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Mar 19

Analysis: GTC 2026 widens US-China AI compute gap

The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear vision for AI's future: a shift in focus from model and algorithm competition to competition over computing power, efficiency, and commercial deployment.

Nvidia elevates AI storage, putting NVMe SSD makers at the center

Mar 19

Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents

Mar 19

Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex

Mar 19

Column: OpenClaw pulls AI from cloud to the edge

Mar 19

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SERVER, IPC, CLOUD COMPUTING, IOTNvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal

Mar 20, 12:00

At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference capabilities into the Vera Rubin server stack. This move positions Nvidia to define foundational rules for agentic AI while effectively blocking ASIC competitors like Google from encroaching on its market.

AICommentary: Nvidia sees Groq as its next Mellanox

Mar 20, 11:54

Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first made the comparison during a late-February earnings call, and again in an interview following his keynote at GTC 2026 in March.

AISamsung signals AI memory shift with HBM showcase at 2026 shareholders meeting

Mar 20, 10:31

Samsung Electronics held its 57th annual shareholders meeting on March 18 in Suwon, South Korea, where it unveiled advanced memory products, including high-bandwidth memory (HBM), signaling a strategic push to strengthen its semiconductor competitiveness.

SERVER, IPC, CLOUD COMPUTING, IOTNvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal

Mar 20, 10:29

Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements to date, a company executive told Reuters.

ICT MANUFACTURINGAmazon founder reportedly eyeing US$100B AI fund to transform manufacturing

Mar 20, 10:29

Jeff Bezos is reportedly in early discussions to raise a US$100 billion investment fund aimed at acquiring and modernizing manufacturing companies with AI, according to The Wall Street Journal. The proposed vehicle—described as a "manufacturing transformation" fund—would target sectors such as semiconductors, aerospace, and defense, signaling a major push to bring AI-driven efficiencies into the industrial economy.

SERVER, IPC, CLOUD COMPUTING, IOTNvidia Vera Rubin servers to drive liquid cooling demand
Mar 20, 10:00

Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers estimate that compared with the GB-series design, where each compute tray is paired with two liquid cooling modules, the VR generation will require up to seven modules per tray, more than doubling demand.

SERVER, IPC, CLOUD COMPUTING, IOTSupermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China
Mar 20, 09:45

US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally divert billions of dollars worth of restricted AI technology to China.

AIAnalysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
Mar 20, 09:39

Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.

SERVER, IPC, CLOUD COMPUTING, IOTAlibaba outlines US$100 billion AI roadmap as cloud growth accelerates
Mar 20, 09:02

Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand for AI services continued to drive growth in its cloud business.

SERVER, IPC, CLOUD COMPUTING, IOTAlibaba's AI and cloud growth cushions slowing earnings but raises profit questions
Mar 20, 09:01

Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term profitability.

AIMicrosoft considers legal action over Amazon-OpenAI cloud deal
Mar 20, 08:06

Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive partnership with the ChatGPT creator, according to the Financial Times.

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