Research Archive

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…

November 22, 2023 / Ben Bajarin

Nvidia Q4 2023 Earnings: Sustainable and Defendable Growth In Sight

As expected, Nvidia had a beat and raise. Below are key takeaways from the quarter and the call. Key Takeaways Nvidia’s guide and commentary should quell any concerns about growth into 2024 A key question from investors was on fending off competitors, CEO Jensen Huang articulated compelling cases for Nvidia’s competitive advantage. AI Factories and…

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