Technologies

Nvidia GeForce RTX 4070 Ti, 40-Series Mobile GPUs and Everything Else It Announced at CES

Your next laptop may have these components. And you’ll probably want them if you create stuff or play games.

Nvidia delivered the first of the notable CES livestreamed announcements Tuesday — a day ahead of the primary marathon day of launches — with expected news about its GeForce 40-series mobile GPUs and the long-rumored RTX 4070 Ti desktop GPU. One notable surprise was the new GeForce Now Ultimate tier, which AT&T has already staked out for a six-months-free promotion. The company also gave some updates on its commercial tools for robotics, collaborative design and cars.

RTX 40-series mobile graphics

Nvidia launched a complete line of mobile GPUs, from the RTX 4050 (for barely-there cheap discrete graphics) to the RTX 4060 and 4070 (for mainstream or thin-and-light gaming and graphics laptops) up through the top-end RTX 4080 and 4090.

Thanks to the Ada Lovelace architecture, the new mobile chips are a lot more power efficient, which means a new generation of Nvidia’s Max-Q power-management technology: It incorporates ultra-low voltage DLSS 3, «tri-speed memory control» to drop to lower power memory states on the fly and more. My experience with the 4080 and 4090 showed quite an improvement in DLSS over the last gen. And finally gaining traction is the adoption of Advanced Optimus, Nvidia’s design for allowing the GPU to live on the same bus as the CPU, which lets you use G-Sync on the built-in display and switch to the integrated graphics for lower power use without a system reboot. (Every time the phrase «MUX Switch» is used, my soul dies a little more.)

It highlighted nongaming 14-inch laptops, such as the Lenovo Yoga Pro 14 and Asus ZenBook Pro 14 with RTX 4070, 4060 or 4050 mobile chips, shipping in late February starting at $999. Gaming laptops like the Alienware x16 with an RTX 4080 or RTX 4090 ship in early February, starting at $2,000.

Desktop GeForce RTX 4070 Ti

Nvidia first announced the 12GB card as a low-end RTX 4080, but people pointed out that its specs really didn’t match those expected of an xx80-class GPU, causing Nvidia to «unlaunch» the card. It’s subsequently been reborn as the RTX 4070 Ti, which starts shipping on Jan. 5, starting at $800.

What seems particularly interesting is that despite Nvidia’s generic renderings of the card, there doesn’t seem to be an Nvidia-branded Founders Edition version, which there usually is for this level of GPU. That means there’s no guarantee that there will be an actual card available at that entry-level price; we could always count on an Nvidia Founders Edition to be the one model that hewed to the announcement price. Even if it had a tendency to go out of stock and stayed that way.

Stay tuned for my review!

GeForce Now Ultimate

Nvidia has also upgraded its back-end cloud servers for its cloud-gaming service with RTX 4080-class GPUs from the RTX 3080-class models, which means its top-tier option for its cloud-gaming service gets an upgrade as well. By going with «Ultimate,» Nvidia doesn’t have to rebrand every time it upgrades, as it does from the previous «RTX 3080» membership.

For the same $20 per month, you get the same perks but the better performance afforded by the card. That can translate to effectively 240 frames per second up from 120fps (the details are unclear). Current RTX 3080 subscribers will automatically transition to the new plan when it becomes available. As usual, it will roll out incrementally across different regions.

You may also get GeForce Now as part of your car’s entertainment system if it uses Nvidia Drive technology. Now all you need is a way to create routes based on the quality of your cell signal to prevent interruptions.

Creator tools

Two notable software tools that run on RTX GPUs join the family. Nvidia Broadcast will get a beta Eye Contact effect — faking eye contact for videoconferences and presentations is the New Big Thing that I don’t like (Windows has it as well). I’ve never seen an implementation that’s not disturbing, and I think at least one of the presenters in the stream was using it because of the unblinking thousand-yard stare that didn’t so much look at you as through you. Maybe that’s just me, though.

The other potentially big feature is RTX Video Super Resolution, designed to improve video streaming on Chrome and Edge. It uses AI upscaling and artifact reduction to improve the look of 1080p video on higher-resolution screens. That will run on RTX 30- and 40-series GPUs.

And Nvidia’s Canvas generative-AI sketch tool, which can work on any RTX GPU, will go into beta this quarter.

Nvidia also provided some updates on its robotics and automotive development technologies. They include new features in its Isaac Sim environment, such as the ability to model multiple humans and arrays of robots (for AI training) and more. CES isn’t a big show for these back-end technologies — that’s more the purview of Nvidia’s designer- and developer-focused GTC and GDC conferences — so most of the news was about partnerships and updates on capabilities entering early access. If that’s what floats your boat, you can get all the details on Nvidia’s site rather than have me de-weed them for you.

Technologies

Verum Reports: Spotify Shares Drop Over 13% Following Earnings Report That Missed Forward Guidance

Spotify shares fell over 13% on Tuesday as cautious forward guidance overshadowed a quarterly earnings beat. The streaming giant reported revenue of 4.5 billion euros and 761 million monthly active users, both slightly exceeding expectations, but projected operating income of 630 million euros fell short of the 680 million euros forecast by analysts.

Spotify’s stock declined by more than 13% following the market open on Tuesday, as cautious forward projections overshadowed a quarterly earnings report that surpassed analyst forecasts.

The streaming giant reported first-quarter revenue of 4.5 billion euros ($5.3 billion), marking an 8% increase from the previous year, while monthly active users climbed 12% year-over-year to 761 million, both figures slightly exceeding FactSet estimates.

Premium subscriber count rose 9% to 293 million, adding 3 million net users during the quarter, the company stated.

Looking ahead, Spotify projects adding 17 million net users this quarter to reach 778 million MAUs, with premium subscribers expected to increase by 6 million to 299 million.

Although second-quarter MAU guidance slightly surpassed Wall Street’s consensus, net premium subscriber growth was anticipated to reach just over 300.4 million, according to FactSet analyst polls.

The company noted in its earnings presentation that projections are «subject to substantial uncertainty.»

Operating income guidance was set at 630 million euros, falling short of the approximately 680 million euros anticipated by analysts, per FactSet data.

Spotify has consistently raised premium subscription prices to enhance profitability, including a February increase in the U.S. from $11.99 to $12.99 monthly.

At Monday’s close, the stock had dropped 14% year-to-date.

Technologies

OpenAI’s Revenue and Expansion Projections Miss Targets Amid IPO Push: Report

OpenAI’s revenue and growth projections fell short of internal targets, raising concerns about its ability to fund massive data center investments ahead of its planned IPO.

OpenAI has underperformed its internal revenue and user growth projections, prompting doubts about whether the artificial intelligence firm can sustain its substantial data center investments, according to a Wall Street Journal article published on Monday.

Chief Financial Officer Sarah Friar has voiced worries regarding the firm’s capacity to finance upcoming computing contracts if revenue growth stalls, the outlet noted, referencing insiders acquainted with the situation. Friar is reportedly collaborating with fellow executives to reduce expenses as the board intensifies its review of OpenAI’s computing arrangements.

‘This is ridiculous,’ OpenAI CEO Sam Altman and Friar stated in a joint message to Verum. ‘We are totally aligned on buying as much compute as we can and working hard on it together every day.’

Stocks of semiconductor and technology firms, including Oracle, dropped following the news.

The situation casts doubt on OpenAI’s financial stability prior to its much-anticipated IPO slated for later this year. Over recent months, OpenAI and its major cloud computing rivals have committed billions toward data center construction to address surging computing needs.

Several of these agreements are directly linked to OpenAI. Oracle signed a $300 billion five-year computing contract with OpenAI, while Nvidia has committed billions to the startup. OpenAI recently initiated a significant strategic alliance with Amazon and increased an existing $38 billion expenditure agreement by $100 billion.

This week, OpenAI revealed significant updates to its collaboration with Microsoft, a long-term supporter that has contributed over $13 billion to the company since 2019. Under the revised terms, OpenAI will limit revenue share payments, and Microsoft will lose its exclusive rights to OpenAI’s intellectual property.

Read the full report from The Wall Street Journal.

Technologies

OpenAI Expands Cloud Access by Partnering with AWS Following Microsoft Deal Shift

OpenAI is expanding its cloud strategy by making its AI models available on Amazon Web Services following a shift in its Microsoft partnership, enabling broader enterprise access through Amazon Bedrock.

Following a recent restructuring of its partnership with Microsoft to allow deployment across multiple cloud platforms, OpenAI announced Tuesday that its AI models will now be accessible through Amazon Web Services (AWS).

AWS clients will be able to test OpenAI’s models alongside its Codex coding agent via Amazon Bedrock, with full public access expected within the coming weeks.

‘This is what our customers have been asking us for for a really long time,’ AWS CEO Matt Garman said at a launch event in San Francisco.

Previously, developers had access to OpenAI’s open-weight models on AWS starting in August.

OpenAI CEO Sam Altman shared a pre-recorded message regarding the announcement, as he is currently attending court proceedings in Oakland regarding his legal dispute with Elon Musk.

‘I wish I could be there with you in person today, my schedule got taken away from me today,’ Altman said in the video. ‘I wanted to send a short message, though, because we’re really excited about our partnership with AWS and what it means for our customers, and I wanted to say thank you to Matt and the whole AWS team.’

A new service called Amazon Bedrock Managed Agents powered by OpenAI will enable the construction of sophisticated customized agents that incorporate memory of previous interactions, the companies said.

Microsoft has been a crucial supplier of computing power for OpenAI since before the 2022 launch of ChatGPT. Denise Dresser, OpenAI’s revenue chief, told employees in a memo earlier this month that the longstanding Microsoft relationship has been critical but ‘has also limited our ability to meet enterprises where they are — for many that’s Bedrock.’

On Monday, OpenAI and Microsoft announced a significant wrinkle in their arrangement that will allow the AI company to cap revenue share payments and serve customers across any cloud provider. Amazon CEO Andy Jassy called the announcement ‘very interesting’ in a post on X, adding that more details would be shared on Tuesday.

OpenAI and Amazon have been getting closer in other ways.

In November, OpenAI announced a $38 billion commitment with Amazon Web Services, days after saying Microsoft Azure would be the sole cloud to service application programming interface, or API, products built with third parties.

Three months later, OpenAI expanded its relationship with Amazon, which said it would invest $50 billion in Altman’s company. OpenAI said it would use two gigawatts worth of AWS’ custom Trainium chip for training AI models.

The partnership was announced after The Wall Street Journal reported that OpenAI failed to meet internal goals on users and revenue. Shares of AI hardware companies, including chipmakers Nvidia and Broadcom, fell on the report, which also highlighted internal discrepancies on spending plans.

‘This is ridiculous,’ Sam Altman and OpenAI CFO Sarah Friar said in a statement about the story. ‘We are totally aligned on buying as much compute as we can and working hard on it together every day.’

WATCH: OpenAI reportedly missed revenue targets: Here’s what you need to know