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The Latest Breaking News from Omdia

Microsoft is the biggest of the mystery whales buying up Nvidia chips

The vast majority of Nvidia’s coveted AI chips are bought by just a handful of the largest tech companies.

Fortune

Nvidia is shipping a lot of AI chips to some unexpected companies

Estimated orders suggest that the AI chip maker is shifting

The Street

Microsoft reportedly acquired the most NVIDIA GPUs compared to its rivals, including Google and Meta, for its AI projects — translating to 485,000 chips and $31 billion in expenditure

A new report by Omdia details that Microsoft bought the most NVIDIA AI chips compared to its competitors, translating to 485,000 NVIDIA Hopper chips and almost twice as many as Meta.

Windows Central

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Microsoft is Nvidia's biggest AI chip buyer of the year, and it's not even close. With ByteDance and Tencent coming out ahead of Zuck, Bezos, and Musk's outfits, too

Beat that, Blackwell.

PC Gamer

The iPad mini’s rebirth continues – with an OLED version strongly rumored for 2026

The iPad mini could get an OLED upgrade that would continue its impressive rise.

TechRadar

Apple plans to nuke the notch in its MacBook Pros

The most divisive MacBook Pro feature since the Touch Bar is reportedly on the chopping block.

Wondering why your smart TV has so many ads? Manufacturers are struggling to make money on hardware

Some TV firms are losing money on every set

TechRadar

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Microsoft Copilot+ PCs set to ‘cause a crisis in Apple’s MacBook Pro sales’ as AI laptops are predicted to fly off the shelves in 2025

Copilot+ PCs could be shifting close to 50 million units annually by the time 2028 rolls around, an analyst firm reckons.

TechRadar

DEG: Streaming Revenue up 27.1% to $22.9B in First Half of 2024

AVOD and FAST content produced $5.4B in revenue for Q2, 2024

TV Tech

Is Warner Bros. Discovery's Financial Health Really 'Better Than It Appears'?

Also in this week's 'Next Text,' we kick the tires on Venu Sports' future, whether 'home entertainment' still exists ... and those who would doubt Caleb Williams

Broadcasting & Cable

Is the Apple Vision Pro going to get cheaper? This report says yes

One of the most expensive parts of Apple's mixed reality headset is heading for a price cut.

Pro AV Newsmakers: Control Concepts Busy Week, Plus a Williams AV Acquisition

Get caught up on Pro AV personnel moves, new partnerships, honors, and anniversaries.

AVNetwork

OLED-beating micro-LED TV tech looks uncertain as LG and Samsung wobble, but hope is not lost yet

Samsung is reportedly telling partners that micro-LED can't be competitive until panel prices plummet

TechRadar

Study: Global 5G Connections Reach Nearly Two Billion

With 185M new 5G connections in Q1 2024, they are projected to hit 7.7B in 2028

TV Tech

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Tom’s Hardware

AI becomes leading server workload as shipments of other servers drop

In recent quarters, shipments of inference and training servers and sales of other types of servers have grown.

TV Tech

Omdia: Mini LED Backlight LCD Display Market to Surpass OLED Displays in 2025

LCD TV display equipped with mini-LED backlight unit will surpass the OLED TV displays for the first time in 2025 with 9.3 million units

TechRadar

Apple’s MacBook Pro could finally get the OLED treatment in the next few years

We could see an OLED MacBook Pro in the next few years – possibly boosting demand for the high-end laptop in the future.

OLED MacBook Pro tipped for 2026 release

The OLEDs in the new iPad Pros are stunning, and they'll be coming soon to Apple's pro laptops

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Tom’s Hardware

RISC-V adoption predicted to get AI boost — forecast shows 50% growth every year until 2030 for the open-standard ISA

Market research from Omdia predicts that the RISC-V CPU instruction set will see meteoric growth over the 2020s, gaining adoption in multiple industries thanks to its open-standard nature, until RISC-V chips make up 25% of the global market.

Broadcasting & Cable

Is Roger Goodell Spreading the NFL's Love Too Thin?

Also in this week's Next Text, Venu takes a shot to the vowels, AI gets more hype ... and we ponder whether it's MLB, and not the game of baseball, that's boring

The Street

Sony halts production of another major product it is struggling to sell

The tech company is not exempt from facing a critical issue in a blossoming new industry.

Tom’s Guide

New iPad Air tipped to be next to get OLED upgrade after iPad Pro

A new report from the research firm Omdia claims the iPad Air will be next in line for the OLED treatment after the iPad Pro, with a launch window expected in 2028.

iMore

The iPad Air could get an OLED display after the iPad Pro but it probably won't happen any time soon

Apple's iPad Air is the next tablet tipped to switch to an OLED display according to a new report.

PC Gamer

Meta's insatiable appetite for Nvidia AI chips could add up to $7 billion worth of H100 GPUs by the end of the year

Meta bought a huge number of H100s last year. It's going to buy even more in 2024.

TV Tech

Omdia: YouTube Is Top Streamer in Six Major Markets

The Omdia data also showed that the number of SVOD services per home fell for the first time

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People

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