Intel and Nvidia have forged an unexpected partnership to develop custom x86 CPUs with Nvidia AI accelerators and consumer SoCs, while Meta introduces new smart glasses and Xbox rolls out a performance-boosting 'Xbox mode' for Windows handhelds.
Takeways• Intel and Nvidia partner for custom CPUs and SoCs, lifting Intel stock.
• Meta introduces Ray-Ban smart glasses with display and neural band control.
• Xbox 'mode' on Windows offers free performance boost for handheld gamers.
Intel and Nvidia announced a significant collaboration involving a $5 billion investment, where Intel will design custom x86 CPUs for Nvidia's AI accelerators and consumer SoCs, boosting Intel's stock. Meta unveiled new Ray-Ban smart glasses featuring a full-color display, live translation, and neural band control, launching as a 'social experiment' for $800. Additionally, Xbox is offering a stripped-down 'Xbox mode' on Windows for handheld gamers, potentially enhancing performance for free.
Intel-Nvidia Partnership
• 00:00:15 Intel and Nvidia have established a $5 billion investment and partnership, which is seen as more significant for Intel, causing its stock to rise from 'rock bottom' to 'one rock above the bottom.' The collaboration will see Intel design and manufacture custom x86 CPUs for Nvidia's AI accelerators in data centers and create consumer-focused SoCs combining Intel CPU cores with Nvidia RTX GPU chiplets on the same package. Intel maintains that its 'ARK' GPU roadmap remains unaffected and complementary to this new agreement.
Meta Smart Glasses
• 00:01:30 Meta announced its first smart glasses with a display during the MetaConnect event, despite experiencing Wi-Fi issues during the presentation. These Ray-Ban display glasses feature a full-color display in the right eye, support live translation and captions for nearby individuals, and can be controlled via finger movements using a wrist-worn neural band. Priced at $800, these glasses are launching on September 30th exclusively in the US, described as a 'social experiment' to integrate screens further into daily life.
Xbox Handheld Performance
• 00:03:29 Xbox is introducing a 'stripped down Windows experience' called 'Xbox mode' for handheld gamers, which aims to boost performance on Windows devices. This feature, accessible via update 25H2 and registry adjustments, has shown claims of a 5% performance increase in 'Red Dead 2' and reduced RAM usage in 'Celeste.' While new handhelds like the GPD Win 5 are on the horizon with high price tags, this free performance boost is intended to offset recent Xbox console price hikes.
Samsung Fridge Ads
• 00:05:25 Samsung is launching a pilot program to display advertisements on its Family Hub refrigerators, an update that will roll out 'whether you like it or not.' Initially denied by Samsung in April, this move integrates ads into appliances already purchased by consumers, marking a significant step towards ubiquitous screen addiction by extending ad displays to kitchen appliances.
Logitech Pro X2 Mouse
• 00:05:59 Logitech's new Pro X2 mouse features 'SuperStrike technology' for gamers, incorporating haptic-based clicks, rapid triggers, and adjustable actuation, potentially making it the first proper analog gaming mouse. This high-end mouse will cost $180, boast an 8,000 kilohertz polling rate, and include a 44,000 DPI HERO2 sensor, catering to 'super gamers' seeking advanced customizable input.