… Read all comments on Alibaba Targets NVIDIA’s Hopper With Zhenwu M890 AI Chip, Claiming 3x The H20 Performance, 144GB HBM3 & A Roadmap Through 2028
… Related Story Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race The PC and GPU market is in for some rough sailing with tariffs flip-flopping, memory availability short while prices are rising, and a M… …
… NVIDIA Data Center / AI GPU Roadmap GPU Codename Feynman Rubin Ultra Rubin Blackwell Ultra Blackwell Hopper Ampere Volta Pascal GPU Family GF200? …
… Consumer-Focused Highlights NVIDIA – No new consumer GPU launches expected; RTX 50 SUPER unlikely Intel – Core Ultra 300 “Panther Lake” launch; Arrow Lake Refresh Core Ultra 200 Plus ; possible Arc B770 Battlemage AMD – Gorgon Point “Ryzen AI 400” APUs; Zen 5 X3D Refresh CPUs; no new Radeon GPU ann… …
… ASUS's AI business boom is a clear indicator that it sees a massive opportunity in the AI infrastructure race, which is why Chairman Jonney Shih declared, "going all in with AI." If someone wonders what PC manufacturers would do if they don't have access to DRAM, well, ASUS already has a plan in pl… …
… NVIDIA Data Center / AI GPU Roadmap GPU Codename Feynman Rubin Ultra Rubin Blackwell Ultra Blackwell Hopper Ampere Volta Pascal GPU Family GF200? …
… To top it all, the 'AI PC' hype will also slow down next year, given that on-device AI features such as Copilot+ require having higher RAM configurations onboard, and the memory supply constraints will ultimately force manufacturers to take a step back with edge AI. …
… In the longer run, Intel has Celestial and Druid GPU lineups planned, but specific information remains uncertain. However, with the NVIDIA partnership, we definitely expect development around Intel's desktop GPUs to remain a lot more confined, especially since the competition would be a lot tighter. …
… The aggressiveness of AI as a technology has been so intense that it has disrupted existing supply chains, and there's no doubt that AI has been the primary driver of turbulence in consumer PC markets. …
… This is why, apart from catering to the AI segment, these suppliers are also scrutinizing their customers in the PC industry, which is one of the reasons why mainstream OEMs are expected to benefit from the situation. …