Recent #NVIDIA news in the semiconductor industry

3 months ago

➀ STH explains its choice of AMD EPYC over Arm in 2025 infrastructure, citing Arm's challenges in enterprise adoption, including installed base compatibility, hardware limitations, and insufficient software support;

➁ Power efficiency gains from Arm are now minimal compared to AMD/Intel x86 CPUs, especially with AI GPU servers dominating power consumption (e.g., AMD Instinct MI325X at 1kW/accelerator);

➂ Enterprise Arm adoption faces hardware scarcity and vendor neglect: NVIDIA Grace CPUs are outdated for general workloads, while major vendors like Dell/HPE offer limited Arm options (e.g., HPE ProLiant RL300 Gen11's market failure).

AMDArmNVIDIA
3 months ago

➀ Intel's XeSS 2.1 SDK enables cross-platform frame generation for AMD/Nvidia GPUs including GTX 10-series and RX 5000 series, though RTX 30/RX 6000+ is recommended;

➁ XeLL low-latency mode now works on non-Intel GPUs but requires active frame generation, with developers needing to adopt the updated SDK for implementation;

➂ Despite the openness, adoption is limited with only 22 games supporting XeSS 2, highlighting challenges against entrenched solutions like FSR and DLSS.

AMDIntelNVIDIA
3 months ago

➀ Battlefield 6 (BF6) requires surprisingly modest hardware, needing a 10th-gen Intel or Ryzen 3000 CPU and RTX 3060 Ti/RX 6700 XT GPU for optimal performance;

➁ EA confirms the game won’t run on Steam Deck at launch due to discrete GPU requirements but may work on handhelds with external GPUs or AMD Strix Halo chips;

➂ The free-to-play approach drives lower specs, contrasting with recent AAA titles demanding cutting-edge hardware.

AMDNVIDIAgaming
3 months ago

➀ NVIDIA has announced that this October's Game Ready driver release will be the last one for a number of its vintage cards, coinciding with the end of Microsoft's support for Windows 10.

➁ The affected cards include Maxwell, Pascal, and Volta families, with the Pascal series excluding 16xx-series cards.

➂ NVIDIA will still release quarterly security updates for the affected cards for the next three years and extend support for RTX-series graphics cards until October 2026.

NVIDIAWindows 10driver
3 months ago

➀ Samsung reports a 94% profit plunge in its chip division, driven by U.S. export restrictions and inventory corrections;

➁ The company pins recovery hopes on HBM3E production cost reductions to secure Nvidia's AI GPU supply chain, challenging SK Hynix and Micron;

➂ A $16.5 billion Tesla partnership and geopolitical risks, including U.S. tariffs, add complexity to Samsung's AI-driven turnaround strategy.

HBM3eNVIDIASamsung
3 months ago

➀ NVIDIA confirms discontinuation of Game Ready drivers for Maxwell and Pascal GPUs post-October 2025, transitioning to quarterly security updates until 2028;

➁ Legacy GPUs like GTX 1080 Ti will lose DLSS/ray-tracing optimization but remain functional for non-RT titles;

➂ Windows 10 users receive extended driver support through October 2026 despite Microsoft ending OS updates in late 2025.

GPUNVIDIAgaming
3 months ago

➀ China's Cyberspace Administration questioned Nvidia's H20 GPU over potential data security risks and hidden tracking functions linked to U.S. legislative proposals.

➁ The H20 is a modified export-compliant GPU for China, lacking tracking features, yet concerns may stem from efforts to boost domestic AI chip adoption (e.g., Cambricon, Huawei).

➂ Analysts view the scrutiny as symbolic, unlikely to escalate to a ban, as China still relies heavily on Nvidia's CUDA software ecosystem.

AIChinaNVIDIA
3 months ago

➀ NVIDIA addresses GPU power fluctuation challenges in large AI clusters using the GB300 NVL72, targeting peak-to-valley transitions during AI training workloads;

➁ Implements GPU Burn and enhanced power supply capacitance to flatten power demand, reducing strain on power infrastructure like diesel generators;

➂ Highlights industry trends toward integrating battery systems in AI data centers to stabilize clusters with extreme GPU spike loads.

AIGPUNVIDIA
3 months ago

➀ Modder TrashBench initially aimed to overclock a GTX 1080 Ti to outperform Nvidia’s RTX 5050 but discovered the budget card outperformed the old flagship both at stock and when overclocked;

➁ The RTX 5050 achieved a 28% clock speed boost to 3.3 GHz, delivering a 17.55% average FPS gain in games and securing six top 3DMark Time Spy scores;

➂ Despite extensive tuning, the GTX 1080 Ti hit a performance ceiling at 2.2 GHz, highlighting generational advancements in Nvidia’s GPU architecture.

GPUNVIDIAbenchmark
3 months ago

➀ Elon Musk's xAI startup raised $10 billion in June 2025, seeks an additional $12 billion, and has an annual cash burn rate of $13 billion, with minimal reported revenue;

➁ xAI is constructing custom AI datacenters (e.g., the Memphis-based 'Colossus' with 200,000 Nvidia GPUs) through leased GPUs and complex financial deals to keep pace with rapid hardware advancements;

➂ Despite skepticism about its economics, Musk’s proven track record with Tesla and SpaceX fuels confidence in xAI’s ambitious goal to deploy 1 million GPUs for training its AI model Grok.

AINVIDIA
3 months ago

➀ A leaked BIOS for Asus ROG Astral RTX 5090D claims to boost board power limit to 2,001W, over 3.5x its default 575W;

➀ Extreme overclocking requires custom cooling/liquid nitrogen and risks voiding warranty;

➂ Designed for record-breaking enthusiasts, though compatibility with global Asus RTX 5090 GPUs remains speculative.

AsusNVIDIAOverclocking
3 months ago

➀ NVIDIA's Cedar Module integrates four ConnectX-7 NICs to deliver 1.6Tbps networking capacity, designed as a compact alternative to PCIe-based solutions;

➀ The custom horizontal form factor enables optimized cooling solutions and high-density deployment in DGX H100/H200 systems through optical cage connections;

➂ The module features specialized connectors similar to NVIDIA SXM GPUs, with future systems likely transitioning to ConnectX-8 integration.

NVIDIANetworking
4 months ago

➀ ASUS has launched the ExpertCenter Pro ET900N G3, a high-performance computing desktop featuring the NVIDIA GB300 Grace Blackwell Ultra superchip.

➁ The system boasts up to 784GB of unified cache-coherent memory, ideal for handling large AI models and datasets.

➂ The ET900N G3 is designed to deliver 20 PetaFLOPS of FP4 precision compute, making it suitable for tasks like LLM training and complex simulations.

AsusNVIDIA
4 months ago

➀ The datacentre processor market is projected to grow from $147B in 2024 to $372B by 2030, driven by AI expansion, with NVIDIA dominating the server GPU market (over 90% share) through its CUDA ecosystem and Blackwell/Rubin platforms;

➁ AI ASICs and custom chips (e.g., Google TPUs, AWS Trainium, Huawei Ascend) are rising as cost-efficient solutions for hyperscalers, while Arm-based CPUs like Amazon Graviton and Nvidia Grace gain traction for power efficiency;

➂ Geopolitical tensions and export controls spur local AI infrastructure investments, with China accelerating domestic semiconductor development and NVIDIA adapting export-compliant chips amid industry consolidation (e.g., SoftBank-Graphcore, AWS-Tenstorrent).

AIArmNVIDIA
4 months ago

➀ NVIDIA announces CUDA platform support for RISC-V ISA at 2025 RISC-V Summit China, marking the first open-source architecture integrated into its AI ecosystem;

➀ RISC-V CPUs can now serve as main processors in CUDA-based systems, enabling edge computing solutions like Jetson modules and potential datacenter applications;

➁ The move strategically strengthens NVIDIA's position in China's semiconductor market amid U.S. export restrictions, while fostering heterogeneous computing architectures combining RISC-V CPUs, GPUs, and DPUs.

AINVIDIARISC-V
4 months ago

➀ U.S. Congressman John Moolenaar challenges the Commerce Department’s decision to allow Nvidia H20 and AMD MI308 GPU shipments to China, arguing that H20's AI performance exceeds China’s domestic capabilities (e.g., Huawei’s Ascend 910B);

➁ Concerns raised over Tencent’s alleged use of H20 clusters for AI model training, potentially violating supercomputer export restrictions;

➂ Proposal for a dynamic export standard tied to China’s evolving tech capabilities, aiming to limit China’s global AI market dominance while preserving U.S. industry competitiveness.

AMDExport ControlsNVIDIA