
Nvidia's new driver is ready for Valorant's Unreal 5 upgrade.
Nvidia is releasing a new GeForce Game Ready Driver today, designed to improve performance in Wuchang: Fallen Feathers and Valorant 's Unreal Engine 5 upgrade. Valorant is moving to Unreal 5 on July 29th, which Nvidia says will introduce 'additional content and changes.' You can download the new 577.00 driver right here.
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Yahoo
an hour ago
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Arm Rises 3% as Wells Fargo Lifts Price Target to $175
Arm (ARM, Financials) gained more than 3% Monday after Wells Fargo boosted its price target for the chip designer to $175 from $145, citing strong prospects tied to artificial intelligence. Shares ended the day near $162 and are up about 33% so far in 2025. The firm develops CPU architectures used by Nvidia (NVDA, Financials), Microsoft (MSFT, Financials) and Alphabet's Google (GOOGL, Financials). According to Wells Fargo's Sunday note to clients, growing demand for AI infrastructure especially from data centers could accelerate Arm's royalty revenue this fiscal year. Wells Fargo said it expects Arm's AI and custom silicon designs to drive meaningful royalty revenue growth, despite uncertainty over tariffs. Arm will report fiscal Q1 earnings after the U.S. market closes on July 30. This article first appeared on GuruFocus.

Politico
2 hours ago
- Politico
Did Big Tech just outfox the China hawks?
One of the most dizzying pivots in American policy toward China happened just last week, when two chipmakers — Nvidia and AMD — said that Donald Trump's White House had effectively given its blessing to let them sell high-end artificial intelligence chips to China. Just in April, the White House had banned sales of Nvidia's H20 and AMD's MI308 chips to China. Recent administrations spent years trying to contain China's ambitions in tech — and particularly in AI. My colleague Gabby Miller called it 'policy whiplash' in her Morning Tech newsletter on Thursday. China hawks in Congress are up in arms, worried that the H20 compute power could enable the country to develop state-of-the-art AI models. Republican Rep. John Moolenaar (R-Mich), chair of the House China Committee, sent a letter to Commerce Secretary Howard Lutnick on Friday insisting on a briefing about the decision. Democratic ranking member Raja Krishnamoorthi said the move would 'hand our foreign adversaries our most advanced technologies.' (In fairness, these are not the most advanced technologies — Nvidia's highest-end AI chips are still illegal to export to China.) What's really going on here? Is this just Trump being strategically unpredictable in the middle of a stuck trade negotiation with China? Or is he taking the industry's side against the national-security community? Possibly either. Or both. But to longtime observers, this is also an attempt to take another position in a years-long argument: If countries are going to develop AI, the thinking goes, it's far better to have it built on American tech. Proponents of the H20 exports contend that they further national security by keeping the world dependent on the U.S.'s AI hardware, as well as fortifying its market power. 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'At the end of the day, Chinese firms are going to be actively trying to create alternative ecosystems regardless,' she said. The industry's initial victories on export controls aren't set in stone. Since Trump set the H20 restrictions in the first place, only to revoke them, he could easily pull another 180 in the future. In fact, national security concerns are reportedly holding up UAE chip deals. Plus, the industry-hawk dichotomy can be a bit reductive when it comes to this debate. Chris Miller, a Tufts University historian who wrote the book 'Chip War,' told DFD that chip exports can help or hurt different parts of the tech industry — Anthropic notably called for strong controls on advanced microchips in April. 'Obviously chip companies, at least in the short run, benefit from selling more chips, but then AI companies in the U.S. probably lose out by having stronger Chinese competitors,' he said. In a storyline as complex as chips, China and AI, perhaps it's more accurate to look at Big Tech as a collection of different industries, whose interests don't always align. On the question of the new H20 exports, Miller said: 'It depends on which industry you're talking about — you get different answers.' China-linked hackers breach Sharepoint China-backed groups hacked Microsoft's SharePoint service, the American tech giant said Tuesday, as POLITICO's John Sakellariadis and Dana Nickel report. They add the U.S. has yet to name a culprit. The hack hit some 100 targets, which began to notice the security breach last week. Microsoft named three groups based in China — Linen Typhoon, Violet Typhoon and Storm-2603 — as being responsible for the hack. It added that Linen Typhoon and Violet Typhoon are Chinese state actors. Internet researchers told POLITICO that the cyberattack exploited a SharePoint flaw to remotely access servers belonging to dozens of organizations around the world. 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Digital Trends
2 hours ago
- Digital Trends
Nvidia's AI PC delay may be just what the industry needs
Nvidia and MediaTek have reportedly postponed the launch of their ambitious AI PC platform, codenamed N1X, to the first quarter of 2026. According to a report from DigiTimes, the reason for the delay has been attributed by a mix of industry-level and technical hurdles, including Microsoft's delayed operating system roadmap, critical chip revisions on Nvidia's end, and weakening demand in the global notebook market. While delays in the tech world are rarely celebrated, this one may possibly be a healthier and refined future for AI PCs. Originally slated for a Q3 2025 release, the N1X platform was expected to debut in both commercial and high-end consumer devices. Yet its absence from the Computex 2025 showcase raised some concerns. Industry insiders now point to three main factors behind the hold-up. First, Microsoft's upcoming Windows release, further optimized for Arm and AI workloads, is reportedly behind schedule creating a software bottleneck. Second, Nvidia is said to have uncovered issues in the initial silicon that required a significant redesign. And third, broader economic conditions, including weaker-than-expected notebook sales and a cautious enterprise spending environment, have pushed both companies to re-evaluate the platform's timing and market strategy. Change in strategies The N1X launch is now being repositioned with a greater emphasis on the commercial sector, with Dell, HP, Lenovo, and other OEMs expected to lead the rollout in early 2026. Analysts suggest that the enterprise segment is better positioned to adopt AI-enhanced systems in the short term, given ongoing IT refresh cycles and the growing demand for on-device AI in business applications. This pivot is also a way to avoid launching into a volatile consumer market, where purchasing behavior remains unpredictable and value perception around AI PCs is still at an early stage. Recommended Videos In strategic terms, the Nvidia–MediaTek partnership is deeper than just a one-off product. The two companies have been collaborating across several AI domains in recent years. In automotive, MediaTek's Dimensity Auto cockpit platform now integrates Nvidia RTX GPUs for advanced in-vehicle graphics and compute tasks. On the edge AI front, Nvidia's TAO toolkit works alongside MediaTek's NeuroPilot SDK, streamlining model training and deployment. They've also co-developed a personal AI supercomputer called DGX Spark, and MediaTek is among the first to adopt Nvidia's NVLink Fusion ecosystem, an interconnect platform that enables custom AI silicon design for data centers. While a delay in a major launch can be frustrating, the benefits of patience in this case are compelling. First and foremost, it allows for better integration between hardware and software. Nvidia can use the extra time to finalize its chip redesign and iron out driver and compatibility issues, while Microsoft can ensure that its next-generation Windows OS is ready to make the most of the hardware. In short, it reduces the risk of launching a product that looks exciting on paper but fails to deliver a meaningful experience to users. A worthy challenger Beyond polish, the delay also opens the door for more healthy competition. With Qualcomm, AMD, Intel, and Apple all expanding their AI-capable chip portfolios, a later arrival for N1X allows Nvidia and MediaTek to better assess the market landscape and position their offering more competitively. This could translate into more choices for consumers, improved performance per dollar, and less pressure on OEMs to rush half-baked devices to market. This was particularly the case when Intel jumped onto the AI bandwagon when it launched its Meteor Lake lineup. By 2026, the AI PC market is projected to be far more mature, and the extra development time may ensure the N1X platform enters a space that's ready to support its potential. Perhaps most intriguing is what this delay hints at for the future of Arm-based computing. Rumors suggest Nvidia could potentially be planning to pair N1X with its own discrete GPU technologies for future high-performance laptops, potentially even targeting gaming workloads. If successful, it could mark the beginning of a true Arm-based gaming CPU capable of challenging x86 incumbents from Intel and AMD. While those ambitions are still speculative, the technical groundwork and strategic intent are clearly being laid. Ultimately, the Nvidia–MediaTek delay isn't just a missed deadline but a recalibration. It reflects how complex the transition to AI-first computing really is, and it highlights the importance of aligning hardware, software, and market readiness. In this case, more time could mean better value, stronger adoption, and a more meaningful leap forward for AI PCs. For consumers, developers, and the industry at large, it's an outcome that is worth waiting for.