hey happy Friday this week Nvidia made
it pretty clear that they don't actually
care about Gamers all that much than a
Chinese chip making company got into
trouble and direct Huawei and apple
along with it as well and the sales of
earbuds actually tanked pretty hard as
well plus many other things welcome to
the father checkout
[Music]
we have a pretty fun one this week and
we'll start to brief with some brand new
products first Logitech dropped a bunch
of stuff and of course I'm most
interested in their 350 Android powered
steam deck clone designed for cloud
gaming called the Logitech G Cloud it
runs a mid-range Snapdragon 720g so it
has no real horsepower of its own but it
should be plenty powerful for streaming
games over Wi-Fi and somehow it's
already 50 bucks off while on pre-order
on Amazon next Razer announced the
Leviathan v2x which is a sound bar that
will not take up too much space on your
desk but is also pretty cheap at just a
hundred bucks then Amazon updated its
Fire HD 8 tablet Series this week and
its base model Kindle last week each now
costing ten dollars more about coming
with improved specs especially on the
Kindle if you want the cheap eBook
reader or a cheap tablet these might be
worth a look now also this week the
company framework which makes modular
laptops just released their first ever
Chrome book there's a 12th generation
Intel CPU and all the usual thin and
Light specs starting at 999 dollars but
the point of course is easy
repairability and customizability
including through expansion cards which
give you the ability to choose which
ports you want to add and finally Pico
released the Pico for a new Standalone
VR headset that actually tries to
challenge The Quest 2 both on specs and
price there is full color pass-through
and 4K screens at 429 euros and the
company is owned by byte dance the
makers of tick tock so this is kind of
like the Oculus quest of china made by
the Facebook of China we'll see if they
can get the developer support behind the
platform as well okay that's it for all
the new releases and starting this week
I'll actually start putting links to
each of the new products that we
discussed in an episode down in the
description so if you want to check one
of those out to buy for yourself you can
do so down in the description and doing
so might also help the channel out
financially okay Beyond new products
Google this week confirmed that that
pre-orders for the pixel 7 will start on
October the 7th and also that India will
get the pixel 7 after being skipped over
for a couple of years as well and
Microsoft also confirmed that they will
hold an event for their surface devices
on October 12th as well I'm not sure if
my body is ready for techtober to start
yet but uh I guess it's inevitable the
dynamic Island feature from Apple's
iPhone 14 pro is now available as an app
that you can download on Android of
course which sounds like it will work
terribly and in just massively what the
f news the investment banking giant
Morgan Stanley also got fined 35 million
dollars after selling off a ton of hard
drives and backup tapes full of
sensitive unencrypted customer data
without wiping them clean for five
straight years if you're terrible with
computers I hear Morgan Stanley might be
hiring for their I.T department so maybe
apply there okay that's it for my not
brief brief and for my first story of
the week we're actually going to talk
about Nvidia who showed that they don't
particularly care about Gamers but
instead they really care about Ai and
data centers I guess so Nvidia had their
big conference called GTC 2022 this week
where on the one hand they've released
the next gen gpus the RTX 4090 and 4080.
these are absolutely gigantic cards the
top end model consumes an insane 450
watts and they are ridiculously
expensive as well reaching prices up to
1 600 dollars just for the GPU there are
a bunch of Hardware upgrades as well as
a four nanometer fabrication process by
tsmc and perhaps most importantly
there's also DLS S3 nvidia's next-gen AI
rendering Tech that interpolates entire
frames in advance now not just pixels
DLS S3 is limited to the new generation
cards which Gamers aren't exactly
impressed with and given the exorbitant
prices the internet is flooded it with
memes and opinions claiming that Nvidia
has completely lost a plot and will be
bulldozed by AMD soon but what Gamers
might not know is that gamers are no
longer the main market for the company
at all as Nvidia makes much more money
from data centers and other stuff these
days which are growing fast as well
while gaming gpus are all in a free fall
post pandemic and post crypto crash so
unsurprisingly Nvidia referred to GTC as
an AI developer conference rather than a
gaming conference and they actually
spent most of their time discussing
their products for those markets as well
they revealed more details about the new
h100 tensor core GPU for data centers
and RTX 6000 Flagship GPU which is aimed
at the professional visualization market
and content creators they spilled the
beans on their Drive Thor processor for
self-driving vehicles coming out in 2024
and the most interesting of all or
perhaps most boring of all depending on
who you are Nvidia also unveiled two
Cloud Computing Services of their own
one is a cloud to run specific AI
workloads on like gpt3 and the second
one is called the Omniverse Cloud which
will specifically let companies run at
metaverse apps on it so that they can be
streamed to anywhere and they're not
talking about Zoom meetings in a 3D
meeting room where your avatar has no
legs but something for industrial
applications and interactive 3D modeling
and simulation and digital twins in
other words Nvidia is trying to create a
cloud company for itself kind of like
Amazon has AWS or a Microsoft has Azure
and so the company was kind of busy
building that and all their other data
center AI stuff instead of building
stuff for us the gamers which is sad and
boring for us but maybe AMD will deliver
okay my second story of the week is
going to be a weird one and it's the US
government potentially Banning a Chinese
chip maker with the supplier of Huawei
and could potentially become the
supplier of Apple as well so the company
in question is called ympc with just
China's memory chip making champion who
is trying to take on Samsung and the
others in the nand flash memory chip
Market with lots of help from the
Chinese government of course ymtc is
still far from being a dominant player
and doesn't even show up on market share
charts that I can find but industry
insiders claim that they have some
pretty promising technologies that might
make them very competitive in the future
anyway they apparently supplied huawei's
mate xs2 foldable with their nand memory
chip without asking the US government
for a license which some U.S lawmakers
are now claiming was violating U.S
export control rules and so their calls
to put the company on the sanction The
Entity list which is the same naughty
list that Huawei is on for example now
how exactly one Chinese company
supplying another with a random memory
chip would be a breach of U.S export
controls I'm honestly too lazy to figure
out like maybe they use some us chip
Tekken their Fabs or whatever so they
would fall under some rules again I'm
too lazy to find out but anyway there
are some International repercussions as
well Apple in particular is getting into
hot water as a result of this mask
because the same lawmakers are actively
threatening Apple now which was planning
to put ymtc memory chips into their
iPhones Apple said that it was only for
some of their Chinese models but they're
now being worn off from even that anyway
it's a little unclear to me why anyone
should be so freaked out about this
specific company when neither they nor
any other Chinese company have any
significant market share in this field
at all but one U.S lawmaker even went as
far as to say quote how can the world's
data be secure if it is stored on a chip
made by a CCP National Champion which is
a pretty dumb statement that shows just
how silly this whole thing is I mean I'm
not the biggest fan of the CCP either
but a memory chip doesn't have a life of
its own in your phone it doesn't just
call up the CCP and Report you for doing
something that it doesn't like plus
almost all devices these days encrypt
their memory so kind of whatever okay my
third story of the week is going to be
that earbuds as a category have actually
stopped growing pretty unexpectedly it
happened way faster than we were
expecting and the premium earbuds
category was actually shrinking IDC
Counterpoint and canelo's have all
recently put out various reports about
the state of wearables and while they
disagree on the fine details the overall
picture is that hero Bulls like earbuds
are having a pretty rough time IDC shows
basically zero growth but a category as
a whole Canalis says that the category
actually declined in all major markets
with the one exception being India where
it grew on the back of cheap units and
panopoint kind of agrees only pointing
out the growth in India as well either
way in India it is a budget brand like
boat and noise as well as xiaomi that
are eating up the whole market and in
more affluent markets sales are actually
flat or even declining this is in
complete contrast to the pre recession
predictions that we got in the past
which said that we would reach up to 600
million pairs sold in 2022. in reality
we'll probably hit like half of that so
maybe 300 million units and you can
blame recessions Wars inflation or just
Good Old Market saturation other Tech
categories like Fitness bands phones and
PCs are also having a pretty rough time
so it's not just earbuds but it's
particularly striking just how abruptly
the market went from a white hot crazy
to just flat and it looks like retailers
are also starting to freak out to just a
little with Amazon for example just
having bumped up their affiliate rates
from one percent to four to nine percent
on selected products like Tech talk
about dangling the carrots well having
like five times higher rates is
definitely what got me into putting
affiliate links down in the description
to the products that we cover here so
well done Amazon I guess if you want to
check out any of the products that we
covered check those out down below and
I'll see you next Friday
[Music]