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Mar 20, 12:42
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny.
The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first self-developed sensor chip. Partnering with strategic collaborator Gkuvision, an imaging solution provider, HiSilicon launched the new generation sports camera "Xiaotu S7PRO MAX" equipped with its proprietary sensor.
Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as the only commercial producer of separated HRE oxides outside China, developments that could affect global supply chains for high-performance magnets and advanced technologies.
OpenAI is planning to launch a "super app" combining its ChatGPT app, browser Atlas, and coding platform Codex, according to the Wall Street Journal. The strategic shift comes as the company faces competition from rival Anthropic in capturing the enterprise and engineering market.
Nvidia 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.
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.
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.

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.

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.

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.
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.
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.