Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely profitable as the industry scaled out. In the last few years, hyperscalers like Amazon and Google have started building their own chips, and Nvidia is no longer the only game in town, leading many investors to wonder how durable its advantage really is.

It’s a compelling story, and mostly true. After growing its market cap 10x between the start of 2023 and mid-2025, Nvidia shares have been on a more modest trajectory for the past year, driven by concerns about GPU competition.

A new narrative has taken shape since the company’s earnings on Wednesday and investors are starting to realize that Nvidia’s advantage goes far beyond GPUs. As AI’s compute grows into the gigawatt scale, orchestration has become an increasingly complex task. Not surprisingly, Nvidia has built much of the state-of-the-art hardware needed to handle it, giving the company a huge advantage in the systems that surround the GPU even as it sees increased competition on the GPUs themselves. 

For all the talk of compute as a commodity, it’s still incredibly difficult to operate a megascale data center at peak efficiency — and as deployments get bigger and faster, that challenge is only growing.

Rack by Rack

You can see some of this just by looking at the details of what Nvidia is actually selling. The company is currently rolling out its Vera Rubin architecture, which pairs the Rubin GPU with a collection of other units, including the Vera CPU, the Groq 3 LPX inference accelerator and similar racks for storage and networking.

Over the past week, I’ve been talking to folks at Nvidia about what those systems actually do, and the results have been surprising. Like the Rubin GPU itself, they’re extremely specialized systems, but instead of churning through tokens, they’re making sure everything outside the GPU works as efficiently as possible. If the GPU is the engine, these are the rest of the car.

The Vera CPU in particular is focused on the problem of orchestrating data. “Vera is important because there’s only so much memory that you can put in a single server or any sort of compute platform,” Jason Hardy, Nvidia’s VP of storage technology, told me. 

As data centers have scaled up computing power, memory capacity has scaled up too, which is why companies like Micron have gotten rich in the second wave of the infrastructure boom. But getting that data to the GPU at the right time isn’t straightforward — and as companies look to drive tokens-per-watt lower and lower, they’re realizing how important that kind of traffic direction is.

“We saw upwards of 3x improvement in these operations, where the Vera CPU is allowing for acceleration,” Hardy said. “So now we can use our flash to its fullest potential, because we can get all that performance out of it without bottlenecking.”

You can see versions of the same problem outside of Nvidia. When OpenAI developed its Jalapeño chip, a major focus was avoiding these challenges entirely by minimizing the amount of data that needs to be moved around.

“We designed Jalapeño to minimize data movement and communication delays,” the company said in a blog post earlier this month. “Its large domain allows the entire workload to remain within one connected system, minimizing data movement and helping the complete request stay fast and efficient from beginning to end.”

It’s a different approach, avoiding data movement entirely by conducting a workload within one integrated chip. But the overall logic is the same, increasing efficiency with smarter traffic control instead of just more processor cycles. That in turn opens up a whole new layer of infrastructure for companies to compete over.

This new focus on data orchestration isn’t automatically a win for Nvidia. The company will have to compete with rival chipmakers and hyperscalers just as it has with GPUs. But the competition has moved to a new layer, where building a rival GPU matters less than being able to make the entire system work efficiently. 

And at least in the early stages, Nvidia looks to have a commanding lead.

AWS and DuckLabs have been working together since 2024.

Amazon is acquiring Amsterdam-based DuckLabs, the company behind the open-source analytical database DuckDB.

Details of the transaction were not disclosed, however, DuckDB is not included in the acquisition and will remain free and open source under the independent nonprofit that oversees the project, the company clarified.

The company’s team of more than 30 employees are set to join Amazon Web Services (AWS), while co-founders Hannes Mühleisen and Mark Raasveldt are expected to continue leading the team and DuckDB’s technical direction, alongside working on data lakehouse DuckLake and the Quack protocol.

“For almost a decade, the DuckDB team has worked with the idea of building a tool that lets people work with data, with confidence. I find that sentiment – not just making data easy to work with, but actively empowering people to ask questions, build, and really innovate with data – is exactly in line with how AWS and our customers think about data,” said Andy Warfield, Amazon’s vice-president.

“We’ve been working closely with the DuckLabs team for the past two years, and I am so excited at the opportunity to work with them even more closely.”

Amazon’s cloud business, AWS, has been working with DuckLabs since 2024. The 2021-founded start-up said that the acquisition gives it access to resources to help widen its reach to developers and pursue ideas on a much larger scale.

“Together, we plan to use DuckDB, DuckLake and Quack to help power a new generation of data services. Our ambition is to reach people who may eventually depend on the Duck Stack every day, whether they interact with it directly or encounter it quietly inside the products and services they use,” the founders said in a joint statement.

DuckLabs has refused venture capital funding since its launch, and has instead been owned fully by its founders and the development team.

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Hollywood’s finest — the people accustomed to massive eight-figure checks and exotic movie sets — are now betting on something much smaller: microdramas.

Microdramas are short, scripted series designed to be watched on phones. Episodes typically run just a few minutes, and often feature soap opera-style plots, dramatic twists, and cliffhangers designed to keep viewers watching, and often paying, for the next episode.

The format took off in China before rapidly gaining traction internationally. Omdia estimates that U.S. revenue generated by microdramas is expected to reach $1.5 billion this year. A growing number of apps have emerged to capitalize, including ReelShort and DramaBox, and even TikTok has entered the market, launching its own app, PineDrama, earlier this year.

Now, Hollywood talent is starting to get involved, whether by starring in new series, launching their own companies, or investing in platforms.

It’s understandable. Movie studios are looking for cheaper and faster ways to produce content, and many talent and crew are going without work. At the same time, TikTok, Instagram Reels, and YouTube Shorts are capturing an ever-larger share of viewers’ attention, which is turning microdramas into an increasingly attractive new corner of the entertainment business.

Here are some of the most well-known names getting a slice of the microdrama pie.

James Franco

The latest recognizable Hollywood actor to make the jump is James Franco, who stars in “Love, Lies & Frank,” streaming exclusively on Shortical.

Franco plays the CEO of an advertising agency that becomes mixed up in crime and werewolves. The premise seems to follow a similar formula to most microdramas, and is packed with outrageously dramatic scenes and a forbidden romance.

The project is notable for being one of the first microseries produced under SAG-AFTRA’s new verticals agreement, a union contract specifically for low-budget microdramas. This offers an early glimpse of how the format could create new opportunities for actors and other Hollywood talent.

Beyond that, Franco’s involvement has drawn attention for another reason: The project marks his attempt at a comeback following sexual misconduct allegations and a legal settlement in 2021. Variety’s review of the show wasn’t glowing, either, with the magazine writing that the actor “appears to be sleepwalking through his lines.”

What compelled Franco to take on a microdrama gig is anyone’s guess, but his casting is still notable. It’s rare to see a major actor who has made millions and starred in blockbuster projects headline a small series built for mobile screens.

Issa Rae

Issa Rae may be one of the most natural stars to embrace the microdrama boom. She created and starred in the 2011 web series “The Misadventures of Awkward Black Girl,” which helped launch her career.

In May, Issa Rae’s company Hoorae Media partnered with TikTok’s new PineDrama app to launch “Screen Time,” a thriller about a double date that takes a dark turn when a mysterious person hijacks the television and starts forcing the couples to confront their secrets.

The series quickly became a breakout hit, gathering nearly 75 million views in its first week and becoming the top-performing vertical series on TikTok and PineDrama at the time. It later surpassed 150 million views.

Jesse Tyler Ferguson

“Modern Family” star Jesse Tyler Ferguson is also getting into the business with “Theater Kids Vs. Zombies,” an upcoming musical comedy for vertical storytelling platform aTwist.

The premise is pretty much what the title suggests: A group of theater students finds their high school overrun by zombies, and realizes their best chance of survival is to put on a musical. 

Ferguson’s entry could be significant, as this series doesn’t sound much like the romance and soap-opera formulae that dominate microdramas, instead leaning into comedy and theater-kid culture.

Taye Diggs

Not only did Taye Diggs star in a microdrama, he’s getting more deeply involved in the business, too.

In January, Diggs was announced as the star and executive producer of “Off Limits & All Mine” for platform CandyJar. He plays a widowed mogul who becomes involved in a forbidden romance with his best friend’s adult daughter.

More notably, Diggs has launched his own mobile-first, vertical storytelling platform, Microhouse Films, which aims to give filmmakers greater control over how they produce and monetize their projects. Eight projects were included in the platform’s debut launch, including “Tides of Temptation,” a series created in collaboration with Lifetime.

The move is significant because instead of just jumping on the microdrama trend, Diggs is now helping build the space itself.

Kim Kardashian

Kim Kardashian’s involvement highlights another way celebrities are entering the market. While the celebrity hasn’t starred in a microdrama yet, she has already put money behind the business, investing in GammaTime alongside her mother, Kris Jenner, and other angel investors.

ServiceNow released security patches for three new maximum-severity AI Platform vulnerabilities that can be exploited in code injection, SQL injection, and privilege escalation attacks.

The ServiceNow AI Platform (formerly known as the Now Platform) is an enterprise-grade Platform-as-a-Service (PaaS) that helps integrate AI into core enterprise workflows and powers more than 100,000 enterprise AI apps at 85% of all Fortune 500 companies.

In a Thursday advisory, the company said it patched its cloud-based platform against the three critical security flaws (CVE-2026-18885, CVE-2026-18886, and CVE-2026-74820) and advised customers to secure their self-hosted instances.

The first is a code injection vulnerability that can allow attackers to execute arbitrary code, the second stems from a code injection weakness that enables them to escalate privileges, and the third allows threat actors to access or modify instance data through SQL injection attacks.

All three security vulnerabilities can be exploited by unauthenticated threat actors in low-complexity attacks that don’t require user interaction.

On Thursday, ServiceNow also addressed a high-severity sandbox escape security issue (CVE-2026-6876) affecting the same platform that could let attackers with basic privileges gain remote code execution on targeted systems.

“We are not currently aware of malicious exploitation against ServiceNow instances. We recommend customers promptly apply appropriate updates or upgrade to a patched release if they have not already done so,” the company said.

While ServiceNow didn’t flag any of the vulnerabilities patched on Thursday as actively exploited, multiple security flaws in ServiceNow products have been targeted in attacks in recent years.

Two years ago, threat actors chained three ServiceNow flaws (CVE-2024-4879, CVE-2024-5178, and CVE-2024-5217) using publicly available exploits to breach private firms and government agencies worldwide in data theft attacks.

More recently, in July, threat intelligence company Defused reported that attackers are now exploiting another critical vulnerability (CVE-2026-6875), a pre-auth sandbox escape in the ServiceNow AI Platform.

ServiceNow has also privately disclosed a security incident last month in which security researchers or customer-led research used an unauthenticated access flaw via a vulnerable API endpoint to query data from customer instances.

Overall prevention scores can hide what happens after initial access. Once attackers are using valid credentials, prevention drops sharply.

The Blue Report 2026 measures defenses technique by technique across 338 million simulations run in customer production environments.

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Deals on Tents

Courtesy of REI

The REI Half Dome 2 is the best budget two-person backpacking tent. I’ve toted it on many backpacking trips and found it plenty sturdy, quick to set up, and capable of fitting two people along with their gear. It even comes with a footprint (which I never bother with, but it’s nice to have it if you have to deal with pointy rocks).

The Big Agnes Copper Spur series is our top pick among freestanding ultralight tents. This is the bike-packing model, which features shorter pole segments that are easier to haul on a bike, but I really prefer it for the more subdued colors. The Copper Spur is a high-quality, well-designed tent that’s lightweight, easy to set up, and roomy enough to be livable in the backcountry. The “awning” design (with trekking poles or sticks) is a nice extra.

Nemo’s Dragonfly tents are roomy for the weight. There’s a generous amount of mesh at the top, which provides some nice ventilation on warm summer nights and is perfect for falling asleep under the stars when the weather permits. The Osmo fabric is a blend of nylon and polyester that absorbs less water than pure nylon rainflies.

MSR’s Groundhog stakes aren’t cheap, but they’re the best tent upgrade you can make. They’re superstrong—I’ve never had one bend or pull out on me—and considering their strength, they’re pretty lightweight. I suggest carrying a mix of stakes when backpacking—some of these, some carbon fiber pegs, and some shepherd hooks. That way, no matter the terrain, you’ve got something that’ll work.

Deals on Outdoor Clothing

Now is a great time to score some new base layers and mid layers ahead of the cooler months.

Photograph: Scott Gilbertson

Smartwool’s 100 percent merino base layer is my top pick for cooler weather in our guide to the Best Base Layers. Its loose fit allows it to work as a long-sleeve T-shirt in the shoulder seasons. That extra bit of roominess also makes it possible to use it as a second light layer over something thinner. Note that colors and sizes are limited on this deal.

This is an REI Outlet deal because it’s been discontinued, which is a shame (hopefully that just means new colors are coming next year). REI’s 100 percent merino base layers are some of the best values around, even at full price. On sale, they’re a true steal. I like this half-zip for the extra ventilation the zipper provides, but if you prefer, the regular top (on sale for $30) is also on sale, as is the base layer bottom (on sale for $30).

Nothing says outdoors like a hatchet loop on your pants. Fjällräven Vidda Pro trousers give you that and great ventilation. The Vidda Pro uses Fjällräven’s G-1000 fabric, a 65 percent recycled polyester and 35 percent cotton blend, with pockets everywhere and extras like ventilation zippers, reinforced knees (with openings for pads), and that sweet, sweet hatchet loop on the leg.

This deal is limited to one color, with sizes disappearing fast, but it’s a pretty outstanding deal. The Ghost Whisperer Down Jacket is my top pick for a backpacking puffer jacket. The men’s large I tested weighs just 7.3 ounces, packs down to a tiny little thing (stuffing into its own pocket), and the 800-fill-power goose down offers one of the best warmth-to-weight ratios on the market.

Camp Stove and Water Filter Deals

Nothing says camping like roasting marshmallows over open flames and burning beans on the camp stove. Check out our guides to the best backpacking stoves and best camping stoves for more picks.

Photograph: Scott Gilbertson

MSR’s PocketRocket Deluxe is our top pick for a backpacking stove. It wins the title thanks to its larger burner area, which allows the flame to spread out for faster boil times and better fuel efficiency, especially with larger pots. It also fared better in the wind than smaller burners. The genius of the deluxe model is the small curved lip around the burner, which helps keep wind from getting to the base of the flame. It’s a small design element, and one that you certainly want. During long-term testing, I found it more effective at maintaining a simmer in the wind, should you want to do any actual cooking.

You can put together a lighter cooking setup, but Jetboil’s Stash is the lightest all-in-one system out there, and it does boil water a bit faster than the rest. The heat diffuser design speeds up boil times (Jetboil claims 2.5 minutes, which I could only match indoors in still air), but the real appeal is how this kit packs down into itself and how simple it is to use.

Jetboil’s larger all-in-one cooking system, the Flash, offers a larger capacity 1-liter pot that combines an integrated pot and burner into an easy-to-use system. I prefer the more compact Stash above, but if you’re cooking for two and are all-in on dehydrated meals, this stove is popular for good reason.

While I prefer the larger burner head of the Deluxe model above, the MSR PocketRocket 2 is lighter at 2.6 ounces compared to the Deluxe’s 2.9. It still has wide enough arms to support just about any one- or two-person pot. It’s simple to use, even while wearing gloves, and it’s efficient. At 947-foot elevation, it boiled 1 liter of water in 3 minutes, 47 seconds. You can even get it to simmer, though the flame radius is small, so fancier cooking isn’t easy.

Photograph: Scott Gilbertson

MSR’s WhisperLite series is probably the most popular backpacking stove ever made. They last forever (mine is over 30 years old and still works great), and this model, the Universal, can use just about any fuel you can imagine—white gas, kerosene, unleaded gasoline, and isobutane-propane canisters, to be precise. The only downside is that it can be fiddly compared to stoves like the Jetboil. But if you’re headed out on a long trip, buying fuel as you go, this is the most flexible option out there.

This is by far the most compact two-burner stove I’ve tested. It’s my pick for any situation where space is at a premium—whether that’s canoeing or just because you have a small car. The burners are large, and with some practice, I could get a light, simmer-friendly flame. My main gripe is the windscreen, which is not the best. The Basecamp version, with fitted pots, is also on sale for $300 ($100 off).

Courtesy of Coleman

My favorite stove in Coleman’s current lineup, the Coleman Cascade 3-in-1 features heavy-duty cast-iron grates and comes with a cast-iron griddle and grill. It’ll comfortably fit a 12-inch pan and a 10-inch pan side by side, and it’s significantly sturdier and more robust than other Coleman stoves, making it worth the extra money if you use it often. That said, the much cheaper stove below will get you by if you’re only using it a few nights a year.

This stove is ubiquitous at campgrounds for a reason. It’s well-built, sturdy on a table, and just works. It’s not the most powerful stove, and it lacks frills like push-button ignition, but it’s capable of holding a low flame, simmering soups, and cooking scrambled eggs without browning them. It’s also incredibly durable.

Photograph: Scott Gilbertson

The MSR Gravity Autoflow filter is a must-have for backpacking with a group. To use this filter, scoop up 10 liters of water in the dirty water bag, attach the hose, connect your water bottle, and sit back and relax. The filter is good enough to keep you safe from all the usual protozoa and bacteria, and the flow rate is a solid 1.5 liters per minute when the filter is clean.

The MSR Guardian is our pick for trips with sketchy water sources because it filters down to 0.02 microns, which will even remove viruses. It is heavy at 22 ounces and may be overkill for trips in the US, but it’s a great option for overseas adventures. I really like that it’s designed to be self-cleaning, which makes field maintenance incredibly easy, and that it screws right onto a Nalgene bottle. Also, because it’s a pump filter, it’s very fast. You can crank out a couple of liters in hardly any time at all. The gravity-fed version is also on sale at Backcountry for $232 ($78 off).

Camping Gear Deals

Courtesy of Kelty

This camp chair is the coziest way to hang out around the fire. It is somewhat huge, heavy, and awkward to fold up and carry, but so long as you have room for it in your vehicle, there’s no better way to relax under the stars with your loved ones.

The thing to keep in mind when you shop REI brand gear is the company’s basic proposition: You get 90 percent of the designer item for 70 percent of the price. It’s a strategy that works well and has produced some great, affordable gear. This chair is a good example: It’s comfortable (it does wobble a little, side-to-side when you move, though) and less than half the price of competitors.

I’ve noticed that when people try to lighten their load with a smaller, lighter-weight backpack, they struggle to fit all their gear. The answer for sleeping bags and clothing is this compression stuff sack, which smashes anything soft down to about half the size of the same item in a regular stuff sack. This works well with sleeping bags and clothing, especially puffer jackets, but also fleece and merino wool.

Sleeping Bag Deals

Photograph: Scott Gilbertson

Our favorite backpacking sleeping bag, the Bishop Pass 15 offers the best warmth-to-weight ratio while packing down small and staying affordable. I have slept in this bag for more than two weeks, with nighttime temps ranging from 28 to 65 degrees Fahrenheit, and, yes, it was too warm in the heat, but on those warmer nights, I unzipped it and used it as a blanket. It isn’t perfect, but it’s a versatile bag.

REI’s Magma line of down gear is some of the best value around. The Magma 15 sleeping bag has long been an affordable option that’s perfect for shoulder-season trips when the temperature potentially swings lower than you expect (the comfort rating is 21). There are three lengths and three widths, which makes it easy to find a perfect fit for your body, and the 850-fill-power goose down (Bluesign-approved) packs down nicely and small. If you don’t need the shoulder-season coverage, the Magma 30 is also on sale for $262 ($87 off), and makes a great summer sleeping bag.

This down mummy bag has a spoon-shaped design for side sleepers and extra room in the elbows and knees so you can roll over onto your side without feeling like you’re slipping into a straitjacket. It’s built for temps down to 30 degrees Fahrenheit and has zippered gills you can open to avoid overheating when it’s warmer.

Photograph: Scott Gilbertson

The best budget ultralight quilt, the Magma Trail is a great value for the money. The lower price does mean that this one is a bit heavier (it uses 850-fill-power down), though at 24 ounces for the long, wide version I have, it’s competitive on the scale. The straps for attaching it to your sleep pad aren’t as nice as what you’ll get with something like the Enlightened Equipment’s Revelation Quilt, but it’s just as warm and does a respectable job of keeping out drafts. There’s even a zippered foot box with a drawstring for cooler nights.

Nemo’s Pulse quilt uses RDS-certified, gold-infused 1,000-fill-power ExpeDRY down, which does a good job of shedding moisture from tent condensation and reportedly dries faster than standard down, though I’ve never figured out a good way to test this. The Karo Step baffle stitching keeps down well distributed, and at 12 ounces for the regular, this one is pretty dang lightweight.

Courtesy of REI

This is our favorite sleeping bag for car camping. The REI Siesta is plenty warm and affordable. It’s also not a mummy bag because you’re not climbing Denali here. The rectangular cut makes for a much roomier, more comfortable sleeping experience. The 20-degree-Fahrenheit rating makes it warm enough for three seasons, and unlike most rectangular bags, the Siesta has a hood, which helps on those cold nights.

The Kindercamp makes a great car camping bag if you’ve got young children. Once your kids are about 4 feet tall, an adult sleeping bag works just fine. Prior to that, they’ll benefit from a kids’ sleeping bag like the Kindercamp, which is cut smaller so your little ones don’t have to heat up a huge, adult-size sleeping bag to stay warm.

Deals on Action Cameras and Gadgets

If you snap a selfie in the woods and Instagram isn’t around to see it, did it happen? You’ll never have to answer that question if you’ve got one of our favorite action cameras or 360 cameras with you.

Photograph: Scott Gilbertson

Insta360’s X6 360 camera just launched—our review will be coming soon—but the X5 is still a great option, especially on sale. The twin 1/1.28-inch sensors capture 8K video, which means you can reframe your footage to fit rectangular video formats and still have nearly 4K clips sharp enough to mix with footage shot with your phone. The dynamic range is impressive, and the X5 also has great battery life.

If you’re going to turn your action camera on yourself, consider the Ace Pro 2, our top pick for vlogging. It has a great lens and sensor co-engineered with Leica, is capable of recording 8K video at up to 30 frames per second (fps), and has some pretty darn nice color even in the default settings. My guess is that the Ace Pro 3 is coming pretty soon, but this is still a good deal.

Sure, phones have some of the features you’ll get with a satellite messenger, but we still think you’re better off with a dedicated device. Garmin’s new inReach Mini 3 Plus now offers some of those phone features—like voice messaging—along with the emergency features and excellent service worldwide. It’s also still tiny, well-built, and it has great battery life. A non-Plus model, which doesn’t have a speaker and mic, is also on sale.

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The race car is gearing up for a public launch on 9 September in DCU.

A team of students from Dublin City University (DCU) has designed and built Ireland’s first solar-powered racing car.

The custom-engineered car, which relies entirely on solar energy and clean battery storage, recently under underwent track validation and high-speed testing at Kildare’s Mondello Park motor racing circuit.

After receiving the green light in a test drive today (27 August), the car is now ready for a public launch on 9 September in DCU.

The “ultra-efficient” single-seater vehicle features a six-metre ‘bullet’ model frame that’s been designed for maximum power conversion and minimal drag, the university said. It is equipped with custom solar array architecture, designed with lightweight composite materials and bespoke telemetry systems.

The entire process – from designing to completing a successful test run – took the DCU Solar Racing team four years, and required intensive research, prototyping and aerodynamic testing.

More than 40 multidisciplinary students, spanning mechanical, electrical, software engineering and business operations, contributed to the project, DCU said.

The Solar Racing team is now gearing up to represent Ireland at the iLumen European Solar Challenge, a 24-hour endurance competition for solar vehicles, set to take place this September at Circuit Zolder in Belgium.

It is the largest race of its kind in Europe, and second largest globally – only behind the 3,000km-long World Solar Challenge in Australia.

The Solar Racing team is sponsored by more than 30 organisations including DCU Innovate; Intel; Sustainable Energy Authority of Ireland; tire manufacturing giant Bridgestone (which is also the lead sponsor behind the World Solar Challenge); Fidelity Investments; and Irish space-tech EireComposites.

“Timeless hours over the past four years have resulted in this pinnacle of Irish engineering, thanks to the support of our partners, university and the students behind the project,” said Rian Gill, the team principal and lead engineer at DCU Solar Racing.

Jennifer Bruton, the executive dean of the Faculty of Engineering and Computing added: “This project showcases the practical, future-focused, boundary-pushing talent emerging from DCU.

“Beyond competing in international motorsport, these students are proving that sustainable transport solutions are achievable today through dedication, teamwork, multidisciplinary hands-on application and vision.”

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