➀ ByteDance plans to sidestep U.S. sanctions by renting Nvidia GPUs in the cloud; ➁ The company has allocated a $7 billion budget for this initiative; ➂ ByteDance aims to invest over $20 billion in AI infrastructure.
Recent #GPU news in the semiconductor industry
➀ TSMC has developed co-packaged optics (CPO) technology; ➁ The technology integrates a chiplet and an optical device; ➂ It aims to ease overheating in GPUs, particularly Nvidia’s GPUs.
➀ Intel is reportedly planning to launch the Arc Pro Battlemage graphics cards with 24 GB of VRAM; ➁ The new cards will replace the current Arc Pro A-series cards with up to 12 GB of VRAM; ➂ The 24 GB Arc Pro model is aimed at AI inference workloads, particularly for large language models and Gen-AI applications.
➀ Intel is preparing to launch a new Arc 'Battlemage' GPU with 24GB of VRAM in 2025; ➁ The GPU is targeted at the AI and Pro market where VRAM capacity is crucial; ➂ The new GPU is expected to be a successor to the first generation of Intel Arc Pro GPUs.
➀ AMD's next-gen RDNA 4 flagship GPU, the Radeon RX 9070 XT, will target the mid-range market; ➁ The RX 9070 XT features a boost clock of up to 3.1 GHz and a TBP of 260W; ➂ AMD will not require partners to use the new 12V-2x6 power connector for the Radeon RX 9070 XT and 9070.
➀ NVIDIA's next-gen GeForce RTX 5090 is rumored to cost $2600 with 32GB GDDR7 memory; ➁ Expected to offer 50-70% more performance at 4K than RTX 4090; ➂ RTX 5090 rumored to have 21,760 CUDA cores and 2.0TB/sec memory bandwidth.
➀ Xiaomi is investing heavily in building a 10,000 GPU cluster to enhance its AI capabilities; ➁ The company has established an AI large model team in April 2023; ➂ The team is led by a CEO with 1,200 R&D personnel.
➀ Clevo is set to launch the X580 gaming laptop with an 18-inch display, Arrow Lake-HX processor, and RTX 50 series GPU; ➁ The laptop supports up to 192GB RAM, Gen5 SSD, and includes two Thunderbolt 5 ports; ➂ It offers 4K and QHD display options and weighs approximately 3.6kg.
➀ An image of the upcoming RTX 5090 GPU has been leaked, featuring a large GPU die and 32GB of GDDR7 memory; ➁ The GPU die is rumored to be Nvidia's largest consumer-grade GPU since 2018, with a size of 744mm-squared; ➂ The RTX 5090 is expected to feature 21,760 CUDA cores and 32GB of memory.
➀ AMD's next-gen Radeon RX 9070 XT graphics card with RDNA 4 architecture is rumored to have a boost clock of up to 3.1GHz and a TBP ranging from 260W to 330W; ➁ The card is expected to outperform the RX 7900 XTX by 45% in RT gaming and will be unveiled at CES 2025; ➂ The base GPU clock is expected to be 2.8GHz with boost clocks up to 3.0GHz to 3.1GHz.
➀ NVIDIA and AMD are shipping their latest GeForce RTX 50 and Radeon RX 9000 GPUs to the US before the new tariffs on January 20, 2025. ➁ Both companies will showcase their new GPUs at CES 2025. ➃ NVIDIA plans to release multiple RTX 50 series models, while AMD introduces the RDNA 4 architecture.
➀ A leak reveals NVIDIA's GeForce RTX 5090 PCB featuring the GB202 GPU and Samsung's 28Gbps GDDR7 memory modules; ➁ The card is expected to have 32GB of GDDR7 memory on a 512-bit interface, offering 1792GB/sec bandwidth; ➂ The PCB includes 28 VRMs and a single 16-pin power connector.
➀ Apple's next-gen M5 series processors are in the prototype phase using TSMC's N3P node; ➁ Mass production expected in 2025 and 2026 for M5, M5 Pro, M5 Max, and M5 Ultra; ➂ Server-grade SoIC packaging and separate CPU and GPU designs for improved yields and thermal performance.
➀ Nvidia's RTX 5070 Ti and RTX 5070 are rumored to have 16GB and 12GB of GDDR7 memory, respectively; ➁ The RTX 5070 Ti features 8960 CUDA cores and a 300W TDP, while the RTX 5070 has 6144 CUDA cores and a 250W TDP; ➂ Samsung is expected to start mass production of GDDR7 memory early next year.
➀ Leaked PCB design of Nvidia RTX 5090 reveals a massive GPU package and high-performance features; ➁ Expected to feature 32GB of next-generation GDDR7 memory; ➂ Includes a single 12V-2x6 power connector capable of delivering up to 600W of power
➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.
➀ HP's upcoming Omen 16 Max gaming laptop leaks ahead of CES 2025, featuring Intel's Arrow Lake HX processor and Nvidia's GeForce RTX 5080 mobile GPU; ➁ The Intel Core Ultra 9 275HX processor is set to be part of Intel's upcoming lineup, with eight P-cores and 16 E-cores; ➂ The laptop is expected to have a 16-inch display, 32GB of DDR5-5600 RAM, and a 1TB PCIe Gen 4 NVMe SSD.
➀ Leaks suggest the upcoming Nvidia RTX 50 series laptop GPUs will feature 16GB VRAM and up to 175W TDP; ➁ Asus ROG laptops with RTX 50 series GPUs will be powered by both AMD and Intel CPUs; ➂ The RTX 5090 Laptop GPU is listed with only 16 GB of GDDR7 VRAM, half the capacity of its desktop counterpart.
➀ Intel releases an updated driver addressing issues with the Battlemage game; ➁ Fixes for five games and a list of known issues are highlighted; ➂ Intel is working on fixes for known issues in popular software and multi-GPU configs.
➀ NVIDIA's GeForce RTX 5080 Laptop GPU is rumored to be 40-60% faster than the RTX 4080; ➁ The GPU is expected to feature 16GB of GDDR7 memory, a 175W max TGP, and 7680 CUDA cores; ➂ The new GPU is rumored to debut at CES 2025.