Recent #NVIDIA news in the semiconductor industry

10 months ago
➀ The GeForce RTX 5090 for laptops is rumored to feature 3GB GDDR7 memory modules, which could offer performance gains over the GDDR6 memory used in the mobile GeForce RTX 4090. ➁ The use of 3GB memory chips could potentially lead to 24GB of VRAM on the same 256-bit memory bus, compared to 16GB of GDDR6 memory on the 4090. ➂ The mobile version of the GeForce RTX 5090 is rumored to debut with 16GB of GDDR7 and a 175W TDP.
LaptopsNVIDIAmobile
10 months ago
➀ The article discusses the current state of server technology in 2025, including CPU core counts, networking speeds, SSD and HDD capacities, server memory, and AI-specific GPUs. It mentions the latest offerings from AMD, Intel, NVIDIA, Broadcom, and others. ➁ It highlights the trends in server technology, such as the increasing number of CPU cores, the rise of 400Gbps networking, and the growth in SSD capacities. ➂ The article also touches on the future of server technology, including the expected advancements in CPU performance, networking, and storage.
AIAMDBroadcomGPUHDDIntelKioxiaMarvellMicronNVIDIANetworkingSSDcpumemoryserver
10 months ago
➀ NVIDIA has completed the acquisition of Run:ai, a company specializing in AI cluster orchestration. The acquisition brings Run:ai's team and technology into NVIDIA's fold, enhancing its capabilities in managing AI clusters. ➁ Run:ai's products will continue to be developed under the NVIDIA brand and the company plans to open-source the software in the future. ➂ The acquisition aligns with NVIDIA's strategy to control the control plane in the computing ecosystem, expanding its reach in the enterprise space.
AIAcquisitionNVIDIA
10 months ago
➀ Softbank plans to challenge Nvidia with its Izanagi AI processor project, which could attract an investment of $100 billion; ➁ Prototypes of the Izanagi processors are expected in summer 2025, with mass production set for 2026; ➂ Arm and Graphcore are central to the chip design, with Arm aiming to move up the value chain; ➃ The involvement of hyperscalers could raise the funding to hundreds of billions; ➄ Softbank CEO Masayoshi Son has discussed the project with OpenAI and made a tender offer to OpenAI employees.
AIArmChipGraphcoreNVIDIASoftbank
10 months ago
➀ Major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ Global investment in data centers has recently slowed, raising concerns about the sustainability of the AI boom. ➂ AI phones may sustain the chip industry amid the decline in data center investment.
AIChip IndustryData centerNVIDIASupply chain