Larry Ellison found someone to take his money—AMD
Oracle to deploy AI cluster with 30,000 AMD MI355X accelerators.
DirectX 1.2 Raytracing
New features, high-performance, PIX updated; visualizations, API, UX accelerate game development workflows.
Cooperative vectors
NPUs, tensor cores, and matrix math machines will be exposed.
Intel’s R&D-to-sales ratio outpaces all others
If Intel spins off its fab, its R&D ratio may drop.
Intel’s inventory soars, while Apple’s and Nvidia’s drops
Where are all those wafers?
Inventories and R&D kept in line with sales
Billon-dollar buyers are kept waiting.
GPUs to the rescue for Intel
Has the viability of the product and group finally been settled?
Taking a look at Q3’24 AIB price movements
Graphics cards prices remain stable through Q3’24
What’s behind the semiconductor inventory explosion?
Despite complaints of supply shortages, inventories are up across the board.
Nvidia’s Super-series graphics cards maintain their price level in Q3
Prices for AMD’s latest RDNA 3.0 add-in boards have slipped in recent weeks.
It took 43 years for ray tracing to become mainstream
AI was the breakthrough.
Remember the API wars? They’re Baaaack
You can thank AI for the chaos.