➀ Valve的Proton Experimental更新为SteamOS和Linux增加了DLSS 3帧生成支持;➁ 这项更新为Steam Deck 2使用NVIDIA的新APU铺平了道路;➂ NVIDIA可能在2025年推出首款基于Arm的GeForce RTX APU,Valve可能会考虑将其用于Steam Deck 2。
Recent #NVIDIA news in the semiconductor industry
➀ NVIDIA has confirmed that Blackwell GPUs are in full production despite cooling challenges; ➁ The company's AI chips have significantly contributed to its success; ➂ NVIDIA's AI data center business accounted for a staggering $30.7 billion of its quarterly earnings.
➀ Auras Technology, a GPU cooling supplier, predicts the upcoming GeForce RTX 50 Series will have a significant market impact starting in December; ➁ The company will supply parts for NVIDIA's GeForce RTX 50 'Blackwell' Series; ➂ The RTX 50 Series is expected to launch early next year.
➀ GeForce RTX 4070, RTX 4080, and RTX 4090 supply is about to run out ahead of the RTX 50 Series launch in January 2025; ➁ NVIDIA rumored to launch GeForce RTX 50 Series 'Blackwell' GPUs in early 2025; ➂ GeForce RTX 40 Series production is being reduced or halted.
➀ The global GPU market is projected to reach nearly $100 billion by the end of the year; ➁ GPUs are becoming increasingly prevalent in various sectors, driven by the AI boom and high demand for NVIDIA GPUs; ➂ NVIDIA's GPU sales could top $90 billion, with AMD's AI GPU sales expected to reach $3 billion.
➀ Japan's SoftBank receives the first NVIDIA Blackwell GPU for its AI supercomputer; ➁ Plans to use Grace Blackwell chips for further enhancement; ➂ SoftBank CEO Masayoshi Son and NVIDIA CEO Jensen Huang discuss past offers and NVIDIA's market value at an AI event in Tokyo.
➀ NVIDIA benchmarks STALKER 2 on GeForce RTX 4090, achieving over 120FPS at 4K with DLSS 3; ➁ DLSS 3 significantly boosts performance on RTX 40 series GPUs; ➂ NVIDIA tests STALKER 2 at max settings with DLSS 3 enabled, achieving impressive frame rates across the range of RTX 40 series GPUs.
➀ NVIDIA has shifted production to the new GeForce RTX 50 series 'Blackwell' GPUs; ➁ Only the AD107 line for the RTX 40 series remains in operation; ➂ The RTX 40 series is nearing the end of its production.
➀ NVIDIA has trademarked names for the GeForce RTX 60 series, including the RTX 6090 SUPER, RTX 6090 Ti, and RTX 6090, as well as the RTX 5090 SUPER, RTX 5090 Ti GPUs. ➁ The filings with the Eurasian Economic Commission suggest NVIDIA's strategy to stay ahead of AMD's upcoming RDNA. ➃ NVIDIA is preparing for future GPU releases, indicating the launch of new flagship cards.
➀ Quanta Computer plans to increase AI server production in the US due to high demand; ➁ NVIDIA's GB200 is being trial-produced in Taiwan and the US, with production ramping up in Q1 2025; ➂ Quanta has production capacity on both the east and west coasts of the United States and will continue to expand its factories.
➀ Apple's upcoming M4 Ultra GPU is expected to outperform NVIDIA's GeForce RTX 4090 in OpenGL and Vulkan APIs; ➁ The M4 Ultra will feature a 32-core CPU and an 80-core GPU, doubling the GPU cores of the M4 Max; ➂ Benchmarks suggest the M4 Ultra could achieve a Geekbench 6 compute score of 333,000.
➀ NVIDIA is redirecting orders away from Super Micro Computer due to financial issues and a DOJ investigation; ➁ Super Micro Computer is facing allegations of financial malfeasance; ➂ NVIDIA is shifting orders for its AI servers away from Super Micro Computer.
➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.
➀ NVIDIA's next-generation GeForce RTX 50 series 'Blackwell' GPUs may be revealed soon; ➁ The RTX 5090, 5080, and 5070 were expected to be announced at CES 2025; ➂ A reputable leaker suggests the reveal could happen before CES 2025.
➀ The October 2024 Steam Hardware & Software Survey shows NVIDIA with a 77.37% share of the GPU market, with the top 34 GPUs being GeForce products. The most popular GPU is the GeForce RTX 3060; ➁ The Radeon RX 6600 is the most popular desktop Radeon option, ranking 35th, followed by the Radeon RX 580; ➂ AMD has two RDNA 3 options in the list - the AMD Radeon RX 7900 XTX and AMD Radeon RX 7700 XT, while NVIDIA's latest GeForce RTX 40 Series has five entries in the Top 20.
➀ NVIDIA CEO Jensen Huang requested SK hynix to accelerate the supply of HBM4 memory by six months; ➁ SK hynix originally planned to have its next-gen HBM4 memory ready in the second half of 2025; ➂ NVIDIA currently uses SK hynix's HBM3E memory for its AI chips and plans to use HBM4 in its upcoming Rubin R100 AI GPU.
➀ Mark Zuckerberg announced Meta's new Llama 4 model, trained on a cluster of over 100,000 NVIDIA H100 GPUs; ➁ The setup is reported to cost over $2 billion; ➂ Meta is competing with xAI and Elon Musk in the AI supercluster race.
➀ Dragon Age: The Veilguard is now available on GeForce NOW with full RT, DLSS, and G-SYNC; ➁ S.T.A.L.K.E.R. 2: Heart of Chornobyl is coming to GeForce NOW in November; ➂ GeForce NOW will add sixteen new titles in November.
➀ Elon Musk's xAI is upgrading its Colossus AI supercomputer from 100,000 to 200,000 NVIDIA Hopper AI GPUs; ➁ Colossus is the world's largest AI supercomputer, used for training xAI's Grok LLMs and chatbots for X Premium subscribers; ➂ The Colossus supercomputer cluster was completed in just 122 days, a feat recognized by NVIDIA CEO Jensen Huang.
➀ A report from Tom's Hardware suggests that datacenter GPUs have a surprisingly short lifespan of only 1 to 3 years. ➁ The lifespan is shorter than expected, which could be due to heavy use and technological advancements. ➂ This has implications for the sustainability and cost-effectiveness of datacenter operations.