Recent #GPU news in the semiconductor industry

12 months ago
➀ NVIDIA reported a Q3 revenue of $35.1 billion with a gross margin of 74.6%, much of which comes from its Data Center business; ➁ NVIDIA's GeForce RTX Gaming and AI PC sector saw a 15% revenue growth year-over-year, but a shortage is expected in the current quarter; ➂ NVIDIA CFO Colette Kress indicated a shift in focus to the next-gen Blackwell-powered GeForce RTX 50 Series, with the launch expected in early 2025.
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12 months ago
➀ NVIDIA has announced a new Grace Blackwell platform with the NVIDIA GB200 NVL4, which combines two Arm-based Grace CPUs and four Blackwell GPUs. The platform is designed for lower power deployments with a power consumption of just over 6kW. The NVL4 module is targeted to be a large node with up to 1.3TB of combined coherent memory. ➁ The GB200 NVL4 is set to ship in the second half of 2025. ➂ The NVL4 is designed as an alternative to the higher power and higher GPU count platforms offered by NVIDIA, targeting specific deployment needs.
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12 months ago
➀ Auras Technology claims that Nvidia's RTX 50-series GPUs will 'seize the whole market starting in December'; ➁ The company's chairman expects demand for its cooling products to grow across the PC, GPU, and server markets next year; ➂ Auras is considering expanding its presence in Mexico and adding to its manufacturing facilities in China, Taiwan, and Thailand.
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12 months ago
➀ The Raspberry Pi 5 has been successfully used with a Radeon GPU to run modern AAA games like Doom Eternal at 4K resolution; ➁ The performance improvements are thanks to new drivers for AMD Radeon GPUs; ➂ The combination showcases the potential of eGPU setups with Raspberry Pi.
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12 months ago
➀ The global GPU market is projected to reach nearly $100 billion by the end of the year; ➁ GPUs are becoming increasingly prevalent in various sectors, driven by the AI boom and high demand for NVIDIA GPUs; ➂ NVIDIA's GPU sales could top $90 billion, with AMD's AI GPU sales expected to reach $3 billion.
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12 months ago
➀ The article provides new shots of the NVIDIA HGX B200 at OCP 2024; ➁ It discusses the changes in NVLink Switch chips' placement and the absence of heat spreaders on the board; ➂ The article mentions the GB200 SXM6 8 GPU baseboard with a specific part number.
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12 months ago
➀ The Ayaneo 3 is announced as the latest flagship device by Ayaneo, featuring the AMD Ryzen AI 9 HX 370 CPU. ➁ The device includes a 7-inch high-refresh LCD or OLED HDR display and additional buttons for user control. ➂ The Ayaneo 3 will compete with other handheld consoles such as the ROG Ally 2 and MSI Claw 8 AI+.
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