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Friday 3 October 2025
Nvidia's decades-long China strategy disrupted by deepening US-China tech rivalry
For years, Nvidia treated China as one of its most important growth markets, working closely with local partners to embed its GPUs into the country's AI ecosystem. From data centers...
Friday 3 October 2025
Intel courts billions from big tech and Musk
Intel's ambitious revival remains far from fully financed, even after securing investments from SoftBank, the US government, and Nvidia. Analysts estimate the chipmaker still needs...
Friday 3 October 2025
Alibaba backs Nvidia's physical AI stack to bridge virtual and real worlds
At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update,...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Wednesday 1 October 2025
CoreWeave inks US$14.2 billion AI cloud deal with Meta, signaling surge in AI infrastructure demand
CoreWeave, a cloud computing services provider, disclosed in a US Securities and Exchange Commission filing on September 25 that it has entered into a new order form with Meta Platforms...
Wednesday 1 October 2025
Cohere hits US$7 billion valuation, deepens AMD partnership
Canadian artificial intelligence startup Cohere has secured an additional US$100 million in funding, elevating its valuation to US$7 billion. The company also announced an expanded...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Tuesday 30 September 2025
Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia's strategic vision in detailed podcast interview
In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future...
Tuesday 30 September 2025
Innodisk subsidiary Aetina and South Korea's Mobilint sign MOU to accelerate edge AI commercialization
Aetina Corporation, a subsidiary of Innodisk, has signed a memorandum of understanding (MOU) with South Korean AI semiconductor company Mobilint, entering a strategic partnership...
Tuesday 30 September 2025
Non-China supply chain pushes 12-inch SiC into advanced packaging, but China stands to gain
The surge in AI chips fueling CoWoS packaging demand has put silicon carbide (SiC), a third-generation semiconductor, on the verge of entering this high-value arena. The shift is...
Tuesday 30 September 2025
Schneider Electric and Nvidia announce global partnership on AI data center infrastructure
Schneider Electric and Nvidia have announced a global strategic partnership to advance the development of infrastructure supporting artificial intelligence workloads. The collaboration...
Sunday 28 September 2025
Agility Robotics founder optimistic about Taiwan's role in key supply chains
Jonathan Hurst, co-founder of the US-based humanoid robotics startup Agility Robotics, recently made a brief visit to Taiwan. During his trip, he met with optical manufacturer Ability...
Sunday 28 September 2025
Commentary: OpenAI faces two major challenges after cash infusion
Following Nvidia’s plan to invest up to US$100 billion in OpenAI, six of the seven major US tech giants—excluding Tesla—have either partnered with or are potential...
Saturday 27 September 2025
Samsung breaks silence on 12-layer HBM3E validation
Samsung Electronics is expected to confirm by late September 2025 that its 12-layer fifth-generation high-bandwidth memory (HBM3E) has cleared customer validation, South Korean media...