Chinese GPU IPOs
Moore Threads and Mu Xi submit A-share prospectuses.
The US’s AI Action Plan
America’s bid to dominate the AI race.
Nvidia brings CUDA to RISC-V, opening new front in AI compute
In China, Nvidia shows how CUDA can run on a RISC-V host—and signals it’s ready for a more open AI future.
Jensen pulls the fat out of the fire—once again
The art of persuasion and perseverance.
Axelera AI processors
A 4-year-old start-up challenging Nvidia.
AMD’s Series 350 GPUs
It compares well against Nvidia’s B200.
How does FSR 4 compare to FSR 3 and DLSS 4?
They all look great; Nvidia claims highest fps.
Nvidia powers the most popular gaming machine
Switch 2 sold out before it was even available.
Game over?
What started with gaming may end with gaming.
Q1’25 PC graphics add-in board shipments increased 8.5% from last quarter due to Nvidia’s Blackwell ramping up
Data center GPU boards were up an average of 9.6% from last quarter.
Q1’25 PC GPU shipments decreased by -12.0% from last quarter; quarter following seasonality but still down from historical average
Data center GPUs showed impressive growth of 9.6%.
AMD and Nvidia AI GPUs comparison
For the non-China market.