Nvidia(US:NVDA) 3 6 Ke·2025-08-06 02:50Core Viewpoint - Bolt Graphics, a lesser-known chip startup, has claimed that its first GPU module, Zeus 4C, achieves performance levels 13 times greater than the RTX 5090 in path tracing scenarios [1][4]. Performance Comparison - In path tracing tasks at 4K resolution with 120 frames per second, Zeus 4C outperforms RTX 5090 significantly, but it is not designed for gaming applications [4][6]. - Zeus GPU models (2c26-064 and 2c26-128) have advantages in board power and cache compared to RTX 4090 and RTX 5090, but they lag in floating-point performance (FP64/FP32/FP16 vector tflops) [5][6]. - Zeus GPU utilizes LPDDR5X memory, which is designed for mobile devices, resulting in lower bandwidth compared to the GDDR7 memory used in RTX 5090, leading to potential performance issues in gaming scenarios [6][9]. Target Applications - Bolt Graphics focuses on high-precision graphics rendering rather than gaming or AI performance, targeting industries such as film visual effects, game rendering, and high-performance computing (HPC) [6][9]. - Path tracing is highlighted as a key technology for Bolt Graphics, providing realistic rendering effects widely used in various industries [7][9]. Architectural Design - The Zeus GPU series features a chiplet architecture, with models incorporating multiple compute and I/O cores to enhance performance [13]. - The design aims to address memory bandwidth limitations by offering multiple SODIMM slots for additional memory [13]. Market Position and Future Outlook - Bolt Graphics is seen as a niche player in the GPU market, potentially challenging established companies like NVIDIA and AMD in specific applications [20]. - The company has not yet disclosed benchmark testing details or how its performance compares to competitors, with developer kits expected in 2026 and full production in 2027 [20][21].