"The number of discrete GPU developers from the U.S. and Western Europe shrank to three companies in 2025," notes Tom's Hardware, "from around 10 in 2000." (Nvidia, AMD, and Intel...)
No company in the recent years — at least outside of China — was bold enough to engage into competition against these three contenders, so the very emergence of Bolt Graphics seems like a breakthrough. However, the major focuses of Bolt's Zeus are high-quality rendering for movie and scientific industries as well as high-performance supercomputer simulations. If Zeus delivers on its promises, it could establish itself as a serious alternative for scientific computing, path tracing, and offline rendering. But without strong software support, it risks struggling against dominant market leaders.
This week the Sunnyvale, California-based startup introduced its Zeus GPU platform designed for gaming, rendering, and supercomputer simulations, according to the article. "The company says that its Zeus GPU not only supports features like upgradeable memory and built-in Ethernet interfaces, but it can also beat Nvidia's GeForce RTX 5090 by around 10 times in path tracing workloads, according to slide published by technology news site ServeTheHome."
There is one catch: Zeus can only beat the RTX 5090 GPU in path tracing and FP64 compute workloads. It's not clear how well it will handle traditional rendering techniques, as that was less of a focus. In speaking with Bolt Graphics, the card does support rasterization, but there was less emphasis on that aspect of the GPU, and it may struggle to compete with the best graphics cards when it comes to gaming. And when it comes to data center options like Nvidia's Blackwell B200, it's an entirely different matter.
Unlike GPUs from AMD, Intel, and Nvidia that rely on proprietary instruction set architectures, Bolt's Zeus relies on the open-source RISC-V ISA, according to the published slides. The Zeus core relies on an open-source out-of-order general-purpose RVA23 scalar core mated with FP64 ALUs and the RVV 1.0 (RISC-V Vector Extension Version 1.0) that can handle 8-bit, 16-bit, 32-bit, and 64-bit data types as well as Bolt's additional proprietary extensions designed for acceleration of scientific workloads... Like many processors these days, Zeus relies on a multi-chiplet design... Unlike high-end GPUs that prioritize bandwidth, Bolt is evidently focusing on greater memory size to handle larger datasets for rendering and simulations. Also, built-in 400GbE and 800GbE ports to enable faster data transfer across networked GPUs indicates the data center focus of Zeus.
High-quality rendering, real-time path tracing, and compute are key focus areas for Zeus. As a result, even the entry-level Zeus 1c26-32 offers significantly higher FP64 compute performance than Nvidia's GeForce RTX 5090 — up to 5 TFLOPS vs. 1.6 TFLOPS — and considerably higher path tracing performance: 77 Gigarays vs. 32 Gigarays. Zeus also features a larger on-chip cache than Nvidia's flagship — up to 128MB vs. 96MB — and lower power consumption of 120W vs. 575W, making it more efficient for simulations, path tracing, and offline rendering. However, the RTX 5090 dominates in AI workloads with its 105 FP16 TFLOPS and 1,637 INT8 TFLOPS compared to the 10 FP16 TFLOPS and 614 INT8 TFLOPS offered by a single-chiplet Zeus...
The article emphasizes that Zeus "is only running in simulation right now... Bolt Graphics says that the first developer kits will be available in late 2025, with full production set for late 2026."
Thanks to long-time Slashdot reader arvn for sharing the news.
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