➀ Huawei is shipping its Ascend 910C AI Accelerator to NVIDIA customers in China; ➁ The move comes as the US imposes trade restrictions on AI hardware, making it challenging for Chinese tech giants to source NVIDIA chips; ➂ Huawei aims to compete with NVIDIA in the AI chip market with its new chip.

➀ NVIDIA has been dominating the GPU market for over 20 years; ➁ AMD has been unable to compete and Intel didn't start in the race; ➂ NVIDIA's market share has been increasing since 2010 with the GeForce 500 series GPUs.

➀ AMD's RDNA 4 GPU is rumored to be delayed to Q1 2025 due to an oversupply of RDNA 3 GPUs; ➁ The issue is attributed to an excess of high-end Radeon RX 7000 series GPUs; ➂ AMD's strategy with RDNA 4 is to target the mid-range market, leaving NVIDIA to dominate the high-end and ultra-enthusiast segments.

➀ The GeForce RTX 5090 Founder Edition features a dual-slot cooler and build; ➁ NVIDIA's next-generation GeForce RTX 5090 and GeForce RTX 5080 are expected to launch early next year; ➂ The GeForce RTX 5090 will have a 600W power draw and a compact dual-slot cooler.

➀ MSI is launching a new MEG Vision X AI pre-built PC with Intel's new 'Arrow Lake' CPUs and NVIDIA's GeForce RTX 50 series GPUs; ➁ The PC is expected to feature the Intel Core Ultra 200 series 'Arrow Lake-S' desktop processors and NVIDIA GeForce RTX 50 series 'Blackwell' GPUs; ➃ The system will include a 360mm AIO liquid cooler, Glacier Armor heatsink design, and an ultra-high-end Z890 motherboard.

➀ MSI reveals the GeForce RTX 4070 Ti SUPER GAMING Slim 'STALKER 2' Edition graphics card; ➁ The card is designed in collaboration with GSC Games for STALKER 2: Heart of Chernobyl; ➂ It features a custom design and factory overclocking.

➀ SK hynix has begun mass production of the world's first 12-layer HBM3E memory with a capacity of up to 36GB and a bandwidth of 9.6Gbps; ➁ The new memory is designed for AI GPUs and is set to be supplied to NVIDIA within 12 months; ➂ SK hynix aims to maintain its leadership in AI memory with the introduction of this new technology.

➀ GPU shipments from AIBs increased in Q2 2024; ➁ NVIDIA and AMD see significant growth; ➂ GPU sales attributed to new card releases and price drop

➀ NVIDIA announced support for DLSS in new games including Witchfire and Greedfall II; ➁ Witchfire is a fantasy FPS with DLSS 3 Frame Generation support; ➂ Greedfall II: The Dying World is available in Early Access with DLSS Super Resolution.

➀ ByteDance is developing two AI GPUs to be produced on TSMC's 5nm process node; ➁ Expected to enter mass production in 2026; ➂ The move is to reduce reliance on NVIDIA and comply with US export regulations.

➀ NVIDIA's H200 AI GPU shows significant performance improvements over its predecessor H100. ➁ The H200 offers 80% more HBM memory and 40% higher bandwidth compared to H100. ➂ NVIDIA's H200 outperforms AMD's Instinct MI300X in AI performance benchmarks.

➀ NVIDIA is considering joining a funding round for OpenAI, valuing the startup at over $100 billion. ➁ Apple and Microsoft are also reportedly in talks to participate in the funding round. ➂ Thrive Capital is leading the funding round, investing around $1 billion.

➀ Supermicro confirms the delay of NVIDIA's Blackwell B200 AI GPU; ➁ Offers liquid-cooled Hopper H200 AI GPUs as an alternative; ➂ Asserts minimal impact on AI server market.

➀ NVIDIA admits issues with Blackwell AI GPUs; ➁ Requires re-spin of B200 AI GPU layers to improve yields; ➂ B100 AI GPU effectively canceled, replaced by B200A

➀ SK hynix plans to tape-out its HBM4 memory in October 2024; ➁ HBM4 offers a 40% increase in bandwidth and 70% reduced power consumption compared to HBM3E; ➂ NVIDIA's next-gen Rubin R100 AI GPU will use HBM4 memory, expected to be available in 2025.

➀ NVIDIA's next-gen GeForce RTX 5060 Laptop GPU offers RTX 4070 performance; ➁ Uses less power, reducing from 140W to 115W; ➂ Features new GDDR7 memory.

➀ NVIDIA's dominance in AI GPU market extends to 2027 with Rubin Ultra AI GPU featuring 576GB of HBM4 memory; ➁ Competitors include AMD, Intel, Google, and others with their respective AI chip developments; ➂ TSMC's advanced CoWoS-L packaging technology and N3 process node support NVIDIA's next-gen AI GPUs.

➀ MSI's X870E motherboards will feature dedicated 8-pin PCIe power connectors for RTX 50 series GPUs. ➁ This design aims to support NVIDIA's next-gen GeForce RTX 50 series cards. ➂ Other motherboard makers are also expected to adopt similar power connectors for high-end configurations.

➀ NVIDIA to discuss Blackwell GPU architecture at Hot Chips 2024; ➁ Features two reticle-limited GPUs merged into one; ➂ Boasts 208 billion transistors and 20 PetaFLOPS FP4 AI performance.

➀ NVIDIA will discuss using AI to build next-generation chips for AI at Hot Chips 2024. ➁ The company will focus on the new Blackwell B200 AI GPU with 208 billion transistors. ➂ NVIDIA will explore using generative AI to optimize Verilog code for chip design.