Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat...
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Even though Nvidia's GB200 chip is now delayed, liquid cooling will continue to be essential in future systems. As leak prevention becomes critical, sensors have emerged as vital...
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Data center leasing is emerging as a promising opportunity amid the rising demand for AI. Subsidiaries of the Hon Hai Technology Group (Foxconn) are gearing up to build advanced data...
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally...
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...
In a strategic pivot, Microsoft is set to acquire a substantial number of Nvidia's cutting-edge B100 GPUs in 2024, diverting from its earlier procurement of Nvidia's H100. This decision...
