➀ NVIDIA demonstrated its new Blackwell AI GPUs running in real-time in its data centers. ➁ The company teased more details about the Blackwell GPU architecture at Hot Chips. ➂ NVIDIA showcased the first-ever FP4 GenAI image created with these GPUs.

➀ An Estonian startup demonstrated that a single NVIDIA RTX 3090 can run a customer chatbot AI system. ➁ The RTX 3090 provided AI performance comparable to a customer service AI chatbot, serving 12.88 tokens per second. ➂ This AI chatbot could support thousands of users and fulfill the requests of 100s at any given time.

➀ NVIDIA is giving away two custom GeForce RTX 4080 SUPER cards themed after Black Myth Wukong and Indiana Jones. ➁ These cards are part of the #GeForceSummer of RTX 2024 promotion. ➂ Entries for the giveaway are open until September 20, 2024.

➀ Black State is a new action game with photorealistic visuals. ➁ The game features stunning ray-traced graphics. ➂ It is expected to showcase the capabilities of the upcoming GeForce RTX 50 Series.

➀ New GeForce Game Ready 560.94 WHQL driver supports major games like Black Myth: Wukong, Star Wars Outlaws, and Final Fantasy 16. ➁ Features include Full Ray Tracing, DLSS 3, and Reflex technologies. ➂ Also supports new hardware like the GeForce RTX 4070 with GDDR6 memory.

➀ Samsung is expected to tape-out its next-generation HBM4 memory in Q4 2024. ➁ Mass production of HBM4 is scheduled for Q4 2025, targeting NVIDIA's next-gen Rubin R100 AI GPU. ➂ The AI industry's demand is driving the growth of HBM memory, with SK hynix and Samsung investing heavily in production capabilities.

➀ NVIDIA's new GB200 AI servers are facing component shortages. ➁ The servers are experiencing issues with liquid cooling system leaks. ➂ The public version of GB200 AI servers is a reference design, with custom needs leading to non-public items.

➀ NVIDIA and MediaTek are rumored to be co-developing an Arm-based AI processor for the first half of 2025. ➁ The new chip will compete against AMD, Intel, and Qualcomm's AI processors. ➂ The processor is expected to be manufactured using TSMC's 3nm process node.

➀ The data center processing market shows robust growth, especially in processing, with a 20.3% increase. ➁ Nvidia dominates the market in terms of both revenue and profits, with a significant lead over competitors. ➂ The supply chain for AI GPUs has evolved, with memory supply becoming a critical component.

➀ NVIDIA faces scrutiny from global regulators over its dominance in the AI chip market. ➁ Authorities from the EU, Britain, and China have requested information on NVIDIA's AI chip sales and investments. ➂ NVIDIA is building new offices and hiring staff to respond to regulatory scrutiny.

➀ NVIDIA allegedly scraped millions of YouTube videos to train its AI products, violating YouTube's terms-of-service. ➁ The company used virtual machines to avoid detection and hid its activities from YouTube. ➂ Internal communications showed that NVIDIA executives approved the use of this data for training, despite ethical concerns.

➀ The GeForce RTX 4060 has entered the Top 5 GPUs in the latest Steam Hardware & Software Survey for July 2024. ➁ It has surpassed the GeForce GTX 1060 and RTX 2060 in popularity. ➂ The RTX 4060 is positioned as a cost-effective choice for gamers, challenging AMD and Intel in the gaming GPU market.

➀ NVIDIA plans to discontinue the GeForce RTX 3060, its most popular gaming GPU. ➁ The decision is pushing gamers towards the newer RTX 4060. ➂ The RTX 3060 has been the most used GPU among PC gamers according to the Steam Hardware Survey.

➀ NVIDIA's B200 Blackwell Ultra features up to 288GB of HBM3E memory. ➁ The redesigned B200A Blackwell Ultra has 144GB of HBM3E memory. ➂ Both GPUs are part of NVIDIA's mid-generation refresh, focusing on memory and performance enhancements.

➀ NVIDIA's Blackwell AI GPUs are facing significant design issues requiring a major redesign. ➁ The new B200A AI GPU is being developed to address these issues and is scheduled for release in the second half of 2025. ➂ The B200A will feature a B102 die, 4 stacks of HBM, and will be available in 700W and 1000W HGX form factors with up to 144GB of HBM3E memory.

➀ NVIDIA's new Blackwell AI GPU family is facing major issues that will delay production targets into the first half of 2025. ➁ The issues are related to the GPU architecture and TSMC's new CoWoS-L chip packaging. ➂ NVIDIA is reportedly extending the Hopper AI GPU series and introducing a new Blackwell family GPU, the B200A, to address the issues.

➀ Elon Musk unveils Tesla's new supercomputer cluster named 'Cortex' at Giga Texas, powered by 100,000 NVIDIA H100/H200 AI GPUs. ➁ The cluster is designed for video training of FSD and Optimus projects with massive storage requirements. ➂ The cooling system for the cluster is extensive, requiring 130MW of power and set to expand to over 500MW within 18 months.

1. NVIDIA's next-gen Blackwell AI GPUs are reportedly delayed due to design flaws. 2. The delay could last for 3 months or more, affecting major customers like Meta, Google, and Microsoft. 3. NVIDIA has informed Microsoft about the delay, with significant shipments expected in Q1 2025.

1. NVIDIA introduces 'James', a digital human with realistic facial expressions and emotions, powered by RTX technologies. 2. 'James' can interact with users in real-time, similar to a virtual assistant or customer service agent. 3. The technology behind 'James' is open-source, allowing developers to integrate realistic digital human interactions into various platforms.

1. Samsung has received approval for its HBM3 memory to be used in NVIDIA's AI GPUs. 2. The approval for Samsung's next-gen HBM3E memory is expected in the next 2-4 months. 3. The HBM market is projected to grow significantly, reaching $71 billion by 2027.