Rockstar Games, the company behind the hit Grand Theft Auto franchise, said that the dozens of employees it fired last week were leaking company secrets, disputing allegations by labor leaders that it was disrupting workers’ attempt to unionize. From a report: The employees had been sharing company information in a forum that included non-employees, a Rockstar spokesperson said in a statement to Bloomberg on Wednesday. “Last week, we took action against a small number of individuals who were found to be distributing and discussing confidential information in a public forum, a violation of our company policies,” the spokesperson said. “This was in no way related to people’s right to join a union or engage in union activities.”

The company, part of Take-Two Interactive Software, fired between 30 and 40 employees across offices in the UK and Canada for what it said was “gross misconduct.” The Independent Workers’ Union of Great Britain, the first to organize video-game workers in the UK, told Bloomberg that the employees had all been involved with union efforts at Rockstar, calling the firings “one of the most blatant and ruthless acts of union busting in the history of the games industry.”

Read more of this story at Slashdot.

Two former Meta employees are launching a new AI-powered smart ring. Stream Ring is the debut product from Sandbar, and it’s available to pre-order right now. Sandbar describes Stream as “your extended self,” which is to say that it’s a deliberately minimalist smart ring that you can use to take voice notes and interact with a chatbot directly using the built-in touch-activated microphone.

When you create a voice note, the Stream Ring uses haptic feedback to confirm that it’s been recorded. You hold the sensor to speak and tap it if you want to interrupt and start over. It can automatically transcribe your voice interactions, whether you’re simply compiling a grocery list on the go, asking it to fetch some information from the web, or having a more back-and-forth conversation with the device. These notes will appear in the Stream app via Bluetooth, which will be iOS-only at launch.

Sandbar thinks a ring is the best form for its wearable to take as it’s always available and accessible, whatever you’re doing, so you easily can log a thought as soon as it pops into your head. It wants people to think of the Stream Ring as a “mouse for voice,” and says the mic will always be able to pick up your voice clearly in a noisy room. Crucially, it isn’t always listening either, only activating when you hold the touchpad.

As for the chatbot, it’s designed by default to somewhat mimic your own voice using AI, a feature Sandbar calls Inner Voice. You can update it if you think it sounds off, or if the whole concept creeps you out you can also switch to a non-personalized voice. Away from the core voice note functionality, the Stream Ring can also be used to control media playback using gestures, and Sandbar says it’s compatible with any headphones.

Sandbar will offer a free plan that includes unlimited notes but limits AI interactions. For $10 per month you can upgrade to a Stream Pro subscription (you get three months for free with a new purchase), which enables unlimited chats and immediate access to any new features. Sandbar says your data is encrypted at rest and in transit and it will not sell your information to other companies. You can also delete data stored in the app at any time.

Other smart rings have promised a seamless interactive experience built around AI, and the Stream Ring isn’t going down the health tracking route that many other products in this increasingly crowded space market themselves on. But if the transcription feature works as reliably as advertised and Sandbar’s AI proves to be a genuinely useful assistant, the Stream Ring could be a useful accessory that doesn’t get in the way when it isn’t needed.

The Stream Ring is available in sizes 5-13 and is designed to be worn on your index finger. Sandbar promises “all-day battery life” but doesn’t go into specifics. It’s expected to start shipping next summer in the US and costs $249.

This article originally appeared on Engadget at https://www.engadget.com/wearables/the-ai-powered-stream-ring-is-designed-for-on-the-fly-voice-notes-143530840.html?src=rss

As a tech journalist, I’ve got Windows, macOS, and ChromeOS devices at home—not because I’m especially wealthy, but because I need to write about all of these platforms, all of the time—and it’s my trusty Chromebook that I find myself turning to more often than not.

The usual argument against Chromebooks is that they’re just a Chrome browser: Windows and macOS give you the same Chrome browser, and much more besides. However, sometimes less is more, as I’ll get to below.

Sadly, it seems Google is less keen on Chromebooks than I am. The last Google-made Pixelbook launched in 2019, and it’s been left to the likes of Asus, Acer, HP, Samsung, and others to keep new Chromebooks coming in. If you’re reading, Google, it’s high time we had a new Pixelbook.

Chromebooks cut down on the clutter

There is the argument that Windows and macOS give you the Chrome browser plus a lot more, but most of the time, I don’t really need the “more”—unless I’ve got some detailed image edits to do, or want to play some games. Almost everything I need runs on the web.

There are a lot fewer software updates, background programs, app assistants, and system utilities to think about. While ChromeOS does have updates, they’re mostly done seamlessly in the background, and applied whenever you next reboot your Chromebook.

Another chore I don’t have to regularly take care of on my Chromebook is tidying up the desktop or my local folders, because there isn’t really anything to download, save, or sync. The laptop file system and internal storage is tidier by default, because I never use it.

Chromebooks save everything instantly

No save button required.
Credit: Lifehacker

All the work I do on my Chromebook is inside a browser, and usually inside Google apps like Google Docs and Gmail. That means everything is instantly saved—should a power cut or a system crash happen, I don’t have to worry about losing what I’ve been working on.

I don’t need to check for open programs and files in the background that I might have forgotten about, and if I need to jump up and do something else quickly, I can just shut my laptop and I’m done—I’m not clicking through dozens of save dialogs first.

Chromebooks put everything on the web

When you’re working inside web apps all the time, without the option of locally installed tools, syncing is seamless. To work on a document that I need to access across Windows and macOS, for example, I need to think about saving, syncing, and app compatibility.

When I’m working in Google Docs in a Chromebook, everything syncs automatically. I can even have a document open simultaneously across ChromeOS, Windows, and macOS, and jump between them as needed to make edits—something which saves a lot of time.

Chromebooks tie in tightly to the Google ecosystem

Android phones and Chromebooks play nicely together.
Credit: Lifehacker

I can understand that Chromebooks may have less appeal if you’re not always using Gmail, Google Maps, Android, Google Docs, Chrome, and everything else Google makes—but for someone heavily invested in the Google ecosystem (like me), they make a lot of sense.

If you’ve got an Android phone, for example, you can use it to set up a Chromebook, share files across both devices, respond to text messages from ChromeOS, and get hotspot access with a click. There’s a level of integration you don’t get on other platforms.

Chromebooks actually work as distraction-free devices

One of the criticisms leveled at Chromebooks is that they’re pretty much useless without an internet connection, but that’s only partly true. Google Docs, Sheets, and Slides, and even Gmail actually work perfectly well offline now.

If I’m traveling without steady wifi, I enjoy using my Chromebook as a distraction-free device, getting through a ton of writing and email replying without constantly switching tabs. When wifi returns, everything I’ve done gets synced back to the web automatically.

While we’re on the subject of ChromeOS being useless when it’s not online, I think it’s fair to say internet access is almost ubiquitous now (via public wifi or phone hotspots), and that Windows and macOS aren’t particularly useful either when the web is cut off.

Google released Gemini’s Deep Research feature in March, a few months after unveiling the tool, giving you the capability to ask the AI chatbot to create comprehensive reports on complex topics. Deep Research uses sources from the web to write reports for you, but now a new update also allows it to pull information from your Gmail, Docs, Drive and Chat. Google says it’s one of the tool’s most requested features, and you’ll be able to take advantage of it in Gemini, even if you’re not paying for a subscription.

With Google’s latest update, Deep Research is now able to use your emails, all the Slides, Docs, Sheets and PDFs in your Drive, as well your chat history as references. That translates to a more personalized report, since Gemini wouldn’t just be using sources from the web. If you ask it to write a marketing analysis for you, for instance, it will take into account your notes, any document your team has written or any back-and-forth between you and your colleagues on email. It can cross-reference information from your account with public data to make, say, comparison spreadsheets for competitor analysis.

Take note that you will be able to control which Google service to link to, if you’re uneasy about giving Gemini access to all your information. When you click on the Deep Research tool in Gemini, you’ll see a drop-down menu where you can tick on Search, Gmail, Drive and Chat individually. At the moment, the feature is only available on desktop, but it will make its way to mobile devices “in the coming days.”

This article originally appeared on Engadget at https://www.engadget.com/google-gemini-can-now-do-deep-research-on-your-gmail-and-drive-data-143000300.html?src=rss

The Switch 2 edition of Overcooked 2 drops today, which is something we’ve known was coming since September. Now it’s here and ready to ruin relationships and friendships.

The developer promises “enhanced graphics in-line with PC” and 4K 60 fps gameplay when docked. This should be a night-and-day graphical upgrade when compared to the original Switch version.

Perhaps the biggest news here is Camera Play integration. This is a feature exclusive to Nintendo’s new console and it leverages a connected camera to throw up the faces of players under their avatars. Overcooked 2 is already a frantic experience, but now you’ll be able to see the look on the faces of your friends as you royally screw up a burger order.

It’s worth noting that the Switch 2 doesn’t come with a camera, but the company offers one as a standalone accessory. It also integrates with many USB-C cameras, including this Mario-themed work of art.

The Switch 2 version also works with Game Share, which lets people hop onto a multiplayer match without actually owning the game. Basically, the person who owns the game “shares” it with someone who doesn’t.

It’s also cross-platform with the original Switch, which is neat given the massive user base. Upgrading seems like a simple affair, as DLC, save files and star ratings all carry over. This upgrade costs $10 and buying the game outright costs $30. However, there’s a 20 percent discount for the first week.

This article originally appeared on Engadget at https://www.engadget.com/gaming/nintendo/overcooked-2-drops-for-switch-2-today-and-it-makes-full-use-of-camera-play-140021993.html?src=rss

We may earn a commission from links on this page. Deal pricing and availability subject to change after time of publication.

If you’ve been planning to tighten up your home security without spending much, the Blink Wired Floodlight Camera is worth a look. It’s selling for $49.99 (down from $99.99), which is its lowest price yet, according to price trackers.

Blink Wired Floodlight Camera

$49.99
at Amazon

$99.99
Save $50.00

$49.99
at Amazon

$99.99
Save $50.00

It’s a hardwired setup that combines dual-LED floodlights with 1080p HD video, giving you both visibility and surveillance in one go. The lights throw out 2,600 lumens, which is plenty to brighten a driveway or backyard, and color night vision means you can actually make out faces and details instead of staring at grainy gray footage. Speaking of, the 143-degree field of view of this camera captures a wide area, and daytime footage looks crisp with good color balance and clarity.

In day-to-day use, the Blink Floodlight Camera performs better than you’d expect for the price. Motion alerts are quick to arrive, and the live feed on the Blink app loads fast enough to check what’s happening in real time. You can flip on the floodlights manually, talk through the built-in two-way audio, or trigger the 105dB siren if someone’s snooping around. The siren is loud enough to make anyone jump or at least get a neighbor’s attention. Nighttime performance is also solid; even without the floodlights, the infrared black-and-white view stays clear up to about 30 feet, notes this PCMag review. Once the LEDs kick in, you’ll easily recognize people, pets, or vehicles.

Still, the camera isn’t without its fine print. You’ll get motion alerts and live view for free, but recording video clips or using person detection needs a Blink subscription. The Basic plan runs $4 a month and stores 60 days of footage, while the Plus plan costs $12 and covers multiple cameras. Those who prefer skipping subscriptions can get the Blink Sync Module 2 as an add-on and plug in a USB drive for local storage. The camera works well with Alexa and IFTTT, but there’s no support for Google Home or Apple HomeKit.

Installation is simple if you’ve swapped a wired light before, but it’s best to call an electrician if you haven’t. For under 50 bucks, it’s an easy, practical upgrade for anyone looking to brighten their yard and boost home security in one go.

Spotify delivers a lot of personalized, data-driven music recommendations, and now the streaming service is adding new weekly snapshots of your listening activities. Listening stats will highlight the artists and songs that a user has heard the most over the previous four weeks and creates a playlist inspired by those selections. And according to the blog post: “Each week, it also includes a special highlight that captures what makes your listening unique, whether it’s a milestone, a new discovery, or a fan moment.” That’s a pretty vague introduction, and how engaging the highlights are in practice will likely depend on how much they actually surprise and delight listeners. 

It sounds like a midway point between the company’s year-end Wrapped data package and its daily mix playlists. More ways to view listening data are always fun, and several competing services like Apple Music, Amazon Music and YouTube Music have already upped how often they share reports with their users. This seems to be Spotify’s move to catch up on that trend.

The listening stats will live under your profile and can be shared internally on Spotify or as an external link. The new features will be available for both free and paying listeners across 60 international markets.

This article originally appeared on Engadget at https://www.engadget.com/entertainment/music/spotify-introduces-weekly-listening-stats-140000577.html?src=rss

Nvidia chief executive Jensen Huang has warned that China will beat the US in the AI race, thanks to lower energy costs and looser regulations. From a report: In the starkest comments yet from the head of the world’s most valuable company, Huang told the FT: “China is going to win the AI race.” Huang’s remarks come after the Trump administration maintained a ban on California-based Nvidia selling its most advanced chips to Beijing following a meeting between US President Donald Trump and Chinese leader Xi Jinping last week.

The Nvidia chief said that the west, including the US and UK, was being held back by “cynicism.” “We need more optimism,” Huang said on Wednesday on the sidelines of the Financial Times’ Future of AI Summit. Huang singled out new rules on AI by US states that could result in “50 new regulations.” He contrasted that approach with Chinese energy subsidies that made it more affordable for local tech companies to run Chinese alternatives to Nvidia’s AI chips. “Power is free,” he said.

Read more of this story at Slashdot.

This story about Paul McCartney begins with one of his old bandmates. “I’m not really Beatle George,” the ever-philosophical George Harrison once said. “For me, Beatle George was a suit or a shirt that I once wore. And the only problem is, for the rest of my life, people are going to look at that shirt and mistake it for me.”

On one hand, that’s, well, George being George. But his quote does speak to our need to mythologize the Beatles. It’s hard not to! The music is so exquisite, influential and timeless that we look for grand stories to tell about it. We want a stronger connection to it, so we pore over biographies, interviews and documentaries. We seek meaning and purpose in their story.

Still, it must be surreal to be one of the four protagonists of that story. At some point, the narrative takes on a life of its own that may not reflect your experience. McCartney alluded to that in the 2013 song “Early Days.” “Now everybody seems to have their own opinion on who did this and who did that,” he sang. “But as for me, I don’t see how they can remember when they weren’t where it was at.”

So, I’ll try not to mythologize the Beatles too much as I describe my experience photographing Sir Paul McCartney last month. I will, of course, fail spectacularly at that mission.

Will Shanklin for Engadget

Months before I watched him play for nearly three hours in front of 15,000 fans (at age 83!) at Albuquerque’s Isleta Amphitheater, I sent a press request to his team. A few days before the concert, I learned that my photography pass had been approved. Once it sank in, I screamed and giggled, not unlike the teenagers in Ed Sullivan’s audience. (Don’t judge those gals until you’ve been near a Beatle!)

But there wasn’t much time to soak up the excitement. Without any real cameras on hand — my iPhone 17 Pro certainly wasn’t going to cut it — and only a few days to prepare, some quick decisions were in order. After enough internal debate to make my head spin off its axis, I settled on an oddball combination. For the body, I went with the Canon EOS R50, an ultra-compact mirrorless with a 24-megapixel APS-C sensor.

Was it the best one available? Not at all. But instead of renting a $3,000 camera, I decided to buy something in my budget that I’ll enjoy using for years. I’d already eyed it after handling a display model and reading Steve Dent’s review. Plus, it created a fun challenge: How can a sub-$800 consumer-facing camera stand up to the unique demands of concert photography?

The lens, on the other hand, is no place to mess around. So I rented the Canon EF 70-200mm f/2.8 L IS USM, a gargantuan, professional-grade telephoto one. (It’s the precursor to this $2,399 one.) This choice was simple: It was by far the most concert-appropriate lens available to rent. It maintains sharpness and contrast across its long zoom range, its autofocus is fast and its f/2.8 aperture is crucial for the unique demands of stage lighting.

Put the tiny camera and ginormous lens together (with this $38 adapter), and you get the odd couple you see below. To say this sucker was front-weighted would be an understatement.

Will Shanklin for Engadget

Camera in hand (and Beatles hoodie equipped), I took my position in the tight press pen. The photography area was about 150 yards from the stage and didn’t allow for lateral movement, so ideas for creative compositions were set aside. My only option was to push that glass out to 200mm (or close to it) and fire away. Save those composition ideas for when it’s time to crop.

When photographing someone like Sir Paul, you ideally want an image that captures not only the man and the musician, but also that larger-than-life myth. It should be something grand that you’d want to hang on your wall. No pressure!

Sir Paul’s first number was the John Lennon-penned classic “Help!” Until this year’s leg of the Got Back tour, McCartney hadn’t played the song in full since 1990. We can only speculate about his reasons for pulling it out of his bag now. But I feel like the song’s desperate pleas gain new poignancy in 2025. I can’t count the times I’ve wanted to cry out to someone — anyone! — to “Please, please help me” after reading the news.

We were huddled close enough together that I was glad I wore these $16 kneepads under my jeans. When the crowd in front of us settled down a bit, I kneeled to give my photographer cohorts more elbow room. My right knee bounced pleasantly onto the cozy leg pillow.

Will Shanklin for Engadget

With one song already down, the R50’s burst mode was getting a workout. The stock Canon battery was still going strong, but I had these two third-party spares stashed in this camera bag to swap out if necessary. (I didn’t end up needing them, despite snapping over 600 photos.)

McCartney transitioned into his second number, “Coming Up,” the first track from 1980’s McCartney II. That LP was ahead of its time, embracing synths, drum machines and other studio tricks before they became commonplace. Contemporary critics didn’t care much for it, but it later became a cult classic. That combination illustrates something about his solo career: always experimenting, sometimes misunderstood, but ultimately vindicated.

Two songs were over in a flash. Macca addressed the crowd, and picture time was over. Off to leave my camera with security, and claim the faraway lawn seat I bought long before I knew I’d have press access.

The rest of McCartney’s set included a perfect balance of Beatles, Wings and solo numbers. (There was even an old Quarrymen song, “In Spite of All the Danger.”) As you can see in the photos, he started on his trademark Höfner bass. But he moved on to piano, acoustic and electric guitars and ukulele. The latter was for his beautiful rendition of Harrison’s “Something.”

That number wasn’t the only point that moved me. The most notable was where he teamed with Lennon on “I’ve Got a Feeling.” Present-day McCartney singing with 1969 Lennon, who appeared on the giant screen above (via the restored rooftop concert footage in Get Back), was profound. “I love that one because I get to sing with John again,” he said.

Will Shanklin for Engadget

Sir Paul strikes me as someone who’s always looking forward. But the Got Back tour is a chance to look back. It lets us, the romanticizing fans, join him on the long and winding road from the Quarrymen to today. The entire production made me feel like a passenger on his journey.

I could go on. But you don’t need me to elevate Paul McCartney’s musical legacy any more than you need me to explain Michael Jordan’s basketball skills or Meryl Streep’s acting chops. Listen to the music — and catch his tour if you can — and you’ll feel it.

As for the photos, my favorite is the one at the top of this article. (I also included a color version in the gallery below.) It’s the only one that (to me) captures the man, musician and myth as he plays his Höfner bass. Out of more than 600 rapidly-fired photos, one that feels just right is good enough for me.

But even if they all sucked, who cares! Decades from now, I’ll tell everyone at the old folks’ home that, when I was young (and my heart was an open book), I snapped some pictures of Sir Paul McCartney. The story may grow more inflated by then, and maybe I’ll invent new details. But perhaps I can be forgiven for a bit of mythologizing.

This article originally appeared on Engadget at https://www.engadget.com/cameras/the-gear-i-used-to-photograph-paul-mccartney-133033591.html?src=rss

Brewing beer can be a highly polluting activity because gas boilers are normally used to create the enormous volumes of steam required for the process. Now, Heineken is teaming with a battery and electric company on a new solution at its Lisbon, Portugal brewery. They’re building a 100MWh grid- and solar-powered heat battery that will generate the steam while reducing carbon emissions, Heineken announced. 

Heat batteries use materials like ceramics to store and then release heat, much as a regular battery stores and releases electricity. Heineken’s brewery will employ a Rondo Heat Battery (RHB) built with refractory bricks that capture heat, then convert it to steam. When completed, it will be powered by onsite solar and renewable electricity from EDP and supply 7 MW of steam — enough to run the brewery 24 hours a day. When the system goes live in April 2027, it will be one of the largest heat battery systems in the beverage industry.

It’s a significant milestone for the industry, as high temperature steam is one of the hardest things to produce with electricity. It’s a key part of Heineken’s goal to hit net zero carbon emissions by 2040 while also being a win for Portugal, which aims to reduce greenhouse gas pollution 55 percent by 2030. 

The system will be hands-off for Heineken, as EDP will take care of building and running it, and Rondo will supply the battery technology. “This project not only helps us reduce our reliance on conventional energy, it shows how practical innovation and strong partnerships can deliver meaningful improvements across our supply chain,” said Heineken VP Magne Setnes.  

This article originally appeared on Engadget at https://www.engadget.com/general/your-next-heineken-beer-may-be-brewed-with-steam-from-a-100mwh-heat-battery-130045925.html?src=rss

A curious engineer discovered that his iLife A11 smart vacuum was remotely “killed” after he blocked it from sending data to the manufacturer’s servers. By reverse-engineering it with custom hardware and Python scripts, he managed to revive the device to run fully offline. Tom’s Hardware reports: An engineer got curious about how his iLife A11 smart vacuum worked and monitored the network traffic coming from the device. That’s when he noticed it was constantly sending logs and telemetry data to the manufacturer — something he hadn’t consented to. The user, Harishankar, decided to block the telemetry servers’ IP addresses on his network, while keeping the firmware and OTA servers open. While his smart gadget worked for a while, it just refused to turn on soon after. After a lengthy investigation, he discovered that a remote kill command had been issued to his device.

He sent it to the service center multiple times, wherein the technicians would turn it on and see nothing wrong with the vacuum. When they returned it to him, it would work for a few days and then fail to boot again. After several rounds of back-and-forth, the service center probably got tired and just stopped accepting it, saying it was out of warranty. Because of this, he decided to disassemble the thing to determine what killed it and to see if he could get it working again. […] So, why did the A11 work at the service center but refuse to run in his home? The technicians would reset the firmware on the smart vacuum, thus removing the kill code, and then connect it to an open network, making it run normally. But once it connected again to the network that had its telemetry servers blocked, it was bricked remotely because it couldn’t communicate with the manufacturer’s servers. Since he blocked the appliance’s data collection capabilities, its maker decided to just kill it altogether.

“Someone — or something — had remotely issued a kill command,” says Harishankar. “Whether it was intentional punishment or automated enforcement of ‘compliance,’ the result was the same: a consumer device had turned on its owner.” In the end, the owner was able to run his vacuum fully locally without manufacturer control after all the tweaks he made. This helped him retake control of his data and make use of his $300 software-bricked smart device on his own terms. As for the rest of us who don’t have the technical knowledge and time to follow his accomplishments, his advice is to “Never use your primary WiFi network for IoT devices” and to “Treat them as strangers in your home.”

Read more of this story at Slashdot.

The semiconductor market is currently a tale of two titans, but one is largely flying under the radar while delivering explosive, calculated growth. NVIDIA, having reached the historic peak of a $5 trillion market capitalization, faces the immense pressure of living up to that hyper-valuation. Meanwhile, AMD, led by a management team praised for its focused execution, is quietly delivering record revenue of $9.2 billion, up 36% year-over-year (YOY), comfortably surpassing analyst consensus estimates. This isn’t just a strong quarter; it’s a strategic masterclass in how to win the AI infrastructure war by focusing on execution, diversification and meeting customer needs rather than chasing stock market distractions.

The Power of Focus: Flying Below the Valuation Radar

AMD’s success this quarter is defined by its ability to execute its long-term plan without the crippling pressure inherent in NVIDIA’s valuation. While NVIDIA must constantly deliver unprecedented growth to justify its colossal market weight, AMD operates with a more reasonable forward earnings multiple, making it a more attractive and stable investment in the volatile AI sector.

AMD’s non-GAAP gross margin hit a robust 54%, flat YOY and was up 11 percentage points quarter-over-quarter (QOQ), demonstrating tight cost control even amidst rapid scaling. Non-GAAP net income surged to $2 billion, up 31% YOY, and a staggering 152% QOQ, translating to a powerful non-GAAP EPS of $1.20, up 30% YOY. These results confirm that AMD is successfully converting revenue growth into substantial profitability, achieving financial robustness that allows it to accelerate R&D and product roadmaps without the external distraction of defending an astronomical market cap.

The Strategic Shift: Slipstreaming Past Intel’s Weakness

AMD’s impressive results highlight the continuing erosion of Intel’s historic market dominance, confirming that AMD is successfully slipstreaming past its rival in critical segments. The Client and Gaming segment revenue hit $4 billion, up an incredible 73% YOY.

• Client Revenue: Client revenue reached a record $2.8 billion, up 46% YOY, driven by record sales of Ryzen processors and a richer product mix. This signifies that the performance and value offered by Ryzen are continuing to capture high-value segments of the PC market, chipping away at Intel’s entrenched overall x86 market share (which Intel still leads, but is losing ground in high-performance sectors).
• Gaming Revenue: Gaming revenue jumped 181% YOY, fueled by higher semi-custom revenue (think console chips) and strong Radeon gaming GPU demand. This double-digit growth demonstrates AMD’s comprehensive health across both consumer and enterprise markets.

These consistent gains in the Client and Gaming markets are a direct consequence of AMD’s strategic decision to focus on performance and execution, offering consumers and OEMs compelling reasons to migrate away from Intel’s established, but currently slower-to-innovate, x86 platforms.

The AI Factory: Data Center Dominance Takes Hold

The true bellwether for the future, the Data Center segment, reported revenue of $4.3 billion, up 22% YOY. This vital growth was fueled primarily by strong demand for 5th Gen EPYC processors and Instinct MI350 Series GPUs. The EPYC processors continue to capture high-end server market share from Intel, and the MI350 ramp-up is putting serious pressure on NVIDIA in the AI accelerator market.

Crucially, the Q2 results were impacted by $800 million in charges related to the U.S. government’s export restrictions on AMD Instinct MI308 GPUs (the China-specific variant). The fact that AMD was able to absorb this massive regulatory hit and still post record overall revenue and strong data center growth underscores the fundamental strength and diversification of its current business model. This demonstrates resilience against geopolitical risks, something few of its competitors can claim.

Management Excellence: A Blueprint for Growth

The consistently strong results are a direct reflection of the management team’s stable leadership and disciplined execution. Unlike some competitors whose corporate strategy seems to shift daily, AMD has maintained a clear vision, focusing on its next-generation hardware cadence (MI350, MI400, MI500) and aggressively expanding its open-source ROCm ecosystem. This dedication is paying off, as the company’s Q4 2025 guidance projects revenue of approximately $9.6 billion, plus or minus $300 million, with a non-GAAP gross margin climbing slightly higher to 54.5%. This confidence in continued margin expansion and growth, despite ongoing regulatory uncertainty, is a powerful endorsement of AMD’s strategic plan and the increasing demand for AMD’s AI-focused solutions.

Wrapping Up: The Quiet Giant’s Momentum

AMD’s Q3 2025 financial report is a powerful indictment of the hyper-focus on valuation over substance in the semiconductor market. By posting record revenue, phenomenal earnings growth and strong guidance, AMD proves that steady execution and strategic diversification are the keys to long-term success. While NVIDIA risks distraction from its immense valuation and the competitive threat of open source, AMD is leveraging its strong EPYC and Ryzen platforms to relentlessly gain share from Intel and is utilizing its open ROCm ecosystem to provide a compelling, cost-effective alternative in the lucrative AI market. AMD is no longer just playing catch-up; it is setting the pace for sustainable growth in the age of AI.