The 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......
Thereās 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 modelāpositioned above the GeForce RTX [ā¦]
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The 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 āexclusiveā 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: āThereās 150 million laptops sold per year, and Nvidiaās market largely targetsā¦
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The 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
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The 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.
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The 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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The Hot Take: Nvidia starting to feel the heat of competition and see those $ evaporate as they try other vendors.
Nvidia is preparing to launch a new chip designed to speed up AI responses, breaking with its long-running habit of flogging the same processor for every job.
Nvidia chief executive Jensen Huang is expected to unveil a chip focused on āinferenceā, meaning running models rather than training them.
According to people familiar with the plans for GTC next week, the chip is the first new product to emerge from Decemberās $20bn deal to hire the founders of Groq, a start-up building ālanguage processing unitsā tuned for high-speed answers toā¦
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The Hot Take: Only going to shoot costs up on Ai accelerators and RAM or Samsung Chips.
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.
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