ASUS vs Sandisk

AMD FSR 4.1 Upscaling Coming to Xbox Series X|S

Microsoft and AMD have announced that AMD's FSR 4.1 machine-learning upscaling technology will be available on Xbox Series X|S consoles, with no specific release date given beyond "soon." Xbox CTO Scott Van Vliet confirmed the plan in an announcement video, noting AMD's partnership of over two decades and the ongoing collaboration on Project Helix, the next-generation Xbox. FSR 4.1 renders games at lower resolutions and reconstructs them at higher ones using machine learning. The technology will also support Radeon RX 6000-series GPUs, certain Ryzen 9 laptops (including Gorgon Halo and Strix Halo), and handhelds like the Asus ROG Ally. Developers will need to patch their games to utilize FSR 4.1, so older titles won't upgrade automatically. Xbox Series X|S lack dedicated machine-learning hardware, so performance gains may not match Sony's PS5 Pro upscalers (PSSR and QSSR). The next-gen Xbox, Project Helix, is reportedly launching in late 2028 with a projected price of $1,200-$1,800.

• AMD FSR 4.1 upscaling technology announced for Xbox Series X|S consoles, with no release date. confirm: true
• Xbox CTO Scott Van Vliet confirmed the plan in an announcement video.
• FSR 4.1 is a machine-learning-based temporal upscaler that reconstructs higher-resolution images from lower-resolution renders.

ASUS ProArt RTX Spark Windows PCs Available for Immediate Pre-Order Today, Delivering Integrated Ecosystem of AI Agents and Creative Apps

ASUS announces new ProArt RTX Spark Windows PCs available for pre-order, along with other recent press releases including ROG Rapture GT-BN98 router, Ascent GX10 64GB configuration, and Forbes World's Best Employers recognition.

ASUS Announces New 64GB Configuration of ASUS Ascent GX10

ASUS has announced a new 64GB unified memory configuration of the ASUS Ascent GX10 AI supercomputer, expanding the lineup alongside its existing 128GB version. Powered by the NVIDIA GB10 Grace Blackwell Superchip on the NVIDIA DGX Spark platform, the compact device delivers up to 1 petaflop of AI performance from a standard wall outlet. It is specifically designed for local agentic AI development, enabling developers to run 30-35B class open-source models completely on-device while offering scale-out clustering via built-in NVIDIA ConnectX-7 networking.

• Features the NVIDIA GB10 Grace Blackwell Superchip combining a Blackwell GPU and a 20-core NVIDIA Grace Arm CPU to deliver up to 1 petaflop of FP4 AI performance.
• Equipped with 64GB of LPDDR5x coherent unified memory providing 273GB/s of memory bandwidth for 30-35 billion parameter models.
• Supports clustering of two units via built-in NVIDIA ConnectX-7 networking for 128GB pooled memory, up to 2 petaflops compute, and 546GB/s combined bandwidth.

8-K Financial Filing Analysis for Sandisk (2026-10-29)

Sandisk Corporation reported that its Board of Directors approved an 8-for-1 forward stock split of its common stock to be effected via a Charter Amendment, which proportionately expands authorized common shares from 450 million to 3.6 billion. Stockholders of record as of November 9, 2026, will receive seven additional shares per share held after market close on November 19, 2026, with trading on a split-adjusted basis commencing at market open on Friday, November 20, 2026 under the ticker SNDK. Additionally, Sandisk furnished its financial results for the fiscal first quarter ended October 2, 2026 via Exhibit 99.1.

• Sandisk approved an 8-for-1 forward stock split, increasing authorized common shares proportionately from 450 million to 3.6 billion shares.
• Stockholders of record as of November 9, 2026 will receive seven additional shares post-close on November 19, 2026, with split-adjusted trading starting November 20, 2026.
• The company furnished its fiscal Q1 financial results for the period ended October 2, 2026 under Item 2.02 (Exhibit 99.1).

10-Q Financial Filing Analysis for Sandisk (2026-10-30)

Sandisk Corporation reported exceptional financial results for Q1 fiscal 2027 (quarter ended October 2, 2026), with net revenue surging 378% year-over-year to $11.03 billion compared to $2.31 billion in the prior-year period. Growth was propelled by explosive Datacenter demand (+1,685% to $4.80 billion) and strong Edge end-market performance (+320% to $5.83 billion), driven by global artificial intelligence infrastructure scaling and severe NAND pricing expansion. Gross margin expanded dramatically by ~5,500 basis points to 85.0%, yielding $9.38 billion in gross profit, while operating income reached $8.78 billion. Net income reached $8.10 billion ($52.60 per diluted share). Operating cash flow expanded to $6.36 billion, enabling $5.0 billion in share repurchases. Additionally, Sandisk announced an 8-for-1 forward stock split subsequent to quarter-end.

• Net revenue rose 378% year-over-year to $11.031 billion, driven by a 1,685% increase in Datacenter revenue to $4.802 billion and a 320% increase in Edge revenue to $5.832 billion, while gross margin expanded to 85.0% ($9.378 billion gross profit).
• Net income reached $8.101 billion ($52.60 diluted EPS), backed by $6.363 billion in operating cash flow, which funded $5.000 billion in common stock repurchases under its authorized repurchase programs ($10.5 billion capacity remaining).
• Subsequent to quarter-end on October 29, 2026, the Board of Directors approved an 8-for-1 forward stock split with an increase of authorized common shares from 450 million to 3.6 billion, effective November 19, 2026.

10-K Financial Filing Analysis for Sandisk (2026-08-17)

For the fiscal year ended July 3, 2026, Sandisk Corporation reported a transformative financial performance, with net revenue surging 175% year-over-year to $20.25 billion, compared to $7.36 billion in fiscal 2025. This exceptional top-line expansion was driven by exponential demand across AI-related workloads and memory applications, highlighted by a 437% jump in Datacenter revenue to $5.15 billion and a 195% increase in Edge revenue to $12.16 billion. Gross profit widened dramatically to $14.47 billion (71.5% gross margin) compared to $2.21 billion (30.1% margin) in 2025, driven by strong pricing dynamics and capacity utilization. Operating income rebounded to $12.39 billion, reversing an operating loss of $1.38 billion in fiscal 2025 that had been burdened by an $1.83 billion goodwill impairment. Net income reached $11.43 billion, supported by $11.67 billion in operating cash flow. The company strengthened its balance sheet by fully retiring its $2.0 billion Term Loan B facility ahead of schedule, funded $4.5 billion in share repurchases under an initial program, and expanded capital return with an additional $14.0 billion repurchase authorization in August 2026.

• Net revenue surged 175% YoY to $20,248,000,000, powered by Datacenter revenue increasing 437% to $5,153,000,000 and Edge revenue rising 195% to $12,160,000,000.
• Gross margin expanded by 4,140 basis points to 71.5% ($14,472,000,000 gross profit), delivering net income of $11,433,000,000 and operating cash flow of $11,671,000,000.
• Sandisk fully paid off its $2,000,000,000 Term Loan B facility in March 2026, repurchased $4.5 billion in shares, and approved an additional $14,000,000,000 share repurchase authorization in August 2026.