➀ NVIDIA develops 800V HVDC architecture to support 1 MW server racks by 2027, addressing existing 54V DC system limitations;
➀ Current 54V DC systems struggle beyond 200kW, requiring impractical copper quantities for gigawatt data centers;
➂ New 800V HVDC integrates with 13.8kV AC sources, reduces copper use by 45%, and eliminates inefficient AC-DC conversions.
➀ NVIDIA's suppliers, including Foxconn and Dell, resolved technical challenges such as liquid cooling leaks and overheating, enabling accelerated production of the GB200 AI server racks;
➁ Delays in GB200 shipments were due to software bugs and inter-chip connectivity issues, with suppliers collaborating closely with NVIDIA for months;
➂ NVIDIA abandoned the Cordelia design for GB300, reverting to the older Bianca layout, which limits GPU replacement flexibility but expedites production.
➀ U.S. semiconductor sanctions aimed at curbing China's growth may inadvertently boost its domestic industry, fostering a resilient ecosystem;
➀ Taiwanese IC substrate firms face divergent outcomes: Unimicron struggles with sanctions, while Zhen Ding thrives via a 'China for China' strategy;
➂ Nvidia CEO Jensen Huang criticizes U.S. export bans as ineffective, noting Chinese competitors gain ground due to restricted access to advanced chips.
➀ NVIDIA collaborates with Texas Instruments, Infineon, STMicroelectronics, and others to advance 800Vdc power architecture for AI data centers;
➁ 800Vdc distribution aims to improve power density by 85% and efficiency via dc-dc conversion, supporting future 1MW AI server racks;
➂ The project involves power component leaders like Delta, Schneider Electric, and Navitas to optimize energy infrastructure.
➀ The article compares the performance and cost efficiency of AMD and NVIDIA GPUs for various AI tasks such as chat, translation, reasoning, and summarization.
➁ It highlights the MI325X and MI300X as cost-effective options for Llama3 70B chat and translation tasks.
➂ The analysis reveals that AMD GPUs are less cost-effective in rental scenarios due to limited availability and higher prices.
➃ The article discusses the need for better inference benchmarks and explores the features and capabilities of NVIDIA's Dynamo framework.
➀ Micron confirms plans to raise memory prices due to strong demand for DRAM and NAND flash.
➁ The price hike is expected to continue through 2025 and 2026.
➂ Factors include supply constraints and growing demand from AI, data centers, and consumer electronics.
➀ Nvidia RTX 40-series GPU owners are facing system stability issues with blue screen crashes and game-breaking bugs.
➁ Game developers are warning users against installing the latest 572.xx GeForce drivers due to performance and stability issues.
➂ Users are recommended to roll back to the older 566.36 driver from December 2024 for stability.
➀ US Senator Elizabeth Warren and progressive groups urge DOJ to investigate NVIDIA's dominance in AI GPU market;
➀ Concerns raised about NVIDIA's hardware-software bundling creating monopoly and stifling innovation;
➂ NVIDIA responds by emphasizing compliance and open market availability while holding $3.3T market cap.
➀ MSI在其网站上暗示了一款配备24GB GDDR7内存的GeForce RTX 5080显卡，比标准16GB版本有所提升；
➁ 这款新显卡在MSI的网站上列出了与MAG X870 Tomahawk Wi-Fi主板兼容的信息；
➂ 24GB版本的RTX 5080可能会填补RTX 5080和RTX 5090之间的空白。
➀ NVIDIA's GeForce RTX 5060 Ti is set to launch on April 16th, with 8GB and 16GB variants.
➁ The RTX 5060 will follow in mid-May, featuring 4,608 CUDA Cores and a 2572 MHz Boost Clock.
➂ Pricing is expected at $399 for the 8GB version and $449 for the 16GB version.
➀ ASUS ROG Astral RTX 5090，Blackwell旗舰显卡的高端版本，采用金色外壳，并由NVIDIA首席执行官黄仁勋亲自签名。
➁ 预计该GPU的售价约为20,000美元，并可能通过慈善拍卖进行出售。
➂ 尽管ASUS ROG Astral旗舰显卡本身价格不菲，但这款金色签名版的ROG Astral RTX 5090的售价将远超数千美元。
➀ NVIDIA GTC 2025正在举行，展示AI、机器人和计算进步；
➁ KIOXIA展示了其LC9系列NVMe 122.88 TB SSD，专为AI时代设计；
➂ KIOXIA还将展示其革命性的KIOXIA All-in-Storage ANNS与产品量化（KIOXIA AiSAQ）技术。
➀ AMD's Ryzen AI Max+ 395 'Strix Halo' APU outperforms NVIDIA's RTX 5080 in AI benchmarks, offering up to 3x faster performance.
➁ The APU has up to 128GB of VRAM and combines a 16-core, 32-thread Zen 5-based processor with 50 TOPS of AI workload performance.
➂ The APU's performance is up to 3.05x faster than a discrete GPU with less than 16GB of VRAM.
➀ NVIDIA的DLSS 4技术迅速被采用，1.5个月内已有100多款游戏支持，比之前的版本快得多。
➁ RTX 50系列显卡，包括RTX 5090和RTX 5080，通过提升图像质量和性能来增强游戏体验。
➂ DLSS 4的新特性，如多帧生成，已集成到许多新游戏和即将推出的游戏中。
➀ NVIDIA的GeForce RTX 5060显卡，配备8GB GDDR7内存和GB206 GPU，预计很快推出。
➁ 该显卡提供448GB/sec的带宽和150W的TDP，适合Acer Nitro 50等电脑。
➂ NVIDIA可能很快会公布RTX 5060 Ti、RTX 5060和RTX 5050。
➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.
➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.
➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.
➀ Neil Druckmann discussed the evolving role of storytelling in video games with screenwriter Alex Garland, reflecting on the challenges and inspirations around narratives in games.
➁ Games like BioShock and The Last of Us demonstrated the full capability of narrative in gaming, challenging the industry's skepticism.
➂ Druckmann shared his early inspirations for narrative-driven games, including Monkey Island 2 and Half-Life 2.
➀ NVIDIA将为Stargate AI超级计算机提供64,000个新的GB200 AI GPU，以支持OpenAI和Oracle；
➁ 这些GPU预计将在2026年交付，总价值22.4亿美元；
➂ Stargate AI超级计算机位于德克萨斯州阿比林，将与Elon Musk的xAI超级计算机竞争。
➀ NVIDIA plans to release two GeForce RTX 5060 Ti models with 8GB and 16GB of GDDR7 memory;
➁ The cards will be powered by the GB206-300-A1 RTX Blackwell chip with 4608 CUDA Cores;
➂ The performance is expected to be similar to the RTX 4070, with a rumored launch in April or May 2025.
➀ Reputable leaker Billbil-Kun reports that Death Stranding 2 pre-orders are expected to start in March, with a release date likely announced at SXSW 2025.
➁ The game will have a Standard Edition at $69.99 and a Collector's Edition at $229.
➂ The leak also confirms that Death Stranding 2 will launch with a physical Standard Edition, priced at $69.99 USD / 69.99 EUR, along with a Collector's Edition planned for North America and Europe, retailing at $229 USD.
