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Thursday 25 September 2025
Alibaba Cloud, Nvidia join forces to speed physical AI applications

Alibaba Group kicked off its three-day Apsara Conference in Hangzhou by announcing a partnership between Alibaba Cloud and Nvidia in Physical...

Thursday 25 September 2025
Foxconn pulls ahead of Quanta and Wistron in Nvidia AI server race
Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia's next-generation AI servers, according to industry...
Thursday 25 September 2025
Commentary: Nvidia’s US$5B Intel deal revives memories of Microsoft’s 1997 Apple lifeline
In a move echoing one of the most famous tech partnerships in history, chip giant Nvidia has made a US$5 billion investment in rival Intel, sparking a debate over whether the struggling...
Thursday 25 September 2025
Nvidia says all customers remain priority despite US$100B OpenAI partnership

Nvidia and OpenAI have sealed a landmark strategic partnership worth as much as US$100 billion to jointly develop next-generation artificial...

Wednesday 24 September 2025
Commentary: Analyzing Nvidia's crisis defusing strategy amid the AI bubble storm
Nvidia's recent major investments have shocked the market. However, there are widespread views that both Nvidia and its CEO Jensen Huang find themselves at the "center of the AI bubble...
Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
Wednesday 24 September 2025
Nvidia's US$10B OpenAI bet underscores infrastructure's critical role in AI race, says Microsoft Taiwan
Nvidia's US$10 billion investment in OpenAI is sparking discussions about its impact on the AI industry. In response, Microsoft Taiwan general manager Sean Pien expressed a positive...
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking...
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...
Wednesday 24 September 2025
Why Intel's US$16 billion lifeline won't solve its foundry crisis?
Intel, once the uncontested leader in PC and server chips, faces a turning point. Delays in advanced process technology and rising competition from AMD and Arm-based architectures...
Tuesday 23 September 2025
Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
Tuesday 23 September 2025
Huawei declares supernode era to eclipse Nvidia within 2 years
At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's...
Tuesday 23 September 2025
Samsung races to supply Nvidia with HBM3E, WAT results crucial
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...
Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Tuesday 23 September 2025
Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...