32 posts
The Hot Take: It appears that Nvidia is playing all the ISA's against each other.
In some funding rounds, the amount alone isn’t enough to tell the whole story. The $400 million that SiFive raised on April 9, 2026, is therefore only half the story. The other half is who is involved and what the money is intended for. Reuters and SiFive itself speak of funding for the expansion of […] Source
Read the full articleThe Hot Take: Mid-range is the target and your new standard.
We already knew the NVIDIA N1 was a thing; NVIDIA CEO Jensen Huang told the world straight up that his company was working with Mediatek on SoCs for AI PCs, and he also confirmed that the N1 and the GB10 Superchip in the DGX Spark are one and the same. However, this is the first time we've really seen anything like an end-user device sporting
Read the full articleThe Hot Take: Intel & Samsung need to catch up to bring prices down.
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.
Read the full articleThe Hot Take: Interesting.
Nvidia has just demoed its Neural Texture Compression technique again at a GTC talk, where it showed VRAM usage dropping from 6.5 GB to just 970 MB in a scene. NTC uses a neural network to decompress textures instead of standard block-based compression, reducing texture size and VRAM usage while also improving final image quality.
Read the full articleThe Hot Take: Following intels steps on the Arc? Also, how much space are the pre-compiled shaders going to consume of diskspace?
NVIDIA has introduced a new beta feature called Auto Shader Compilation, or ASC, through the latest NVIDIA App update, and it targets a familiar pain point in modern PC gaming: long initial loading phases and shader compilation stutter in DirectX 12 titles.
Read the full articleThe Hot Take: Let's milk the architecture untit the pleebs scream, beg and plead for a new architecture... All while ringing out as much cash from the Ai market......
There’s an easier way: A manufacturer could simply release the most expensive gaming graphics card in the series, and the market would eventually settle down. For NVIDIA, however, that moment seems to be a long time coming. Since early February, reports have been circulating that an even more powerful Blackwell model—positioned above the GeForce RTX […] Source
Read the full articleThe Hot Take: You will get mid-range only and love it.... Probably all while renting it I assume.
Nvidia wants a slice of every laptop sold, not just the ones with a chunky discrete GPU. The firm is lining up “exclusive” laptop system-on-chips for consumers this year, barging into a market long owned by Intel and AMD while trying to cash in on the AI PC hype. The pitch is that Nvidia has ignored the huge integrated CPU-and-GPU segment, even though it ships bucketloads of graphics chips for gaming and workstations. Nvidia chief executive Jensen Huang said: “There’s 150 million laptops sold per year, and Nvidia’s market largely targets gaming and workstation markets where discrete GPUs are used. And we’re very successful there. There’s an entire segment of the market where the CPU and the GPU are integrated. And that segment has been largely unaddressed by Nvidia today.” He said that entire segment of the market is quite rich, large, and underserved today, with state-of-the-art, world-class GPUs like Nvidia’s. The big idea leans hard on on-device AI, with CPU vendors repackaging product lines around NPUs such as Intel’s NPU and AMD XDNA, and Nvidia fancies itself as the obvious third wheel. It is pushing the envelope by pairing silicon with software, dropping its open-source model stack, Nemotron, alongside laptop SoCs to ride the edge AI frenzy. If Nvidia stuffs enough consumer machines with its own silicon, it can bake “on-device AI” features in as defaults and grab a bigger cut of whatever edge AI turns into. This would give Nvidia an edge that Intel and AMD “cannot achieve”, because they are not building foundation models, they are just selling the compute. If edge AI really does hit the predicted $160 billion valuation by 2030, then Nvidia could be on to something. On the silicon side, the rumour mill says Nvidia is building ARM-based laptop chips with MediaTek, following the shape of its GB10 SuperChip used in the DGX Spark mini-AI supercomputer. The Nvidia and MediaTek pairing is not new, since they have already collaborated in automotive via the “Dimensity Auto” line with RTX GPU IP bolted in. Two consumer SKUs are expected, codenamed “N1X” and “N1”, with the latter pitched as the weaker of the two, and both have appeared on public benchmarks. The architecture is tipped to use “ARM foundations” because power efficiency matters in laptops and MediaTek lives on ARM anyway. There is speculation that Nvidia could co-design ARM IP to stand out from other ARM laptop plays, such as the Fruity Cargo Cult Apple and Qualcomm. If Nvidia follows the GB10 pattern, it could use ARM v9.2, but that is still guesswork. Process rumours point to TSMC 3nm, and the leaked CPU numbers for the bigger N1X suggest a 20-core cluster at 2.81GHz base with a 4GHz boost. The weaker N1 is expected to land in eight or 12-core setups. In graphics, the integrated RTX chunk is expected to be Blackwell-based, and early chatter claims a 6,144-CUDA-core layout with 48 SMs. Despite that headline figure, it is still a mobile part, with leaks suggesting up to 120W TDP, putting it in the same power bracket as AMD Strix Halo and Intel Lunar Lake. The Geekbench OpenCL numbers being waved around put “Nvidia N1X (6144 Cores)” at 46,361, miles behind “RTX 5070 Desktop (6144 Cores)” at 185,269. Memory support is expected to include LPDDR5X, with up to one petaflop of FP4 AI compute. Nvidia is even rumoured to be eyeing handhelds later, since it cannot resist chasing the whole gaming market once it smells blood. It is not stopping at ARM, either, since it is said to be working on an x86 laptop chip through its partnership with Intel, which would give it a foot in both camps. That ambition runs straight into supply reality, with DRAM tight and TSMC capacity reportedly fully booked, so consumer dreams may lose to data centre margins. The expectation is that if the N1X and N1 show up at Computex in early June 2026, early availability may be limited due to a stretched supply chain. Dell and Lenovo are said to be gearing up for designs, hinting that OEMs are curious, even as they brace for pricing and volume drama. Pricing is still foggy, but the piece puts the N1X laptops in a rough $1,500 to $2,000 range, depending on configuration.
Read the full articleThe Hot Take: I'm glad, but will be actually be able to afford or get any in our hands? Also what games are we going to need this for, as game releases have definitely stagnated along with the market.
NVIDIA's GeForce RTX 60 Series GPUs will be powered by the Rubin architecture, which exists only for AI and data center use thus far. The Rubin CPX, for example, is built around NVIDIA's GR212 chips, but new information shared with YouTuber RedGamingTech claims the RTX 60 Series chips will be the GR202 (RTX 6090), GR203 (RTX 6080), and GR205
Read the full articleThe Hot Take: Uh oh, Ai king looks to be in trouble.
U.S. senators Elizabeth Warren (D-Mass.) and Jim Banks (R-Ind.) told Commerce Secretary Howard Lutnick that he should suspend all active export licenses to China for Nvidia AI chips, saying that Nvidia's most advanced AI GPUs are being diverted into the country despite Jensen Huang's assurances.
Read the full articleThe Hot Take: Green New agenda doesn't fit in with Ai replacement of the plebes for sure. So they push us to Solar & Wind while they get viable power options for a bot?
Microsoft and Nvidia are joining forces to accelerate the construction of nuclear power plants for power-hungry AI data centers. The partnership combines generative AI, digital twin simulation, and Nvidia's Omniverse platform to streamline the nuclear lifecycle from permitting through operations.
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