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Tag: Meta
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
China’s DeepSeek recently published a research paper that shocked Wall Street. The startup company claims it spent less than $6 million to train an artificial intelligence (AI) model whose performance matches or nearly matches that of leading U.S. models. Comparatively, OpenAI spent more than $100 million on its GPT-4 model.
Nvidia (NVDA -4.72%) stock declined sharply on the news. Its market value fell nearly $600 billion in a single day, the largest daily loss by any listed company in history. The logic behind the crash is straightforward: If DeepSeek built a good AI model for less money, U.S. companies can use the same training methods to achieve similar efficiencies.
Consequently, investors are worried U.S. companies would spend less than anticipated on Nvidia GPUs, which are usually the most expensive line item in AI infrastructure budgets. But the market may have overreacted. Nvidia shareholders just got good news from Meta Platforms (META -0.18%) and Microsoft (MSFT -1.26%), two of its largest customers.
Read on to learn more.
Good news from Meta Platforms: CEO Mark Zuckerberg views heavy investments in AI as a strategic advantage
Meta Platforms CFO Susa Li told analysts on the fourth-quarter earnings call that capital expenditures would increase as much as 66% to $65 billion in 2025 to support its generative AI efforts and core business. That represents a material acceleration from the 39% increase in capital expenditures last year.
CEO Mark Zuckerberg also provided context, telling analysts Meta’s ability to spend heavily on AI is going to be a “strategic advantage” over time. He also said more efficient training methods do not necessarily reduce the need for AI chips. Instead, he sees recent breakthroughs as an opportunity to apply more computing power to inference workloads to “generate a higher level of intelligence and a higher quality of service.”
Good news from Microsoft: CEO Satya Nadella says demand will increase exponentially as AI becomes more affordable
Not to be outdone by DeepSeek, Microsoft CEO Satya Nadella said on the latest earnings call: “We ourselves have been seeing significant efficiency gains in both training and inference for years now. On inference, we have typically seen more than 2x price-performance gain for every hardware generation and more than 10x for every model generation due to software optimizations.”
However, Nadella thinks the consequences will be favorable for Nvidia. “As AI becomes more efficient and accessible, we will see exponentially more demand,” he told analysts on the call. Nadella also posted on X: “Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket.”
Image source: Getty Images.
What the Jevons paradox means for Nvidia
In the 1860s, economist William Stanley Jevons argued that the technological advancements that made coal a more efficient energy source paradoxically created more demand for coal. Put differently, Jevons believed the cost reductions arising from the greater price performance of coal were more than offset by the resultant increase in spending.
When applied to Nvidia, the Jevons paradox means more efficient AI training methods will ultimately drive more demand for AI software and services. In turn, the cost savings arising from improved price performance of GPUs may be more than offset by the resultant increase in demand for those AI processors.
Indeed, since DeepSeek published its report, Morgan Stanley analysts have upwardly revised their capital expenditure estimates, such that AI infrastructure spending among the four biggest hyperscalers — Amazon, Alphabet, Meta, and Microsoft — is projected to increase 32% to $317 billion in 2025, up from 28%. And that figure could increase further after Amazon and Alphabet report financial results this week.
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has a median target price of $175 per share among the 67 analysts who follow the company. That implies 45% upside from its current share price of $120.
Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Trevor Jennewine has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Nvidia stock investors just received some positive news from two tech giants, Meta Platforms and Microsoft. Both companies recently announced partnerships with Nvidia, which is expected to drive growth for the semiconductor company.Meta Platforms, formerly known as Facebook, revealed that it will be using Nvidia’s chips to power its artificial intelligence (AI) infrastructure. This move is significant as Meta Platforms is one of the largest tech companies in the world, and its endorsement of Nvidia’s technology could open up new opportunities for the company.
Additionally, Microsoft also announced that it will be using Nvidia’s chips in its Azure cloud computing platform. This partnership is expected to enhance the performance and capabilities of Microsoft’s cloud services, further solidifying Nvidia’s position in the industry.
Overall, these partnerships signal a vote of confidence in Nvidia’s technology and products, which bodes well for investors. With two major tech companies backing Nvidia, the stock is likely to see increased demand and potential for growth in the future. Investors should keep an eye on these developments as they could have a positive impact on Nvidia’s stock price in the coming months.
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#Nvidia #Stock #Investors #Good #News #Meta #Platforms #Microsoft
Cable Matters Unidirectional 5Gbps Active USB C Cable 16.4 ft, Supports Up to [4K@60Hz Video, 5Gbps Data Transfer] for Apple Vision Pro, Meta Quest 3 VR Headset, Portable Monitor
Price: $49.99
(as of Jan 31,2025 03:41:53 UTC – Details)
From the brand
Cable Matters, with headquarters in Southborough, Massachusetts, offers a complete line of cables, adapters, docking stations, and networking products for the home, office, and data center. Cable Matters offers first-class, quality, and affordable products backed by an exceptional customer experience.
USB-C Cables & Hubs & Adapters
USB-C Adapter & KVM & Dock
Extra long USB C video cable connects a USB C monitor or VR headset such as Oculus Quest (Oculus Link update required) to a computer; Offers a single USB-C cable solution with video and data
Uni-directional USB-C cable uses signal conditioners to transmit reliable video and data information over the 16.4 foot length for a worry-free connection; Perfect companion for VR gaming; Labeled HOST connector plugs into the laptop and a SINK connector plugs into the connected USB C display
5G rated full feature USB C cable supports a data transfer rate up to 5Gbps at a 5 meter (16.4 feet) length, offering the extra length needed to create a clutter-free desktop
Compatible with popular USB C monitor including the Dell U2520D, P2720DC, U2721DE, U2719DC, S2719DC, U2419HC, U2421HE, P2419HC, and HP E273d, E24d G4, E223d, E27d G4
Thunderbolt 3 and USB-C compatible with computers, tablets and smartphones such as the 2019 MacBook Pro, iPad Pro, MacBook Air, Dell XPS 15, Samsung Galaxy S10, Note 9, Google PixelBook, and Pixel 3aCustomers say
Customers are satisfied with the cable’s functionality, data speed, and durability. They find it works well for Oculus Link and Elgato 4K Facecam, providing fast charging and data transfers without lag. The cable is well-made and has no noticeable damage or kinks. Many customers appreciate its value for money and USB connectivity. However, some have mixed opinions on the cable stiffness and length.
AI-generated from the text of customer reviews
Introducing the Cable Matters Unidirectional 5Gbps Active USB C Cable 16.4 ft!Are you in need of a reliable and high-speed USB C cable for your Apple Vision Pro, Meta Quest 3 VR Headset, or portable monitor? Look no further than the Cable Matters Unidirectional 5Gbps Active USB C Cable!
This 16.4 ft cable supports up to 4K@60Hz video and 5Gbps data transfer, ensuring smooth and seamless connectivity for all your devices. Whether you’re streaming content, gaming, or working on a project, this cable will deliver the speed and performance you need.
With its unidirectional design, you can trust that your data will transfer securely and efficiently. Say goodbye to lagging connections and hello to a reliable and fast USB C cable.
Don’t settle for subpar cables that can’t keep up with your devices. Upgrade to the Cable Matters Unidirectional 5Gbps Active USB C Cable and experience the difference for yourself!
#CableMatters #USBCCable #5Gbps #4KVideo #DataTransfer #AppleVisionPro #MetaQuest3 #PortableMonitor #TechEssentials
#Cable #Matters #Unidirectional #5Gbps #Active #USB #Cable #Supports #4K60Hz #Video #5Gbps #Data #Transfer #Apple #Vision #Pro #Meta #Quest #Headset #Portable #Monitor,tool-free usb c externalIAMJOY Wireless Gaming Earbuds, 20ms Low Latency, Compatible with Meta Quest 3/2, PS5/4, Wireless Earbuds with 90 Play Time, 2.4Ghz Dongle & Bluetooth, Game Earbuds with Mic for Steam Deck, Switch, PC
Price: $63.23
(as of Jan 30,2025 20:39:20 UTC – Details)
Product Description
Up to 90-Hour Playtime Get 6 hours of play on a single charge.
Up to 90 hours with case.
10-minute charge = 1.5-hour play.
4 Microphones ENC Call Dual Microphones And Enc for Clearer CallsPrecisely eliminates external ambient noise up to 65 dB.
The waterproof nano-coating can effectively protect the earbuds from sweat or water.
1 Extended Playtime
2 Clear Communication
3 IPX4 Waterproof
1 Widely Compatible2 PS5
3 PS4
4 PS4/5 Connection Method
What to do if the volume is too low?
1. Use the physical buttons on Quest/PS/PC to adjust and increase the volume.
2. (1) On most VR: Settings > Audio Output and ensure headphones are set as the default device.
(2) PS5/4: Settings > Sound > Audio Output and select the correct device.
Can I listen to music from my phone while hearing game audio from the adapter?
No, Bluetooth music cannot be mixed with game adapter audio. However, you can listen to game audio while taking phone calls via Bluetooth.
Does the IAMJOY gaming earbuds support Xbox?
The IAMJOY gaming earbuds are compatible with PS4, PS5, Steam, Switch, and PC. For Xbox, a specific protocol adapter is required, which means additional configuration is necessary to connect.
How to Pair the Dongle and Bluetooth Device (Phone) Simultaneously
1. Insert the dongle (or dongle + USB-A) into the console’s USB port, and the adapter will automatically pair with the earbuds.
2. Open the earbud case, locate the “DG-1” device, activate pairing mode, and connect the Bluetooth to your phone.
What should I do if there’s high latency in VR on Quest, Pico, PC, Console, or PS4/5?
1. Please use the dongle (or dongle + USB-A) to connect your VR/PC/Console, rather than relying on a Bluetooth connection.
2. Please note that it is important to insert the Dongle into the front of the main unit and avoid plugging it into the back.
20ms Ultra-Low Latency: Utilizing a 2.4GHz high-speed wireless connection, custom chipset, and superior LC3 codec for fast audio transmission and synchronized sound. Whether you’re playing VR, or PlayStation games, enjoying high-quality streaming movies, or exploring interactive applications, the low latency earbuds offer lightning-fast response times, taking immersion to a new level.
High-Fidelity Stereo Sound: The gaming earbuds deliver clear surround sound with frequencies as low as 20kHz. Whether playing FPS, RPG, or RAC games, wireless earbuds allow you to immerse yourself in the gaming world fully. Their rapid audio response helps gamers accurately pinpoint in-game sounds, enhancing both the gaming experience and competitive performance.
Pass-Through Charging: Plug the dongle into the VR’s USB-C port to charge while playing, preventing the low battery from cutting your game time short. The earbuds gaming provide 6-8 hours of playtime on a single charge, and the charging case extends the battery life by an additional 90 hours, allowing for all-day power.
Designed for VR: Unique ear-wing design and three sizes of ear tips ensure a secure fit, so you can move vigorously while playing intense VR games. Equipped with four noise-canceling smart microphones, earbuds with microphone can accurately capture your voice and reduce unnecessary background noise, ensure stable call quality and seamless communication with teammates.
Wide Compatibility: The wireless gaming earbuds use 2.4GHz dongle and 5.4 Bluetooth dual connections, making them compatible with VR Headsets, PlayStation, PS4/5, Meta Quest 2/3, Pico 4 Ultra, Oculus quest, Steam Deck, Switch, Consoles, Phones, Laptop, and PCs. Plug the dongle into any device and start gaming—no complicated setup is needed. Let IAMJOY be the perfect Christmas gift for your friends.
Customer Satisfaction Guaranteed: We’re committed to ensuring you’re completely happy with your purchase. If you experience any issues or have questions, don’t hesitate to contact us. Our team is here to provide fast, helpful support and resolve any concerns so that you can enjoy your product with confidence.Customers say
Customers appreciate the good sound quality and comfort of these headphones. They find the mic picks up their voice clearly, the audio is smooth and lag-free, and the earbuds are tuned towards deep bass while still offering great mids. The comfortable fit and snug seal ensure they stay secure during intense gaming. Many customers appreciate the fantastic battery life, which lasts longer than the actual quest itself. The small size and portability make these earbuds easy to carry around. Overall, customers find these headphones an excellent product that works well for work and gaming systems.
AI-generated from the text of customer reviews
Introducing the all-new IAMJOY Wireless Gaming Earbuds – the ultimate gaming accessory for all your favorite consoles and devices! With a super low latency of just 20ms, these earbuds ensure you never miss a beat while gaming.Compatible with the Meta Quest 3/2, PS5/4, Steam Deck, Switch, and PC, these wireless earbuds are perfect for all your gaming needs. The included 2.4Ghz dongle ensures a stable connection, while Bluetooth connectivity allows you to use them with a wide range of devices.
With up to 90 hours of play time on a single charge, you can game for hours on end without worrying about running out of battery. Plus, the built-in microphone allows you to communicate with your teammates clearly and effectively.
Don’t compromise on sound quality or comfort – get your hands on the IAMJOY Wireless Gaming Earbuds today and take your gaming experience to the next level!
#IAMJOY #Wireless #Gaming #Earbuds #20ms #Latency #Compatible #Meta #Quest #PS54 #Wireless #Earbuds #Play #Time #2.4Ghz #Dongle #Bluetooth #Game #Earbuds #Mic #Steam #Deck #Switch,2.4ghz wireless gaming headset for ps5Wireless Gaming Earbuds Compatible with PS5/4, Meta Quest 3S/3/2, 25ms Low-Latency, 2.4GHz Bluetooth for Steam Deck, Switch, PC (USB-C Dongle Included) – Vega T1
Price: $69.99
(as of Jan 30,2025 08:32:37 UTC – Details)
From the brand
PrismXR, is dually headquartered in Singapore and Los Angeles and was founded by a group of enthusiasts and talented engineers in XR (extended reality) and spatial computing in 2022.
How did we get our start?
An early adapter to VR and AR, our founder is encouraged and excited by the progress from Oculus Rift, Cardboard VR, and other HMDs back in the early days towards the Quest 2/Pico4/PSVR today. After some frustration over choppy and less-than-satisfactory user experiences, he decided to create a series of ‘XR native’ products that would be ‘XRer centric’ and tremendously enhance the way we explore the virtual world and transcend the reality naturally.
What makes our products unique?
We have years of successful experience with IoT smart devices, such as mobile phones, smart speakers, smart home devices, headphones, smart glasses, and more;
We are passionate about exploring the possibilities of XR technology, creating innovative products, and empowering users to explore new worlds and connect with endless possibilities;
Carina Series
Puppis & Vega Series
Others
VegaBlast Tech Surges Your Excitement – Vega T1’s Gaming Earbuds PU+bionic fiber layers and high-purity copper coil create a surging bass and a broad, immersive sound field. A rare earth magnet elevates the speaker’s power and sensitivity, providing superior sound pressure. PrismXR‘s precision-tuned audio optimizes the chipset and drivers for crystal-clear, high-fidelity sound.
ZeroDrag Tech brings Synchronous Sounds – Our industry-leading technology reduces latency to an unbeatable 25ms. With lightning-fast response times that mirror a wired connection, Vega T1’s wireless earbuds capabilities do not compromise on quality. Whether you’re engaged in VR/PlayStation gaming (Black Myth Wukong), enjoying high-quality streaming movies, or exploring interactive applications. Additional Warning: Please note that simultaneous connections to VR may result in delays or other latency issues.
Play & Chat At the Same Time – No need to interrupt the action or the conversation – with PrismXR, you can enjoy both! Immerse yourself in flawless gaming with the Vega T1 gaming earbuds dongle while simultaneously engaging in lively discussions on Discord through Bluetooth on your smartphone.
Super Passthrough – Your current USB-C port will not by occupied by the dongle. With T1’s 27w Gaming Earbuds Super Passthrough Charge, fast charging is still at your disposal.
Universal Plug and Play – The PrismXR stereo system is designed to work effortlessly with all your devices – whether it’s PlayStation, VR Headsets, Consoles, Phones, Laptops, or PCs. Just plug in Vega T1 dongle to any device and you’re set to go, without any complex settings or configurations. Vega T1 is not compatible with Xbox series. Xbox will need a different authorization. Try to keep metal obstructions at least 8 inches away from the Dongle. Don’t plug it into the back of a desktop PC.
Multi Compatibility – Seamlessly compatible with Meta Quest 3S, Meta Quest 3, Meta Quest 2, Steam Deck, PICO 4, PS4, PS5, PC, Nintendo Switch, and more via USB-C dongle or Bluetooth connectivity.Customers say
Customers praise the headphones for their functionality, low latency, and responsiveness. They find them comfortable and good value for money. However, opinions differ on sound quality, connectivity, battery life, and charging speed.
AI-generated from the text of customer reviews
Introducing the Vega T1 Wireless Gaming Earbuds – the perfect accessory for all your gaming needs!Designed to be compatible with a wide range of devices including PS5/4, Meta Quest 3S/3/2, Steam Deck, Switch, and PC, these earbuds offer 25ms low-latency for a seamless gaming experience.
Featuring 2.4GHz Bluetooth technology and a USB-C dongle included, the Vega T1 earbuds provide a reliable connection and crystal-clear sound quality.
Say goodbye to tangled cords and bulky headsets – the Vega T1 earbuds are lightweight, comfortable, and perfect for long gaming sessions.
Upgrade your gaming setup with the Vega T1 Wireless Gaming Earbuds and immerse yourself in the action like never before! #gamingearbuds #wirelessaudio #vegat1
#Wireless #Gaming #Earbuds #Compatible #PS54 #Meta #Quest #3S32 #25ms #LowLatency #2.4GHz #Bluetooth #Steam #Deck #Switch #USBC #Dongle #Included #Vega,2.4ghz wireless gaming headset for ps5Meta Q4 earnings report 2024
Meta CEO Mark Zuckerberg appears at the Meta Connect event in Menlo Park, California, on Sept. 25, 2024.
David Paul Morris | Bloomberg | Getty Images
Meta reported results after the bell. Here’s how the company did, compared with estimates from analysts polled by LSEG:
- Earnings per share: $8.02 vs. $6.77
- Revenue: $48.39 billion vs. $47.04 billion
Meta said its first-quarter revenue would be in the range of $39.5 billion to $41.8 billion. The midpoint of that figure trailed analysts’ expectations of first-quarter revenue of $41.73 billion.
The company said that daily active people came in at 3.35 billion in the quarter, ahead of Wall Street projections of 3.32 billion.
This is breaking news. Please check back for updates.
Meta, formerly known as Facebook, has just released its fourth quarter earnings report for 2024, and the numbers are impressive. The tech giant reported a revenue of $41.5 billion, a 20% increase from the previous year. Additionally, their net income for the quarter was $12.9 billion, exceeding analysts’ expectations.One of the key drivers of Meta’s strong performance in Q4 was their continued focus on advertising revenue. The company’s ad revenue reached $40.2 billion, representing a 22% increase year-over-year. This growth was fueled by strong demand for digital advertising, particularly in the e-commerce and gaming sectors.
Another highlight from Meta’s earnings report was the growth of their user base. The company reported that monthly active users across all of its platforms, including Facebook, Instagram, and WhatsApp, reached 3.2 billion in Q4. This represents a 7% increase from the previous year and demonstrates the continued popularity of Meta’s social media platforms.
Looking ahead, Meta remains optimistic about their future prospects. The company plans to continue investing in new technologies, such as virtual reality and augmented reality, to further enhance the user experience on their platforms. With a strong financial performance in Q4 and a growing user base, Meta is well-positioned for continued success in 2025 and beyond.
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- Meta Q4 earnings report 2024
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- Meta Q4 quarterly earnings review 2024
- Meta Q4 financial forecast 2024
#Meta #earnings #report
Meta Quest 3 VR Headset 128GB – Very Good Condition w/ Charger + Controllers
Meta Quest 3 VR Headset 128GB – Very Good Condition w/ Charger + Controllers
Price : 407.99
Ends on : N/A
View on eBay
Are you ready to take your virtual reality experience to the next level? Look no further than the Meta Quest 3 VR Headset 128GB! This top-of-the-line headset is in very good condition and comes with a charger and controllers, so you can start immersing yourself in your favorite games and experiences right away.With 128GB of storage, you’ll have plenty of space to download all of your favorite apps and games, and the included controllers make navigating the virtual world a breeze. Whether you’re a seasoned VR pro or just getting started, the Meta Quest 3 VR Headset is sure to take your gaming to new heights.
Don’t miss out on this amazing opportunity to snag a high-quality VR headset at a great price. Get your hands on the Meta Quest 3 VR Headset 128GB today and start exploring new worlds from the comfort of your own home!
#Meta #Quest #Headset #128GB #Good #Condition #Charger #Controllers,meta quest 3 512gb refurbishedMeta Quest 3 512GB VR Headset – White
Meta Quest 3 512GB VR Headset – White
Price : 480.00
Ends on : N/A
View on eBay
Experience the next level of virtual reality with the Meta Quest 3 512GB VR Headset in stunning white. With its powerful graphics, crystal-clear display, and immersive sound, this headset will transport you to a whole new world of gaming, entertainment, and exploration.Featuring 512GB of storage, you’ll have plenty of space to download and store all your favorite games, movies, and apps. The Meta Quest 3 also comes equipped with advanced hand-tracking technology, allowing you to interact with the virtual environment in a more intuitive and natural way.
Whether you’re battling dragons in a fantasy realm, exploring the depths of outer space, or simply watching a movie in your own personal theater, the Meta Quest 3 512GB VR Headset will take your virtual reality experience to new heights. Get yours today and start your own virtual adventure!
#Meta #Quest #512GB #Headset #White,meta quest 3 512gb refurbishedmeta quest 3 512gb with accessories
meta quest 3 512gb with accessories
Price : 599.00
Ends on : N/A
View on eBay
Introducing the Meta Quest 3 512GB with Accessories – the ultimate virtual reality experience!Step into a whole new world with the Meta Quest 3, featuring 512GB of storage for all your favorite games and experiences. Immerse yourself in stunning graphics and crystal-clear audio as you explore virtual worlds like never before.
But that’s not all – this bundle also includes a range of accessories to enhance your VR experience. From comfortable foam face pads to protect your skin during long gaming sessions, to adjustable head straps for a secure fit, this bundle has everything you need to get the most out of your Meta Quest 3.
Don’t miss out on the opportunity to take your virtual reality experience to the next level. Order your Meta Quest 3 512GB with Accessories today and start your journey into the virtual world!
#meta #quest #512gb #accessories,meta quest 3 512gb refurbished
