Take-Two CEO Strauss Zelnick was chatty as usual in today's Q1 FY 2027 earnings call, giving a lot of space to GTA 6 (as expected) but also addressing rising hardware costs with optimism about cloud gaming as a solution. When quizzed on the matter, he reckoned that increased hardware prices aren't a significant headwind for Take-Two's games because of strong demand for the publisher's titles (he's mainly referring to GTA and NBA here, in all likelihood). Then, he shared that Take-Two is bullish about streaming taking off "commercially" within three years and basically increasing the installed base tenfold. Look, the […]

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During today's Q1 FY 2027 earnings call, Take-Two Interactive CEO Strauss Zelnick confirmed that Rockstar's GTA 6 has made an exceptional and unprecedented start to preorders, although the publisher is refusing to disclose an actual sales figure or treat the early response as a finished victory: We've received exceptional pre-order reception to GTA 6. I'm not gonna tell you how many units we've sold, or we're selling, but I'd say that the sales are unprecedented and astonishing and astronomical, and that we don't know how to translate that into numbers yet. We're not taking a victory lap about pre-order sales […]

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Following Microsoft's Q1 2026 financials, which reported yet another quarterly decline for the Xbox division and most importantly registered CEO Satya Nadella's mandate that Xbox return to growth in the next fiscal year, Xbox CEO Asha Sharma has once again posted a memo. This time, she didn't make it public, but it leaked anyway via The Verge. It features four main tenets: We largely already knew about items one, two, and four; the biggest surprise is arguably the third one. It sounds like Xbox wants to try and take on Roblox with Minecraft, though that'll be far from easy; today's […]

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Intel's former CEO, Pat Gelsinger, has spoken about the company during his tenure, saying that Wall Street's expectations had stalled his manufacturing ambitions. Intel's ex-CEO Pat Gelsinger Is Disappointed By Wall Street's Expectations, But He Shows Faith in Lip-Bu Tan The US semiconductor industry has seen dramatic changes over the past few years, mainly driven by government initiatives such as the CHIPS Act, which aim to produce chips on home soil. Intel's former CEO, Pat Gelsinger, has been a key advocate of America's supply chain resilience and was one of the individuals responsible for bringing an "engineering-driven" approach to the […]

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NVIDIA has become the largest business entity and the driving force in the AI world, yet CEO Jensen Huang has no succession plans in sight, suggesting he doesn't need one. NVIDIA's Jensen Huang Says That His Firm Isn't Reliant on the CEO Alone For Information & Insights NVIDIA has seen humble beginnings under Jensen Huang, and the firm has paved its way to glory by innovating in the 3D graphics segment, and then, with CUDA, opened a whole new computing frontier with GPUs. Jensen played a vital role in leading his company to these milestones, primarily by identifying GPU prospects […]

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NVIDIA's CEO sat down with senior members of the GeForce team to celebrate the 25th anniversary of the launch of the GeForce 3 GPU, which, according to Jensen, marked the beginning of the AI revolution. NVIDIA's GeForce 3 Marked a Massive Shift From Fixed-Function Accelerators To Programmable Shaders NVIDIA's CEO hasn't talked much about gaming in recent days, given how 'busy' he and his company are with the AI revolution, so it was nice to see him sit down with the GeForce team to talk about how gaming was basically what started the modern-day AI revolution. While talking with GeForce […]

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NVIDIA has struggled to balance its consumer and enterprise opportunities, as Microsoft's CEO has reminded Jensen of his 'gaming beginnings'. The Buildup Towards Modern-Day AI Infrastructure Was Initiated With NVIDIA's Focus on Gaming Ever since the launch of ChatGPT, demand for NVIDIA's AI chips has grown to unprecedented levels, to the point that the firm's market capitalization has soared to the trillions in just a few years. Since then, NVIDIA has been predominantly focused on catering to enterprise customers, and the inclination towards them comes at a cost, which we have already begun to see with consumer GPUs. There has […]

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AMD's CEO has discussed the company's situation with enterprise demand for its server CPUs, and according to Lisa Su, Team Red faces 'unexpected' customer volume. AMD's Lisa Su Says that the CPU Supply Is Tightening, as Customer Commitments Increase Rapidly The ratio of CPU: GPU in modern-day AI compute workloads has evolved dramatically over the past few months, mainly since with agentic applications coming in, the role of CPUs has increased signifcantly. We have seen hyperscalers like Meta enter into standalone CPU agreements with infrastructure providers like AMD and NVIDIA, indicating that compute is diversifying away from GPUs. While talking […]

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