… Read all comments on NVIDIA GeForce RTX 50 “SUPER” GPU Delay Linked To 3 Factors: AI Demand, Rising DRAM Costs, & No Competition From AMD
… In today's memory-constrained world, this should be the single biggest thing that Intel has done to give everyday users the best cost-to-memory option in a laptop. It doesn't end here; storage has also been configured for cost optimizations. …
… While Intel's statement is certainly surprising, the firm has undergone a massive restructuring of its Linux team layout, letting go of several core engineers who claim that Team Blue wants a justification for the 'software development costs', while someone else's silicon benefits from the updates … …
… Read all comments on Daishin Securities: Apple Is Hoarding Memory To Sabotage Competition, Creating Panic Among Chinese OEMs
… This time, according to the company's latest blog post , NVIDIA has discussed its latest submission to MLPerf v6.0, noting that, with Blackwell Ultra and extreme co-design laws, the firm has delivered the "highest AI factory throughput and lowest token cost". …
… Interestingly, SemiAnalysis also notes an interesting aspect about the memory shortage in a follow-up post, claiming that NVIDIA received a VVP Very Very Preferred DRAM customer status within the supply chain, which gives the company both a capacity and a pricing leverage that allows the firm to be… …
… AMD did not have a GPU above its Navi 31 die in the RDNA 3 generation but they did state that power and costs were the main reasons they didn't make a 4090 competitor. …
… Apple & NVIDIA Are Major 3nm Clients, and the Supply Shortage Actually Helps Them Offset Competition We have discussed TSMC's chipmaking capabilities being under pressure, as every major entity in the AI race depends on the Taiwan giant. …
… Related Story “I Produce The Lowest Cost Tokens In The World” Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI H200 is competitive in the market. …
… During the earnings call, TSMC's Chairman and CEO, C.C. Wei, highlighted the company's current foundry ventures, updates on upcoming nodes, and also stated what he thinks about the competition & the situation regarding the current supply chain. …