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NVIDIA's new product countdown: the new "nuclear bomb" RTX 5090 is about to arrive, and the B300 will debut later.
① NVIDIA will release the RTX 50 series graphics cards based on the BlackWell architecture in two weeks, with the PCB design of the 5090 graphics card surfacing this week; ② The new generation GB300 AI Server is expected to be unveiled at the GTC conference in March next year, with leaks showing significant improvements in several parameters.
NVIDIA launched the GB200 NLV4, and may launch the GB300 in March next year.
For medium-sized organizations or those focused on Energy efficiency, the GB200 NVL4 is a very suitable choice. Compared to the NVL72, which is designed for large-scale deployment and features edge connectors to support spine configurations, the NVL4 offers a more compact and Energy-efficient alternative.
NVIDIA suppliers: If the Datacenter Business slows down, AI phones will support the chip Industry.
① NVIDIA supplier Advantest, which controls more than half of the Global Semiconductors testing market, issued a warning; ② The company's CEO is paying attention to whether spending by large Technology companies in the USA on AI is slowing down, which may affect the chip supply chain. ③ However, Lefever believes that demand for AI Smart Phones could partially offset the impact of the Semiconductors Industry downturn, which will not last long.
NVDA Could Go Up To $170 In Q1 After Breaching $145 Level As Traders Turn Bullish On Jensen Huang's AI Giant
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Amid Donald Trump's Concerns About Taiwan's Rising Chip Business, Jensen Huang Praises TSMC For Its Unquestionable Innovation — Vows Nvidia's Support For The Incoming US Administration
