Recent #NVIDIA news in the semiconductor industry
➀ Foxconn and NVIDIA are partnering to deploy an 'AI factory supercomputer' in Taiwan, in collaboration with the Taiwan government.
➁ The system will feature 10,000 GPUs based on NVIDIA's Blackwell architecture.
➂ The goal is to accelerate automation and efficiency across various key segments, including smart cities, electric vehicles, and manufacturing.
➀ Samsung is adding NVIDIA G-SYNC support to its 2025 OLED TV lineup, starting with the flagship S95F;
➁ These TVs are already AMD FreeSync Premium Pro certified, and the addition of G-SYNC enhances gaming experience;
➂ Samsung is offering AI Auto Game Mode and Game Bar for better gaming experience.
➀ NVIDIA announced NVLink Fusion at Computex 2025, enabling third-party CPUs and accelerators to integrate with its NVLink ecosystem through semi-custom designs;
➁ The technology includes two approaches: NVLink C2C for connecting custom CPUs to NVIDIA GPUs, and a proprietary NVLink 5 chiplet for third-party accelerators to join NVLink networks;
➂ While offering flexibility, all nodes must include NVIDIA hardware, reflecting a strategic balance between openness and maintaining control over its ecosystem.
➀ NVIDIA announced the upgraded Grace Blackwell Ultra GPU (GB300) shipping in Q3 2025, alongside new AI infrastructure advancements;
➁ The RTX Pro Server system delivers 4x H100 performance for DeepSeek and 1.7x gains for Llama models, with NVLink Fusion enabling cross-company hardware compatibility;
➂ Future plans include the Feynman architecture (2028) and immediate production of the DGX Spark workstation, offering 1,000 AI TOPS for researchers.
➀ NVIDIA introduces NVLink Fusion, enabling external chipmakers to integrate custom CPUs and AI accelerators with its ecosystem, breaking past proprietary limitations;
➀ Key partners include Qualcomm, Fujitsu, Marvell, and Mediatek, with chiplet-based design and software support from Synopsys and Cadence;
➂ NVIDIA's move aims to counter the open-standard UALink consortium led by AMD, Intel, and Broadcom, consolidating its dominance in AI infrastructure.
➀ NVIDIA CEO Jensen Huang headlines the Computex 2025 keynote, focusing on AI advancements and data center innovations;
➁ The event emphasizes software updates and partnerships with Taiwanese manufacturers, following major hardware announcements at GTC 2025;
➂ The 90-minute keynote highlights NVIDIA's AI ecosystem and live-streaming accessibility via YouTube.
➀ NVIDIA CEO Jensen Huang delivered a keynote at Computex 2025 Taipei, focusing on AI and data center computing advancements;
➁ The event hinted at potential announcements for desktop users, alongside Nvidia's latest innovations in hardware;
➂ Competing initiatives like MSI's Nvidia DGX-powered AI supercomputer and the Beyond CUDA Summit's challenge to Nvidia's dominance were also highlighted.
➀ Nvidia has transitioned from HGX B300 NVL16 to NVL8 to accommodate faster GPU-to-GPU interconnects for LLMs with sparse MoE architectures like DeepSeek and LLAMA4.
➁ NVL8 and NVL16 both have 16 GPU dies, but NVL8 integrates two GPU dies per package, connected via NV-HBI, offering up to 10 TB/s bandwidth.
➂ The shift to NVL8 will enable Nvidia to predominantly use CoWoS-L packaging, optimizing supply chain management.
➃ DGX Spark uses the GB10 chip, expected to be in mass production around June-July, with end product shipments in August-September.
➄ The N1X is Nvidia’s Windows-on-ARM processor, requiring significant software optimization for laptop use and Windows support, potentially delaying laptops into 2026.
➀ NVIDIA's next-gen AI accelerator for China will abandon the Hopper architecture due to U.S. export bans, shifting from HBM to GDDR7 memory;
➁ The move follows a $5.5 billion loss after the H20 chip was prohibited, with Huawei's Ascend 920 poised to fill the market gap;
➂ Technical challenges remain as Hopper's design conflicts with GDDR7, potentially forcing NVIDIA to adapt consumer-grade Blackwell architecture for compliance.
➀ Enthusiast tests reveal Intel Core 2 Quad Q9450 paired with NVIDIA RTX 5060 Ti struggles to run ray-traced games due to missing CPU instruction sets;
➁ Non-RT games show potential for decent performance, but compatibility limitations highlight hardware generation gaps;
➂ Community discussions explore balancing CPU/GPU upgrades for budget builds, emphasizing modern processor needs for advanced features.
➁ Alleged AMD RX 7500 prototype with 6GB VRAM and 1,536 shaders surfaces, showing 64 ROPs but lower specs than RX 7600.
➁ TechPowerUp lists an unverified RX 7500 XT variant with fewer shaders and ROPs, suggesting possible product line confusion.
➂ Cancelled due to market irrelevance against NVIDIA's absent RTX 4050, with 6GB VRAM deemed insufficient for modern gaming.
➀ ASUS introduces White Edition GeForce RTX 50 Series graphics cards (RTX 5070 to 5090) with enhanced cooling, power delivery, and aesthetic designs across ROG, TUF Gaming, and Prime lineups;
➁ Powered by NVIDIA Blackwell architecture, the cards feature DLSS 4, AI-driven performance boosts, and Studio tools for creators, while incorporating vapor chambers, quad-fan cooling, and phase-change thermal compounds;
➂ Deliver high power capacity (e.g., 80A MOSFETs on RTX 5090), SFF compatibility for compact builds, and safety features like PCIe power monitoring via ASUS GPU Tweak III.
➀ The UAE and US announced plans to build the largest AI infrastructure facility outside the US, featuring 5GW-capacity data centers in Abu Dhabi to serve nearly half the global population within a 3,200 km radius;
➀ The project, led by G42 in partnership with US companies, will use nuclear, solar, and gas energy to reduce emissions and includes a science park for AI innovation;
➂ The UAE agreed to align its security regulations with the US and plans to acquire 500,000 Nvidia AI chips annually, while enforcing strict access controls for compute resources.
➀ The article provides an exclusive look inside Dell's 700,000 sq ft factory in Franklin, Massachusetts, which assembles large-scale AI infrastructure systems like the NVIDIA GB200 NVL72 racks;
➁ It details the factory's adaptation to taller 52U racks, component reuse/recycling practices, and custom configurations for high-value AI clusters;
➂ The facility handles full assembly, testing, and packaging of multi-million-dollar AI racks optimized for diverse customer data center requirements.
➀ Lenovo launches ThinkStation PGX AI workstation with Nvidia GB10 chip and 128GB memory, delivering 1 PetaFLOP performance for AI models up to 200B parameters;
➁ Dual-unit configuration boosts capacity to 405B parameters, competing with Nvidia's Project Digits and Asus/MSI alternatives;
➂ Despite claims of 1 PFLOP at FP4 precision, real-world FP8 performance lags behind Tiny Corp's RTX 5090-based solution at 6x higher cost.
➀ The U.S. Commerce Department prohibits global use of Huawei's Ascend AI chips, citing violations of export controls due to alleged use of U.S. technology;
➁ Nvidia views Huawei as a formidable competitor but highlights challenges in replacing its dominance, as Huawei faces sanctions limiting access to advanced chipmaking tools;
➂ The crackdown underscores U.S. efforts to maintain AI leadership, even as Chinese firms like Biren and Moore Threads emerge as potential long-term challengers.
➀ The U.S. Department of Commerce's BIS banned the use of Huawei’s Ascend 910B/C/D AI chips, claiming they utilize U.S. technology, with violators facing severe penalties;
➁ Huawei’s Ascend 910C-based servers reportedly outperform NVIDIA’s most powerful GPUs, but production shortages limit their availability even for Huawei itself;
➂ BIS revoked the AI Diffusion Rule and plans new regulations, potentially easing restrictions for U.S. companies exporting AI chips to China.
➀ NVIDIA released a new 'Game Ready' driver package for Doom: The Dark Ages, but some users are experiencing crashes with the latest driver release.
➁ id Software has identified a workaround for the issue, including rebooting the system, reinstalling the driver, and disabling integrated GPUs.
➂ The post on Steam also includes details about the game's system requirements and known issues.
➀ The RTX 5090 laptop GPU shows only marginal performance gains over the RTX 4090, with an average improvement of 1.23% at 4K and 0.02% at 1440p;
➁ Notable power efficiency improvements allow the RTX 5090 to run cooler and extend battery life during gaming sessions;
➂ With minimal performance uplift and high pricing, upgrading to the RTX 5090 is generally not recommended except for specific use cases like on-battery gaming or requiring 24GB VRAM.