Recent #NVIDIA news in the semiconductor industry

9 months ago

➀ Anduril Industries, led by Palmer Luckey, is set to take over the US Army's Integrated Visual Augmentation System (IVAS) program, pending Department of Defense approval.

➁ The program includes advanced headgear with AR capabilities, and Anduril will manage production and development with Microsoft Azure as the preferred cloud provider.

➂ Palmer Luckey, the founder of Oculus VR and Anduril Industries, sees this as a deeply personal achievement, emphasizing the potential of the technology to save lives.

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9 months ago

➀ Intel highlights its own security efforts, reporting a high percentage of vulnerabilities discovered internally;

➁ Intel criticizes AMD and Nvidia for higher numbers of firmware vulnerabilities and security issues;

➂ AMD has 78 unaddressed vulnerabilities, while Nvidia's GPU vulnerabilities are all high severity.

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9 months ago
➀ The GeForce RTX 5060 Ti and 5060 may require a 650W power supply, a significant increase from the 550W required by the GeForce RTX 4060. This is due to the higher power requirements of NVIDIA's Blackwell lineup, with the GeForce RTX 5090 requiring a 575W TDP. ➁ The RTX 5060 and 5060 Ti are expected to use standard 8-pin power connectors. ➂ The RTX 5060 may come with 8GB of VRAM, while the RTX 5060 Ti could have 16GB, similar to the GeForce RTX 4060 Ti.
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9 months ago

➀ NVIDIA CEO Jensen Huang introduced new tools at CES 2025 aimed at democratizing AI access for everyone, not just researchers or large enterprises.

➁ These tools include Project DIGITS, NEMO, and Blackwell GPUs, which are designed to be portable, scalable, and easy to use, reducing the barriers to AI adoption.

➂ The introduction of these tools aims to simplify workflows, lower the barrier to entry, and empower individuals and small teams with AI capabilities.

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9 months ago

➀ DeepSeek is rising to a leading position in global AI chatbot rankings, as customers shift away from OpenAI's ChatGPT.

➁ The AI market is experiencing significant changes due to the introduction of DeepSeek, causing fluctuations in stock values and probes into potential trade violations.

➂ Data shows that ChatGPT's user base in the US has decreased while DeepSeek's has surged, indicating a shift in user preference.

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9 months ago

➀ A research firm, SemiAnalysis, revealed that DeepSeek's R1 model cost significantly more than the claimed $5 million.

➁ DeepSeek spent much more to train its R1 model than the touted $5 million, with an estimated total cost of $1.6 billion in capital expenditures and $944 million in running costs.

➂ The announcement of the cost of DeepSeek's R1 model caused significant market disruption, wiping approximately $1 trillion from the stock market and $600 billion from NVIDIA.

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9 months ago

➀ NVIDIA's GeForce RTX 3060 and RTX 4060 are the most popular gaming GPUs according to the January 2025 Steam Hardware and Software Survey.

➁ NVIDIA dominates the top thirty desktop GPUs, while AMD's Radeon RX 6600 is the first non-NVIDIA card on the list.

➂ NVIDIA will release its GeForce RTX 50 Series this year, and AMD plans to launch its RDNA 4 lineup in March targeting the mid-range market.

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