➀ A trusted benchmarking site has leaked details about the NVIDIA GeForce RTX 50 series GPUs; ➁ The GeForce RTX 5070 Ti is expected to outperform the GeForce RTX 4070 Ti with more CUDA cores and higher specifications; ➂ The RTX 50-series GPUs are expected to support DDR7 memory and PCIe 5.0 specification.
Recent #GPU news in the semiconductor industry
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.
➀ Nvidia warns of a potential gaming GPU supply shortfall this quarter; ➁ The company achieves record profits with a 109% YoY increase in net income; ➂ The shortage is attributed to factors like the upcoming Blackwell launch and increased demand from AI and data center sectors.
➀ NVIDIA has confirmed that Blackwell GPUs are in full production despite cooling challenges; ➁ The company's AI chips have significantly contributed to its success; ➂ NVIDIA's AI data center business accounted for a staggering $30.7 billion of its quarterly earnings.
➀ Intel is testing its next-gen Xe3 graphics architecture in upcoming APUs; ➁ The company is still waiting to launch its second-gen Arc desktop 'Battlemage' graphics cards; ➂ Intel CEO Pat Gelsinger mentioned a focus on integrated graphics for the future of Arc.
➀ AMD plans to transition from RDNA to UDNA architecture after the RX 8000 series; ➁ UDNA will unify gaming and data center GPUs, with RX 9000 set to use this architecture in Q2 2026; ➂ The leaker claims that MI400 and RX 9000 use the same UDNA, and the architecture uses an ALU design similar to GCN.
➀ Auras Technology, a GPU cooling supplier, predicts the upcoming GeForce RTX 50 Series will have a significant market impact starting in December; ➁ The company will supply parts for NVIDIA's GeForce RTX 50 'Blackwell' Series; ➂ The RTX 50 Series is expected to launch early next year.
➀ GeForce RTX 4070, RTX 4080, and RTX 4090 supply is about to run out ahead of the RTX 50 Series launch in January 2025; ➁ NVIDIA rumored to launch GeForce RTX 50 Series 'Blackwell' GPUs in early 2025; ➂ GeForce RTX 40 Series production is being reduced or halted.
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.
➀ The packaging for the new Intel Arc B580 GPU has been leaked, suggesting an upcoming launch; ➁ The card is expected to release in December 2024, ahead of CES 2025; ➂ The Intel Arc B580 is based on the Battlemage architecture and is a successor to the Intel Arc A580.
➀ NVIDIA showcased its new PCIe form factor GPU, the H200 NVL, at OCP Summit 2024; ➁ The H200 NVL features a 4-way NVLink bridge between GPUs, offering lower power consumption and cost; ➂ The H200 NVL solution is designed for inference workloads, providing a formidable 564GB of HBM across four cards.
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.
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.
➀ The GeForce RTX 5090's rumored price hike is up to $2,499 MSRP, surpassing the GeForce RTX 4090's launch price by $400 to $900. ➁ There is a discrepancy among leakers regarding the actual price. ➂ Corsair seems to confirm that NVIDIA's next-gen GeForce GPUs will use the 12V-2x6 power connector and may require more power than current models.
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.
➀ The global GPU market is expected to exceed $100 billion in 2024; ➁ AI GPUs are leading the market with increasing demand; ➂ Revenue from AI and HPC GPUs is significant despite low volume.
➀ NVIDIA has shifted production to the new GeForce RTX 50 series 'Blackwell' GPUs; ➁ Only the AD107 line for the RTX 40 series remains in operation; ➂ The RTX 40 series is nearing the end of its production.
➀ JEDEC has announced the PS-007A LPDDR5 CAMM2 Connector Performance Standard for compact form factor devices. ➁ The standard offers a standardized modular LPDDR5 solution with ecosystem support. ➂ It highlights benefits like improved signal integrity, lower power consumption, and reduced form factor.
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.
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+.