) guy but haven't switched it on for a little while now. Hardware less motivating for me. I want decent games to play

EXCLUSIVE: Xbox Boss Phil Spencer is retiring, and Xbox President Sarah Bond is resigning, with Microsoft AI Executive Asha Sharma taking over. bit.ly/4rZUZI7

One last piece from my interview with S.S. Rajamouli. And a scoop! polygon.com/rrr-anime-adap…

@tomwarren I couldn't possibly agree more.

investors know nothing about video games, part 5,328

Shared some thoughts on the roller coaster ride of @Nvidia selling chips to China in this piece by @DanielHowley for @YahooFinance: Trump says Nvidia can sell H200 chips to China, but nothing is guaranteed finance.yahoo.com/news/trump-say…

While some worry about an AI financial bubble, a bigger issue prove to be access to memory chips. Offered some perspective for @DanielHowley's piece on @YahooFinance: First it was GPUs and electricity, now AI is eating up the memory industry finance.yahoo.com/news/first-it-…

@Bernstein Or if it cool fit into your mom's Dell Inspiron or not.

One of the craziest things about Nvidia holding the economic fate of the world in its hands, is if you were a gamer in the late 90s, your strongest association with the company is still like, whether it could render the polygons in Quake 2 body parts as well as 3DFX

Jensen Huang is basically shooting down the claims around an AI bubble at this point.

Jensen begins remarks by addressing the AI bubble chatter.

@EdLudlow More or less trying to cut into the bearish claims.

Main takeaway from Nvidia so far ?

Kress says Nvidia's accelerators have a long useful life thanks to its CUDA software and that it's A100 GPUs from 6 years ago are still running because of it.

Colette Kress pushing back against Michael Burry

Nvidia says Rubin will ramp in the second half of 2026.

Nvidia announced projects amounting to 5 million GPUs in Q3.

Cloud service providers are now expected to spend $600 billion in cap-ex in 2026.

Nvidia says it sees half a trillion in revenue in Blackwell and Rubin revenue through calendar 2026.

DC Federal District Court Judge James Boasberg shot down the @FTC's long-running attempt to hold @Meta liable for monopolizing the social media market. In an opinion issued today Judge Boasberg wrote, "Whether or not Meta enjoyed monopoly power in the past...the agency must show that it continues to hold such power now. The Court’s verdict today determines that the FTC has not done so." ⚖️

@Pras_S Been like this for as long as I can remember.

The Jets are the biggest dumpster fire in the league, and Woody Johnson is the arsonist. Jets fans (I’m not one of them) deserve a new owner and shouldn’t support the product.