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    NEWS TAGGED NVIDIA
    Saturday 23 May 2026
    Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
    Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...
    Saturday 23 May 2026
    Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
    Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
    Friday 22 May 2026
    Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

    Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two...

    Friday 22 May 2026
    Amkor expands Arizona semiconductor packaging campus with additional 67 acres

    Amkor Technology today reaffirmed its commitment to strengthening advanced semiconductor packaging and test capabilities in the US through...

    Friday 22 May 2026
    Nvidia's rapid AI iteration cycle strains supply chain partners
    Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...
    Friday 22 May 2026
    Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens
    Nvidia has positioned its specialized LPX accelerator as a niche product designed specifically for low-latency, high-speed token generation rather than broad-market enterprise workloads...
    Thursday 21 May 2026
    Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
    Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President...
    Thursday 21 May 2026
    How Nvidia plans to sell Vera CPUs: Four deployment models explained
    Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the...
    Thursday 21 May 2026
    Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
    Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
    Thursday 21 May 2026
    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...
    Thursday 21 May 2026
    From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis
    Philip Johnston, co-founder and CEO of Starcloud, opened the second day of the Plug and Play Silicon Valley May Summit in Sunnyvale with a proposition that would have sounded implausible...
    Thursday 21 May 2026
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
    Thursday 21 May 2026
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
    Thursday 21 May 2026
    FII challenges Broadcom and Nvidia as CPO race shifts to system integration
    As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...
    Thursday 21 May 2026
    Nvidia revenue surges 85% as data center sales jump 92%
    May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook