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NEWS TAGGED NVIDIA
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...
Friday 21 November 2025
Taiwan seeks to build its southern 'Silicon Valley' for AI boom
Nvidia's overseas headquarters is expected to be located at a technology park in Taipei, with the city government currently negotiating contract matters concerning the US tech giant's...
Friday 21 November 2025
OpenAI and Foxconn partner to boost US manufacturing of next-generation AI infrastructure hardware
OpenAI and Hon Hai Technology Group (Foxconn) announced a collaboration aimed at designing and preparing US-based manufacturing for next-generation AI infrastructure hardware. The...
Friday 21 November 2025
South Korean tech giants rush into glass substrates despite mounting fears of overinvestment
South Korea's largest conglomerates are pouring resources into glass substrates, a next-generation semiconductor packaging material that promises better thermal stability and power...
Friday 21 November 2025
Debate over AI GPU lifespan intensifies amid bubble concerns
The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts...
Thursday 20 November 2025
GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...
Thursday 20 November 2025
US approves advanced chips for Saudi Arabia to foster global AI hub
After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf...
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...