NVIDIA

NVIDIA Under Export Restrictions: The Ongoing Chip War and Network Strategy (Part 2)

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NVIDIA Under Export Restrictions: The Ongoing Chip War and Network Strategy (Part 2)

There are several other interesting developments in NVIDIA’s data. First is the development of capital expenditures. While this is typically not a number worth studying for fabless companies, it is becoming significant for NVIDIA. Capital expenditures are now approaching 1.3 billion dollars or more, comparable to those large integrated device manufacturers (IDMs) that require investment … Read more

ASICs Set to Compete with NVIDIA’s AI GPUs as TSMC Seizes Major Orders

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ASICs Set to Compete with NVIDIA's AI GPUs as TSMC Seizes Major Orders

NVIDIA’s near-monopoly position in the AI GPU battlefield has prompted various manufacturers to accelerate the research and production of Application-Specific Integrated Circuits (ASICs), creating an atmosphere of “competition between NVIDIA’s GPUs and the ASIC army.” Notably, TSMC, which caters to both camps, has increased prices for its 2nm and advanced packaging technologies, further boosting its … Read more

The AI Computer Empire Built by Jensen Huang: From GeForce to GB300 NVL72…

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The AI Computer Empire Built by Jensen Huang: From GeForce to GB300 NVL72...

Follow “Electronic Engineering Magazine” and add the editor’s WeChat Regional groups are now open, please send messages 【Shenzhen】【Shanghai】【Beijing】【Chengdu】【Xi’an】 to the public account Many students may have forgotten that Computex is the “Taipei International Computer Show”—even though its positioning has been adjusted with technological developments, it was originally aimed primarily at “computers” or “personal computers”. Now … Read more

NVIDIA Will Ultimately Become a Robotics Company

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NVIDIA Will Ultimately Become a Robotics Company

Source | Quantum Bit 2025 will be the year of mass production for humanoid robots. The recent appearance of 14 robots at CES by Jensen Huang has sparked renewed discussion following a prediction from SemiAnalysis analysts. NVIDIA will ultimately become a robotics company, not just a semiconductor company. Only a few understand their foundational layout, … Read more

Defeating AMD and Nvidia: Apple’s Path to Dominance in the Mobile GPU Market

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Defeating AMD and Nvidia: Apple's Path to Dominance in the Mobile GPU Market

From 2006 to 2013, AMD and Nvidia completely mismanaged their market competition in mobile platforms, losing their status as major global GPU suppliers while Apple gradually replaced them to become the most powerful and mainstream producer of GPU processors. This article reviews this history to analyze why Apple can still replicate its success, hoping to … Read more

Virtualization Tutorial (10): Guide to Using the NVIDIA Display Mode Selector Tool

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Virtualization Tutorial (10): Guide to Using the NVIDIA Display Mode Selector Tool

NVIDIA GPUs provide powerful graphics processing and computing capabilities for enterprises and developers. However, to fully leverage the potential of the GPU, proper display port configuration is crucial.NVIDIA Display Mode Selector Tool was created for this purpose, helping you easily enable/disable physical display ports, optimize GPU graphics processing, computing performance, and virtual GPU deployment, ensuring … Read more

What Are the Strengths of Huawei and NVIDIA’s Robot Chips?

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What Are the Strengths of Huawei and NVIDIA's Robot Chips?

In the face of humanoid robots, which represent a completely new system, the demand for chips will be entirely different due to the new hardware. The architecture also has significant operational flexibility, and for humanoid robots, this means entirely new ecological possibilities. Experts point out that while we may never surpass Microsoft and Intel in … Read more

ARM’s Keynote at Computex Taipei: Fully Embracing the AI Wave

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ARM's Keynote at Computex Taipei: Fully Embracing the AI Wave

ARM’s keynote at Computex Taipei: Fully embracing the AI wave At the recent Computex Taipei, ARM’s Senior Vice President and General Manager of the Client Line of Business, Chris Bergey, delivered a keynote titled “Driving AI from Cloud to Edge,” emphasizing the commitment of the entire ecosystem to propel the next wave of artificial intelligence … Read more

In-Depth Analysis of NVIDIA’s Latest Autonomous Driving Chip – Atlan

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In-Depth Analysis of NVIDIA's Latest Autonomous Driving Chip - Atlan

NVIDIA launched its new generation autonomous driving SoC, Atlan, after a year and a half of silence following the release of Orin in December 2019. The naming convention indicates that NVIDIA continues to use names from the “Aquaman” series. The Orin SoC announced by NVIDIA in 2019 was named after the first ruler of Atlantis. … Read more

Countdown to NVIDIA’s Supply Cut: The Rise of Domestic Chips and the 360 Billion AI Market’s Power Struggle

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Countdown to NVIDIA's Supply Cut: The Rise of Domestic Chips and the 360 Billion AI Market's Power Struggle

Introduction: A “Shadow War” Changing the Global Tech Landscape In May 2025, in a laboratory at a tech park in Shenzhen, engineer Xiao Li is testing an AI server equipped with the Ascend 910B chip—this device achieves nearly the same inference performance as NVIDIA’s H20 chip at one-third of the cost. At the same time, … Read more