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NEWS TAGGED NVIDIA
Thursday 20 November 2025
Nvidia partners with Amkor, SPIL, and Menlo Micro to boost US IC backend capacity
Nvidia has announced key partnerships to expand its supply chain and manufacturing capacity in the US, aiming to meet rising global demand for artificial intelligence (AI) computing...
Thursday 20 November 2025
IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts
Taiwan's IC substrate makers anticipate a 10-20% supply gap of T-Glass material in 2026, prompting AI and memory customers to pursue long-term contracts to ensure capacity and stabilize...
Thursday 20 November 2025
Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference
At the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications (TIMT) Conference on November 18, Intel vice president John Pitzer outlined significant progress...
Thursday 20 November 2025
xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia
xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national...
Thursday 20 November 2025
Jensen Huang explains why Nvidia is building an AI empire, not just faster chips
Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...
Thursday 20 November 2025
Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
Thursday 20 November 2025
Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
Wednesday 19 November 2025
SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
Wednesday 19 November 2025
India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny
India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
Wednesday 19 November 2025
AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...

Tuesday 18 November 2025
Switch 2 hardware and competition status

Introduction

Tuesday 18 November 2025
Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...