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NEWS TAGGED NVIDIA
Wednesday 20 May 2026
Tech Forum 2026: AI server racks push liquid cooling into mainstream
META Green Cooling Technology (MGC) president Clyde Chu said Nvidia's chip roadmap shows that cooling requirements are doubling in less than a year, with the NVL72 rack based on the...
Wednesday 20 May 2026
Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

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.
Wednesday 20 May 2026
Commentary: Musk, Huang, and H200—Nvidia's last chip in China
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
Wednesday 20 May 2026
Sony, Nvidia, USC representatives discuss navigating the next wave of AI disruption
At the Plug and Play Silicon Valley May Summit 2026, industry leaders from Sony, Nvidia, and USC gathered to discuss the next phase of the AI revolution during the opening panel discussion,...
Tuesday 19 May 2026
Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand
Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware...
Tuesday 19 May 2026
AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...
Tuesday 19 May 2026
Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave
Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components,...
Tuesday 19 May 2026
Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
Monday 18 May 2026
Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
Monday 18 May 2026
Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...
Friday 15 May 2026
AI servers squeeze ODM margins as consignment gains traction
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
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...
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
Friday 15 May 2026
Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump
Auras Technology reported record first-quarter results and said it expects revenue and profit to grow quarter by quarter in 2026, dismissing market talk that a design tweak on Nvidia's...