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Technology News

  • Buffett's Berkshire Bets on Alphabet, Hinting at AI Infrastructure Boom and Nvidia Upside
    November 21, 2025, 7:04 PM EST. Buffett's Berkshire Hathaway disclosed a $4.3 billion stake in Alphabet in its latest 13-F, a rare tech tilt from the investor. The move signals a potential vote of confidence in AI infrastructure spend by giants like Alphabet, which has been rolling out features such as Gemini, AI Overviews, and AI Mode that are driving user engagement. Alphabet's Google Cloud also benefits from AI workloads run on Nvidia GPUs and in-house processors, with the cloud business showing robust growth. If Buffett oversees this stake, it could mark a notable endorsement of tech capital expenditure as AI becomes a bigger macro theme, with companies like Nvidia positioned to gain alongside Alphabet's AI push.
  • Nvidia releases emergency GeForce hotfix 581.94 to fix Windows 11 25H2/24H2 FPS drop after KB5066835
    November 21, 2025, 6:56 PM EST. Nvidia has released the GeForce Hotfix Display Driver 581.94 to fix performance issues observed after Microsoft's KB5066835 update. The patch targets Windows 11 25H2 and 24H2, where a bug reduced game FPS after the mandatory update. Nvidia notes this hotfix addresses affected titles and that future Windows patches may propagate similar problems, so users experiencing post-update slowdowns should install the latest GPU driver. The company typically issues hotfixes outside its usual cadence when problems emerge, as seen with past 50-series crashes and clock-speed issues. While Intel/AMD have not publicly acknowledged Windows Update-related problems, Windows Latest reports other GPUs may be affected. Nvidia's quick response underscores how driver updates can mitigate Windows Update fallout.
  • Nvidia Dunks on the Doubters: Q3 Beat, AI Growth, and Meta Shout-Outs
    November 21, 2025, 6:54 PM EST. Nvidia's Q3 results and the optimistic Q4 outlook reaffirm the AI-driven growth story at the heart of the company. On the conference call, CEO Jensen Huang and CFO Colette Kress robustly address bear cases, insisting the shift to accelerated computing, generative AI, and agentic AI and physical AI is foundational and transformational. They frame big spend as necessary for real, measurable gains, not a temporary hype cycle. Management touts customer wins: RBC using agentic AI to slash report times, Unilever cutting content costs by 50% with AI and digital twins, and Salesforce reporting a 30% uptick in code productivity. The note on valuation-still modest relative to the S&P 500-highlights earnings risks. Huang even calls out Meta as a prominent customer example.
  • Tesla delays AI5 until mid-2027; Cybercab to launch on AI4 hardware in 2026
    November 21, 2025, 6:52 PM EST. Tesla CEO Elon Musk confirmed that the automaker's next-generation self-driving computer, AI5, will not be available in volume until mid-2027, delaying the timeline for the robotaxi program. The Cybercab remains slated for 2026, but will launch on current-generation AI4 hardware, raising questions about the degree of autonomy onboard at launch. Musk had previously touted AI5 as delivering a dramatic performance boost, but the delay marks a substantial slip from the prior target of late 2025/2026. If Cybercab ships in 2026 on AI4, the vehicle's stated unsupervised autonomy could lag the hardware promised for later models. The Tesla chair briefly floated the possibility of adding a steering wheel and pedals, an idea Musk later rejected, reaffirming that Cybercab will not have them.
  • Apple TV Delays French Thriller The Hunt Ahead of December Debut
    November 21, 2025, 6:48 PM EST. Apple TV has postponed the premiere of the French thriller series The Hunt (Traqués) from Gaumont, with no new date announced and all related info removed from Apple's site and app. The show, originally set to debut December 3, was created and directed by Cédric Anger and stars Benoît Megemel and Mélanie Laurent. Apple's delay, unlike the earlier delay of The Savant, is not linked to world events. The series follows Franck and his friends, who encounter a vengeful group after a hunting trip, complicating their normal life. The project is part of Apple TV's growing French-language slate.