AI hardware is bigger than Nvidia and the hyperscalers
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.
By Lama Al-Rashid·· 3 min
7 briefings · “plays”
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.
By swapping the series' icon for Faye, Santa Monica Studio is testing a high-stakes pivot toward mechanical diversity in an era of stagnant sequels.
PlayStation still prints cash, but Sony's own games are selling far less than they did at their pandemic peak, forcing a rethink of exclusives, PC timing, and live-service bets.
Sony Santa Monica's decision to replace Kratos with Faye has ignited a fierce debate over brand identity and gameplay evolution.
Sony's State of Play quietly revealed every major game is dodging September 2025, confirming GTA 6's gravitational pull on the industry's launch strategy.
The new trailer confirms the sequel's focus on a specific character's past, setting the stage for a deep dive into the fictional world's complex lore.
The upcoming showcase reveals the critical pivot point for PlayStation, addressing falling live-service bets and rising hardware costs.