➀ NVIDIA's Rubin AI GPU architecture, originally set for 2026, is now expected six months earlier; ➁ Utilizing TSMC's 3nm process and next-gen HBM4 memory; ➂ Follows the Blackwell architecture, with NVIDIA collaborating with Taiwanese partners on R100-powered AI servers.
Recent #GPU news in the semiconductor industry
➀ Indiana Jones and the Great Circle requires a GeForce RTX 4090 for 4K 60FPS ray tracing; ➁ The game's PC requirements have been announced, with high-end hardware needed for full ray tracing mode; ➂ The game is set to launch on December 9.
➀ NVIDIA is developing the Thor chip for future EVs, partnering with Chinese EV companies like BYD and SAIC Motors. ➁ The Thor platform, with five versions, aims for a full transition by late 2025 or early 2026. ➂ NVIDIA is moving into the automotive market with its new Drive Thor chip.
➀ AMD's Radeon RX 8800 XT, the top RDNA 4 GPU, is set for mass production in December with 25% less power consumption and 45% better ray tracing performance than the 7900 XTX; ➁ NVIDIA's upcoming GeForce RTX 5070 is expected to surpass the RDNA 4 stack at CES 2025; ➂ The RX 8800 XT is the last RDNA 4 card before UDNA, with performance and power consumption rumors suggesting significant improvements.
➀ The rise of RISC-V cores and the challenges of certification; ➁ The role of Breker Verification Systems in the certification process; ➂ The complexity of certifying RISC-V ISA implementations and the efforts of RISC-V International.
➀ Intel's Arc brand has entered Steam's GPU rankings with a 0.18% share; ➁ The ranking includes all Alchemist laptop GPUs; ➂ The integrated graphics solutions are grouped under one label.
➀ VeriSilicon has partnered with LVGL to enhance GPU acceleration for wearable devices; ➁ The collaboration aims to optimize performance and expand graphic processing capabilities within the LVGL library; ➂ The partnership supports VeriSilicon's low-power 3D and VGLite 2.5D GPU technology.
➀ Intel is launching two new Battlemage GPUs, the Arc B570 with 10GB VRAM and the Arc B580 with 12GB VRAM; ➁ The B570 has 18 Xe2 cores and 10GB VRAM, while the B580 has 20 Xe2 cores and 12GB VRAM; ➂ Both GPUs feature PCIe Gen 4.0 x 8, DisplayPort 2.1, and HDMI 2.1 connectivity.
➀ Intel is set to announce its next-generation Battlemage graphics card, the Arc B580, on December 3rd; ➁ The card is expected to compete with GeForce RTX 4060 and Radeon RX 7600, offering 12GB VRAM at around $250; ➂ Intel will need to showcase its value proposition against competitors like GeForce RTX 3060, RTX 4060, and Radeon RX 6600 and RX 7600.
➀ Intel's Arc B580 GPU is set to debut; ➁ Intel has sent samples to reviewers; ➃ AIBs like Maxsun are teasing the launch.
➀ Intel is expected to release the Arc B580 Battlemage GPU around December 12, priced at approximately $250; ➁ Intel plans to continue developing desktop GPUs with future Arc Celestial and Arc Druid models; ➂ Intel's focus is shifting towards budget desktop GPUs.
1. NVIDIA's market cap has surpassed Apple and Microsoft; 2. Exceptional financial performance driven by explosive GPU demand for AI; 3. Platform strategy with CUDA and AI data centers ensures sustained demand and competitive advantage.
➀ The Intel Arc B580 GPU is rumored to be launching with 20 Xe cores and 12GB of VRAM; ➁ Despite a 2.85 GHz boost clock, it falls short of the A580; ➂ Benchmarks suggest performance may not meet expectations.
➀ NVIDIA's GeForce RTX 5090 and RTX 5090D share the same GPU configuration and clock speeds; ➁ The RTX 5090D was developed to bypass export restrictions, similar to the RTX 4090D; ➂ Both models are set to launch in January 2025 with similar pricing.
➀ AI servers are expected to consume over 1000 kW of power due to NVIDIA's upcoming Rubin Ultra AI GPU and HBM4 memory; ➁ Current AI servers use 130-250 kW, but future models like Blackwell Ultra and Rubin AI servers will require 250-900 kW, with up to 576 GPUs per rack by 2026-2027; ➂ NVIDIA's future AI servers with Rubin Ultra AI GPUs will use 1000 kW or more by 2028-2029+.
➀ Ubitium, a RISC-V startup, is developing a universal processor that combines CPU, GPU, DSP, and FPGA functionalities.➁ The processor, based on a workload-agnostic microarchitecture, aims to revolutionize the industry.➂ The chip is scheduled to be released in two years, but the timeline might be more aspirational than concrete.
➀ NVIDIA is set to launch four GeForce RTX 50 series GPUs in Q1 2025; ➁ The GPUs will feature the new Blackwell architecture and next-generation GDDR7 memory; ➂ The release schedule aligns with previous rumors, with the RTX 5090 and RTX 5080 expected in January.
➀ NVIDIA is reportedly developing the GeForce RTX 5070 Ti with 8960 CUDA cores and 70 Streaming Multiprocessors; ➁ The GPU is expected to be the GB203 'Blackwell'; ➂ The card is rumored to have a 300W TDP.
➀ The NVIDIA GeForce RTX 5090 will use the GB202 'Blackwell' GPU, 22% larger than the AD102 'Ada Lovelace' GPU in the RTX 4090; ➁ The GB202 GPU has a die size of 744mm², making it 22% larger than the AD102 GPU in the RTX 4090; ➂ The RTX 5090 is expected to have 20,000+ CUDA cores, 32GB of next-gen GDDR7 memory, and up to 2.0TB/sec memory bandwidth.
➀ Comino has revealed liquid-cooled workstations and servers with Nvidia RTX 5090 graphics cards, indicating that the Blackwell flagship GPU might be close. ➁ Comino is offering priority access to potential buyers, with pre-orders available. ➃ The servers are designed for high performance and can operate in harsh environments up to 40°C.