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    NEWS TAGGED BLACKWELL
    Thursday 16 July 2026
    Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

    Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

    Wednesday 27 May 2026
    IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
    IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
    Thursday 21 May 2026
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
    Thursday 21 May 2026
    Nvidia revenue surges 85% as data center sales jump 92%
    May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
    Wednesday 20 May 2026
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    Friday 15 May 2026
    Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
    Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
    Thursday 9 April 2026
    AI chip demand tightens ABF substrate supply, three-year upcycle in sight
    As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
    Tuesday 24 March 2026
    Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC
    Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...
    Friday 20 March 2026
    Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
    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...
    Thursday 19 March 2026
    Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
    Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...
    Friday 27 February 2026
    SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

    AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s...

    Thursday 26 February 2026
    Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
    At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
    Wednesday 25 February 2026
    US says no H200s were cleared for China since Trump's go-ahead
    Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
    Tuesday 24 February 2026
    Intel on edge as Nvidia sells Grace CPU separately to Meta
    Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
    Wednesday 18 February 2026
    Nvidia expands AI partnerships in India under US$1 billion national mission
    India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    AI Summit Seoul