Recent #GPU news in the semiconductor industry

9 months ago

➀ Anduril Industries, led by Palmer Luckey, is set to take over the US Army's Integrated Visual Augmentation System (IVAS) program, pending Department of Defense approval.

➁ The program includes advanced headgear with AR capabilities, and Anduril will manage production and development with Microsoft Azure as the preferred cloud provider.

➂ Palmer Luckey, the founder of Oculus VR and Anduril Industries, sees this as a deeply personal achievement, emphasizing the potential of the technology to save lives.

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9 months ago

➀ NVIDIA CEO Jensen Huang introduced new tools at CES 2025 aimed at democratizing AI access for everyone, not just researchers or large enterprises.

➁ These tools include Project DIGITS, NEMO, and Blackwell GPUs, which are designed to be portable, scalable, and easy to use, reducing the barriers to AI adoption.

➂ The introduction of these tools aims to simplify workflows, lower the barrier to entry, and empower individuals and small teams with AI capabilities.

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9 months ago

➀ A research firm, SemiAnalysis, revealed that DeepSeek's R1 model cost significantly more than the claimed $5 million.

➁ DeepSeek spent much more to train its R1 model than the touted $5 million, with an estimated total cost of $1.6 billion in capital expenditures and $944 million in running costs.

➂ The announcement of the cost of DeepSeek's R1 model caused significant market disruption, wiping approximately $1 trillion from the stock market and $600 billion from NVIDIA.

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9 months ago

➀ NVIDIA's GeForce RTX 3060 and RTX 4060 are the most popular gaming GPUs according to the January 2025 Steam Hardware and Software Survey.

➁ NVIDIA dominates the top thirty desktop GPUs, while AMD's Radeon RX 6600 is the first non-NVIDIA card on the list.

➂ NVIDIA will release its GeForce RTX 50 Series this year, and AMD plans to launch its RDNA 4 lineup in March targeting the mid-range market.

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9 months ago

➀ A supply update from OCUK indicates that users who've purchased an Nvidia GeForce RTX 5090 might need to wait up to 16 weeks to receive their GPU.

➁ The high demand and limited stock have caused RTX 50 GPUs to sell out almost instantly after launch.

➂ OCUK has halted pre-orders for the RTX 50 series cards, with a wait time of 3 to 16 weeks for the RTX 5090 and 2 to 6 weeks for the RTX 5080.

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9 months ago

➀ AMD is rumored to launch the Ryzen 9 9950X3D and Ryzen 9 9900X3D CPUs alongside RDNA 4 GPUs in late March.

➁ The CPUs are expected to offer a 20% performance boost in gaming compared to Intel's Core Ultra 200S processors.

➂ The RX 9070 XT is rumored to be within 15-20% of the performance of the Nvidia RTX 5080, with potential availability unlike the RTX 5080.

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