News Novinky: 1 august 2025 - 23 august 2025

November 23, 2025, 1:10 AM EST. Google is rolling out Gmail upgrades powered by Gemini AI, promising faster emails and smarter inbox management. The rollout has triggered a privacy backlash as users discover automatic opt-ins that allow Gmail to access private messages and attachments to train AI models. Some reports claim default-on settings persist even when users expect opt-in controls, raising concerns about data harvesting and the broader AI race. Google asserts that basic privacy commitments stay intact, but the fine print matters, especially for those outside regions where smart features ship with defaults off. The update underscores the difficulty of navigating privacy policies, opt-ins, and inertia across tools from Google and competitors. Users should review the two required settings to decide whether to enable or disable AI-assisted features.

November 23, 2025, 1:08 AM EST. Nvidia just posted record results that reinforce that the AI revolution is alive and well. For its fiscal Q3, Nvidia reported $57 billion in revenue, up 62% YoY, with EPS of $1.30 and a 73.4% gross margin. The data-center segment led the way, driven by AI-focused GPUs and Blackwell chips, with sales off the charts and GPUs sold out. Management guided to about $65 billion in Q4 revenue and a gross margin near 74.8%, signaling further acceleration. Palantir Technologies remains a beneficiary of the AI wave, leveraging its Artificial Intelligence Platform (AIP) to enable real-time data-driven decisions for government and enterprise. The takeaway: demand for AI hardware and data-center software is robust, Nvidia's momentum continues, and Palantir's growth story hinges on the AI infrastructure buildout.

November 23, 2025, 1:06 AM EST. Microsoft has expanded the Full Screen Experience (FSE) from the Asus ROG Xbox Ally X to all current Windows 11 gaming handhelds, including the Lenovo Legion Go, MSI Claw 8 AI+, and AYANEO devices. The feature, which streamlines Windows for gaming by booting into a consolidated interface that gathers titles from stores like Windows Store, Steam, Epic Games, and Battle.net, can be tested via the Xbox/Windows Insider program. Early users can expect a streamlined UI, faster access to games, and reduced reliance on the Start menu. While some enthusiasts previously forced enablement via registry tweaks on version 25H2, the official expansion marks a broader adoption. The move mirrors concepts like Big Picture Mode and may pave the way for broader form-factor testing beyond handhelds, including home theater PCs.

November 23, 2025, 1:04 AM EST. Is the dream of a Windows 11 Phone Full Screen Experience really crazy? The article revisits the Xbox Full Screen Experience (XFSE) and nostalgia for Windows Media Center, and asks whether Windows 11 could become a sofa-friendly, TV-like UI controlled by an Xbox controller or remote. It notes that XFSE sits atop Windows, with limited apps today, but hints at future quick access to Netflix and web apps within the Xbox shell. The piece imagines a Start Menu Full Screen Experience, an expanded Windows 11 Widgets surface, and a more open mobile launcher concept. It also ties this to Windows on Arm, Copilot+ on PC, and the Snapdragon X Elite era, arguing that ARM-native Windows could power a new generation of Windows-powered devices. Not crazy, just plausible.

November 23, 2025, 1:00 AM EST. Shares of Ceva fell as the company priced a secondary offering, raising concerns about dilution. After hours, Ceva announced plans to float 3 million new Ceva shares at $19.50 each, with underwriters including JPMorgan Chase and UBS holding an option for up to 450,000 more. The purpose cited is to increase financial flexibility, raise capital, and lift the public float, with potential for acquisitions or share repurchases. The move triggered a sharp weekly drop, with the stock down more than 22% week-to-date. The article notes the risk of dilution to the existing float of about 27 million shares. The writer sees some AI market potential but urges caution until proceeds are deployed.