Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as the only commercial producer of separated HRE oxides outside China, developments that could affect global supply chains for high-performance magnets and advanced technologies.
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny.
OpenAI is planning to launch a "super app" combining its ChatGPT app, browser Atlas, and coding platform Codex, according to the Wall Street Journal. The strategic shift comes as the company faces competition from rival Anthropic in capturing the enterprise and engineering market.
Tencent's rapid rollout of agentic AI across WeChat could reshape the competitive dynamics of Chinese AI, with potential implications for global markets given WeChat's 1.4 billion users and integrations across communication, payments, content, and services, possibly accelerating AI agent adoption and raising questions about competitors' responses and timing.
At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference capabilities into the Vera Rubin server stack. This move positions Nvidia to define foundational rules for agentic AI while effectively blocking ASIC competitors like Google from encroaching on its market.
Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first made the comparison during a late-February earnings call, and again in an interview following his keynote at GTC 2026 in March.
Samsung Electronics held its 57th annual shareholders meeting on March 18 in Suwon, South Korea, where it unveiled advanced memory products, including high-bandwidth memory (HBM), signaling a strategic push to strengthen its semiconductor competitiveness.
Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements to date, a company executive told Reuters.
Jeff Bezos is reportedly in early discussions to raise a US$100 billion investment fund aimed at acquiring and modernizing manufacturing companies with AI, according to The Wall Street Journal. The proposed vehicle—described as a "manufacturing transformation" fund—would target sectors such as semiconductors, aerospace, and defense, signaling a major push to bring AI-driven efficiencies into the industrial economy.
Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers estimate that compared with the GB-series design, where each compute tray is paired with two liquid cooling modules, the VR generation will require up to seven modules per tray, more than doubling demand.
US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally divert billions of dollars worth of restricted AI technology to China.
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