AI is here to stay, but there’s more than one way to play
Dedicated vs. programmable argument won’t go away.
Ray tracing loves memory—Micron returns the love
New GDDR7 has twice the density of the previous gen.
OCuLink, the overlooked interface, brings back the 2008 Sidecar
Now 10 years old, OCuLink finally gets a try—everything old is new again, again….
Semiconductor companies’ R&D and inventories
Apple leads on R&D investments, Intel on ratio.
Nvidia’s new guidelines for the small form factor segment
Designed to help the consumer.
In defense of proprietary systems
I love open standards, but they are Phase 2.
Shipments of graphics add-in boards decline in Q1 of 24 as the market experiences a return to seasonality
Quarter to quarter, graphics add-in board shipments decreased by -7.9% and increased by 39.2% year to year.
Nvidia to launch its second supercomputer in Taiwan
Nvidia is all in, in Taiwan.
Intel GPU-esque Gaudi 3 to compete with H100/H200 GPUs on price
Gaudi 3 to cost two-thirds of Nvidia platforms.
Nvidia takes a victory lap at Computex 2024
Not much on new GPUs, but AI PCs will be full of NIMs.
Is Nvidia coming after AMD’s APU?
Windows on Arm opens up the competition, including Arm.
Quarterly GPU shipments were down -10%, has seasonality returned?
Data center GPUs were up 63% from last quarter.