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.
Recent #NVIDIA news in the semiconductor industry
➀ NVIDIA is hiring former Intel staff in Israel; ➁ Salaries are 33% higher than Intel; ➂ The move follows significant layoffs at Intel.
➀ NVIDIA将为印度Reliance Industries等公司提供新的Blackwell AI GPU,以在印度建设新的AI超级计算机;➁ Reliance在印度古吉拉特邦建设一个1 GWh(10亿瓦时)的数据中心,用于AI;➂ 由于芯片设计能力和庞大的人口,印度有望成为AI出口国。
➀ NVIDIA CEO Jensen Huang states that AI will have 1000x higher productivity in 'specific jobs' than humans; ➁ Huang emphasizes that AI will not fully replace humans in these roles; ➂ He sees AI as an opportunity for workforce automation and efficiency.
➀ Intel CEO Paul Otellini proposed buying NVIDIA for $20 billion in 2005; ➁ NVIDIA is now worth over $3.3 trillion and leads in AI; ➂ The board rejected the proposal, and Intel's current performance might not have been as successful if the acquisition had been made.
➀ Microsoft's DirectSR tool has been updated to support AMD FSR 3.1; ➁ The tool simplifies the integration of upscaling options into games; ➂ AMD FSR 3.1 improves image quality and reduces artifacts.
➀ AI is driving significant growth in the semiconductor industry; ➁ The AI IC market is expected to reach $110 billion in 2024; ➂ NVIDIA leads the AI IC market with a projected revenue of $96 billion.
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 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 Linus Torvalds expresses frustration with 'buggy hardware' from Intel, AMD, and NVIDIA; ➁ Blames them for vulnerabilities; ➂ Calls for accountability in hardware issues
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 SuperMicro unveils its new NVIDIA GB200 NVL72 SuperCluster, a liquid-cooled Exascale Compute system in a single rack; ➁ The system includes 72 NVIDIA Blackwell B200 GPUs and offers high-speed interconnects; ➂ Supermicro provides end-to-end liquid-cooling solutions and comprehensive deployment services.
➀ NVIDIA's Blackwell AI GPU issues caused tension with TSMC; ➁ NVIDIA considered Samsung for GeForce RTX 50 series GPU production; ➂ TSMC and NVIDIA blame each other for the defects.
➀ Samsung has developed next-gen 24Gbps GDDR7 memory modules; ➁ Offering higher VRAM capacities on future consumer GPUs; ➂ Up to 42.5Gbps speeds.
➀ NVIDIA is seeking feedback on which legacy Control Panel features users want to see in the NVIDIA App; ➁ The NVIDIA App is set to exit Beta soon, integrating additional Control Panel features; ➂ Users are encouraged to participate in a survey to rank the importance of various Control Panel options.
➀ Dell has launched the new PowerEdge XE9712 with NVIDIA GB200 NVL72 AI servers, offering 30x faster real-time LLM performance over the H100 AI GPU; ➁ The system features 72 x B200 AI GPUs connected with NVLink technology, providing lightning-fast connectivity; ➂ Dell highlights the liquid-cooled system for maximizing datacenter power utilization and rapid deployment of AI clusters.
➀ Google showcases photos of its NVIDIA Blackwell GB200 NVL AI server racks for its AI cloud platform; ➁ The racks use liquid-cooled GB200 AI GPUs; ➂ Each GB200 chip features 1 x Grace CPU and 1 x B200 AI GPU for up to 90 TFLOPs of FP64 compute performance.
➀ Arm is exploring the feasibility of running LLMs on mobile devices; ➁ Arm's optimization techniques for LLMs on mobile; ➂ The importance of practical use cases for LLMs in mobile devices
➀ NVIDIA CEO Jensen Huang calls Elon Musk's xAI supercomputer a 'superhuman' feat; ➁ 100,000 x NVIDIA H100 AI GPUs were set up in 19 days; ➂ The process usually takes 4 years.