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Friday 3 October 2025
Research insight: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation AI computing platforms. This represents one of the largest infrastructure collaborations in the generative AI era, both in scale and investment, and is a rare strategic alliance in the past decade
Tuesday 16 September 2025
Research insight: Software-defined vehicles are rewriting auto industry blueprint
In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike
Tuesday 9 September 2025
Research Insights: Global auto market forms multi-track pattern
The global automotive market reached total sales of 44.42 million units in the first half of 2025, marking a year-over-year increase of 2.7%. Among these, the combined sales volume of the three major markets—China, the US, and Europe—totaled 27.48 million units, accounting for 61.9% of the global share, and they remain the core of the worldwide automotive industry