Nvidia Moved On.... (GPU NEWS)

Vex
29 Mar 202439:55

TLDRNvidia's GTC 2024 press conference has garnered significant attention, with the company's advancements in GPU technology, particularly the Hopper architecture and the upcoming Blackwell and GB 202 series, taking center stage. The focus on AI and data centers, along with the potential for improved memory bandwidth and GDDR7 memory, suggests a shift in Nvidia's priorities. Meanwhile, AMD's struggles with the RX 7900 Golden Rabbit Edition and Intel's progress with Battle Mage GPUs and Meteor Lake CPUs highlight the competitive landscape of the tech industry.

Takeaways

  • 🚀 Nvidia's GTC 2024 press conference garnered significant attention, highlighting the company's leading position in the computing space and AI advancements.
  • 🌟 The Hopper GPU was showcased, positioning itself as the most advanced GPU for AI applications currently available.
  • 🔄 Nvidia's shift in focus towards data centers and AI has led to a change in their GPU naming and prioritization strategy, with the mainstream series now termed GB 202.
  • 💡 The GB 202 series is anticipated to be the top-end RTX 50 series, with potential release this year and improvements in memory bandwidth and processing power.
  • 🔧 Nvidia's use of the GB12 architecture for the Blackwell GPU indicates a move away from traditional GPU design, impacting future consumer-level GPUs.
  • 📈 Rumors suggest a 30% increase in density and performance for the new GPUs, with potential use of GDDR7 memory offering higher bandwidth speeds.
  • 🔄 AMD's recent GPU release in the Western market, the RX 7900 Golden Rabbit Edition, has shown mixed results, with improvements seen through driver updates.
  • 🌐 Intel's Battle Mage GPUs are upcoming, with leaks suggesting a Q2 release and potential for 12 GB VRAM at a lower price point.
  • 🎮 The gaming handheld market saw the introduction of the MSI Claw with an Intel Arc GPU, but its performance was mixed compared to the AMD-based ROG Ally.
  • 🎮 PS5 Pro leaks indicate a potential holiday 2024 release, with expected improvements in GPU performance and AI upscaling, though no major CPU upgrades are rumored.

Q & A

  • What is the significance of Nvidia's GTC 2024 press conference?

    -The GTC 2024 press conference by Nvidia was significant due to the company's unveiling of its latest advancements in GPU technology, particularly the Hopper architecture and the Blackwell GPU. The event attracted substantial attention, with the video garnering 27 million views, highlighting the value of the company and the anticipation surrounding its new products.

  • What is the Blackwell GPU and its relevance to Nvidia's product lineup?

    -The Blackwell GPU is a high-end product by Nvidia, designed for data centers and AI applications. It represents a shift in Nvidia's focus towards enterprise solutions and reflects the company's strategy to prioritize data center and AI markets over consumer-level GPUs.

  • What is the GB 202 and how does it relate to Nvidia's RTX 50 Series?

    -The GB 202 is a codename for what is expected to be Nvidia's top-end RTX 50 Series GPU. It signifies a change in Nvidia's naming convention, indicating a move away from traditional consumer-focused GPUs towards more specialized products like the Blackwell GPU.

  • What are the expected improvements in the RTX 50 Series over the RTX 40 Series?

    -The RTX 50 Series is expected to bring a theoretical 30% increase in density and potentially a similar increase in overall performance for both graphics and AI applications. It will also introduce GDDR7 memory, which could provide higher bandwidth compared to the GDDR6X memory used in the RTX 40 Series.

  • What is the significance of the 512-bit memory bus in Nvidia's GPUs?

    -A 512-bit memory bus would allow for increased memory bandwidth, potentially translating to a significant performance boost for Nvidia's GPUs. This could enable higher resolutions and better performance in data handling and processing, particularly beneficial for AI and data center applications.

  • How is the introduction of GDDR7 memory expected to impact Nvidia's GPUs?

    -GDDR7 memory is anticipated to offer higher data transfer speeds than GDDR6, with expectations of up to 28 Gbits per second of bandwidth. This could lead to improved performance in GPUs, especially for AI and data-intensive tasks.

  • What is Nvidia's Omniverse and how does it relate to AI?

    -Nvidia's Omniverse is a platform for real-world simulation, incorporating advanced physics and AI technologies. It is used for training AI robots by simulating interactions in a virtual environment, which can then be applied to the real world, making it a significant tool in the development of AI and robotics.

  • What are the implications of Nvidia's market strategies on the GPU industry?

    -Nvidia's strategies, such as focusing on data center and AI markets and controlling the supply of GPUs, have positioned the company as a dominant player in the industry. However, these practices have raised concerns about anti-competitive behavior and the impact on consumers and other companies in the market.

  • What is the potential impact of AI upscaling on console gaming?

    -AI upscaling could significantly improve the quality of upscaling on consoles, offering more detailed and realistic visuals without the need for as much raw processing power. This could make games look better on consoles like the rumored PS5 Pro, even when upscaling from lower resolutions.

  • How does the performance of Intel's GPUs compare to Nvidia and AMD's offerings?

    -Intel's GPUs, such as the Battle Mage series, have shown promise in the lower-end market with competitive pricing. However, they have not yet reached the performance levels of Nvidia and AMD's high-end GPUs. Intel's focus on AI upscaling and their integration of CPUs and GPUs in devices like the MSI Claw show potential for growth and innovation.

Outlines

00:00

🚀 Nvidia's GTC 2024 Press Conference and New GPU Releases

Nvidia's recent press conference at GTC 2024 has garnered significant attention, with the event's video accumulating 27 million views. The company's reputation and its latest advancements in GPU technology are the main drivers of this interest. Nvidia has unveiled the Hopper GPU, currently the most advanced in the world for AI applications, and is on the verge of releasing another powerful GPU named Blackwell, designed for data centers. The company is also shifting its focus towards data centers and AI, moving away from consumer-level GPUs. The introduction of the GB 202 series, which may be released this year, signifies a change in naming conventions and priorities. Despite these shifts, the technology developed for high-end GPUs like Blackwell is expected to influence future consumer GPUs.

05:02

💡 Memory Bandwidth and Upcoming GPU Specifications

The importance of memory bandwidth is highlighted by the capabilities of the RTX 4090, which boasts a terabyte per second of memory bandwidth due to its GDDR6X memory and 384-bit memory bus. The upcoming GPUs are expected to maintain a 384-bit memory bus but will introduce GDDR7 memory, increasing bandwidth to 28 gbits per second. This increase in memory speed could theoretically lead to a 30% improvement in overall performance. The physical configuration of the GPU memory chips is also discussed, with speculation on the possibility of a 512-bit bus and the implications for memory bandwidth. The potential for increased VRAM and faster memory speed is also explored, with a focus on how these improvements could benefit consumers.

10:04

🤖 Advancements in AI and Gaming with Nvidia's In-World AI

Nvidia's exploration of AI in gaming is showcased through their In-World AI platform, which offers developers a tool for creating interactive and dynamic in-game experiences. This technology could lead to more varied and immersive gameplay, with the possibility of fully generated content. The potential for AI to create more fluid and responsive game environments is compared to the unpredictability and vitality of games like Dragon's Dogma 2. Nvidia's AI advancements also extend to language processing and lip-syncing, with the aim of improving localization and dubbing in games. The company's investment in AI technology is expected to continue improving these experiences.

15:04

🌐 Nvidia Omniverse: Real-World Simulation and AI Robotics Training

Nvidia's Omniverse platform is a significant development in real-world simulation, integrating ray tracing and realistic physics to create immersive virtual environments. This technology is not only for visual effects but is also being used to train AI robots. Instead of physical training, robots are taught to interact with the world within the virtual space of Omniverse, allowing for safer and more controlled learning. The platform's capabilities are demonstrated through various simulations, and its potential applications in training AI for real-world tasks are discussed. The segment also touches on the implications of Nvidia's GPU naming conventions and their focus on non-gaming applications.

20:29

🐰 AMD's Golden Rabbit Edition GPU and Market Strategy

The entry of AMD's RX 7900 Golden Rabbit Edition into the Western market is discussed, with a focus on its performance and pricing compared to the RX 7800 XT. Despite having more stream processors and compute units, the 7900 GRE does not deliver the expected performance increase due to memory speed limitations. The impact of a driver update that allows memory overclocking is explored, with some games showing significant performance improvements after the overclock. The segment also discusses AMD's strategy and the performance of their GPUs, hinting at the possibility of using overstock or higher-performing chips for special editions.

25:31

🧙‍♂️ Intel's Battle Mage GPUs and the Gaming Handheld Market

Intel's foray into the GPU market with their Battle Mage series is discussed, with a focus on the upcoming second generation of these GPUs. Leaks suggest that these new GPUs may not offer significant performance improvements over the first generation, leading to questions about their competitiveness. Intel's strategy in the lower-end GPU market is also examined, with their Arc A750 offering a budget-friendly option. The segment further explores the performance of Intel's combined CPU and GPU solutions in the MSI Claw gaming handheld, comparing it to the AMD-based Rog Ally. The results indicate that the Intel solution struggles to match the performance of the AMD counterpart, even when功耗 is similar.

30:34

🎮 PS5 Pro: The Future of Console Gaming and AI Upscaling

Rumors about the upcoming PS5 Pro are discussed, with the console expected to launch in the holiday season of 2024. The PS5 Pro is speculated to feature a significantly faster GPU, potentially offering higher resolutions and improved AI upscaling for gaming. The potential inclusion of AI upscaling technology, named PlayStation Spectral Super Resolution (PSSR), could lead to higher quality visuals than currently seen on consoles. The segment also touches on the limitations of the current PS5's CPU and the possibility that the PS5 Pro might not see a major CPU upgrade. The discussion concludes with a reflection on the importance of understanding console capabilities to gauge future PC gaming experiences.

Mindmap

Keywords

💡Nvidia

Nvidia is a leading technology company known for its graphics processing units (GPUs). In the context of the video, Nvidia is highlighted for its significant advancements in GPU technology, particularly for AI applications, and its recent press conference at GTC 2024 where they unveiled their latest GPU models.

💡GPU

A Graphics Processing Unit (GPU) is a specialized electronic circuit designed to rapidly manipulate and alter memory to accelerate the creation of images in a frame buffer intended for output to a display device. In the video, the GPU is central to the discussion as it explores the latest developments and releases from Nvidia, AMD, and Intel in this technology sector.

💡AI

Artificial Intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. The video emphasizes the importance of AI in the development of advanced GPUs, particularly in Nvidia's recent innovations and their application in data centers and gaming.

💡GTC 2024

GTC (GPU Technology Conference) is an annual event hosted by Nvidia where they showcase their latest advancements in GPU technology and other related fields. The 2024 edition, as mentioned in the video, is significant for the unveiling of Nvidia's new GPU models and their focus on AI and data center technologies.

💡Blackwell

Blackwell is the codename for one of Nvidia's latest GPUs that is expected to be released for use in data centers. It represents a significant leap in GPU technology, particularly for AI applications, and is part of Nvidia's strategy to focus more on data center and AI markets rather than consumer-level products.

💡RTX 50 Series

The RTX 50 Series refers to the upcoming generation of graphics cards from Nvidia, which are expected to succeed the RTX 40 Series. These new GPUs are anticipated to bring improvements in performance, especially for AI applications, and are part of the discussion in the video regarding Nvidia's product lineup and strategy.

💡Data Center

A data center is a facility used to house computer systems and associated components, such as telecommunications and storage systems. Data centers are critical to the operation of modern businesses and cloud computing services. In the video, the focus on data centers relates to Nvidia's strategic shift towards providing GPUs for these facilities, which require high-performance computing for AI and other data-intensive tasks.

💡Consumer Level GPUs

Consumer level GPUs are graphics processing units designed for use in personal computers and gaming consoles, typically intended for individual users rather than businesses or large-scale operations. The video discusses how Nvidia's strategy is moving away from prioritizing these consumer-level products in favor of focusing on data center and AI markets.

💡GDDR7

GDDR7 is the seventh generation of Graphics Double Data Rate (GDDR) memory, a type of high-speed memory used in GPUs. GDDR7 is expected to offer higher bandwidth and improved performance compared to its predecessors, which is significant for graphics-intensive applications and gaming. The video discusses the potential use of GDDR7 in upcoming GPUs, such as Nvidia's RTX 50 Series.

💡Memory Bandwidth

Memory bandwidth refers to the maximum amount of data that can be read from or written to a memory chip in a given period of time. It is a critical factor in the performance of GPUs as it affects the speed at which the GPU can handle data. In the context of the video, memory bandwidth is discussed as a key aspect of the performance improvements expected with new GPU models.

💡AMD

AMD is a multinational semiconductor company that develops computer processors and related technologies for business and consumer markets. In the video, AMD is mentioned as a competitor to Nvidia in the GPU market, with a focus on their recent releases and performance in comparison to Nvidia's offerings.

💡Intel

Intel is a technology company known for its computer processors and chipsets. More recently, Intel has also entered the discrete GPU market with their Intel Arc line of products. In the video, Intel is discussed as another competitor in the GPU space, with a focus on their upcoming Battle Mage GPUs and their potential impact on the market.

Highlights

Nvidia's recent press conference at GTC 2024 has garnered significant attention, with their video accumulating 27 million views.

Nvidia has unveiled its most advanced GPU to date, the Hopper, which is set to compete with their upcoming Blackwell GPU for data centers.

Nvidia is transitioning from traditional GPU manufacturing to focusing on AI and data centers, indicating a shift in their consumer product strategy.

The GB 202 series, Nvidia's top-end RTX 50 series GPU, is expected to be released this year with a new naming scheme.

Nvidia's Blackwell GPU, with its GB12 architecture, signifies a departure from prioritizing consumer-level GPUs.

Despite the focus on AI and data centers, Nvidia's advancements are expected to trickle down to consumer GPUs, although this may not necessarily lead to better pricing.

AMD's recent GPU release in the Western market, the RX 7900 Golden Rabbit Edition, has shown mixed performance improvements over its predecessor.

Intel's Battle Mage GPUs are anticipated to enter the market in Q2, with potential leaks suggesting a focus on the lower-end GPU sector.

Nvidia's Omniverse platform is a significant development, offering a real-world simulation environment for AI robot training and other applications.

Nvidia's AI advancements, such as their Inworld AI, are poised to impact gaming by enabling more dynamic and varied character interactions.

Scott Herkelman, former AMD GPU division leader, has commented on Nvidia's anti-competitive practices, highlighting the GPU market's power dynamics.

The PS5 Pro is rumored to launch in the holiday season of 2024, with expectations of improved GPU performance and potential AI upscaling capabilities.

Intel's entry into the gaming handheld market with the MSI Claw showcases the company's ambition to expand its presence in the gaming industry.

Nvidia's market share and financial power have allowed it to control the GPU supply chain, influencing the competitive landscape.

The potential for a 512-bit memory bus in future GPUs could significantly increase memory bandwidth and overall performance.

GDDR7 memory is anticipated to offer higher transfer speeds, which could translate to improved GPU performance and more VRAM at a lower cost.

Nvidia's RTX 40 series variants are expected to utilize different die sizes, which may impact performance and cost-efficiency.

The gaming industry is impacted by Nvidia's developments, even as the company shifts focus towards AI and data centers.