Recent #NVIDIA news in the semiconductor industry

4 months ago

➀ Input latency remains critical in framegen-enhanced gaming, tied to base frame rates despite boosted visual smoothness;

➁ Introducing MALT (Maximum Acceptable Latency Threshold) as a key metric for evaluating framegen experiences, showing 45-60 ms as the usability range;

➂ Testing reveals higher-end GPUs enable better image quality at equivalent latency, challenging Nvidia’s marketing claims about low-end cards surpassing previous-gen flagships.

AINVIDIAgaming
4 months ago

① Nintendo Switch 2's DLSS support, powered by NVIDIA, is absent in major titles like Donkey Kong Bananza and Mario Kart World, raising questions about developer adoption;

② Performance issues in Bananza are mitigated by AMD's FSR 1 and SMAA, but reviewers criticize the lack of HDR and modern upscaling tech;

③ Future DLSS implementation remains uncertain, with Metroid Prime 4's potential use of the tech still unconfirmed.

DLSSNVIDIANintendo
4 months ago

➀ Broadcom launched the Tomahawk Ultra, a 51.2Tbps Ethernet switch chip optimized for small packet sizes and ultra-low latency (250ns), targeting HPC and AI clusters;

➁ The chip challenges NVIDIA's NVLink and InfiniBand by offering 'Scale-Up Ethernet' (SUE) with features like in-network collectives, compressed headers, and lossless fabric technology;

➂ Pin-compatible with Tomahawk 5 and shipping alongside Tomahawk 6, it emphasizes scalability for AI workloads while maintaining Ethernet compliance.

BroadcomHPCNVIDIA
4 months ago

➀ Intel's x86 architecture and Arm's licensing model shaped industry dynamics, with Arm preventing monopoly exploitation by allowing open access to its designs;

➁ NVIDIA's CEO Jensen Huang advocates for U.S. tech standards (e.g., GPUs) to dominate globally, leveraging U.S. policy support to resume GPU sales to China and the UAE;

➂ Critics argue NVIDIA's approach is self-serving, contrasting with Arm's inclusive model, as the company resists licensing its GPU designs to maintain control over standards.

GPUNVIDIAsemiconductor
4 months ago

➀ The U.S. will allow NVIDIA to resume H20 AI GPU sales to China after a $5.5B export ban loss, with licenses pending approval;

➁ NVIDIA’s China-specific H20 faced prior restrictions under both Biden and Trump administrations, despite CEO Jensen Huang's lobbying against export controls;

➂ The move follows U.S.-China trade talks and rare earth/EDA concessions, though H20 sales remain conditional, pushing NVIDIA to develop compliant alternatives like RTX Pro GPUs.

AI ChipHBMNVIDIA
4 months ago

➀ The PUNCH project, led by Fraunhofer IZM and IMEC, develops photonic integrated circuits (PICs) to enable ultra-fast, low-latency data transmission, targeting applications in data centers and traffic networks;

➀ PICs combine optical signaling with electronic chips using Fan-Out Wafer Level Packaging, boosting network speeds from 200 Gb/s to 1.6 Tb/s while reducing energy consumption and costs;

➂ Supported by EU Horizon Europe funding, the project involves collaborations with NVIDIA, Ericsson, and the University of Cambridge and aims to finalize a scalable solution by 2026.

Data CentersFraunhofer IZMImecNVIDIAPhotonicssemiconductor
4 months ago

➀ The PUNCH project, coordinated by IMEC and led by Fraunhofer IZM, aims to develop optical switches to accelerate data networks, achieving 8x faster transmission than conventional methods for applications in data centers and traffic networks;

➁ Researchers integrate photonic integrated circuits (PICs) with electronic chips using heterogenous Fan-Out Wafer Level Packaging (FOWLP), boosting network speeds to 1.6 Tb/s and improving scalability for mass production;

➂ The technology promises reduced latency, lower energy consumption, and guaranteed service quality, with potential use cases in automotive communication and video streaming.

Fraunhofer IZMImecNVIDIA
4 months ago

➀ Amazon reportedly plans an additional $8 billion investment in Anthropic, aiming to dominate AI infrastructure through AWS rather than consumer-facing AI products;

➁ AWS generates $30 billion in Q1 2025, leveraging its cloud infrastructure to power AI development while rivals like Google and Meta focus on consumer chatbots;

➂ Amazon develops custom AI chips for inference workloads, positioning itself as an "AI shovel seller" in the Nvidia-dominated market.

AIAmazonNVIDIA
4 months ago

➀ TrendForce projects Q3 2025 NAND Flash prices to rise 5-10%, with client SSD demand boosted by OEM inventory clearance, Windows 10 support end, new CPUs, and China's DeepSeek PC popularity.

➁ Enterprise SSD prices to increase 5-10% due to NVIDIA Blackwell platform shipments and strong Chinese client orders, while eMMC/UFS prices rise modestly (0-5%).

➂ Wafer prices forecast to grow 8-13%, driven by QLC product promotions and broad demand across consumer, enterprise, and AI-driven sectors.

NVIDIASSD
4 months ago

① NVIDIA's 590.26 Preview Driver enables Smooth Motion on RTX 40-series GPUs, mimicking AMD's Fluid Motion Frames to double FPS via AI-generated interpolated frames;

② The driver-level solution works universally across games without developer integration, achieving 82→164 FPS boosts in titles like World of Warcraft with minimal latency;

③ Currently a developer preview requiring Nvidia Profile Inspector tweaks, the feature shows promise despite potential artifacts, offering a free alternative to third-party upscaling tools.

NVIDIA
4 months ago

➀ Prime Day saturation sales have ended but notable deals persist across Amazon/Newegg with up to 50% discounts;

➁ Top-tier hardware bargains span RTX 5070 graphics cards at $530, 4TB Gen5 SSDs below $0.06/GB, and 49-inch 240Hz OLED monitors under $1,100;

➂ Flagship components like AMD's 128MB V-Cache Ryzen 9 9950X3D hit record lows while essential tools/small form factor solutions showcase broad price cuts.

AMDNVIDIASSD
4 months ago

➀ The ASUS Ascent GX10 system underwent a chassis redesign, replacing its original clear plastic case to address thermal challenges observed in March 2025;

➁ The NVIDIA GB10 platform, targeting consumer markets, integrates 128GB memory and ConnectX networking, enabling cost-effective clustering solutions;

➂ OEM differentiation in this segment focuses on chassis aesthetics and support, as hardware components remain standardized across partners.

AsusHPCNVIDIA
4 months ago

➀ Groq establishes its first European data center in Helsinki, utilizing LPU and ASIC chips to challenge NVIDIA's GPU dominance in AI inference;

➁ CEO Jonathan Ross highlights Groq's faster deployment (6 months vs NVIDIA's 2 years) and energy efficiency (1/3 power consumption of GPUs);

➂ Faces competition from Broadcom and Marvell, while leveraging partnerships with Samsung and Cisco for rapid expansion.

ASICNVIDIA
4 months ago

➀ CyberPowerPC's Gamer Xtreme VR gaming PC with RTX 5070 sees a 15% price cut ($1,680), featuring Intel i9-14900KF, 32GB RAM, and 2TB SSD.

➁ The budget-friendly Gamer Master PC drops to $1,099.99 with AMD Ryzen 8700F and RTX 5060 Ti for 1080p gaming.

➂ Pre-built systems offer comparable costs to DIY builds while saving assembly effort and including Windows 11/os support.

AMDNVIDIAgaming
4 months ago

➀ Asus will launch its Ascend GX10 mini-PC powered by Nvidia's GB10 Grace Blackwell SiP on July 22, targeting AI development with data center-level performance.

➁ The GB10 integrates an Arm-based Grace CPU and Blackwell GPU, delivering 1 PetaFLOPS FP4 AI performance and 128GB unified memory, comparable to Apple's M4 Pro.

➂ Priced around $3,000, the system positions itself as a compact AI workstation, though general-purpose benchmarks show performance similar to mid-tier mobile chips like Snapdragon X Elite.

AIAsusNVIDIA