Biznis News: 29 јул 2025 - 1 август 2025

November 18, 2025, 5:58 AM EST. At SC25, NVIDIA showcased advances in accelerated computing and networking that accelerate the next chapter of AI supercomputing. Highlights include BlueField DPUs and storage innovations within the BlueField platform, plus Quantum-X Photonics InfiniBand switches to cut energy use and operating costs for AI factories. NVIDIA also introduced DGX Spark, a desktop AI supercomputer delivering petaflop-scale performance, 128GB unified memory, and NVLink-C2C for 5x faster GPU-CPU data exchange, enabling local fine-tuning of models up to 200B parameters. The Apollo family offers open models for AI Physics with industry support from Materials/semiconductors leaders. And with Warp, Python-based GPU-accelerated physics and ML workflows integrate with PyTorch, JAX, and Omniverse for scalable simulations.

November 18, 2025, 5:54 AM EST. Not an Xbox, but a remarkable handheld. The ROG XBOX Ally X isn't for replaying classic Xbox exclusives; it runs Windows 11 and, for all its strengths, the OS and app ecosystem slow things down. Hardware-wise it's an absolute machine: bigger battery, improved ergonomics, and USB4 compatibility that enables external docks, plus a second USB-C port. It's effectively an ROG Ally X 2 in a familiar shell, with better grips and weight distribution. The 7-inch LCD 1080p 120 Hz panel with VRR is solid, though at this price many will wish for OLED like Valve. Speakers are decent, but most use headphones. In terms of performance and thermals it shines, yet the experience is anchored by software friction and the lack of true Xbox compatibility.

November 18, 2025, 5:52 AM EST. Valve's Steam Frame is a standalone VR headset and a bold step in Valve's hardware ambitions, aiming to be a portal to a user's entire Steam library (flat or VR). Running SteamOS, Frame uses a new compatibility layer to run many PC (x86) games on its ARM processor without developer changes. High-end games may run natively but will likely need optimization to achieve smooth performance, potentially approaching Quest 3-level graphics. The best experience comes when paired with a capable PC for PC streaming, aided by a dedicated Wi-Fi 6E dongle for direct streaming and a Wi-Fi 7 radio with dual antennas for separate streaming and internet traffic. A new foveated streaming system uses eye-tracking to keep the center of the image crisp across streamed Steam content.

November 18, 2025, 5:50 AM EST. Palantir Technologies just beat estimates and raised full-year guidance, tapping into the AI rush that also fuels Nvidia. Despite the positives, Palantir's stock fell in the next session and is down about 16% from the report, raising questions about whether a strong quarter can still disappoint in today's valuations. Nvidia is set to report its earnings soon and has a track record of beating estimates, driven by growing compute demand from cloud players like Amazon and Alphabet. Nvidia also signals large future orders for its Blackwell/Rubin platforms and related gear. The takeaway: while both names ride the AI wave, Palantir's rapid growth is priced differently than Nvidia's, underscoring a nuanced difference in valuation rather than a straight warning.

November 18, 2025, 5:48 AM EST. ASUS says demand for the ROG Ally X handheld exceeded expectations, with premium higher-end variants in short supply and production being ramped to close the gap. The device sits in the ROG lineup and is tied to Microsoft's Xbox Ally ecosystem, showcasing Windows-based play on a handheld powered by AMD's Z2 platform. In an investor call, ASUS guided quarterly Ally revenue of NT$3-5 billion ($96-160m), aiming to stabilize around NT$4-5 billion per quarter later. The company stressed ongoing supplier collaborations to boost output, signaling a strong appetite for premium handhelds and highlighting the Windows/Xbox collaboration as a core growth pillar.