Mid-way through April, we heard about sanctions affecting shipments of NVIDIA's H20 AI chips into China. Despite (rumored) best efforts made by Jensen Huang and colleagues, the US government has banned the export of Team Green's formerly sanction-conformant design. Similarly, NVIDIA prepared a slightly less potent GPU for gaming applications—exclusively for the Chinese market. Despite sporting a restricted GB202 "Blackwell" GPU die, the GeForce RTX 5090D 32 GB is still a monstrous prospect. According to Chinese PC hardware news sources, Team Green representatives have sent alerts to "all" of its Chinese add-in-card partners (AICs)—early warning signs have indicated a possible cut-off of GB202 GPUs in the near future. A member of the Chiphell forum disclosed some insider knowledge and dismissed unfounded speculation about RTX 5090D cards being replaced by "full fat" RTX 5090 options.

sthuasheng commented on Team Green's alleged bulletin—distributed at some point last week: "the notice only said that the supply of RTX 5090D was suspended, ...this did not mean any sales or transportation ban; it urged everyone not to make any speculations or judgments unless there was an official notice issued at a later date. After this notice was issued, each AIC began to notify agents to suspend sales, because the inventory of 5090D has always been very small, so it is necessary to keep these stocks to observe the subsequent situation and deal with the subsequent after-sales. At the same time, we might as well speculate that each AIC and dealer may also have the intention to stockpile 5090D units and then sell them at an elevated price." BenchLife.info decided to reach out to industry moles, following an absorption of various Chiphell whispers.

NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S. Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas. NVIDIA Blackwell chips have started production at TSMC's chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months. The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.

Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience. NVIDIA AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence—AI factories that are the infrastructure powering a new AI industry. Tens of "gigawatt AI factories" are expected to be built in the coming years. Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades.

NVIDIA's CEO Jensen Huang made some interesting commentary for the Financial Times, stating that the company will procure over half a trillion US Dollars worth of electronics over the next four years, and it it plans to keep hundreds of billions from the supply chain procurement in the US. "Overall, we will procure, over the course of the next four years, probably half a trillion dollars worth of electronics in total. And I think we can easily see ourselves manufacturing several hundred billion of it here in the US," said Jensen for FT. NVIDIA currently manufactures its silicon at TSMC's facilities, as well as electronics like motherboards and servers at Foxconn. However, the geopolitical situation is making NVIDIA reconsider its supply chain dependencies, and the company is looking for more US-based manufacturing.

NVIDIA confirmed that its latest "Blackwell" series of GPUs, including the latest Blackwell Ultra, are being manufactured at TSMC's Arizona facilities. TSMC announced a $100 billion investment in its Arizona expansion, and NVIDIA is ready to take up more of TSMC's capacity to meet its ever-growing demand for GPUs. During the GTC 2025 event, Jensen noted that only four cloud service providers will use 3.6 million GPUs this year. That is without any AI labs and enterprises, which are massive consumers of GPUs (xAI only has 200,000 GPU clusters). To continue manufacturing excellence so customers won't suffer, NVIDIA is also looking at other options for supply chain manufacturing partners. Intel, the only US-based company capable of producing advanced silicon, is a potential target for NVIDIA. "We evaluate their foundry technology on a regular basis, and we are ongoing in doing that... We look for opportunities to be a customer of theirs... I have every confidence that Intel can do it," added Jensen, who also stated that NVIDIA is interested in silicon manufacturing and chip packaging services, as Intel's Foveros 3D packaging and other technologies are attractive for Team Green.

The "standard" ASUS ROG Astral RTX 5090 OC Edition is already a really an "astronomically expensive" prospect (if you can find available stock); launch MSRP was $2800, but retailers pushed that figure beyond the $3000 mark. An even fancier golden variant exists—as a reminder; news outlets picked up on the existence of a "Dhahab" model early last month. This luxuriously decorated collector piece was likely introduced as a regional exclusive, for MENA (Middle-East and North Africa). This week, ASUS managed to sneak one gold encrusted sample out to San Francisco, California.

Ernest Cheng—Director of Marketing at the firm's North American branch—shared a photo (via LinkedIn) of the very unique ROG Astral RTX 5090 Dhahab OC Edition model; freshly scribbled on by Jensen Huang during GTC 2025. The ASUS exec commented on this blessing: "graphics card is one of a kind when it's been anointed. But it says a lot more when it's a Golden ROG RTX 5090 Astral." Press outlets reckon that this extremely special item will be auctioned off for charity; the presence of Team Green CEO's autograph and slogan ("RTX ON!") will boost its value severalfold. A Jensen Huang-signed ROG MATRIX RTX 4090 PLATINUM card attracted a top bid of $16,000; Der8auer (aka Roman Hartung) was officially congratulated as the winner back in late 2023.

Update 18:02 UTC: ASUS has confirmed that it will be supporting a local charity: "we are extremely honored to have this special edition ROG Astral RTX 5090 Dhahab OC graphics card, signed by NVIDIA CEO Jensen Huang. This card will be officially auctioned to support relief efforts for the California wildfires in Los Angeles."

At GTC 2025, NVIDIA announced the NVIDIA AI Data Platform, a customizable reference design that leading providers are using to build a new class of AI infrastructure for demanding AI inference workloads: enterprise storage platforms with AI query agents fueled by NVIDIA accelerated computing, networking and software. Using the NVIDIA AI Data Platform, NVIDIA-Certified Storage providers can build infrastructure to speed AI reasoning workloads with specialized AI query agents. These agents help businesses generate insights from data in near real time, using NVIDIA AI Enterprise software—including NVIDIA NIM microservices for the new NVIDIA Llama Nemotron models with reasoning capabilities—as well as the new NVIDIA AI-Q Blueprint.

Storage providers can optimize their infrastructure to power these agents with NVIDIA Blackwell GPUs, NVIDIA BlueField DPUs, NVIDIA Spectrum-X networking and the NVIDIA Dynamo open-source inference library. Leading data platform and storage providers—including DDN, Dell Technologies, Hewlett Packard Enterprise, Hitachi Vantara, IBM, NetApp, Nutanix, Pure Storage, VAST Data and WEKA—are collaborating with NVIDIA to create customized AI data platforms that can harness enterprise data to reason and respond to complex queries. "Data is the raw material powering industries in the age of AI," said Jensen Huang, founder and CEO of NVIDIA. "With the world's storage leaders, we're building a new class of enterprise infrastructure that companies need to deploy and scale agentic AI across hybrid data centers."

NVIDIA today announced it is building a Boston-based research center to provide cutting-edge technologies to advance quantum computing. The NVIDIA Accelerated Quantum Research Center, or NVAQC, will integrate leading quantum hardware with AI supercomputers, enabling what is known as accelerated quantum supercomputing. The NVAQC will help solve quantum computing's most challenging problems, ranging from qubit noise to transforming experimental quantum processors into practical devices.

Leading quantum computing innovators, including Quantinuum, Quantum Machines and QuEra Computing, will tap into the NVAQC to drive advancements through collaborations with researchers from leading universities, such as the Harvard Quantum Initiative in Science and Engineering (HQI) and the Engineering Quantum Systems (EQuS) group at the Massachusetts Institute of Technology (MIT).

One of COMPUTEX's organizers, TAITRA (Taiwan External Trade Development Council), announced that NVIDIA founder and CEO Jensen Huang will deliver the first keynote at COMPUTEX 2025, outlining the latest advancements and breakthroughs in AI and accelerated computing technologies.

The keynote will take place at the Taipei Music Center and be livestreamed at 11 a.m. Taiwan Time on Monday, May 19 (Sunday, May 18, 8 p.m. PT), with a replay available on COMPUTEX Keynote website.

Supply chain insiders believe that NVIDIA's "Blackwell Ultra" GB300 AI chip design will get a formal introduction at next week's GTC 2025 conference. Jensen Huang's keynote presentation is scheduled—the company's calendar is marked with a very important date: Tuesday, March 18. Team Green's chief has already revealed a couple of Blackwell B300 series details to investors; a recent earnings call touched upon the subject of a second half (of 2025) launch window. Industry moles have put spotlights on the GB300 GPU's alleged energy hungry nature. According to inside tracks, power consumption has "significantly" increased when compared to a slightly older equivalent; NVIDIA's less refined "Blackwell" GB200 design.

A Taiwan Economic Daily news article predicts an upcoming "second cooling revolution," due to reports of "Blackwell Ultra" parts demanding greater heat dissipation solutions. Supply chain leakers have suggested effective countermeasures—in the form of fully liquid-cooled systems: "not only will more water cooling plates be introduced, but the use of water cooling quick connectors will increase four times compared to GB200." The pre-Christmas 2024 news cycle proposed a 1400 W TDP rating. Involved "Taiwanese cooling giants" are expected to pull in tidy sums of money from the supply of optimal heat dissipating gear, with local "water-cooling quick-connector" manufacturers also tipped to benefit greatly. The UDN report pulled quotes from a variety of regional cooling specialists; the consensus being that involved partners are struggling to keep up with demand across GB200 and GB300 product lines.

NVIDIA today announced GTC 2025, the world's premier AI conference, will return March 17-21 to San Jose, California—bringing together the brightest minds in AI to showcase breakthroughs happening now in physical AI, agentic AI and scientific discovery. GTC will bring together 25,000 attendees in person—and 300,000 attendees virtually—for an in-depth look at the technologies shaping the future. NVIDIA founder and CEO Jensen Huang will deliver the keynote from SAP Center on Tuesday, March 18, at 10 a.m. PT focused on AI and accelerated computing technologies changing the world. It will be livestreamed and available on demand at nvidia.com. Registration is not required to view the keynote online.

Onsite attendees can arrive at SAP Center early to enjoy a live pregame show hosted by the "Acquired" podcast and other surprise festivities. Virtual attendees can catch the pregame show live online. "AI is pushing the limits of what's possible—turning yesterday's dreams into today's reality," Huang said. "GTC brings together the brightest scientists, engineers, developers and creators to imagine and build a better future. Come and be first to see the new advances in NVIDIA computing and breakthroughs in AI, robotics, science and the arts that will transform industries and society."

Generative AI is redefining computing, unlocking new ways to build, train and optimize AI models on PCs and workstations. From content creation and large and small language models to software development, AI-powered PCs and workstations are transforming workflows and enhancing productivity. At GTC 2025, running March 17-21 in the San Jose Convention Center, experts from across the AI ecosystem will share insights on deploying AI locally, optimizing models and harnessing cutting-edge hardware and software to enhance AI workloads—highlighting key advancements in RTX AI PCs and workstations.

Develop and Deploy on RTX
RTX GPUs are built with specialized AI hardware called Tensor Cores that provide the compute performance needed to run the latest and most demanding AI models. These high-performance GPUs can help build digital humans, chatbots, AI-generated podcasts and more. With more than 100 million GeForce RTX and NVIDIA RTX GPUs users, developers have a large audience to target when new AI apps and features are deployed. In the session "Build Digital Humans, Chatbots, and AI-Generated Podcasts for RTX PCs and Workstations," Annamalai Chockalingam, senior product manager at NVIDIA, will showcase the end-to-end suite of tools developers can use to streamline development and deploy incredibly fast AI-enabled applications.

Investment bank Morgan Stanley has estimated that an astonishing 77% of all globally produced silicon wafers dedicated to AI accelerators will be consumed by none other than NVIDIA. Often, investment research by large investment banks like Morgan Stanley includes information from the semiconductor supply chain, which is constantly expanding to meet NVIDIA's demands. When looking at wafer volume for AI accelerators, it is estimated that in 2024, NVIDIA captured nearly 51% of wafer consumption for its chips, more than half of all demand. With NVIDIA's volume projected to grow to 77%, this represents more than a 50% year-over-year increase, which is incredible for a company of NVIDIA's size. Right now, NVIDIA is phasing out its H100 accelerators in favor of Blackwell 100/200 and the upcoming 300 series of GPUs paired with Grace CPUs.

NVIDIA is accelerating its product deployment timeline and investing a lot in its internal research and development. Morgan Stanley also projects that NVIDIA will invest almost $16 billion in its R&D budget, enough to endure four to five years of development cycles running three design teams sequentially and still delivering new products on an 18-24 month cadence. The scale of this efficiency and development rivals everyone else in the industry. With all this praise, NVIDIA's Q4 revenue report is coming in exactly a week on February 26, so we have to see what its CEO, Jensen Huang, will deliver and show some estimates for the coming months.

At the RTX "Blackwell" Editor's Day during CES 2025, NVIDIA pulled back the curtain on one of its most powerful tools: a dedicated supercomputer that has been continuously improving DLSS (Deep Learning Super Sampling) for the past six years. Brian Catanzaro, NVIDIA's VP of applied deep learning research, disclosed that thousands of the company's latest GPUs have been working round-the-clock, analyzing and perfecting the technology that has revolutionized gaming graphics. "We have a big supercomputer at NVIDIA that is running 24/7, 365 days a year improving DLSS," Catanzaro explained during his presentation on DLSS 4. The supercomputer's primary task involves analyzing failures in DLSS performance, such as ghosting, flickering, or blurriness across hundreds of games. When issues are identified, the system augments its training data sets with new examples of optimal graphics and challenging scenarios that DLSS needs to address.

DLSS 4 is the first move from convolutional neural networks to a transformer model that runs locally on client PCs. The continuous learning process has been crucial in refining the technology, with the dedicated supercomputer serving as the backbone of this evolution. The scale of resources allocated to DLSS development is massive, as the entire pipeline for a self-improving DLSS model must consist of not only thousands but tens of thousands of GPUs. Of course, a company making 100,000 GPU data centers (xAI's Colossus) must save some for itself and is proactively using it to improve its software stack. NVIDIA's CEO Jensen Huang famously said that DLSS can predict the future. Of course, these statements are to be tested when the Blackwell series launches. However, the approach of using massive data centers to improve DLSS is quite interesting, and with each new GPU generation NVIDIA release, the process is getting significantly sped up.

NVIDIA today announced generative AI models and blueprints that expand NVIDIA Omniverse integration further into physical AI applications such as robotics, autonomous vehicles and vision AI. Global leaders in software development and professional services are using Omniverse to develop new products and services that will accelerate the next era of industrial AI.

Accenture, Altair, Ansys, Cadence, Foretellix, Microsoft and Neural Concept are among the first to integrate Omniverse into their next-generation software products and professional services. Siemens, a leader in industrial automation, announced today at the CES trade show the availability of Teamcenter Digital Reality Viewer—the first Siemens Xcelerator application powered by NVIDIA Omniverse libraries.

NVIDIA today unveiled the most advanced consumer GPUs for gamers, creators and developers—the GeForce RTX 50 Series Desktop and Laptop GPUs. Powered by the NVIDIA Blackwell architecture, fifth-generation Tensor Cores and fourth-generation RT Cores, the GeForce RTX 50 Series delivers breakthroughs in AI-driven rendering, including neural shaders, digital human technologies, geometry and lighting.

"Blackwell, the engine of AI, has arrived for PC gamers, developers and creatives," said Jensen Huang, founder and CEO of NVIDIA. "Fusing AI-driven neural rendering and ray tracing, Blackwell is the most significant computer graphics innovation since we introduced programmable shading 25 years ago." The GeForce RTX 5090 GPU—the fastest GeForce RTX GPU to date—features 92 billion transistors, providing over 3,352 trillion AI operations per second (TOPS) of computing power. Blackwell architecture innovations and DLSS 4 mean the GeForce RTX 5090 GPU outperforms the GeForce RTX 4090 GPU by up to 2x.

NVIDIA kicks off the 2025 International CES with a bang. The company is expected to debut its new GeForce "Blackwell" RTX 5000 generation of gaming graphics cards. It is also expected to launch new technology, such as neural rendering, and DLSS 4. The company is also expected to highlight a new piece of silicon for Windows on Arm laptops, showcase the next in its Drive PX FSD hardware, and probably even talk about its next-generation "Blackwell Ultra" AI GPU, and if we're lucky, even namedrop "Rubin." Join us, as we liveblog CEO Jensen Huang's keynote address.02:22 UTC: The show is finally underway!

NVIDIA uploaded a new video on its GeForce YouTube channel called "GeForce LAN 50 Missions and Rewards" that not only features the objective of its upcoming LAN party but also a teaser of one of the GeForce RTX 50 series "Blackwell" GPUs. Pictured below, NVIDIA purposely left it extremely dark to hide as much information as possible. However, we uncovered what was hiding in the dark PC enclosure thanks to some image processing. From the picture alone, we cannot determine what possible SKU this would represent. Potential candidates include the GeForce RTX 5090 or 5080, which are rumored to appear first at the CES launch event, with NVIDIA's CEO Jensen Huang taking the stage and unveiling details about the new GPU generation.

In regards to the design itself, the GPU features a two-fan configuration, meaning that the founder's edition has undergone a redesign from the traditional push/pull cooler design. If this is only a render, time will tell. However, we look forward to seeing more leaks, details, and hints just like NVIDIA left.

GeForce NOW is kicking off 2025 by delivering 14 games to the cloud this month, with two available to stream this week so members can get started on their New Year's gaming resolutions. This year's CES trade show will open with a keynote from NVIDIA founder and CEO Jensen Huang on Monday, Jan. 6. GeForce NOW is offering members front-row seats in a virtual stadium, so they can hear the latest announcements and get hyped with livestreams - no downloads or installations required. It's all powered by GeForce NOW cloud streaming and hosted by ZENOS, an innovative virtual stadium platform. Members can enter the virtual stadium starting at 3 p.m. PT on Monday, Jan. 6. In addition, gear up to participate in NVIDIA GeForce LAN 50 gaming missions starting on Saturday, Jan. 4, at 4:30 p.m. PT. Stream #GeForceGreats games to unlock incredible in-game rewards with GeForce NOW.

Mission Possible
It's rewarding to be a GeForce NOW member. Unlock exclusive rewards during CES by doing what gamers do best - playing the game. Members can participate in GeForce LAN 50 gaming missions even without a game-ready rig.

Hong Kong tech media HKEPC report indicates that NVIDIA's GeForce RTX 5080 graphics card will launch on January 21, 2025. The release follows a planned announcement event on January 6, where CEO Jensen Huang will present the new "Blackwell" architecture. Anticipated specifications based on prior rumors point to RTX 5080 using GB203-400-A1 chip, containing 10,752 CUDA cores across 84 SM. The card maintains 16 GB of memory but upgrades to GDDR7 technology running at 30 Gbps, while other cards in the series are expected to use 28 Gbps memory. The graphics card is manufactured using TSMC's 4NP 4 nm node. This improvement in manufacturing technology, combined with architectural changes, accounts for most of the expected performance gains, as the raw CUDA core count only increased by 10% over the RTX 4080. NVIDIA is also introducing larger segmentation between its Blackwell SKUs, as the RTX 5090 has nearly double CUDA cores and double GDDR7 memory capacity.

NVIDIA is organizing a GeForce LAN event two days before the announcement, marking the return of this gathering after 13 years, so the timing is interesting. NVIDIA wants to capture gamer's hearts with 50 hours of non-stop gameplay. Meanwhile, AMD currently has no competing products announced in the high-end graphics segment, leaving NVIDIA without direct competition in this performance tier. This market situation could affect the final pricing of the RTX 5080, which will be revealed during the January keynote. While the January 21 date appears set for the RTX 5080, launch dates for other cards in the Blackwell family, including the RTX 5090 and RTX 5070 series, remain unconfirmed. NVIDIA typically releases different models in their GPU families on separate dates to manage production and distribution effectively.

This GFN Thursday wraps up another incredible year for cloud gaming. Take a look back at the top games and new features that made 2024 a standout for GeForce NOW members. Enjoy it all with three new games to close the year. Remember to mark the calendar for the CES opening keynote, to be delivered by NVIDIA founder and CEO Jensen Huang on Monday, Jan. 6.

That's a Wrap
In another ultimate year of high-performance cloud gaming, GeForce NOW introduced new features for cloud gamers and reached a significant milestone by surpassing 2,000 games in its library, thanks to strong collaborations with celebrated publishers. GeForce NOW also launched new data centers in Japan and Poland this year, bringing GeForce RTX 4080-powered servers to gamers in the regions. Day Passes were introduced to offer gamers more flexible ways to access the cloud, with the ability to enjoy premium benefits of Ultimate and Performance memberships for 24 hours at a time.

Stuck in a gaming rut? Get out of the loop this GFN Thursday with four new games joining the GeForce NOW library of over 2,000 supported games. Dive into Square Enix's mind-bending action role-playing games (RPGs) NieR:Automata and NieR Replicant ver.1.22474487139…, now streaming in the cloud. Plus, explore HoYoverse's Zenless Zone Zero for an adrenaline-packed adventure, just in time for its 1.4 update.

Check out GeForce Greats, which offers a look back at the biggest and best moments of PC gaming, from the launch of the GeForce 256 graphics card to the modern era. Follow the GeForce, GeForce NOW, NVIDIA Studio and NVIDIA AI PC channels on X, as well as #GeForceGreats, to join in on the nostalgic journey. Plus, participate in the GeForce LAN Missions from the cloud with GeForce NOW starting on Saturday, Jan. 4, for a chance to win in-game rewards, first come, first served. GeForce NOW members will also be able to launch a virtual stadium for a front-row seat to the CES opening keynote, to be delivered by NVIDIA founder and CEO Jensen Huang on Monday, Jan. 6. Stay tuned to GFN Thursday for more details.

Acer has jumped the gun and listed its ACER Predator Orion 7000 systems with the upcoming NVIDIA RTX 50 series graphics cards, namely the GeForce RTX 5080 and the GeForce RTX 5090. In addition, the listing confirms that the GeForce RTX 5080 will come with 16 GB of GDDR7 memory, while the GeForce RTX 5090 will get 32 GB of GDDR7 memory.

The ACER Predator Orion 7000 gaming PC was announced back in September, together with Intel's Core Ultra 200 series, and it does not come as a surprise that this high-end pre-built system will now be getting NVIDIA's new GeForce RTX 50 series graphics cards. In case you missed previous rumors, the GeForce RTX 5080 is expected to use the GB203-400 GPU with 10,752 CUDA cores, and come with 16 GB of GDDR7 memory on a 256-bit memory interface. The GeForce RTX 5090, on the other hand, gets the GB202-300 GPU with 21,760 CUDA cores and packs 32 GB of GDDR7 memory.

NVIDIA announced today it is opening its first Vietnam research and development center, signaling its confidence in the country's bright artificial intelligence future. The company is collaborating with the Vietnamese government to establish its new Vietnam Research and Development Center focused on AI. NVIDIA will use the R&D center to focus on software development, capitalizing on the country's strong talent pool of STEM engineers, and to engage industry leaders, startups, government agencies, universities and students to accelerate the adoption of AI.

"We are delighted to open NVIDIA's R&D center to accelerate Vietnam's AI journey," said Jensen Huang, founder and CEO of NVIDIA. "With our expertise in AI development, we will partner with a vibrant ecosystem of researchers, startups and enterprise organizations to build incredible AI right here in Vietnam."

Valued at $3.43 trillion against Apple's $3.38 trillion at the time of this writing, NVIDIA Corporation is now the most valuable company in the world. NVIDIA has been the hottest tech stock since 2021, as it created the most valuable IP of this decade—AI GPUs, which were ready just in time for OpenAI and ChatGPT to open its doors, jumpstarting the generative AI revolution. NVIDIA's AI GPUs didn't come to being overnight, the company had been investing in the parallel computing and HPC space since the 2000s, with its CUDA programming language that lets application exploit the SIMD parallelism of its GPUs. In the mid-2010s, the company created the Tensor core, accelerating AI, and invested heavily in AI frameworks. Some of the most fundamental research leading up to GPT was done on NVIDIA GPUs. This would lead to the big payoff in the 2020s, helping NVIDIA become a multi-trillion-dollar company. Founding CEO Jensen Huang has been NVIDIA's brains and spine throughout the company's 30+ year journey, and its success could not be possible without him at the reins.

SK hynix announced the first 48 GB 16-high HBM3E in the industry at the SK AI Summit in Seoul today. During the event, news came out about newer plans to develop their next-gen memory tech. Reuters and ZDNet Korea reported that NVIDIA CEO Jensen Huang asked SK hynix to speed up their HBM4 delivery by six months. SK Group Chairman Chey Tae-won shared this info at the Summit. The company had earlier said they would give HBM4 chips to customers in the second half of 2025.

When ZDNet asked about this sped-up plan, SK hynix President Kwak Noh-Jung gave a careful answer saying "We will give it a try." A company spokesperson told Reuters that this new schedule would be quicker than first planned, but they didn't share more details. In a video interview shown at the Summit, NVIDIA's Jensen Huang pointed out the strong team-up between the companies. He said working with SK hynix has helped NVIDIA go beyond Moore's Law performance gains. He stressed that NVIDIA will keep needing SK hynix's HBM tech for future products. SK hynix plans to supply the latest 12-layer HBM3E to an undisclosed customer this year, and will start sampling of the 16-layer HBM3E early next year.

The first quarter of 2025 (January thru March) will see back-to-back launches of next-generation GeForce RTX 50-series "Blackwell" graphics card, according to the latest rumors. NVIDIA CEO Jensen Huang is confirmed to take center stage for the 2025 International CES keynote address, where he is widely expected to kick off the GeForce "Blackwell" gaming GPU generation. CES is expected to see NVIDIA launch its flagship GeForce RTX 5090 (RTX 4090-successor SKU), and its next-best part, the GeForce RTX 5080 (RTX 4080 successor).

February 2025 is expected to see the company debut the RTX 5070, and possibly the RTX 5070 Ti, if there is such a SKU. The RTX 5070 succeeds a long line of extremely successful SKUs that tended to sell in large volumes. Perhaps the most important launches of the generation will come in March 2025, when the company is expected to debut the RTX 5060 and RTX 5060 Ti, which succeed the current RTX 4060 and RTX 4060 Ti, respectively. The xx60 tier tends to be the bestselling class of gaming GPUs in any generation. In all, it's expected that NVIDIA will release six new SKUs within Q1, and you can expect over a hundred graphics card reviews from TechPowerUp in Q1.