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Gpu

All articles tagged with #gpu

Taipei Countdown: Nvidia and AMD Debut AI-Heavy Lineups at Computex 2026
technology2 days ago

Taipei Countdown: Nvidia and AMD Debut AI-Heavy Lineups at Computex 2026

NVIDIA and AMD CEOs Jensen Huang and Lisa Su landed in Taipei ahead of Computex 2026, signaling a heavy AI and consumer-tech focus. NVIDIA is gearing up for a GTC-style Taipei event on June 1 with major AI reveals, while AMD is highlighting its 2nm Venice HPC production at TSMC and plans AI-centric and consumer-ready announcements, as both prepare for a jam-packed Computex schedule in Taipei’s Nangang district and key partner meetings.

CUDA Turns Nvidia Into a Software Company, Locking AI Compute
technology15 days ago

CUDA Turns Nvidia Into a Software Company, Locking AI Compute

An opinion piece arguing that Nvidia’s real moat isn’t hardware but CUDA—the software platform and libraries that lock AI workloads to Nvidia GPUs—elevating the company to a software powerhouse. CUDA’s ecosystem, PTX-level control, and a large team of software engineers create a practical edge that outperforms rivals like OpenCL, ROCm, and oneAPI in real-world AI work, akin to Apple’s ecosystem moat. While challengers exist (e.g., Modular), CUDA’s software lock-in makes Nvidia’s dominance durable beyond silicon specs.

ASUS ROG Equalizer Cuts RTX 5090 Cable Temps and Tightens Voltage Stability
technology1 month ago

ASUS ROG Equalizer Cuts RTX 5090 Cable Temps and Tightens Voltage Stability

ASUS’s ROG Equalizer cable for the RTX 5090 reduces overheating and improves power delivery by balancing load across all pins, lowering under-load temperatures from about 60°C to 50°C and keeping voltages near 12V with minimal variation. The tin-plated copper wires support up to around 17A per pin versus ~9A for standard cables, boosting stability and potentially overclocking performance. Priced at roughly $15, it offers a safer, more stable power solution for RTX 5090 users.

Allbirds pivots to AI, rebrands as NewBird AI, sparking rally in shares
business1 month ago

Allbirds pivots to AI, rebrands as NewBird AI, sparking rally in shares

Allbirds announced a pivot from footwear to artificial intelligence, rebranding as NewBird AI and pursuing GPU-based AI compute infrastructure; the plan has sent its stock higher (intraday around 582%) while the company secures $50 million in funding and moves toward a sale to American Exchange Company, exiting its public-benefit status to become a conventional corporation and aiming to offer GPU-as-a-Service and AI-native cloud solutions—though the long-term viability of the strategy remains uncertain and the rally could be meme-driven.

Allbirds pivots to AI with NewBird AI, sparking a stock surge
news1 month ago

Allbirds pivots to AI with NewBird AI, sparking a stock surge

Allbirds plans to pivot away from footwear by turning its assets into NewBird AI, a GPU‑as‑a‑Service and AI‑native cloud provider. After selling its name and assets to American Exchange for $39 million, the company aims to raise about $50 million to acquire high‑performance GPUs and deploy them under long‑term leases to AI customers. The move reflects the broader surge in demand for AI compute as GPU lead times grow and data-center capacity tightens, and NewBird AI’s stock jumped more than 600% intraday on the news.

Allbirds rebrands as NewBird AI to pursue GPU-based AI compute
business1 month ago

Allbirds rebrands as NewBird AI to pursue GPU-based AI compute

Allbirds plans a dramatic pivot from shoes to AI compute, renaming to NewBird AI pending shareholder approval (vote May 18) and raising $50 million to acquire GPUs and related HPC infrastructure to become a GPU-as-a-Service AI-native cloud provider; the move also involves removing references to its environmental branding. The news sent the stock up roughly 400%, though some analysts warn the rally may be short-lived. Allbirds previously had been valued around $4 billion before selling most of its shoe business for about $39 million earlier this year, reflecting a broader trend of companies pivoting toward AI.

Allbirds Bets on AI Compute, Rebrands as NewBird AI
technology1 month ago

Allbirds Bets on AI Compute, Rebrands as NewBird AI

Allbirds plans a dramatic pivot from footwear to AI compute, renaming itself NewBird AI to build a GPU-as-a-Service platform. It will use a $50 million convertible financing facility and the sale of its IP to American Exchange Group to fund high-performance GPUs and an AI-native cloud business, with shareholder approval pending; investors have reacted positively, sending the stock up roughly 400% as the company shifts away from retail toward the AI‑compute boom.

iPhone 17e CPU Stacks Up to iPhone 17, but 4-core GPU Narrows Graphics
technology2 months 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
business2 months 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
business3 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-news4 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.