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Arm Could Change Licensing Model to Charge OEMs Directly

Over the past few weeks, the legal dispute between Arm Ltd. and Qualcomm Inc. has been warming up the eyes of the entire tech community. However, as per the latest court filing, Arm could change its licensing strategy and shift its whole business model into a new direction that would benefit the company directly. Currently, the company provides the intellectual property (IP) that chip makers can use and add to designs mixed with other IPs and custom in-house solutions. That is how the world of electronics design (EDA) works and how many companies operate. However, in the Qualcomm-Arm legal battle, Qualcomm's counterclaim has brought new light about Arm's plans for licensing its hardware designs past 2024.

According to Dylan Patel of SemiAnalysis, who examined court documents, Arm will reportedly change terms to use its IP where the use of other IP mixed with Arm IP is prohibited. If a chip maker plans to use Arm CPU IP, they must also use Arm's GPU/NPU/ISP/DSP IPs. This would result in devices that utilize every design the UK-based designer has to offer, and other IP makers will have to exclude their designs from the SoC. By doing this, Arm directly stands against deals like the Samsung-AMD deal, where AMD provides RDNA GPU IP and would force Samsung to use Arm's Mali GPU IP instead. This change should take effect in 2025 when every new license agreement has to comply with new rules.

Aetina Launches New MXM GPU Modules for AI Performance Boost at the Edge

Aetina has launched new embedded MXM GPU modules powered by the NVIDIA RTX family, including RTX A1000, RTX A2000, and RTX A4500. These NVIDIA Ampere architecture-based MXM GPU modules, providing superb performance and power efficiency, are suitable for various types of computer vision applications across different industries such as commercial gaming, aerospace, healthcare, and manufacturing.

The model names of the new Aetina MXM GPU modules powered by NVIDIA RTX A1000, NVIDIA RTX A2000, and NVIDIA RTX A4500 are M3A1000-PP, M3A2000-VY, and M3A4500-WP, respectively. These models support CUDA Compute version 8.6, OpenGL 4.6, Vulkan 1.2, DirectX 12 Ultimate, and Shader Model 7.0, as well as Windows 10/11 64-bit and Linux 64-bit operating systems. For display and output, M3A1000-PP, M3A2000-VY, and M3A4500-WP all support up to 4x DisplayPort (DP) and 8K (7680 × 4320) resolution.

AMD Announces RDNA 3 GPU Launch Livestream

It's hardly a secret that AMD will announce its first RDNA 3 based GPUs on the 3rd of November and the company has now officially announced that that it'll hold a livestream that starts 1:00 pm (13:00) Pacific Daylight Time. The event goes under the name "together we advance_gaming". AMD didn't share much in terms of details about the event, all we know is that "AMD executives will provide details on the new high-performance, energy-efficient AMD RDNA 3 architecture that will deliver new levels of performance, efficiency and functionality to gamers and content creators."

Basemark Debuts a Unique Benchmark for Comparisons Between Android, iOS, Linux, MacOS and Windows Devices

Basemark launched today GPUScore Sacred Path. It is the world's only cross-platform GPU benchmark that includes the latest GPU technologies like Variable Rate Shading (VRS). Sacred Path supports all the relevant device categories - ranging from premium mobile phones to high-end gaming PCs and discrete graphics cards, including full support of the major operating systems, such as Android, iOS, Linux, macOS and Windows.

This benchmark is of great importance for application vendors, device manufacturers, GPU vendors and IT Media. Game developers need a thorough understanding of performance across the device range to optimize the use of the same assets across a maximum device range. GPU vendors and device manufacturers can compare their products with competitor products, which allows them to develop new product ranges with the correct targeting. In addition, Sacred Path is a true asset for media reviewing any GPU-equipped devices.

Meta's Grand Teton Brings NVIDIA Hopper to Its Data Centers

Meta today announced its next-generation AI platform, Grand Teton, including NVIDIA's collaboration on design. Compared to the company's previous generation Zion EX platform, the Grand Teton system packs in more memory, network bandwidth and compute capacity, said Alexis Bjorlin, vice president of Meta Infrastructure Hardware, at the 2022 OCP Global Summit, an Open Compute Project conference.

AI models are used extensively across Facebook for services such as news feed, content recommendations and hate-speech identification, among many other applications. "We're excited to showcase this newest family member here at the summit," Bjorlin said in prepared remarks for the conference, adding her thanks to NVIDIA for its deep collaboration on Grand Teton's design and continued support of OCP.

Apple Introduces the Powerful Next-Generation Apple TV 4K

Apple today announced the next generation of Apple TV 4K—more powerful, entertaining, and affordable than ever, and offering impressive cinematic quality. Driven by the A15 Bionic chip that delivers faster performance and more fluid gameplay, the new Apple TV 4K features endless entertainment options for everyone to enjoy on the biggest screen in the home. HDR10+ support joins Dolby Vision on Apple TV 4K, so users can watch their favorite movies and TV shows in the best quality possible across more TVs. Running tvOS, the powerful and intuitive OS for the living room, and featuring the popular Siri Remote, Apple TV 4K simplifies the way users discover and enjoy their favorite content. Its seamless integration with other Apple devices and services magically transforms the living room in different ways for the entire family, while also adding convenience as a smart home hub.

The new Apple TV 4K is available in two configurations: Apple TV 4K (Wi-Fi), which offers 64 GB of storage; and Apple TV 4K (Wi-Fi + Ethernet), which offers support for Gigabit Ethernet for fast networking and streaming, Thread mesh networking protocol to connect even more smart home accessories, and twice the storage for apps and games (128 GB). Customers can order the new Apple TV 4K with Siri Remote today at a new starting price of $129, with availability beginning Friday, November 4.

Apple Introduces Next-Generation iPad Pro, Supercharged by the M2 Chip

Apple today announced the new iPad Pro with the M2 chip, delivering the ultimate combination of portability, versatility, and unbelievable performance. The new iPad Pro features a next-level Apple Pencil hover experience and superfast wireless connectivity, along with the world's most advanced mobile display, pro cameras, Face ID, Thunderbolt, and a four-speaker audio system. New features in iPadOS 16—including Stage Manager, full external display support, desktop-class apps, and Reference Mode—take pro workflows on iPad even further. Enabled by its advanced hardware and iPadOS 16, iPad Pro has an incredible ecosystem of powerful pro apps unlike any other device of its kind. The new iPad Pro is available to order starting today, and in stores beginning Wednesday, October 26.

"The next-generation iPad Pro pushes the boundaries of what's possible on iPad, bringing even more versatility, power, and portability to the ultimate iPad experience," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "Powered by the M2 chip, the new iPad Pro features incredible performance and the most advanced technologies, including a next-level Apple Pencil hover experience, ProRes video capture, superfast wireless connectivity, and powerful iPadOS 16 features. There's nothing else like it."

VESA Releases DisplayPort 2.1 Specification

The Video Electronics Standards Association (VESA) announced today that it has released DisplayPort 2.1, the latest version of the DisplayPort specification, which is backward compatible with and supersedes the previous version of DisplayPort (DisplayPort 2.0). VESA has been working closely with member companies to ensure that products supporting DisplayPort 2.0 would actually meet the newer, more demanding DisplayPort 2.1 spec. Due to this effort, all previously certified DisplayPort 2.0 products including UHBR (Ultra-high Bit Rate) capable products - whether GPUs, docking station chips, monitor scalar chips, PHY repeater chips such as re-timers, or DP40/DP80 cables (including both passive and active, and using full-size DisplayPort, Mini DisplayPort or USB Type-C connectors) - have already been certified to the stricter DisplayPort 2.1 spec.

Achieving a robust, end-to-end user visual experience remains the utmost priority for VESA's DisplayPort specification, whether across a native DisplayPort cable, via DisplayPort Alt Mode (DisplayPort over the USB Type-C connector), or tunneled through the USB4 link. As such, DisplayPort 2.1 has tightened its alignment with the USB Type-C specification as well as the USB4 PHY specification to facilitate a common PHY servicing both DisplayPort and USB4. In addition, DisplayPort 2.1 has added a new DisplayPort bandwidth management feature to enable DisplayPort tunneling to coexist with other I/O data traffic more efficiently over the USB4 link. This increased efficiency is on top of mandated support for VESA's visually lossless Display Stream Compression (DSC) codec and VESA's Panel Replay capability. DSC bitstream support can reduce DisplayPort transport bandwidth in excess of 67 percent without visual artifacts, while VESA's Panel Replay capability can reduce DisplayPort tunneling packet transport bandwidth in excess of 99 percent when Panel Replay operation is taking place.

Microsoft Updates Surface PC Models with the Latest Hardware

Today, we shared our vision for the next era of the Windows PC, where the PC and the cloud intersect and tap into innovative AI technology that unlocks new experiences. So that each of us can participate, be seen, heard and express our creativity.

For nearly 40 years, the Windows PC has held a place at the center of our lives. It's contributed to new levels of productivity, kept us all connected, and unlocked our creativity and potential through innovations we couldn't have imagined when we first began this journey. Just think about how far we've come in how people interact with it. From the very first text-based keyboard input to the precision of point and click with the mouse, up to today, where touch, voice, pen and gestures all help people use the Windows PC more naturally and intuitively. From its inception, Surface has been a catalyst for that change.

Intel Previews NUC 13 Extreme With Space for a Triple Slot GPU

We've been aware of Intel's upcoming NUC 13 Extreme—codenamed Raptor Canyon—since July this year, with the compute element module having leaked back in August. Now Intel has previewed the NUC 13 Extreme at TwitchCon and we have a better idea what the biggest NUC to date will look like. The chassis has a volume of no less than 13.9 litres, which is bigger than many Mini-ITX cases. The main reason for this is that the NUC 13 Extreme has enough space for a triple slot GPU, although if you're hoping to put a GeForce RTX 4090 inside, then you're out of luck, as it seems to be limited to the length of an RTX 3080 or thereabout. The compute modul appears to have changed somewhat from the early leak, or it's possible it just wasn't a very good render.

As we've known, Intel will be kitting out the NUC 13 Extreme with a range of CPU options and it was confirmed during the stream that it'll handle a "full" Core i9K without specifying which model. The Intel rep mentioned a highly optimised heatsink, which appears to be something along the lines of a modified GPU cooler with a blower cooler. This is because the compute module is largely the same shape and size as a graphics card. The chassis itself looks like a bit of a nightmare to deal with, as it has a lot of removable parts to allow access to the innards of the NUC 13 Extreme. The compute module has to be installed at an angle, or it won't fit inside the chassis, whereas the graphics card looks relatively easy to install. You can find the full video in the link below and it starts just past the four hour mark.

AMD-Powered Frontier Supercomputer Faces Difficulties, Can't Operate a Day without Issues

When AMD announced that the company would deliver the world's fastest supercomputer, Frontier, the company also took a massive task to provide a machine capable of producing one ExaFLOP of total sustained ability to perform computing tasks. While the system is finally up and running, making a machine of that size run properly is challenging. In the world of High-Performance Computing, getting the hardware is only a portion of running the HPC center. In an interview with InsideHPC, Justin Whitt, program director for the Oak Ridge Leadership Computing Facility (OLCF), provided insight into what it is like to run the world's fastest supercomputer and what kinds of issues it is facing.

The Frontier system is powered by AMD EPYC 7A53s "Trento" 64-core 2.0 GHz CPUs and Instinct MI250X GPUs. Interconnecting everything is the HPE (Cray) Slingshot 64-port switch, which is responsible for sending data in and out of compute blades. The recent interview points out a rather interesting finding: exactly AMD Instinct MI250X GPUs and Slingshot interconnect cause hardware troubles for the Frontier. "It's mostly issues of scale coupled with the breadth of applications, so the issues we're encountering mostly relate to running very, very large jobs using the entire system … and getting all the hardware to work in concert to do that," says Justin Whitt. In addition to the limits of scale "The issues span lots of different categories, the GPUs are just one. A lot of challenges are focused around those, but that's not the majority of the challenges that we're seeing," he said. "It's a pretty good spread among common culprits of parts failures that have been a big part of it. I don't think that at this point that we have a lot of concern over the AMD products. We're dealing with a lot of the early-life kind of things we've seen with other machines that we've deployed, so it's nothing too out of the ordinary."

Acer Announces Entry Into Discrete GPU Market with Intel Arc A770

PC hardware specialist Acer today on Twitter announced its official entry into the discrete GPU market with its own-brand Intel Arc GPUs. The company will be pulling its gaming-oriented Predator branding for the launch of its very own Intel Arc A770, the Predator BiFrost. Despite going in with the newest discrete GPU manufacturer, Acer's attempt at taking on the thin-margin discrete GPU field marks an interesting entry - at least from a design standpoint. The new Arc A770 BiFrost features an asymmetrical dual-fan setup peppered with RGB lighting and industrial detailing throughout in what seems to be a semi-blower-type design. The card's design is somewhat reminiscent of NVIDIA's take on its Founder Editions, with a number of visible screws that help break up the visual continuity. It also sports a dual 8-pin power delivery circuit - beefier than Intel's own take on the Arc A770, which we've just unboxed.

Best-known for its pre-constructed desktops, laptops, and monitors, Acer is now seemingly looking to dip its toes into the discrete GPU market. Unfortunately, Acer's announcement is bereft of details; there's only a render of the card and no actual specifications on whether the company will be offering the 8 GB version Arc A770, its 16 GB cousin, or both. It's also unknown whether the company is planning on extending its reach towards other Arc models or even other manufacturers such as AMD and NVIDIA, but it does make sense that it's forging ahead with a single manufacturer first.

GIGABYTE Unveils Enterprise-grade Motherboards and an Entry Level Workstation for the Launch of AMD Ryzen 7000 Series

GIGABYTE Technology, (TWSE: 2376), an industry leader in high-performance servers and workstations, today announced supporting products for the new AMD AM5 platform starting with two GIGABYTE motherboards, MC13-LE0 & MC13-LE1, that pair a consumer CPU with IPMI management functionalities via BMC. Additionally, a new desktop workstation, W332-Z00, was released using the same motherboard series platform that supports remote management, but the W332 does so with a Realtek NIC that enables DASH.

The new GIGABYTE products designed to support host systems are deceivingly powerful with a small micro-ATX form factor motherboard and enterprise rich out-of-band management features on top of PCIe Gen 5 and DDR5 technologies. These new client friendly products will be found in office settings under a desk rather than a rack in a data center, as they be managed from anywhere, provided there is a network connection. Furthermore, these new products are purpose built for the mainstream AMD B650E chipset with AMD Zen 4 architecture for AMD Ryzen 7000 Series desktop processors.

Inventec's Rhyperior Is the Powerhouse GPU Accelerator System Every Business in the AI And ML World Needs

Taiwan-based leading server manufacturing company Inventec's powerhouse GPU accelerator system, Rhyperior, is everything any modern-day business needs in the digital era, especially those relying heavily on Artificial Intelligence (AI) and Machine Learning (ML). A unique and optimal combination of GPUs and CPUs, this 4U GPU accelerator system is based on the NVIDIA A100 Tensor Core GPU and Intel Xeon 3rd Gen (Whitley platform). Rhyperior also equips an NVIDIA NVSwitch to enhance performance dramatically, and its power can be an effective tool for modern workloads.

In a world where technology is disrupting our lives as we know it, GPU acceleration is critical: essentially speeding up processes that would otherwise take much longer. Acceleration boosts execution for complex computational problems that can be broken down into similar, parallel operations. In other words, an excellent accelerator can be a game changer for industries like gaming and healthcare, increasingly relying on the latest technologies like AI and ML for better, more robust solutions for consumers.

NVIDIA Could Launch Hopper H100 PCIe GPU with 120 GB Memory

NVIDIA's high-performance computing hardware stack is now equipped with the top-of-the-line Hopper H100 GPU. It features 16896 or 14592 CUDA cores, developing if it comes in SXM5 of PCIe variant, with the former being more powerful. Both variants come with a 5120-bit interface, with the SXM5 version using HBM3 memory running at 3.0 Gbps speed and the PCIe version using HBM2E memory running at 2.0 Gbps. Both versions use the same capacity capped at 80 GBs. However, that could soon change with the latest rumor suggesting that NVIDIA could be preparing a PCIe version of Hopper H100 GPU with 120 GBs of an unknown type of memory installed.

According to the Chinese website "s-ss.cc" the 120 GB variant of the H100 PCIe card will feature an entire GH100 chip with everything unlocked. As the site suggests, this version will improve memory capacity and performance over the regular H100 PCIe SKU. With HPC workloads increasing in size and complexity, more significant memory allocation is needed for better performance. With the recent advances in Large Language Models (LLMs), AI workloads use trillions of parameters for tranining, most of which is done on GPUs like NVIDIA H100.

XPG Announces ATX 3.0 Compliant Power Supply Units

XPG, a fast-growing provider of systems, components, and peripherals for gamers, Esports pros, and tech enthusiasts, today announces a new series of high performance power supply units. With the newly announced NVIDIA GeForce RTX 40 series GPUs, end users who plan on updating to these latest graphics cards will now need power supply units with a new type of connector. XPG actively works to provide the most up-to-date technology in all their products and happily upgrades/updates product specifications to meet the latest standards where possible. In order to meet the needs of gamers looking to upgrade soon, XPG has developed a new series of power supplies that are both ATX 3.0 compliant and PCIE 5.0 ready.

The 12VHPWR (12 + 4 pin) connector is now required for the next generation of top-tier gaming performance. Meaning you will need a compatible PSU to upgrade. In light of this new connector type and the updated Intel ATX 3.0 specifications, XPG CYBERCORE II series models will come equipped with this new connector type and an updated internal platform.

NVIDIA Introduces L40 Omniverse Graphics Card

During its GTC 2022 session, NVIDIA introduced its new generation of gaming graphics cards based on the novel Ada Lovelace architecture. Dubbed NVIDIA GeForce RTX 40 series, it brings various updates like more CUDA cores, a new DLSS 3 version, 4th generation Tensor cores, 3rd generation Ray Tracing cores, and much more, which you can read about here. However, today, we also got a new Ada Lovelace card intended for the data center. Called the L40, NVIDIA updated its previous Ampere-based A40 design. While the NVIDIA website provides sparse, the new L40 GPU uses 48 GB GDDR6 memory with ECC error correction. Using NVLink, you can get 96GBs of VRAM. Paired with an unknown SKU, we assume that it uses AD102 with adjusted frequencies to lower the TDP and allow for passive cooling.

NVIDIA is calling this their Omniverse GPU, as it is a part of the push to separate its GPUs used for graphics and AI/HPC models. The "L" model in the current product stack is used to accelerate graphics, with display ports installed on the GPU, while the "H" models (H100) are there to accelerate HPC/AI installments where visual elements are a secondary task. This is a further separation of the entire GPU market, where the HPC/AI SKUs get their own architecture, and GPUs for graphics processing are built on a new architecture as well. You can see the specifications provided by NVIDIA below.

NVIDIA Jetson Orin Nano Sets New Standard for Entry-Level Edge AI and Robotics With 80x Performance Leap

NVIDIA today expanded the NVIDIA Jetson lineup with the launch of new Jetson Orin Nano system-on-modules that deliver up to 80x the performance over the prior generation, setting a new standard for entry-level edge AI and robotics. For the first time, the NVIDIA Jetson family spans six Orin-based production modules to support a full range of edge AI and robotics applications. This includes the Orin Nano—which delivers up to 40 trillion operations per second (TOPS) of AI performance in the smallest Jetson form factor—up to the AGX Orin, delivering 275 TOPS for advanced autonomous machines.

Jetson Orin features an NVIDIA Ampere architecture GPU, Arm-based CPUs, next-generation deep learning and vision accelerators, high-speed interfaces, fast memory bandwidth and multimodal sensor support. This performance and versatility empower more customers to commercialize products that once seemed impossible, from engineers deploying edge AI applications to Robotics Operating System (ROS) developers building next-generation intelligent machines.

ASUS Servers Announce AI Developments at NVIDIA GTC

ASUS, the leading IT company in server systems, server motherboards and workstations, today announced its presence at NVIDIA GTC - a developer conference for the era of AI and the metaverse. ASUS will focus on three demonstrations outlining its strategic developments in AI, including: the methodology behind ASUS MLPerf Training v2.0 results that achieved multiple breakthrough records; a success story exploring the building of an academic AI data center at King Abdullah University of Science and Technology (KAUST) in Saudi Arabia; and a research AI data center created in conjunction with the National Health Research Institute in Taiwan.

MLPerf benchmark results help advance machine-learning performance and efficiency, allowing researchers to evaluate the efficacy of AI training and inference based on specific server configurations. Since joining MLCommons in 2021, ASUS has gained multiple breakthrough records in the data center closed division across six AI-benchmark tasks in AI training and inferencing MLPerf Training v2.0. At the ASUS GTC session, senior ASUS software engineers will share the methodology for achieving these world-class results—as well as the company's efforts to deliver more efficient AI workflows through machine learning.

MSI Unveils its First Custom NVIDIA GeForce RTX 40 Series Graphics Cards

As a leading brand in True Gaming hardware, MSI is proud to share its take on NVIDIA 's exciting new GeForce RTX 4090 and RTX 4080 series GPUs, with graphics cards that unite the latest in graphics technology, high-performance circuit board design, and advanced cooling.

Powered by the new ultra-efficient NVIDIA Ada Lovelace architecture, the 3rd generation of RTX, GeForce RTX 40 Series graphics cards are beyond fast, giving gamers and creators a quantum leap in performance, neural rendering, and many more leading platform capabilities. This massive advancement in GPU technology is the gateway to the most immersive gaming experiences, incredible AI features and the fastest content creation workflows. These GPUs push state-of-the-art graphics into the future.

NVIDIA Rush-Orders A100 and H100 AI-GPUs with TSMC Before US Sanctions Hit

Early this month, the US Government banned American companies from exporting AI-acceleration GPUs to China and Russia, but these restrictions don't take effect before March 2023. This gives NVIDIA time to take rush-orders from Chinese companies for its AI-accelerators before the sanctions hit. The company has placed "rush orders" for a large quantity of A100 "Ampere" and H100 "Hopper" chips with TSMC, so they could be delivered to firms in China before March 2023, according to a report by Chinese business news publication UDN. The rush-orders for high-margin products such as AI-GPUs, could come as a shot in the arm for NVIDIA, which is facing a sudden loss in gaming GPU revenues, as those chips are no longer in demand from crypto-currency miners.

Intel Arc A770 Overclocks Up to 2.70 GHz on Stock Cooling, with Minimal Effort

In its latest video presentation dealing with the reference board design and overclocking architecture of the Arc A770 Limited Edition graphics card, Intel revealed that the cards should be "monster overclockers," and that they've been able to get their randomly selected card to run at 2.70 GHz (up from 2.10 GHz reference), without the need for custom-cooling, just by using the overclocking controls on the Arc Control software. The cooler has a noise output of up to 39 dBA, and even with the overclocked GPU, Intel claims, the temperatures never crossed the 80-90 °C range. The GPU power was claimed to be around 228 W.

Intel clarified that the "GPU Clock" advertised with the A770 is the guaranteed clock-speed sustained by the GPU at least 50% of the time, even on the "least performing" silicon. The actual clock will vary around this point. This is represented as a bell-curve on top of the voltage-frequency curve of the GPU. There are two ways to go about increasing the performance of the GPU—increasing the voltage, which would increase the clock residency (sustainability of elevated clock-states); and by increasing the frequency itself. Both of these can be accomplished using Arc Control.

Supermicro Adds New 8U Universal GPU Server for AI Training, NVIDIA Omniverse, and Meta

Super Micro Computer, Inc. (SMCI), a global leader in enterprise computing, storage, networking solutions, and green computing technology, is announcing its most advanced GPU server, incorporating eight NVIDIA H100 Tensor Core GPUs. Due to its advanced airflow design, the new high-end GPU system will allow increased inlet temperatures, reducing a data center's overall Power Usage Effectiveness (PUE) while maintaining the absolute highest performance profile. In addition, Supermicro is expanding its GPU server lineup with this new Universal GPU server, which is already the largest in the industry. Supermicro now offers three distinct Universal GPU systems: the 4U,5U, and new 8U 8GPU server. The Universal GPU platforms support both current and future Intel and AMD CPUs -- up to 400 W, 350 W, and higher.

"Supermicro is leading the industry with an extremely flexible and high-performance GPU server, which features the powerful NVIDIA A100 and H100 GPU," said Charles Liang, president, and CEO, of Supermicro. "This new server will support the next generation of CPUs and GPUs and is designed with maximum cooling capacity using the same chassis. We constantly look for innovative ways to deliver total IT Solutions to our growing customer base."

ZOTAC RTX 4090 Graphics Card Pictured

The tentative day of announcement for NVIDIA's next-gen RTX 4000 series is fast approaching, with an expected announcement from NVIDIA through its GeForce Beyond broadcast, scheduled for September 20th at GTC. And with time running out until we see what NVIDIA has laid in store for us, photographs of ZOTAC'z iteration of the RTX 4090 are already leaking about - specifically in Baidu.

The photographs showcase a production run from ZOTAC's RTX 4090 cards, featuring a complete cooling and shroud redesign for NVIDIA's next-generation. Gone are the typical straight, boxy lines of any high-tier GPU; ZOTAC seems to be taking a more curvaceous approach to design this time, with more organic lines enveloping a more mundane heatsink. The card features ZOTAC's IceStorm 3.0 cooling solution, which houses a triple-fan, triple-slot design that extends more than a third of its area over the PCB itself. There's still no confirmation on board power and the GPU powering these cards themselves, but we have some very (very) educated guesses.

Global Top Ten IC Design House Revenue Spikes 32% in 2Q22, Ability to Destock Inventory to be Tested in 2H22, Says TrendForce

According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$39.56 billion in 2Q22, growing 32% YoY. Growth was primarily driven by demand for data centers, networking, IoT, and high-end product portfolios. AMD achieved synergy through mergers and acquisitions. In addition to climbing to third place, the company also posted the highest annual revenue growth rate in 2Q22 at 70%.

Qualcomm continues in the No. 1 position worldwide, exhibiting growth in the mobile phone, RF front-end, automotive, and IoT sectors. Sales of mid/low-end mobile phone APs were weak but demand for high-end mobile phone APs was relatively stable. Company revenue reached US$9.38 billion, or 45% growth YoY. NVIDIA benefitted from expanded application of GPUs in data centers to expand this product category's revenue share past the 50% mark to 53.5%, making up for the 13% YoY slump in its game application business, bringing total revenue to US$7.09 billion, though annual growth rate slowed to 21%. AMD reorganized its business after the addition of Xilinx and Pensando. The company's embedded division revenue increased by 2,228% YoY. In addition, its data center department also made a considerable contribution. AMD posted revenue of US$6.55 billion, achieving 70% growth YoY, highest amongst the top ten. Broadcom's sales performance in semiconductor solutions remained solid and demand for cloud services, data centers, and networking is quite strong. The company's purchase order backlog is still increasing with 2Q22 revenue reaching US$6.49 billion, an annual growth rate of 31%.
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