Half of this went to Nvidia

The semiconductor industry in 2024 was an all-you-can-eat buffet for AI chipmakers, with the top ten fabless firms raking in a cool $249.8 billion—nearly half of which was trousered by Nvidia.

Memory wizardry is the secret sauce behind AI

Memory outfit Micron is shipping both HBM3E and SOCAMM products for AI servers, and claims its chips will be the secret sauce behind the AI boom.

Enters the AI upscaling race

Troubled Chipzilla has finally pulled its finger out and released the XeSS 2 SDK, hoping to claw back some relevance in the AI upscaling arms race.

Agreed to see other people

MSI has quietly ghosted AMD’s latest Radeon GPUs, skipping the entire RDNA 4 lineup and leaving the Radeon RX 9070 series without one of its usual partners.

Hail Zeus

Bolt Graphics, a startup out of Sunnyvale, California, has announced its Zeus GPU platform, promising to thrash Nvidia’s GeForce RTX 5090 in path tracing and FP64 compute workloads.

More digestible than silicon

Troubled Chipzilla and its mates at TSMC might want to start sweating because a bunch of Beijing boffins have emerged from their smoke-filled labs with a non-silicon based transistor that’s faster and more efficient than anything out there.

Sales not as good as claimed

Nvidia is trying to convince everyone that its shiny new RTX Blackwell cards have outsold the previous generation 2:1 in the first five weeks.

Same performance as DeepSeek AI’s R1 with a single Nvidia H100 GPU i

Search outfit Google is claiming that its latest open-source model, Gemma 3, can match nearly the same performance as DeepSeek AI’s R1—while using just a single Nvidia H100 GPU instead of 32.

RISC-V business

Meta is quietly testing RISC–V–based AI training chips to kick Nvidia out of its wallet.

Hyperscalers are where the money is at

Nvidia might be the poster child of the AI boom, but according to the Financial Times, investors betting on Broadcom have had an even sweeter ride.