Bitcoin’s AI Stock Problem: Why BTC Is Losing the Risk-On Competition Again
NVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.
WIRED AI·
The company’s RTX Spark chips might finally turn the “AI PC” into reality.
Read full articleNVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.
Nvidia’s RTX Spark could give PC makers a new high-end category, built around machines that run more demanding AI workloads locally rather than in the cloud. The chipmaker and Microsoft said RTX Spark Windows PCs will be built for personal AI agents and heavier local AI workloads, from AI development to engineering and content creation. Nvidia said RTX Spark will offer up to 1 petaflop of AI performance and up to 128GB of unified memory, allowing systems to run 120-billion-parameter large language models locally. Nvidia has lined up several major PC makers for the launch. The company said RTX Spark laptops and compact desktops will be available this fall from Asus, Dell, HP, Lenovo, Microsoft Surface, and MSI, with models from Acer and Gigabyte to follow. Dell is bringing the platform to its XPS 16 Creator Edition, while HP said upcoming OmniBooks powered by Nvidia will target agentic developers. Microsoft is positioning its Surface Laptop Ultra for creators, developers, and engineers.
NVIDIA released Cosmos 3, open omnimodal world models pairing an autoregressive VLM reasoner with a diffusion generator for physical AI. The post NVIDIA Releases Cosmos 3: A Two-Tower Mixture-of-Transformers Foundation Model Unifying Physical Reasoning, World Generation, and Action Generation appeared first on MarkTechPost.
Accelerated computing has revolutionized industrial engineering, compressing simulation times from weeks to hours. Today’s remaining challenges sit in the end-to-end workflow surrounding the simulations: computer-aided design, meshing, simulation setup and debugging, as well as post-processing and generating summary reports of these processes. At GTC Taipei at COMPUTEX, NVIDIA and more than a dozen engineering software […]
Micron's market cap milestone highlights a shift in investor focus from crypto to AI, underscoring the cyclical nature of tech investments. The post Micron Technology reaches $1T market cap amid AI boom with Nvidia’s support appeared first on Crypto Briefing.
The surge in Marvell's shares highlights the significant influence of strategic endorsements on market dynamics and AI infrastructure investment trends. The post Marvell shares surge 29% as Nvidia CEO praises optical components appeared first on Crypto Briefing.
Marvell's AI-driven growth and strategic partnerships highlight the transformative potential and market influence of AI technology in the chip industry. The post Marvell shares hit record high after Nvidia’s Huang calls it next trillion-dollar company appeared first on Crypto Briefing.
The agentic AI moment has arrived, but delivering on its promise requires more than good models. It also takes fast hardware, secure runtimes, a responsive data layer and models tuned for long-running reasoning. NVIDIA and Microsoft are bringing that full stack to developers across Windows devices, Azure cloud and local deployments. At Microsoft Build, NVIDIA […]