Recent #GPU news in the semiconductor industry

11 months ago
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.
AMDCES 2025GPUGeForce RTX 5070NVIDIAPerformanceRDNA 4Radeon RX 8800 XTpower consumptionray tracing
11 months ago
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.
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
11 months ago
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.
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11 months ago
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.
AIGPU
12 months ago
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+.
AIAI serverBlackwell UltraGPUHBM4 memoryNVIDIARubin AIgamingpower consumption
12 months ago
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.
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12 months ago
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.
Ada LovelaceBlackwellCUDA CoresDLSS 4GB202GDDR7GPUGeForceMemory BandwidthNVIDIARTX 5090gaminggraphics cardray tracing
12 months ago
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.
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