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Cake day: November 8th, 2023

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    Getting into business unit specifics, Nvidia’s Data Center group chalked-up $14.5 billion in revenue for the quarter, resulting in a 41% sequential gain and a massive 279% quarter on quarter lift over the same period last year. Nvidia’s Data Center business is also likely its highest margin business, where the company’s GPU accelerator technology has become the de facto standard for AI workload processing. ““Our strong growth reflects the broad industry platform transition from general-purpose to accelerated computing and generative AI,” noted Jensen Huang, founder and CEO of Nvidia. “Large language model startups, consumer internet companies and global cloud service providers were the first movers, and the next waves are starting to build. Nations and regional CSPs are investing in AI clouds to serve local demand, enterprise software companies are adding AI copilots and assistants to their platforms, and enterprises are creating custom AI to automate the world’s largest industries.”







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    It’s probably the most beleaguered game in recent history – Skull and Bones. It has been delayed more than half a dozen times over the last few years, but despite that track of postponement, Ubisoft Singapore is reportedly still heads-down and eager to deliver the product.

    A shake-up at the studio recently led to an all-new office being opened, with a new Managing Director being appointed. The former Managing Director of Ubisoft Singapore, Darryl Long, has relocated to drive the Toronto office. Amid his move, he confirmed that Skull and Bones will be shipping between January and March 2024, corroborating earlier reports of that very same window.


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    In a world where Microsoft and Activision’s revenues were combined, for the first time in gaming history, Microsoft will supplant Sony PlayStation as the second biggest gaming company. It’s emblematic of Microsoft’s desire to emulate Tencent in this space, producing service games that exist across all platforms, as opposed to the more traditional closed console ecosystem approach that works well for PlayStation and Nintendo. Microsoft has also told investors to expect a near 50% increase in gaming revenue for its next quarter, owing to the combined revenue streams.