News tagged Nvidia at DIGITIMES

NEWS TAGGED NVIDIA

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,...

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.

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