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8 Total Reports
NVIDIA Other 2026-07-04

英伟达RTX 5080公版显卡将在BW2026限量发售,售价8299元

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AMD Other 2026-06-30

AMD and NVIDIA Raise GPU Kit Prices by 10%: GDDR Shortage Exposes AI Supply Squeeze

AMD has notified AIB partners of a ~10% price hike on GPU+GDDR bundled kits effective July 2026, following NVIDIA's similar move on RTX 5090 series. The dual price increases stem from severe GDDR supply shortages driven by the AI boom and memory super-cycle, foreshadowing broad retail GPU price increases in H2.

NVIDIA Technology Update High Signal 2026-05-02

Global GPU Shortage to Persist Until 2027: Core Bottleneck for AI Infrastructure Expansion

Global GPU shortage expected to extend to 2027-2028, rooted in AI data center demand surge, constrained HBM production, CoWoS packaging tightness, and geopolitical risks. NVIDIA Rubin's mass production hindered (target reduced from 2M to 1.5M units), with Blackwell capturing 71% of high-end GPU shipments in 2026. Consumer RTX 5080/5070 Ti priced $200-$500 above MSRP, enterprise AI infrastructure procurement cycles will further extend.

Intel Other Medium Signal 2026-03-25

Intel Launches 18A Process Commercial PC Platform with Enhanced AI Inference

Intel launches Core Ultra 3 series commercial processors on 18A process, delivering 4x AI performance improvement. Arc Pro B70 GPU optimized for enterprise AI workloads outperforms competitors in context window and multi-user response. vPro platform deep integration with Intune enhances device management.

AMD Other 2026-03-07

AMD showcases full-stack hardware solution for media production

AMD case study demonstrates integrated EPYC server processors, Threadripper PRO workstations and Radeon PRO graphics for media production. The full-stack solution saves hours in live production through hardware optimization.

AMD Other High Signal 2026-03-02

AMD Launches AI Developer Program to Strengthen Software Ecosystem

AMD launched a centralized AI developer portal offering ROCm software stack, optimized frameworks, and tools to lower development barriers and enhance hardware performance. The program systematically strengthens AMD's AI software ecosystem through pre-optimized models and community support, directly challenging NVIDIA's CUDA dominance.

AMD Other Medium Signal 2026-03-01

AMD Launches Gaming PC Certification Framework to Strengthen Platform Strategy

AMD introduces Advantage Gaming Desktops certification program, requiring OEMs to adopt AMD's 3A platform combining processors, GPUs and software technologies. The program sets hardware performance standards including Ryzen 7/9 processors and Radeon RX 7000 GPUs, with integrated software optimization.

AMD Other Medium Signal 2026-03-01

AMD Launches Advantage Premium Framework for Premium Gaming Laptops

AMD introduces Advantage Premium framework, setting strict design standards and certification for premium gaming laptops. Requires 3A combination of Ryzen AI 300 series processors and Radeon RX 7000M GPUs with dedicated AI engines, OLED displays, and Wi-Fi 7 connectivity. Achieves performance and efficiency through system-level optimization of CPU, GPU, and software stack.