➀ Intel is expected to provide updates on its Arc Battlemage desktop GPU architecture soon; ➁ The update may come as early as December; ➂ Intel's approach to the Battlemage has been secretive, with limited leaks and information.
Recent #GPU news in the semiconductor industry
➀ NVIDIA has trademarked names for the GeForce RTX 60 series, including the RTX 6090 SUPER, RTX 6090 Ti, and RTX 6090, as well as the RTX 5090 SUPER, RTX 5090 Ti GPUs. ➁ The filings with the Eurasian Economic Commission suggest NVIDIA's strategy to stay ahead of AMD's upcoming RDNA. ➃ NVIDIA is preparing for future GPU releases, indicating the launch of new flagship cards.
➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.
➀ NVIDIA's next-generation GeForce RTX 50 series 'Blackwell' GPUs may be revealed soon; ➁ The RTX 5090, 5080, and 5070 were expected to be announced at CES 2025; ➂ A reputable leaker suggests the reveal could happen before CES 2025.
➀ The October 2024 Steam Hardware & Software Survey shows NVIDIA with a 77.37% share of the GPU market, with the top 34 GPUs being GeForce products. The most popular GPU is the GeForce RTX 3060; ➁ The Radeon RX 6600 is the most popular desktop Radeon option, ranking 35th, followed by the Radeon RX 580; ➂ AMD has two RDNA 3 options in the list - the AMD Radeon RX 7900 XTX and AMD Radeon RX 7700 XT, while NVIDIA's latest GeForce RTX 40 Series has five entries in the Top 20.
➀ AMD's RX 6600 is the most popular Red Team GPU among Steam gamers; ➁ No Radeon card makes the top 30 list; ➂ Nvidia holds 77.37% of the dedicated GPU market.
➀ Intel has been replaced by NVIDIA in the Dow Jones Industrial Average after 25 years; ➁ NVIDIA's success is attributed to its data center GPUs and AI advancements; ➂ Intel's stock has dropped significantly, while NVIDIA's has surged, and the company is focusing on transformation and collaboration with AMD.
➀ Researchers from Queen Mary University of London have developed new nanocomposite films from starch, offering a sustainable alternative to petroleum-based materials; ➁ The films are made from abundant natural polymer starch and highly conductive MXene, with potential applications in electronics and sensing; ➂ The nanocomposites can be tailored for various uses, including wearable technology and healthcare, and are biodegradable.
➀ Mark Zuckerberg announced Meta's new Llama 4 model, trained on a cluster of over 100,000 NVIDIA H100 GPUs; ➁ The setup is reported to cost over $2 billion; ➂ Meta is competing with xAI and Elon Musk in the AI supercluster race.
➀ A report from Tom's Hardware suggests that datacenter GPUs have a surprisingly short lifespan of only 1 to 3 years. ➁ The lifespan is shorter than expected, which could be due to heavy use and technological advancements. ➂ This has implications for the sustainability and cost-effectiveness of datacenter operations.
➀ Elon Musk's xAI has built the Colossus AI supercomputer in just 122 days; ➁ The system is powered by 100,000 NVIDIA H100 AI GPUs; ➂ Supermicro liquid-cooled racks, each containing 64 GPUs, form mini clusters.
➀ Gartner predicts that semiconductor sales will grow 14% to $717 billion in 2025, following a 19% growth this year; ➁ The growth is driven by AI-related semiconductor demand and recovery in electronic production; ➂ Memory and GPUs will be key contributors to the global semiconductor revenue, with memory revenue expected to grow 20.5% and GPU revenue to increase by 27% in 2025.
➀ Many RTX 50 series laptops may stick with previous-gen CPUs for 2025; ➁ Economic challenges are making CPU product launches difficult; ➂ Next-gen GPUs may not see immediate adoption in new laptops.
➀ Beelink has open-sourced its eGPU dock, the Beelink EX Docking Station, supporting PCIe 4.0 x8 for high performance; ➁ The dock was previously sold for $159 and is designed for use with Beelink's mini PCs; ➂ PCIe 4.0 x8 offers better performance compared to Thunderbolt or OCuLink, but requires compatible mini PCs.
➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.
➀ Datacenter GPUs may only last one to three years; ➁ High utilization rates contribute to their short lifespan; ➂ GPUs under high load degrade faster.
➀ NVIDIA's next-gen GeForce RTX 5080 Laptop GPU is rumored to be 45% to 65% faster than the RTX 4080 Laptop GPU; ➁ The GPU is expected to feature 8000+ CUDA cores and 16GB of next-gen GDDR7 memory; ➂ The performance of the RTX 5080 Laptop GPU is predicted to be 45-65% faster than the RTX 4080 Laptop GPU, and even around desktop RTX 4070 Ti or RTX 4080 levels.
➀ Morgan Stanley reports that NVIDIA's 2U air-cooled MGX GB200 NVL2 server continues to face 'thermal issues'; ➁ The server features 2x Grace CPUs and 2x Blackwell B200 AI GPUs on the same PCB board; ➂ The company may opt for a 4U form factor due to thermal constraints.
➀ Footage from an Indonesian factory mistakenly identified a GeForce RTX 4070 Ti SUPER as a GeForce RTX 5090; ➁ The RTX 4070 Ti SUPER SOLID is one of ZOTAC's largest GPUs; ➂ NVIDIA's GeForce RTX 5090 and GeForce RTX 5080 are expected to be unveiled at CES 2025.
➀ Intel's Arc Battlemage GPU leaks reveal the G31 and G21 SKUs with expected performance levels; ➁ AIBs show little interest in Arc, with AMD reportedly pushing Ryzen + RDNA 4 bundles; ➂ Intel faces challenges with Battlemage, including budget constraints and competition with RDNA 4.