Nvidia Archive

Nvidia just said it won’t begin to ramp production of its new Blackwell GPUs until its fourth fiscal quarter, which begins in November.

Nvidia is announcing an updated RTX 4070 with GDDR6 memory today. “To improve supply and availability to meet strong demand, we’re introducing the GeForce RTX 4070 with extra fast GDDR6 memory,” says Nvidia. All of the other specs of the GPU are the same, and Nvidia says “it offers similar performance” in games and apps, despite the decrease in bandwidth from GDDR6X to GDDR6 memory. This updated RTX 4070 will be available worldwide starting in September.

AMD is acquiring ZT Systems, a leading provider of AI infrastructure. AMD is calling it a “next major step” for its AI training and inferencing solutions, in a move that will clearly help it compete with Nvidia’s dominance in AI offerings. ZT Systems will join the AMD’s data center solutions group once the $4.9 billion transaction closes.

Nvidia has partnered up with modding repository CurseForge to support 25 of the most popular WoW Addons — including options for UI customization, combat, action bars, and quest helpers — for Ultimate and Priority subcribers of the cloud streaming service.

404 Media reports, with screenshots of Slack conversations and excerpts from emails, on a massive undertaking by Nvidia to scrape online videos for AI training that appears to go well beyond research.

Elliott Management, famous for targeting underperforming companies such as Twitter, says Nvidia is in a bubble, in a new letter to investors.

The sell-off at least in part is about Wall Street losing confidence in AI. (I did warn you it was going to be a year of reckoning back in February!) There are a couple of other things going on, with potentially long-term effects on tech, too.