Recent #NVIDIA news in the semiconductor industry

8 months ago

➀ The GeForce RTX 5060 and 5060 Ti GPUs from Nvidia are rumored to launch in 10 days, but stock is expected to arrive in April.

➁ The 5060 Ti is expected to come in 8GB and 16GB VRAM configurations, while the RTX 5060 may use the GB206 die.

➂ Concerns about performance due to the limited VRAM and potential lack of stock for the RTX 5060 series.

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8 months ago

➀ AMD's desktop GPU shipments increased to 1.43 million units in Q4 2024, its strongest result for the year.

➁ The overall GPU market saw a slight increase in shipments in Q4 2024, but a decline compared to the same quarter in 2023.

➂ Despite a modest Q4, the year 2024 was good for the discrete desktop GPU market, with Nvidia shipping 30.2 million units and AMD shipping 4.42 million units.

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8 months ago

➀ AMD's new Radeon RX 9070 series 'RDNA 4' GPUs have significantly more stock than NVIDIA's RTX 5070, with one retailer having 27 times the supply.

➁ Overall, AMD's launch supply is three times that of the entire RTX 50 series.

➂ One retailer reported having 8 x 5080, 10 x 5070 Ti, 14 x 5090, and 27 x 5070 launch supply for the Radeon RX 9070 XT.

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8 months ago

➀ ASUS has unveiled the AMD Radeon RX 9070 and RX 9070 XT graphics cards featuring the RDNA 4 architecture, 16GB VRAM, and HYPR-RX technology.

➁ These GPUs are built for high-performance gaming with AI-powered enhancements, improved ray tracing, and a new super-resolution mode using machine learning.

➂ Key features include advanced cooling with Axial-tech fans, phase-change thermal pads, and dual-ball fan bearings for enhanced durability and performance.

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8 months ago
1. Despite a double beat in Q4 earnings, Nvidia's stock has declined due to smaller EPS surprises and disappointing guidance indicating potential future earnings growth is already priced in. 2. Concerns arise from Nvidia's poor conversion of earnings into cash flows, with unusual growth in accounts receivable and inventory. 3. Trade restrictions and tariffs, along with performance issues and fading hype around GenAI, pose significant headwinds for Nvidia. 4. Technical analysis shows bearish signals, suggesting an unfavorable risk-reward scenario for Nvidia's stock in the near term.
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8 months ago

➀ Dr. Prady Gupta is the Founder and Chief Scientist at Infinita Lab and Infinita Materials, focusing on materials testing and specialized chemicals for high-tech industries.

➁ Infinita Lab offers a network of over 2,000 accredited labs for comprehensive materials testing services.

➂ Infinita Materials specializes in custom inorganic chemicals for sectors like semiconductors and batteries.

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8 months ago

➀ CoreWeave, an AI cloud service provider backed by NVIDIA, has filed for an IPO on the NASDAQ, seeking a valuation of up to 254 billion RMB.

➁ CoreWeave, founded in 2017, has shifted from cryptocurrency mining to selling GPU resources to enterprises after the cryptocurrency crash in 2018.

➃ The company's annual revenue surged by 730% in 2024, reaching 19.15 billion USD, but its annual loss also reached 863 million USD due to heavy investment in AI infrastructure.

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8 months ago

➀ The article lists the world's top ten supercomputers, including their names, locations, and key specifications such as processors, GPUs, and power consumption.

➁ It highlights the use of advanced technologies like exascale systems, custom processors, and AI capabilities in these supercomputers.

➂ The article also mentions the applications of these supercomputers in various fields such as energy resource location, climate research, and astrophysics.

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8 months ago

➀ The Nvidia GeForce RTX 5070 Founders Edition offers a 20% performance increase over its predecessor and a $549 MSRP.

➁ Concerns over retail availability and pricing, with potential for significantly higher prices in the short term.

➂ AMD's RX 9070 launch scheduled for the same day, posing competition and availability challenges.

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8 months ago

➀ Cloud games run entirely on remote servers managed by big tech companies like Nvidia, Sony, Amazon, Microsoft, and Jio. Users don't need to download or install anything locally; they can simply log in and play.

➁ The advantages of cloud games include not needing expensive hardware, platform independence, frequent feature updates, and no piracy concerns. However, they require a stable and fast internet connection and may consume a lot of data.

➂ Major players in cloud gaming include Microsoft Xbox Gaming Pass Ultimate, Nvidia GeForce Now, PlayStation Plus, Amazon Luna, and Boosteroid. Cloud gaming is expanding globally, with opportunities for data centers, ISPs, and device manufacturers.

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8 months ago

➀ Nvidia reported its latest financial results, with revenue reaching $39.33 billion and net profit reaching $22.09 billion, both up by 78% and 80% respectively.

➁ The total revenue for the 2025 fiscal year was $130.5 billion, with net profit reaching $72.9 billion both with triple-digit growth.

➂ Huang emphasized the importance of DeepSeek, saying it sparked global enthusiasm and opened up world-class AI models and reinforcement learning technologies.

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8 months ago

➀ Mizuho Securities reports that the Trump administration may impose new export control measures on AI chips to China.

➁ The appointment of key officials in the US Department of Commerce and Bureau of Industry and Security may lead to a complete ban on all AI chips entering China, affecting NVIDIA's H20/B20 and some traditional chips (28nm+).

➂ The ban could impact NVIDIA's revenue by $4-6 billion and earnings per share by $0.13-0.18.

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