Research Archive

March 17, 2025 / Ben Bajarin / Austin Lyons

A Deeper Look at Grace – NVIDIA’s Custom Arm-based Super Chip

Executive Summary Custom CPU development is essential for maximizing the efficiency and performance of accelerated computing architectures. NVIDIA’s strategic approach to CPU design, specifically its purpose-built Arm-based CPUs, delivers significant competitive advantages by addressing the limitations of general-purpose CPUs in GPU-accelerated environments. This report analyzes how this strategy delivers competitive advantages through improved performance, power…

February 27, 2025 / Ben Bajarin

Nvidia Q4 FY2025 Earnings View from the Street – Analyzing Key Investor Sentiment.

A closer look at NVIDIA’s Q4 earnings call highlights key investor concerns that management tackled head-on throughout the discussion. The conversation sheds light on the company’s strategic direction and how the market perceives its leadership in the rapidly evolving AI infrastructure space. 1. Blackwell Ramp-Up & Production Complexities Investor Concern: Several analysts probed the complexities…

February 21, 2025 / Max Weinbach

What’s the difference between Nvidia’s Blackwell family and when do you use them?

A few days ago, xAI announced Grok 3 and it’s easily the best LLM I’ve used. Good vibes, great quality, fast token generation, and happened to be trained on the most compute for any model (200,000 H100s). During the stream, Elon Musk said xAI is already working on Grok 4’s data center, which will be…

January 27, 2025 / Max Weinbach

RTX 5090 – AI is the only path forward for gaming

I know it sounds off, but after spending some time getting back into gaming thanks to the RTX 5090, and then looking at some of the technical details on the RTX 5090, I’ve been sold on Nvidia’s vision of neural rendering and AI-accelerated rendering. Frankly, I think it’s the only way going forward. Let’s face…

January 10, 2025 / Max Weinbach

CES 2025: Nvidia Blackwell RTX & Project Digits

What’s Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compatible with all RTX GPUs, improving ray-traced lighting and reflection quality. Broad game and…

December 20, 2024 / Ben Bajarin

The GPU vs. Custom ASIC Competitive Landscape: A Deeper Cost-Performance Analysis

Recent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly in inference scenarios, though the implications for market share are more complex than raw performance metrics might suggest. Cost-Performance…

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