Nvidia

The new Nvidia App “reduces performance by up to 15% in some games,” according to Tom’s Hardware. Nvidia acknowledged that there is a reported problem and suggested a fix:

Nvidia has just released its latest driver (566.36) and it’s the first to include the optional Nvidia app instead of the GeForce Experience. It also includes Game Ready support for Indiana Jones and the Great Circle and a fix for Forza Horizon 5 and God of War Ragnarök crashes. You can download it over at Nvidia’s website.

Bloomberg explores Amazon’s $8 billion partnership with Anthropic that could advance Amazon’s Trainium hardware and software tools enough for the AWS provider to cut into Nvidia’s stranglehold on the $100-billion-plus market for AI chips:

$14.8 billion profit in Q1, $16.6 billion in Q2, and now $19.3 billion in Q3 of fiscal 2025 — that’s profit, not earnings. (Earnings were $35.08 billion, up from $30.04 billion last quarter.)

From Nvidia’s FAQ:

“It was functional, but the design flaw caused the yield to be low. It was 100% Nvidia’s fault,” Nvidia’s Jensen Huang tells Reuters, effectively confirming The Information’s report from August about why its new flagship AI chips won’t ship in large amounts right away.

Nvidia has released a new Game Ready driver (566.03) that includes support for Alan Wake II: The Lake House, Call of Duty: Black Ops 6, Red Dead Redemption, and more. The 566.03 release also includes support for 32 new G-Sync compatible monitors. If you use Bluestacks or Corsair iCUE equipment, hold off on this driver as there’s a known high CPU usage issue.

Nvidia’s beta all-in-one app is set to replace GeForce experience later this year, and it might fully launch with the RTX 50-series. Hardware leaker kopite7kimi says it will be released officially together with Nvidia’s next-gen GPUs. Nvidia is holding a CES 2025 keynote in January, where we’re expecting to see the RTX 5090 and RTX 5080.

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.