Topic: Nvidia
Nvidia’s $46.7B Q2 proves the platform, but its next fight is ASIC economics on inference
Behind Nvidia's strong quarterlyu results are ASICs gaining ground in key Nvidia segments, challenging their growth in the quarters to come....
TL;DR
Nvidia reported 56% year-over-year revenue growth in Q2 2026, but faces increasing competition from custom ASICs and growing uncertainty in China due to export controls.
Key Takeaways:
Key Takeaways:
- Nvidia's data center revenue reached $41.1 billion, up 56% year over year.
- Custom ASICs, led by Broadcom, are gaining ground in key Nvidia segments and challenging their growth in the quarters to come.
- Nvidia's platform advantage and ecosystem lock-in are strategic strengths, but may not be enough to counter ASIC competitors' price and performance advantages.
Nvidia reports record sales as the AI boom continues
Nvidia's revenue hit $46.7 billion in the second quarter, a 56% increase compared to the same period last year....
TL;DR
Nvidia reported a 56% year-over-year increase in revenue, fueled by a surge in AI-dominated data center business, and expects $54 billion in revenue in the third quarter.
Key Takeaways:
Key Takeaways:
- Nvidia saw a 59% spike in net income to $26.4 billion, driven by its AI business expansion.
- The company expects to see $3 to 4 trillion in AI infrastructure spending by the end of the decade.
- Nvidia reported no sales of its China-focused H20 chip to Chinese customers in the past quarter, due to uncertainty and official discouragement by the Chinese government.
New Huawei 96GB GPU
Article URL: https://e.huawei.com/cn/products/computing/ascend/atlas-300i-duo Comments URL: https://news.ycombinator.com/item?id=45078598 Points: 61 #...
Microsoft AI launches its first in-house models
Microsoft’s AI division announced its first homegrown AI models on Thursday: MAI-Voice-1 AI and MAI-1-preview. The company says its new MAI-Voice-1 sp...
Nvidia's new 'robot brain' goes on sale for $3,499
Article URL: https://www.cnbc.com/2025/08/25/nvidias-thor-t5000-robot-brain-chip.html Comments URL: https://news.ycombinator.com/item?id=45015532 Poin...
NVIDIA Jetson Thor Unlocks Real-Time Reasoning for General Robotics and Physical AI
Robots around the world are about to get a lot smarter as physical AI developers plug in NVIDIA Jetson Thor modules — new robotics computers that can ...
TL;DR
NVIDIA Jetson Thor modules unlock real-time reasoning for general robotics and physical AI by delivering 7.5x more AI compute and 2x more memory than its predecessor, enabling new possibilities for multimodal AI applications.
Key Takeaways:
Key Takeaways:
- Jetson Thor modules offer 7.5x more AI compute, 3.1x more CPU performance, and 2x more memory than its predecessor, enabling real-time processing of high-speed sensor data.
- The modules are being adopted by companies like Agility Robotics and Boston Dynamics to enhance their humanoid robots' real-time perception and decision-making capabilities.
- Jetson Thor supports all popular generative AI frameworks and AI reasoning models with unmatched real-time performance, empowering developers to easily experiment and run inference locally.
Nvidia says two mystery customers accounted for 39% of Q2 revenue
Nearly 40% of Nvidia’s second quarter revenue came from just two companies, identified in a filing as "Customer A" and "Customer B."...
TL;DR
Nvidia's second quarter revenue was largely driven by just two customers, representing 23% and 16% of total revenue.
Key Takeaways:
Key Takeaways:
- Nvidia's two largest customers represent nearly 40% of the company's second quarter revenue.
- Large cloud service providers account for 50% of Nvidia's data center revenue, which represents 88% of total revenue.
- Concentration of revenue among a small group of customers presents a significant risk, but these customers have the financial means to sustain their spending on data centers.
Framework actually did it: I upgraded a laptop’s entire GPU in just three minutes
On Tuesday, I told you how the modular computer company Framework was finally fulfilling its promise of the "holy grail for gamers" - a laptop with mo...
TL;DR
Framework successfully demonstrated its modular upgrade system for laptops, allowing users to easily swap out their laptop's GPU in under 3 minutes.
Key Takeaways:
Key Takeaways:
- The modular system allows for easy swap-out of laptops' GPUs with no technical expertise required.
- Framework partnered with Nvidia to create an upgrade that fits and works in an existing laptop, a first for the industry.
- The system is expected to become more mainstream, with Framework aiming to deliver future upgrades without being niche.
Dissecting the Apple M1 GPU, the end
Article URL: https://rosenzweig.io/blog/asahi-gpu-part-n.html Comments URL: https://news.ycombinator.com/item?id=45034537 Points: 541 # Comments: 110...
TL;DR
The Apple M1 GPU has been fully reverse-engineered and open-sourced, enabling Linux users to run their preferred OS on Apple devices with almost all hardware working.
Key Takeaways:
Key Takeaways:
- A team led by Hector Martin and other open-source developers reverse-engineered the Apple M1 GPU, paving the way for Linux to run natively on Apple devices.
- The project, Asahi Linux, now offers full graphics acceleration, including wireless and audio capabilities, and is capable of running Proton gaming with Direct3D 12 support.
- The work done on the M1 GPU has demonstrated the possibility of running conformant OpenGL, OpenGL ES, OpenCL, and Vulkan drivers on Apple platforms.
Framework is working on a giant haptic touchpad, Trackpoint nub, and eGPU for its laptops
Today, Framework announced the second-gen Framework Laptop 16 with two industry firsts: the first Nvidia graphics card upgrade you can perform at home...
TL;DR
Framework announces plans to develop a wide haptic touchpad, eGPU for reuse of GPU modules, and other upgrades for its laptops, while showcasing second-gen Framework Laptop 16 with upgradeable Nvidia graphics and 240W laptop charging over USB-C.
Key Takeaways:
Key Takeaways:
- Framework is working on a wide haptic touchpad similar to Apple's MacBooks.
- An eGPU for reuse of GPU modules is in development, targeting makers and potentially requiring 3D printing.
- The second-gen Framework Laptop 16 includes upgradeable Nvidia graphics and 240W laptop charging over USB-C.
Framework is now selling the first gaming laptop that lets you easily upgrade its GPU — with Nvidia’s blessing
Framework CEO Nirav Patel said he would deliver "the holy grail for gamers" with the Framework Laptop 16. In 2023, he suggested it'd be the first cons...
TL;DR
Framework announces the second-gen Framework Laptop 16, which features an upgradable GPU from both AMD and NVIDIA, promising the promise of a laptop that can be upgraded year after year.
Key Takeaways:
Key Takeaways:
- The new Framework Laptop 16 will ship with a mobile Nvidia GeForce RTX 5070 8GB that can be swapped in as little as two minutes, with a 30 to 40 percent uplift in performance compared to the original AMD Radeon RX 7700S.
- The laptop will also support up to four simultaneous displays, including the internal screen, and has four USB-C ports that can support 240W power input.
- Framework is taking preorders for the new laptop starting at $1,499 and will also release the new GPU and other upgrades as individual components for the existing Framework Laptop 16.
Nvidia results show spending on A.I. infrastructure remains robust
Article URL: https://www.nytimes.com/2025/08/27/technology/nvidia-earnings-ai-chips.html Comments URL: https://news.ycombinator.com/item?id=45045328 P...
TL;DR
Nvidia reported a 56% jump in sales, assuaging concerns that the AI boom is slowing down, and projects a 54% increase in revenue for the current quarter.
Key Takeaways:
Key Takeaways:
- Nvidia's sales rose 56% to $46.74 billion in the three months ending in July, beating Wall Street's expectations.
- The company projects a 54% increase in revenue for the current quarter to $54 billion, with estimates not including any sales for China.
- Nvidia's CEO, Jensen Huang, stated that AI infrastructure spending could reach $3 trillion to $4 trillion by the end of the decade, with the company's chips set to benefit from this growth.
Community talk
Rising Tools
GPUPrefixSums – state of the art GPU prefix sum algorithms
Article URL: https://github.com/b0nes164/GPUPrefixSums Comments URL: https://news.ycombinator.com/it..
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Finally China entering the GPU market to destroy the unchallenged monopoly abuse. 96 GB VRAM GPUs under 2000 USD, meanwhile NVIDIA sells from 10000+ (RTX 6000 PRO)
NVIDIA Jet-Nemotron : 53x Faster Hybrid-Architecture Language Model Series
Patched P2P NVIDIA driver now works with multiple 5090s (and possibly blackwell 2.0 in general). Also works for 4090/3090.
Alibaba Creates AI Chip to Help China Fill Nvidia Void
LLM speedup breakthrough? 53x faster generation and 6x prefilling from NVIDIA
I got my hands on GEN3C, NVIDIA'S new Al turns 1 image into unlimited 3D videos. All of these videos were created from single images. Is this the future for training robots to sense the world?
"NVIDIA Jetson Thor Unlocks Real-Time Reasoning for General Robotics and Physical AI"
85% of Nvidia's $46.7 billion revenue last quarter came from just 6 companies.