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    NEWS TAGGED NVIDIA
    Saturday 2 May 2026
    OpenAI reworks Stargate data center strategy as site plans change

    OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

    Friday 1 May 2026
    China's $1M Nvidia AI servers expose global chip squeeze

    Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

    Thursday 30 April 2026
    Google's split TPU chips signal shift from universal to specialized AI accelerators
    Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....
    Thursday 30 April 2026
    Intel kills three projects in two months as Kechichian launches multi-year reset
    Intel's reorganization under Kevork Kechichian, backed by CEO Lip‑Bu Tan, aims to reposition amid Nvidia's AI dominance and Arm's rise, signaling a shift to CPU-centric orchestration...
    Thursday 30 April 2026
    LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility
    South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies...
    Thursday 30 April 2026
    Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
    Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
    Wednesday 29 April 2026
    TSMC exits Arm investment with US$231 million sale
    TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
    Wednesday 29 April 2026
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
    Wednesday 29 April 2026
    Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents
    On April 28, Nvidia introduced Nemotron 3 Nano Omni, a new open multimodal AI model designed to simplify the development of agent-based systems by combining vision, audio, and language...
    Wednesday 29 April 2026
    Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
    The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
    Tuesday 28 April 2026
    Nvidia signs record Bengaluru office lease as India AI push accelerates
    Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space,...
    Tuesday 28 April 2026
    Nanya breaks into Nvidia's AI memory ecosystem with LPDDR
    Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
    Tuesday 28 April 2026
    Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

    China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook