Recent #NVIDIA news in the semiconductor industry

6 months ago
➀ Nvidia's AI PC software stack now supports over 750 games and applications, leveraging RTX GPUs' acceleration. TensorRT offers top AI performance with up to 2x gains over DirectML. The new NIM for RTX container aids development with pre-packaged generative AI models optimized for TensorRT. ➁ Project G-Assist expands with new plugins for popular apps and professional tools. Developer tools for building plugins are now available. ➂ Nvidia's focus on AI is evident, with gaming becoming a secondary focus.
NVIDIA
6 months ago

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.

ChipletNVIDIA
6 months ago

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.

AIGPUNVIDIA
6 months ago

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.

AIHPCNVIDIA
6 months ago

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.

AIBlackwellNVIDIA
6 months ago

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.

GPUNVIDIA
6 months ago

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.

NVIDIA
6 months ago

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.

AIGDDR7NVIDIA
6 months ago

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.

GPUIntelNVIDIA
6 months ago

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.

AsusGPUNVIDIA
6 months ago

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.

AINVIDIA
6 months ago

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.

AIDellNVIDIA
6 months ago

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.

AI PCLenovoNVIDIA
6 months ago

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.

AI ChipHuaweiNVIDIA
6 months ago

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.

AI ChipHuaweiNVIDIA
6 months ago

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.

GPULaptopNVIDIA