Core Viewpoint - The article discusses the journey of NVIDIA and its CEO Jensen Huang, highlighting the challenges faced and the strategies employed to achieve success in the competitive GPU market, particularly in the context of AI advancements. Group 1: NVIDIA's Financial Performance - After the release of its financial report, NVIDIA's stock dropped over 8% on two separate days, resulting in a market value loss equivalent to two Xiaomi companies, despite exceeding revenue expectations with a profit growth of 80% [3][4]. - NVIDIA's revenue is compared to four Moutai liquors, indicating substantial financial performance [3]. Group 2: Jensen Huang's Leadership Style - Jensen Huang is portrayed as a charismatic yet ruthless leader, known for his demanding management style, including public humiliation of employees during project failures [5][6]. - Huang's approach to competition includes aggressive tactics such as poaching talent from rivals and engaging in legal battles to undermine competitors [6][8]. Group 3: Strategic Decisions and Failures - NVIDIA faced significant challenges, including failed ventures in mobile devices and the acquisition of Icera, which did not yield expected returns [15][16]. - The company was pressured by Starboard Value to cut unprofitable projects, leading to a focus on profitable ventures and ultimately boosting stock prices [16][17]. Group 4: Resilience and Adaptation - Huang's ability to adapt to failures is emphasized, showcasing how he pivoted from unsuccessful strategies to capitalize on emerging opportunities, such as the development of the CUDA platform [18][20]. - The article highlights Huang's commitment to CUDA despite external pressures, recognizing its long-term potential for scientific applications [20][21]. Group 5: NVIDIA's Competitive Advantages - NVIDIA's current market dominance is attributed to three main advantages: strong GPU technology, the CUDA platform, and the acquisition of Mellanox, which enhances data throughput capabilities [25][26][27]. - The article notes that NVIDIA's foresight in AI and computing power has positioned it uniquely in the market, allowing it to outpace competitors [30][31].

Core Viewpoint - The RTX 5070 has been criticized as the "worst 70 series ever" due to its performance not meeting expectations set during its launch, where it was claimed to rival the RTX 4090 at a significantly lower price of $549 [1][2][41]. Performance Analysis - The RTX 5070's performance does not match that of the RTX 4090, and in many cases, it underperforms compared to the RTX 4080 and 4070 Ti [4][18]. - In practical tests, the RTX 5070 is only 15% faster than the two-year-old RTX 4070 and just 3% faster than the 4070 Super, indicating a lack of significant improvement [19]. - At 1440p resolution, the RTX 4090 outperforms the RTX 5070 by an average of 63%, with the latter struggling to run certain games due to its 12GB memory limitation [18][20]. - The RTX 5070's performance at 4K resolution is also disappointing, with frame rates dropping to 31 FPS in demanding titles, which is significantly lower than the RTX 4090 [20][23]. Technical Specifications - The RTX 5070 features 6,144 CUDA cores and 12GB of GDDR7 memory, which is above the 8GB standard for high-resolution gaming [7][8]. - Its power consumption is rated at 250W, which is 30W higher than the 4070 Super, raising concerns about its efficiency compared to other models in the series [10][11]. - The cooling design of the RTX 5070 has been criticized for being less effective, resulting in higher temperatures than other tested graphics cards [13]. Market Competition - The upcoming AMD Radeon RX 9070 series, priced at $550, is expected to compete directly with the RTX 5070, potentially offering better performance and more memory [26][27]. - The competition from AMD could pose a significant threat to the RTX 5070's market position, as consumers may prefer a more powerful alternative at a similar price point [25]. Product Issues - Recent reports indicate that the RTX 5080 and 5090 have been experiencing serious issues, including black screen crashes and hardware recognition failures [30][31]. - There are also concerns regarding the RTX 5090 having fewer ROPs than advertised, which could negatively impact gaming performance [32][34]. - NVIDIA has acknowledged these issues but has stated that they affect a small percentage of units, suggesting that the problems have been addressed in production [36][37].