Recent #NVIDIA news in the semiconductor industry

8 months ago

OpenAI's release of GPT-4.5 has been delayed due to a shortage of GPUs. CEO Sam Altman mentioned on X that the rollout will be staggered and will involve adding tens of thousands of GPUs next week. This shortage is prompting OpenAI to develop its own AI silicon in partnership with Broadcom.

The high cost of GPT-4.5, at $75 per million input tokens and $150 per million output tokens, is a concern, but Altman emphasizes its unique intelligence.

NVIDIA's GPUs are in high demand, with Blackwell GPUs sold out until October. The expansion of AI infrastructure, including massive AI supercomputers and data centers, is driving this demand.

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8 months ago

➀ CyberPowerPC is addressing the missing ROPs issue in NVIDIA's GeForce RTX 50 series GPUs by testing each unit before shipping.

➁ The company is ensuring every RTX 50 series powered desktop gaming PC is tested for the correct amount of ROPs before they ship out to customers.

➂ NVIDIA has confirmed the issue, advising RTX 50 owners to contact their AIB manufacturer for a replacement.

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8 months ago

➀ SK hynix has achieved a 70% yield rate on its HBM4 12-Hi memory, which is set to be used in NVIDIA's upcoming Rubin R100 AI GPUs.

➁ The test yield is an indicator that can be used to make estimations on the actual future yield rate, with SK hynix aiming for a yield upwards and into the late 90% range.

➂ TSMC, as a key partner, is expected to expand its CoWoS advanced packaging capacity to handle the large Rubin chip demand.

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8 months ago

➀ This paper discusses the post-silicon validation of the IBM POWER9 processor, highlighting its significance in the context of increasing multi-core processor adoption by hyperscalers.

➁ IBM's Threadmill, a tool for processor verification, has been enhanced since the POWER7, including optimized template allocation and debugging strategies for multi-core write drops.

➂ The validation methodology for POWER9 has significantly improved bug detection rates compared to POWER8, with new techniques like AI prioritization and hardware irritators to induce bugs.

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8 months ago

➀ NVIDIA has announced the integration of Cisco Silicon One into its Spectrum-X Ethernet networking platform, making it the only partner silicon in Spectrum-X. This move validates Cisco's technology and its importance in the AI technology landscape.

➁ Cisco will develop systems combining NVIDIA Spectrum silicon with Cisco OS software, allowing customers to standardize on both Cisco networking and NVIDIA technology in the data center.

➂ The collaboration aims to enable a new level of interoperability in the industry, leveraging both companies' strengths.

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8 months ago

➀ This article provides a comprehensive hierarchy of GPU performance, ranking nearly every GPU released in the past seven years based on benchmarks.

➁ The article discusses the performance of GPUs across different resolutions and the impact of technologies like ray tracing and DLSS.

➂ It highlights the latest GPUs from Nvidia's Ada Lovelace and AMD's RDNA 3 architectures, as well as Intel's Arc GPUs.

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8 months ago

➀ NVIDIA is reportedly using scarcity marketing for its GeForce RTX 50 series GPUs, creating an impression of shortage despite sufficient inventory.

➁ The real reason for the low availability of the GeForce RTX 50 series GPUs is that NVIDIA is engaging in 'scarcity marketing', controlling the supply and not releasing the GPUs.

➂ The GPUs are expected to be released in large quantities by April or May.

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9 months ago

➀ DeepSeek's R1 model sparked a major response in the tech industry, causing NVIDIA's stock to fall 16.79% and its market value to lose $90 billion, a record in American financial history.

➁ Huang Renxun, NVIDIA's CEO, praised DeepSeek as a major advancement in artificial intelligence but had not publicly responded to the issue until Thursday.

➂ Huang Renxun addressed the misunderstanding among investors about DeepSeek's progress in the AI field, which led to an incorrect reaction in the market to NVIDIA's stock.

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9 months ago

➀ Silex Technology America, Inc. has launched the SX-PCEBE, the world's first embedded radio module supporting Wi-Fi 7 (802.11be) and Bluetooth 5.3.

➁ The module is equipped with Qualcomm’s QCC2076 SoC and supports dual-band simultaneous operation across 2.4GHz, 5GHz, and 6GHz.

➂ It is designed for AI-driven devices and works seamlessly on platforms like NVIDIA, Qualcomm, and NXP.

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