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Friday 29 August 2025
Nvidia to face trial in November over Valeo trade secret claims, US judge rules
A federal judge in California has ruled that Nvidia must stand trial in November over allegations it benefited from trade secrets taken from French auto supplier Valeo, Bloomberg...
Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
Nvidia and Google cash in on AI inference as AMD racks up losses
Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...
Thursday 28 August 2025
US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table
The Trump administration's move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns...
Thursday 28 August 2025
CoWoP packaging takes on TSMC’s CoWoS, pressures CoPoS in AI chips
Advanced packaging technologies are evolving at breakneck speed, with attention now shifting beyond wafer-level processes to panel and printed circuit board (PCB) platforms. A new...
Thursday 28 August 2025
Microsoft, Nvidia, and OpenAI warn AI training workloads may destabilize power grids
Microsoft., Nvidia, and OpenAI have released a report highlighting the risks that power consumption fluctuations during artificial intelligence (AI) training could pose to electrical...
Thursday 28 August 2025
Broadcom's 'open philosophy' tested: VMware-Nvidia alliance contrasts with chip rivalry
Broadcom, the ASIC powerhouse often cast as Nvidia NVLink's chief rival, hosted the VMware Explore conference in the US this week.
Thursday 28 August 2025
Nvidia warns on China H20 sales, clarifies Singapore billing
Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Thursday 28 August 2025
Samsung’s hush on HBM4 fuels doubts over Nvidia supply readiness
South Korean media report that Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) has cleared Nvidia's preliminary tests and could enter pre-production (PP) by late...
Thursday 28 August 2025
China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the...
Wednesday 27 August 2025
Rebellions unveils chiplet AI accelerator to challenge Nvidia in hyperscale market
Korea-based Rebellions unveiled its next-generation AI accelerator, REBEL-Quad, at the Hot Chips 2025 symposium in California, positioning itself as a direct rival to Nvidia's Blackwell...
Wednesday 27 August 2025
Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk
Nvidia's new advanced packaging technology, Chip-on-Wafer-on-Platform (CoWoP), has moved into testing with engineering samples of its base printed circuit boards (PCBs) under verification...