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Sunday 5 October 2025
Kioxia and Nvidia develop SSDs 100x faster for next-gen servers
Kioxia, Japan's leading memory chip maker, is partnering with Nvidia to develop a revolutionary solid-state drive (SSD) nearly 100 times faster than conventional models. The new drive,...
Friday 3 October 2025
Research insights: 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...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in...
Wednesday 1 October 2025
Cohere hits US$7 billion valuation, deepens AMD partnership
Canadian artificial intelligence startup Cohere has secured an additional US$100 million in funding, elevating its valuation to US$7 billion. The company also announced an expanded...
Friday 26 September 2025
Apple, Qualcomm, and MediaTek pivot toward AI accelerators as 3nm era closes

The 2025 generation of flagship smartphone chips will mark the final run for 3nm processors — closing a chapter in semiconductor...

Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...
Saturday 20 September 2025
Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst
Nvidia and Intel on Thursday detailed a sweeping product roadmap that links their CPU and GPU platforms, while underscoring continued collaboration with Taiwan Semiconductor Manufacturing...
Friday 19 September 2025
Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains
Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...
Friday 19 September 2025
Nvidia-Intel partnership targets AI PCs, exposing limits of ATX
Nvidia and Intel have announced their collaboration to create custom CPUs and GPU-integrated system-on-chips (SoCs), as limitations posed by the size of GPUs and cooling requirements...
Friday 19 September 2025
Alibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal
Alibaba's chip design arm T-Head has introduced its latest AI accelerator, the PPU, positioning it as a rival to Nvidia's China-only H20 GPU. The processor has already been rolled...
Thursday 18 September 2025
Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst
Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers...
Thursday 18 September 2025
China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions
China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...