Latest news with #cloudgaming
The Verge
3 days ago
- Entertainment
- The Verge
AMD's partnership with Xbox will extend beyond consoles.
'Moving forward, AMD will go beyond building custom chips for Xbox consoles to designing a full roadmap of gaming-optimized chips, combining the power of Ryzen and Radeon for consoles, handhelds, PCs and the cloud.' AMD CEO Lisa Su says in a video posted on Thursday. Su adds that AMD is 'doing it all with backward compatibility,' allowing gamers to access titles 'across platforms.' Xbox announced this week that its next-gen console will feature an AMD chip.
Yahoo
5 days ago
- Business
- Yahoo
$237.5 Bn Graphics Processing Unit (GPU) Market Research 2025-2030 - Integrated & Discrete GPUs Propel Growth with Innovations in Gaming and AI
GPU Market Soars from USD 70 Billion to USD 237.50 Billion by 2030 at a 22.58% CAGR. The U.S.-China trade war impacts supply chains, raising costs for key players like NVIDIA and AMD. Trends include AI integration and cloud gaming, while innovation and partnerships drive growth across sectors. Graphics Processing Unit (GPU) Market Dublin, June 17, 2025 (GLOBE NEWSWIRE) -- The "Graphics Processing Unit (GPU) Market Research Report 2025-2030" report has been added to Graphics Processing Unit (GPU) Market was valued at USD 70 Billion in 2024, and is projected to reach USD 237.50 Billion by 2030, rising at a CAGR of 22.58% The global graphics processing unit (GPU) market is mature and characterized by numerous manufacturers that hold modest market share. Key players in the global graphics processing unit (GPU) market, including NVIDIA, Intel Corporation, and AMD, have established dominance in the market by continuously innovating and expanding their product offerings. Major vendors have strategically implemented innovative technologies to maintain their market positions. The companies in the graphics processing unit (GPU) industry are also focusing on several strategic partnerships with foundries and technology providers to ensure continuous supply chains and manufacturing capabilities. For instance, in 2024, AWS expanded its partnership with NVIDIA to improve its generative AI innovation. Also, market leaders are making significant R&D investments to enhance their products, specifically in areas like ray tracing, ML, and AI, among others. GPU MARKET DRIVERS In 2024, Volvo also launched its EX90, which is a software-driven vehicle in collaboration with NVIDIA. The EX90 features an advanced computing system that uses NVIDIA DRIVE OS, which is capable of processing over 250 trillion operations per second. Hence, such innovations in autonomous vehicles are significantly raising the demand for GPUs and supporting the global graphics processing unit (GPU) market growth. In 2024, NVIDIA joined the government of the U.S. to launch the Partnership for Global Inclusivity on AI (PGIAI), which provides Deep Learning Institute training, GPU credits, and hardware and software grants in developing countries, thereby supporting the graphics processing unit (GPU) market growth. The rapid growth of cryptocurrency mining is stimulating the expansion of the GPU industry as these specialized algorithms are used for mining cryptocurrencies, such as Bitcoin and Ethereum, which require substantial computational power. Internet penetration is increasing across the globe because of the rising data consumption, production of smartphones, affordable data plans, and improved connectivity. In developed countries like India, the internet penetration rate has reached 50%, with over 700 million internet users in 2024. This surge in internet usage and data consumption is surging the demand for smart devices, which is indirectly supporting the GPU market across the consumer electronics application segment. INDUSTRY RESTRAINTSThe growing complexity of GPUs, which are integrated with larger memory bandwidth, advanced cooling systems, and components such as Tensor cores, AI accelerators, and ray-tracing units, significantly raises production costs, which makes the GPUs expensive, particularly for high-end gaming, AI, and data center usages. Also, GPUs lack the established isolation mechanisms such as CPUs have, which increases the risk of side-channel attacks and data leakage between users, which slows down the demand for disruption in the global supply chain has led to increased costs for raw materials, logistics, and transportation, which have inflated operational costs and are often passed on to end consumers, leading to higher GPU prices. Also, CPUs are integrating AI acceleration features such as Intel's Deep Learning Boost (DL Boost) or AMD's AI engines, reducing the need for discrete GPUs for certain AI workloads, thereby hampering the graphics processing unit (GPU) market growth. GRAPHICS PROCESSING UNIT (GPU) MARKET GEOGRAPHICAL ANALYSISIn 2024 the APAC region dominated the global graphics processing unit (GPU) market and is experiencing significant growth with the increasing demand for gaming, AI, and data centers across emerging countries like Indonesia, South Korea, and India. China is the largest market in the region and is poised for strong performance during the forecast period because of its robust economy. Meanwhile, South Korea and India are also increasing their growth with the rising gaming industry. Major global GPU players such as NVIDIA, AMD, and Intel have a strong presence in the region along with emerging local manufacturers, particularly in China and Taiwan. Additionally, the presence of manufacturers like Samsung and Mediateck in countries like China, Taiwan, South Korea, and Japan are further encouraging the market North American GPU market is highly competitive as it consists of several major vendors such as NVIDIA, Intel Corporation, and AMD among others which cater to customers worldwide. Moreover, the robust gaming industry across the U.S. further supports the market growth. Furthermore, the Europe region is growing at a significant compound annual growth rate of 19.56% during the forecast period owing to the presence large number of industries including healthcare, gaming, and data centers. Germany, the UK, and France are the major contributors to the Europe graphics processing unit (GPU) America accounted for a significant share of the global graphics processing unit (GPU) market and is expected to experience lucrative growth during the forecast period. Brazil and Mexico lead the regional market with substantial investments in data center infrastructure is further accelerating the market growth. Furthermore, the increasing adoption of cloud-based GPUs and rapid digital transformation initiatives like Saudi Arabia's Vision 2030 are expected to boost the GPU market in the MEA. IMPACT OF U.S. & CHINA TRADE WAR The ongoing geopolitical tensions between the U.S. and China are a trade war that is likely to disrupt the global graphics processing unit (GPU) market. On February 2025, the US president imposed a 10% tariff on all Chinese imports. Later, on 2 April 2025, the US again added a 34% reciprocal tariff on top of existing tariffs, which resulted in around 54% on all Chinese imports. China has retaliated and announced a 34% tariff on all U.S. goods, which was effective from April 10, 2025. In response to this, on 7 April 2025 US threatened an additional 50%, which is a 104% tariff on Chinese goods, if it does not withdraw its retaliatory tariffs. Furthermore, on 9 April 2025, China imposed an additional 50% tariff, which caused a total tariff of 84%. In reaction, the US increases tariffs to 125%. On 10 April 2025, China announced to increase in tariffs on all American imports to 125%, which is effective from April 12. Further, on 11 April 2025, the U.S. stated that the tariff rate had risen to 145%. Tariffs, export controls, and restricted access to raw materials are likely to raise the GPU production costs and cause delays, which lead to higher prices and limited availability in global markets. Furthermore, key companies like NVIDIA and AMD are expected to face significant challenges because of the rising tariff rates. As per the latest data by NPR, the White House has paused plans to reduce sales of Nvidia H20 chips to Chinese firms. These market conditions reflect growing concerns about competitive pressures in the chip industry, specifically from Chinese companies developing more cost-effective solutions. Global Graphics Processing Unit (GPU) Market Developments In 2024, AMD launched its Ryzen 8000G with integrated graphics and Ryzen AI and added 5000 series processors. In 2023, Yotta Data Services formed a partnership with NVIDIA to accelerate AI transformation in India. In 2023, LG Electronics improved the cloud gaming experience on its 2023 TVs by adding 4K support for NVIDIA GeForce NOW and launched the Boosteroid service. Key Attributes: Report Attribute Details No. of Pages 180 Forecast Period 2024 - 2030 Estimated Market Value (USD) in 2024 $70 Billion Forecasted Market Value (USD) by 2030 $237.5 Billion Compound Annual Growth Rate 22.5% Regions Covered Global Market Dynamics Opportunities & Trends Advancements in Artificial Intelligence (AI) Growing Popularity of Cloud Gaming and Virtual Reality (VR) Rising Cloud Computing in Data Centers Autonomous Driving & Advanced Infotainment Systems Market Growth Enablers GPU Acceleration in Autonomous Vehicles Government Initiatives Supporting Digitalization & AI Expansion in Cryptocurrency Mining Increasing Internet Penetration and Data Consumption Market Restraints High Cost Associated with GPU Security Concerns Associated with Data Center GPUs Supply Chain Disruptions Competition and Technological Alternatives Key Company Profiles Nvidia Intel AMD Other Prominent Company Profiles Biren Technology Moore Threads Imagination Technologies Qualcomm Silicon Motion INNOSILICON Apple Inc. Arm Limited For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Graphics Processing Unit (GPU) Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
15-06-2025
- Business
- Yahoo
Sony knows "there's a huge interest" in PlayStation's "next-generation console strategy" after the PS5, and "the future of the platform is top of mind" for the company
When you buy through links on our articles, Future and its syndication partners may earn a commission. Is Sony already thinking about the PS6? Sony Interactive Entertainment boss Hideaki Nishino isn't giving away any details, but the company is well aware that "there's a huge interest in our next-generation console strategy." During a recent Fireside Chat, a question is raised by Justin Hill, senior vice president of finance and investor relations at Sony Corporation of America, that "with cloud gaming more of a viable option than ever before, do we need a next-generation console? Is SIE developing one?" SIE president and CEO Nishino calls this a "great question," saying the company has been "really proud of the quality we have been delivering" when it comes to cloud gaming over the last 11 years. "From a technical standpoint," he says that the technology is "progressing well," but points out that "end-to-end network stability is not in our control," and calls "higher cost per playtime compared to the traditional console model" a "challenge" compared to the "traditional console model." He then goes on to describe cloud gaming as "an additional option for players to access content," before saying: "Our belief is that the majority of players continue to want to play [and] experience gaming through a local execution without dependency on network conditions. And PS5 and PS5 Pro have validated this thesis, I believe." Noting that Sony has "a large ecosystem of highly engaged players" across PS5 and the previous-gen console, PS4, Nishino says that "there's a huge interest in our next-generation console strategy. "While we cannot share further details at this stage, the future of the platform is top of mind. We are committed to exploring a new and enhanced way for players to engage with our content and services." So, he's not giving anything away right now, but just in case there was any doubt, it certainly sounds like there's no plan to ditch a traditional console in favor of a cloud gaming device, at least at this stage. The PS5 turns five years old this November, having been released seven years after the PS4. With that in mind, it seems pretty likely we still have a bit of a wait ahead of us to see what Sony is working on next, but we'll just have to watch this space. While you're here, be sure to check out our roundup of the best PS5 games, as well as upcoming PS5 games to look out for in the future.
Globe and Mail
11-06-2025
- Business
- Globe and Mail
Can Microsoft Sustain Gaming Momentum With AI and New Devices?
Microsoft 's MSFT gaming business is showing impressive growth so far, driven by strong gaming content, more AI integration and new hardware. In the third quarter of fiscal 2025, gaming revenues (8.2% of total revenues) increased 5% year over year, while Xbox content and services revenues rose 8%. Microsoft was the top publisher for pre-orders and pre-installs on both the Xbox and PlayStation Store. PC Game Pass revenues jumped more than 45% from last year and Xbox Play Anywhere now gives players access to over 1,000 games on both console and PC. Cloud gaming also set a new record, with more than 150 million hours played in the quarter. Microsoft expanded its reach further by bringing cloud gaming to LG TVs. Microsoft is adding AI to Xbox. The new Copilot for Gaming helps players with in-game support and tips, and the Muse model can create gameplay in real time. Meanwhile, Microsoft announced that it will launch two Xbox handheld devices in partnership with Asus. The ROG Xbox Ally is built for everyday gamers at a good value, while the ROG Xbox Ally X is designed for those who want more power. Both devices will be available in select markets during the 2025 holiday season, with more markets to follow. With strong growth in cloud gaming, new AI features and upcoming handhelds, Microsoft is expanding its gaming reach across platforms. It is to be seen if this momentum can hold up as competition grows for Microsoft. MSFT Faces Stiff Competition From Sony and Nintendo Microsoft competes in the gaming industry with major players like Sony SONY and Nintendo NTDOY. Sony's PlayStation platform continues to lead in exclusive titles and console sales. Sony also has strong engagement across its PlayStation 5 ecosystem. Nintendo, meanwhile, maintains its dominance in family-friendly and portable gaming through the success of the Nintendo Switch. Both companies remain key rivals in content, hardware and user engagement, pressuring Microsoft to innovate across cloud gaming, Game Pass and new hardware. MSFT's Share Price Performance, Valuation and Estimates MSFT shares have gained 11.7% in the year-to-date (YTD) period, outperforming the Zacks Computer – Software industry and the Zacks Computer and Technology sector's growth of 9.2% and 2.4%, respectively. MSFT's YTD Price Performance From a valuation standpoint, MSFT stock is currently trading at a forward 12-month Price/Sales ratio of 11.24X compared with the industry's 9.30X. MSFT has a Value Score of D. MSFT Valuation The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings is pegged at $3.35 per share, which has remained steady over the past 30 days, indicating 13.56% year-over-year growth. The consensus mark for fiscal 2025 earnings is pegged at $13.33 per share, which has been revised upward by 3 cents over the past 30 days. The estimate indicates 12.97% year-over-year growth. Microsoft currently carries a Zacks Rank #3 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis Report Nintendo Co. (NTDOY): Free Stock Analysis Report Sony Corporation (SONY): Free Stock Analysis Report
WIRED
09-06-2025
- Entertainment
- WIRED
Microsoft Finally Gets Into the Handheld Game With ROG Xbox Ally
Jun 9, 2025 4:47 PM Xbox players will soon get the freedom to play anywhere with two handheld consoles that Microsoft plans to release this holiday season. The ROG Xbox Ally X. Courtesy of XBOX Microsoft is finally shooting its shot for handheld gaming. During Summer Game Fest on June 8, the company debuted the console with a flashy trailer: a floating block of ice forming into the handheld before the Xbox logo cracks through and the system comes to life. Not just one, but two—the ROG Xbox Ally and its more powerful variation, the ROG Xbox Ally X—essentially a set of halved controllers comically strapped to a wide screen. Both are expected to arrive this holiday season, though details like pricing, accessories, and pre-orders still haven't been announced. It's been a long wait for a true Xbox handheld. While competitors like Nintendo, Sony, and Valve have already established handheld or hybrid consoles in some form, Microsoft has been slower to commit to gaming on the go—a move that has cost it a competitive edge against the Switch or Steam Deck. For a company that's put heavy emphasis on 'Xbox anywhere,' its lack of a console you could actually play anywhere has been a major oversight. The Ally consoles, which are being made with electronic manufacturer ASUS, will finally let people play games through remote play, cloud gaming, or the handheld itself. Both will run Windows 11, where your mileage may vary depending on your feelings about the divisive OS, which critics have described as 'so got dang annoying' for things like pop-up ads and a bad start menu. It will give players access to PC games, mod use, and apps such as Discord and Twitch, and include accessibility features found on Xbox. Fans will also be able to play games from Xbox, PC storefronts, Game Pass, and which will all sync between consoles, PC, and cloud gaming. In an interview with The Verge last year, Microsoft Gaming CEO Phil Spencer said the company has been 'learning from what Nintendo has done over the years with Switch.' He's also expressed admiration for the Steam Deck, ROG handheld, and Lenovo handheld Legion Go. Prior to that, a leak from Microsoft itself in September 2023 included information on a 'hybrid game platform,' then expected in 2028. Back when X allowed users to see other likes on posts, Xbox fans took note of Spencer liked tweets that declared an Xbox handheld 'inevitable.' The race to make consoles more powerful than they've ever been—or to compete with PCs—hasn't been as exciting, as the tech has steadily improved in the last decade. Instead, it's the console you can play on a plane or from bed—anywhere without a tv setup, really—that feels truly appealing. My Xbox Series X has spent most of its life languishing on my shelf and collecting dust while my Switch is a must-have for every trip I take. Breakout titles like Clair Obscur: Expedition 33 pulled me back to my Xbox briefly, but I, like many other gamers, want that option on the go. Impressions of the handheld so far have been largely positive. 'It ran nicely, felt good in my hands…the controls felt like Xbox controller grips,' wrote GameFile. 'The gameplay was crisp and clear.' IGN praised its gameplay experience, but also noted that the user interface could be more intuitive. A writer from The Guardian said they 'can easily see it becoming a serious competitor for both the Switch 2 and Valve's Steam Deck.' Microsoft is entering the market at a time when you can play most major video games on one handheld or another. With the Switch 2 out now, Nintendo already has a jump on the holiday season—and any potential tariffs or production problems that may occur. But Microsoft has no shortage of games. During Xbox's Summer Gamefest showcase, the company also showed off its upcoming release schedule, including Call of Duty: Black Ops 7 , The Outerworlds 2 , a Persona 4 remake, and Hollow Knight sequel Silksong . The Ally will launch with the massively popular Roblox, the first time the game has ever been available on a handheld. That strong library of games could give Xbox the leg up it needs—or, at least a fighting chance.
