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Tuesday 27 October 2026
Nvidia's Berlin keynote highlights AI scaling challenges in Europe
Nvidia opened GTC 2026 in Berlin on October 21 with a keynote highlighting AI infrastructure, security architecture, and Physical AI, while a Greenpeace protest briefly interrupted...
Tuesday 27 October 2026
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26,...
Tuesday 27 October 2026
AWS, Google challenge CUDA as AMD, Intel cut AI switch costs
AWS has launched the open-source TorchNeuron tool, allowing developers to port PyTorch artificial intelligence (AI) applications to its custom Trainium chips without rewriting code...
Monday 26 October 2026
Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp
Following TSMC's third-quarter 2026 earnings call, DIGITIMES analyst Luke Lin provided in a podcast additional analysis of several details that received limited attention in market...
Sunday 25 October 2026
Nvidia unveils OOI CPO prototype for post-2028 AI needs
Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from...
Saturday 24 October 2026
Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open
Nvidia CEO Jensen Huang said the company did not expect memory supply to exceed demand in the coming years and remained open to working with China's ChangXin Memory Technologies (CXMT)...
Friday 23 October 2026
Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion
More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old...
Friday 23 October 2026
Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions
Israeli security firm Lava identified 32 Nvidia Blackwell Ultra B300 GPUs through monitoring endpoints linked to China Telecom, a state-owned carrier. The chips are barred from sale...
Friday 23 October 2026
Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...
Friday 23 October 2026
Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
Jensen Huang warns Europe risks falling further behind US, China in AI
Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany...
Friday 23 October 2026
Compal and Verda expand AI cloud infrastructure partnership
Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding...
Thursday 22 October 2026
Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days
Nvidia used its first GTC conference in Berlin to present a factory-style approach to AI, framing AI production as an industrial process. CEO Jensen Huang introduced the DSX full-stack...
Thursday 22 October 2026
Amazon spends US$220B on AI as power delays squeeze cash flow
Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...