Tag

Gpu

All articles tagged with #gpu

iPhone 17e CPU Stacks Up to iPhone 17, but 4-core GPU Narrows Graphics
technology1 month ago

iPhone 17e CPU Stacks Up to iPhone 17, but 4-core GPU Narrows Graphics

Geekbench 6 benchmarks show the iPhone 17e uses the A19 chip and posts nearly identical multi-core CPU scores to the iPhone 17 (9,241 vs 9,249), but with a 4-core GPU resulting in lower graphics performance (roughly 31k–31.5k Metal scores vs ~37k on the iPhone 17); the 17e adds MagSafe, a second-gen C1X modem, and 256GB base storage, starts at $599, with pre-orders beginning March 4 and the launch on March 11.

NVIDIA: AI Demand Converts Compute Into Revenue
business1 month ago

NVIDIA: AI Demand Converts Compute Into Revenue

NVIDIA posted $68B in Q4 revenue, up 73% year-over-year, led by $62B in data-center sales as AI-driven demand for GPU infrastructure grows across enterprises, sovereigns, and model developers. CEO Jensen Huang frames AI economics around throughput, saying “compute equals revenues” with real-time inference driving cloud monetization and efficiency. CUDA’s cross-generation compatibility, Rubin platform progress, and a potential OpenAI partnership signal sustained AI expansion, while the company maintains strong cash flow and guides roughly $78B in revenue for the next quarter.

Nvidia Braces for Short-Term Pullback as AI Growth Faces Margin Headwinds
business2 months ago

Nvidia Braces for Short-Term Pullback as AI Growth Faces Margin Headwinds

Nvidia (NVDA) trades around $191 after a roughly 7.6% drop over the last three months, contending with margin pressure from rising high-bandwidth memory costs and competition from AMD and hyperscalers, even as AI-driven demand and data-center expansion support a longer‑term rally. NVDA posted 62% revenue growth to $57.01B in the October quarter with net income of $31.91B; analysts expect fiscal 2026 revenue above $212B and AI spending to rise about 30% in 2026–2027. TipRanks’ consensus remains Strong Buy with an average target of $262.79 (about 37.5% upside) driven by AI data-center demand and a China rebound for GPU orders, despite valuation concerns.

Nvidia NVDA climbs on GPU-price increase chatter
market-news2 months ago

Nvidia NVDA climbs on GPU-price increase chatter

Nvidia shares rose after reports it increased GPU/VRAM prices for graphics-card makers; the price hikes are unconfirmed by Nvidia and may not affect MSRP yet, with potential consumer changes in 2026. The RAMpocalypse-driven demand for RAM and AI data centers supports pricing discussions. NVDA was up about 1.5% intraday, with a 12‑month gain around 21%. Analysts rate Nvidia as a Strong Buy with an average target of about $263.44, implying roughly 45% upside.

Peering Into the Core of the $400 Million Machine
technology3 months ago

Peering Into the Core of the $400 Million Machine

The article explores the significance of ASML's $400 million EUV lithography machine, essential for GPU manufacturing and AI development, highlighting its complex technology, geopolitical implications, and the inevitable progression towards more advanced and expensive machines, reflecting on the fleeting nature of technological dominance.