Recent #NVIDIA news in the semiconductor industry

about 2 months ago

❶ A modified NVIDIA RTX 5090 GPU with 128GB GDDR7X VRAM emerges in China's underground market, priced at $13,200 for AI workloads.

❷ Custom PCB design and prototype memory chips enable the VRAM upgrade, requiring dual-sided configurations and custom firmware to function.

❸ Concerns arise about fraudulent resale of stripped GPU cores and the technical viability of high-density memory mods amid the AI hardware boom.

AIGDDR7NVIDIA
about 2 months ago

➀ Lenovo unveiled three OLED gaming monitors at IFA 2025, including 4K 240Hz Legion Pro 32UD-10/27UD-10 and QHD 280Hz 27Q-10;

➁ The flagship Legion Pro 7 gaming laptop features AMD Ryzen 9 9955HX3D CPU, NVIDIA RTX 5080 GPU, and a 16" 240Hz OLED display;

➂ Priced from $699 (monitors) to $2,399 (laptop), products will launch between October-November 2025.

AMDLenovoNVIDIA
about 2 months ago

➀ Quantinuum, formed by Cambridge Quantum and Honeywell's merger, secured $600 million in funding with investors including NVIDIA's NVentures and JPMorganChase;

➁ Funds will support the launch of its trapped-ion quantum system Helios and advance fault-tolerant quantum computing;

➂ Collaborates with NVIDIA Accelerated Quantum Research Centre, RIKEN, SoftBank, and Infineon for quantum tech development.

HPCNVIDIAQuantinuum
2 months ago

① U.S. Senate proposes GAIN AI Act to prioritize domestic sales of advanced AI GPUs, potentially banning exports of high-end chips;

② NVIDIA criticizes the bill as 'self-defeating' and warns it could undermine U.S. global AI leadership;

③ The act sets strict technical thresholds (e.g., 2,400 TPP score) that would restrict even mid-tier GPUs like H20 from being exported.

AIAMDNVIDIA
2 months ago

➀ Acer launches Predator Helios 18P AI gaming laptop blending workstation features like Intel vPro and ECC memory for enterprise-grade security and stability;

➁ Equipped with NVIDIA RTX 5090 GPU, 18-inch Mini-LED 120Hz display, and up to 6TB PCIe Gen5 SSD for both gaming and AI workloads;

➂ Priced at €4,499 in Europe with US availability pending, while refreshed Nitro V series targets budget gamers starting at $999

AcerNVIDIAgaming
2 months ago

➀ A Reddit user created a DIY immersion cooling system using automotive transmission fluid (ATF) and a Dodge Journey transmission cooler as a radiator to overclock GPUs.

➁ The GTX 1060 achieved a 2160MHz boost clock (16% gain) and topped Firestrike benchmarks, while the 1080 Ti saw a more modest 7% improvement due to limited thermal headroom.

➂ While effective, ATF caused significant cleanup challenges, with the creator advising against its use for everyday builds due to staining and residue issues.

NVIDIAOverclocking
2 months ago

➀ NVIDIA's App update migrates key features like 3D settings and multi-monitor support from the legacy Control Panel;

➁ The update introduces offline mode for system control and driver settings, enhancing usability;

➂ This marks NVIDIA's ongoing effort to unify its consumer software stack, streamlining GPU management for users.

GPUNVIDIASoftware
2 months ago

➀ Predicting the semiconductor industry's future remains highly uncertain, as seen in NVIDIA outpacing Intel in revenue and market cap despite past expectations;

➁ Industry dynamics hinge on technological shifts (e.g., CMOS adoption) and strategic bets (e.g., IBM's 8088 choice), with misaligned trends leading to failures;

➂ Success requires balancing investments, management, and engineering while navigating unpredictable market demands—making 'good guessing' a crucial skill.

IntelNVIDIAsemiconductor
2 months ago

➀ The Dell Precision 3240 Compact is a small-form-factor PC gaining popularity in the second-hand market for homelab use, featuring support for Intel Xeon CPUs and NVIDIA GPUs;

➁ It provides a low-profile PCIe slot for expandability (e.g., NICs or GPUs) and includes multiple high-speed USB ports (up to 10Gbps);

➂ The system lacks native tower orientation but offers labeled rear ports, optional vPro management, and refined cooling for a compact design.

DellNVIDIAPCIe
2 months ago

➀ NVIDIA's second quarter earnings show strong demand for AI chips and GPUs, with revenue growing 6% sequentially and 56% year-over-year to $46.7 billion.

➁ The data center division, which has surpassed gaming as the main earner, saw a 5% sequential gain and a 56% year-over-year increase in revenue.

➂ NVIDIA's Blackwell architecture is leading the charge in the data center and gaming sectors, with significant demand for Blackwell-based GeForce products.

AINVIDIAearnings report
2 months ago
➀ GeForce Now this week adds seven new games, including the newly launched Gears of War: Reloaded; ➁ The new titles are Gears of War: Reloaded, Chip ‘n Clawz vs. The Brainioids, Make Way, Among Us 3D, Gatekeeper, Knightica, and No Sleep for Kaname Date – From AI: THE SOMNIUM FILES; ➂ The new games are available on various platforms such as Steam, Xbox, and Epic Games Store.
Game ReleaseNVIDIA
2 months ago

➀ The Razer Blade 18 delivers exceptional gaming performance with an RTX 5090 GPU and Intel Core Ultra 9 CPU, outperforming competitors like the MSI Titan 18 in benchmarks;

➁ Its dual-mode display (4K@240Hz/FHD@440Hz) offers versatility, while premium build quality and unique vapor chamber design enhance its appeal;

➂ Priced from $3,499 to $5,199, it targets deep-pocketed gamers, though fan noise and the lack of PCIe 5.0 storage highlight cost-performance tradeoffs.

NVIDIAgaming
2 months ago

➀ MSI's RTX 5060 Ti 16GB hits historic low price of $409.99, featuring Blackwell architecture and GDDR7 VRAM;

➁ Delivers 4608 CUDA cores, 28 Gbps memory speed, and compact dual-fan cooling for mid-tier gaming builds;

➂ Outperforms RTX 4060 Ti in benchmarks but trails behind RTX 5070 in rasterization performance.

GPUMSINVIDIA
2 months ago

➀ NVIDIA reported Q2 2025 revenue of $46.7 billion, a 56% YoY increase (smallest in two years), with China revenue plunging 50% QoQ and 25% YoY to $2.8 billion;

➁ Q3 revenue forecast is $54 billion (excluding China), but could rise by $3-5 billion if H20 AI chip sales to China are permitted;

➂ CFO Colette Kress projected AI infrastructure spending to reach $3-4 trillion by 2030, with $600 billion spent in 2025 alone.

NVIDIAautomotivegaming
2 months ago

➀ The Acer Nitro V 16S AI offers strong value at $1,299 with a Ryzen 7 260 processor, RTX 5060 GPU, 32GB RAM, and a vibrant 16-inch 180Hz display;

➁ While delivering excellent storage speeds and port selection, its 85W RTX 5060 struggles against competitors with higher-tier GPUs in 1080p gaming benchmarks;

➂ Notable drawbacks include a 720p webcam, excessive bloatware, and thermal limitations during prolonged gaming sessions.

AcerNVIDIAgaming
2 months ago

➀ Infineon and Nvidia collaborate to accelerate humanoid robot development by combining Infineon's MCUs, sensors, GaN transistors, and Marvell's Automotive Ethernet technology with Nvidia's Jetson Thor AI modules;

➁ The partnership focuses on precise motor control, real-time AI processing, and secure connectivity for industrial, logistics, and healthcare applications;

➂ Key components include Infineon's PSOC Control C3 MCUs for field-oriented-control algorithms and NVIDIA Holoscan Sensor Bridge integration.

InfineonNVIDIArobotics
2 months ago

➀ NVIDIA disclosed the architecture of its GB10 SoC at Hot Chips 2025, a multi-die solution combining a Blackwell-based GPU and MediaTek's 20-core Arm CPU, both fabricated on TSMC's 3nm process;

➁ The GB10 powers NVIDIA's DGX Spark workstation, offering FP4 support for AI workloads and enabling scalable cluster configurations;

➂ Designed for high-performance computing, the chip emphasizes collaboration between NVIDIA and MediaTek, targeting advanced AI inference and training applications.

BlackwellHPCNVIDIA