While the server industry transitions to the latest generation of processors based on the x86 platform, the Intel Ice Lake and AMD Milan CPUs entered mass production earlier this year and were shipped to certain customers, such as North American CSPs and telecommunication companies, at a low volume in 1Q21, according to TrendForce's latest investigations. These processors are expected to begin seeing widespread adoption in the server market in 3Q21. TrendForce believes that Ice Lake represents a step-up in computing performance from the previous generation due to its higher scalability and support for more memory channels. On the other hand, the new normal that emerged in the post-pandemic era is expected to drive clients in the server sector to partially migrate to the Ice Lake platform, whose share in the server market is expected to surpass 30% in 4Q21.

The demands of data center workloads and internet traffic are growing exponentially, and new solutions are needed to keep up with these demands while reducing the current and anticipated growth of power consumption. But the variety of workloads and applications being run today means the traditional one-size-fits all approach to computing is not the answer. The industry demands flexibility; design freedom to achieve the right level of compute for the right application.

As Moore's Law comes to an end, solution providers are seeking specialized processing. Enabling specialized processing has been a focal point since the inception of our Neoverse line of platforms, and we expect these latest additions to accelerate this trend.

Thanks to their flexible pricing schemes and diverse service offerings, CSPs have been a direct, major driver of enterprise demand for cloud services, according to TrendForce's latest investigations. As such, the rise of CSPs have in turn brought about a gradual shift in the prevailing business model of server supply chains from sales of traditional branded servers (that is, server OEMs) to ODM Direct sales instead. Incidentally, the global public cloud market operates as an oligopoly dominated by North American companies including Microsoft Azure, Amazon Web Services (AWS), and Google Cloud Platform (GCP), which collectively possess an above-50% share in this market. More specifically, GCP and AWS are the most aggressive in their data center build-outs. Each of these two companies is expected to increase its server procurement by 25-30% YoY this year, followed closely by Azure.

Enterprise demand for cloud services has been rising steady in the past two years owing to the rapidly changing global markets and uncertainties brought about by the COVID-19 pandemic. TrendForce's investigations find that most enterprises have been prioritizing cloud service adoption across applications ranging from AI to other emerging technologies as cloud services have relatively flexible costs. Case in point, demand from clients in the hyperscale data center segment constituted more than 40% of total demand for servers in 4Q20, while this figure may potentially approach 45% for 2021. For 2021, TrendForce expects global server shipment to increase by more than 5% YoY and ODM Direct server shipment to increase by more than 15% YoY.

Tencent is set to win big after it was announced that Chinese game streaming companies Huya and DouYu would be merging, Tencent owns significant stakes in each company and will hold 68% of voting shares after the merger is complete. This merger will significantly reduce marketing costs and see a combined monthly active user base of over 300 million accounting for an over 50% market share making it the largest game streaming venture in the Chinese market. Tencent will also integrate its Penguin e-Sports game streaming platform into the new Huya service to further consolidate its offerings. The merger will help Tencent to gain control over the entire gaming ecosystem in China allowing the firm to generate large eSports revenue and reach a larger audience for game distribution.

Tencent is getting ready to roll out their new live streaming platform across the US as a direct competitor to Amazon's Twitch. The Tencent live streaming platform has been in testing since March, initially called Madcat, and now branded as Trovo Live. Trovo Live's interface closely resembles that of Twitch and has a large emphasis on mobile gaming which makes sense given that Tencent owns Fortnite and PUBG Mobile.

Tencent has recently plans on the Trovo Live website on its 30 million dollar program to entice creators to the site. Tencent dominates the Chinese game streaming market but has had trouble breaking into Western markets. The Trevo Live Partnership program is set to go live in July and aims to attract 500 influential streamers to the platform. Trovo Live has already attracted some streamers from Mizer and Twitch so it will be interesting to see if it succeeds.

This is likely not the piece of news any of us wanted to hear on the development of System Shock 3. As a sequel to one of the most well-considered gaming franchises of all time, however, development of such a game is bound to be rife with difficulties - especially for an indie studio such as OtherSide Entertainment, a sentiment the developers themselves took to Twitter). AS reports surfaced earlier this year that the entire team working on the project at OtherSide had been let go, health of the development (and confidence in its development) clearly wasn't soaring. Now, OtherSide has confirmed that development of System Shock 3 has ceased - and has passed the mantle to Chinese giant Tencent.

Tencent has thus acquired the rights for development of a sequel to the System Shock franchise - Nightdive Studios, holders of the IP that licensed it to OtherSide Entertainment, have already announced the change in carrier for the sequel hopes. OtherSide places their faith in Tencent's "deep capabilities and expertise as a leading video game company will bring the franchise to new heights". Whether or not that means starting from scratch is up in the air right now, but one thing is certain: the game will take even longer than expected to release. A blue screen of death for Shodan, pending a reboot.

Three Congresspersons and two Senators, in a letter to Activision-Blizzard CEO Robert Kotick, came down hard on the company's decision to ban and withdraw prize winnings of Hong Kong gamer Ng Wai Chung aka "Blitzchung." In the letter, the legislators unleashed scathing criticism of the company's decision to place its market-access to China above its expectations as an American business to spread the core American values of freedom and liberty around the world. Among these legislators are Congresswoman Alexandria Ocasio-Cortez, Congressmen Mike Gallagher and Tom Malinowski; and Senators Marco Rubio and Ron Wyden.

"Your company benefits from China's growing market for e-sports, along with an investment from Tencent, one of China's largest technology firms. As you and your company are no doubt aware, the Chinese government uses the size and strength of its economy to suppress opinion with which it disagrees. Last week alone, the Chinese government targeted Apple for hosting an app to help peaceful demonstrators evade repression and the NBA because one team's general manager tweeted in support of Hong Kong protests," the letter reads.

NVIDIA was invited to attend the Global E-sports Summit and Tencent E-sports Annual Conference held in Hainan, Chinaon June 20th 2019. Tencent E-sports will establish E-sports technology standards in China, including technology of E-sports network, hardware, and broadcast to improve the management of the industry. As a founder member of E-sports Technology Alliance, NVIDIA is committed to constantly supporting the development of E-sports industry, boosting technological progress of the industry, and bringing better E-sports equipment to gamers.

In Tencent report, eSport market has been reached to RMB 13.8 Billion with 350 Million eSport users in China after years of development. Through the Tencent E-sports Technology Alliance, NVIDIA will work more closely with Tencent to level up competition equipment for the growing market with better PC gaming experience. GeForce and NVIDIA G-SYNC are the choice of many international top lighthouses E-sports events and professional teams to fuel up for their stable performance. NVIDIA has been supporting the professional E-sports players for years to provide them with competitive hardware solutions.

We reported yesterday how Metro Exodus unceremoniously left Steam for a year-long exclusivity deal on the Epic Game store, one of many steps that Epic and Tencent are taking to challenge the Goliath of PC gaming storefronts itself. Valve was quick in putting out a rare statement yesterday, which has been updated since to reflect the status of the game on Steam, and it can be seen below verbatim, with THQ Nordic's take on this matter past the break.

Notice: Sales of Metro Exodus have been discontinued on Steam due to a publisher decision to make the game exclusive to another PC store. The developer and publisher have assured us that all prior sales of the game on Steam will be fulfilled on Steam, and Steam owners will be able to access the game and any future updates or DLC through Steam. We think the decision to remove the game is unfair to Steam customers, especially after a long pre-sale period. We apologize to Steam customers that were expecting it to be available for sale through the February 15th release date, but we were only recently informed of the decision and given limited time to let everyone know.

Tencent Holdings, China's second most valuable tech firm after Alibaba, was mauled at the markets Tuesday (31/07), with its share value dropping 25 percent from its January peak. This translates to a stunning USD $143 billion (yes, billion) in investor wealth being wiped out. The crash has had a domino effect on tech stocks worldwide, as FANG block member Facebook lost an equally stunning $136 billion in market value, over the past three trading sessions. Apparently, buzzwords of the season such as AI and big-data aren't proving enough to keep investors interested in tech stocks as many are beginning to question the stability of the tech industry. All eyes are now on Tencent's August 15 release of its Q2-2018 financial results.