Bitcoin’s AI Stock Problem: Why BTC Is Losing the Risk-On Competition Again
NVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.
ComputerWorld AI·

Nvidia’s RTX Spark could give PC makers a new high-end category, built around machines that run more demanding AI workloads locally rather than in the cloud. The chipmaker and Microsoft said RTX Spark Windows PCs will be built for personal AI agents and heavier local AI workloads, from AI development to engineering and content creation. Nvidia said RTX Spark will offer up to 1 petaflop of AI performance and up to 128GB of unified memory, allowing systems to run 120-billion-parameter large language models locally. Nvidia has lined up several major PC makers for the launch. The company said RTX Spark laptops and compact desktops will be available this fall from Asus, Dell, HP, Lenovo, Microsoft Surface, and MSI, with models from Acer and Gigabyte to follow. Dell is bringing the platform to its XPS 16 Creator Edition, while HP said upcoming OmniBooks powered by Nvidia will target agentic developers. Microsoft is positioning its Surface Laptop Ultra for creators, developers, and engineers.
Read full articleNVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.
The company’s RTX Spark chips might finally turn the “AI PC” into reality.
Insider Brief Mayo Clinic and Microsoft are teaming up to build a healthcare AI foundation model that they say is designed specifically for medicine, with the goal of helping doctors diagnose illnesses earlier, make more informed treatment decisions and improve patient care. According to the organizations, the model is being built to understand and connect […]
Microsoft’s Majorana 2 quantum chip arrived this week with numbers that are genuinely difficult to contextualise: qubits 1,000 times more reliable than the first generation, a mean qubit lifetime of 20 seconds against an industry norm measured in microseconds, and a revised roadmap targeting a commercially scalable quantum computer by 2029. Behind those numbers is Microsoft Discovery […] The post Microsoft’s Majorana 2 quantum chip is also a case study for agentic AI in R&D appeared first on AI News.
PLUS: Legendary Hollywood director opens the door to AI
NVIDIA released Cosmos 3, open omnimodal world models pairing an autoregressive VLM reasoner with a diffusion generator for physical AI. The post NVIDIA Releases Cosmos 3: A Two-Tower Mixture-of-Transformers Foundation Model Unifying Physical Reasoning, World Generation, and Action Generation appeared first on MarkTechPost.
Microsoft used its annual Build developer conference to unveil a suite of tools aimed at making AI agents safer, more controllable, and easier to evaluate — a direct response to growing industry alarm over autonomous AI systems operating without adequate oversight. At the centre of the effort is the Agent Control Specification (ACS), an open-source standard that […]
Microsoft warns two npm packages deploy a RAT that steals crypto wallet credentials, screenshots and keystrokes via Hugging Face.