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Friday 2 October 2026
Inside Volantis's photonic bid to break AI's memory wall after US$88 million raise
Semiconductor startup Volantis has raised US$88 million in Series A funding to develop an AI inference architecture that uses photonic interconnect technology to address memory bottlenecks...
Friday 2 October 2026
Amazon weighs US$8B chip sale-leaseback to support credit rating
Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and...
Friday 2 October 2026
Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra
Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for...
Friday 2 October 2026
California tech exec arrested in US$300M Nvidia AI server smuggling case
US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia...
Friday 2 October 2026
AMD bets on AI demand by buying World Labs
Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market...
Friday 2 October 2026
China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions...
Friday 2 October 2026
Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li's World Labs
Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as...
Friday 2 October 2026
A look at the startup winning Nvidia, Intel backing for AI scale-up optics
Silicon Valley data center optical interconnect startup CScale emerged from stealth on September 30 after raising US$145 million in a Series C funding round backed by Nvidia and Intel...
Thursday 1 October 2026
Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman
Huawei rotating chairman Eric Xu said the company's Ascend AI accelerators have surpassed Nvidia in both sales and market share in China, highlighting how US export controls on advanced...
Thursday 1 October 2026
Focus: The hidden price of Nvidia's AI agent security play
Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs...
Thursday 1 October 2026
Nvidia ties AI agent security to BlueField-4, Vera CPU
Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests...
Thursday 1 October 2026
Jensen Huang wins Van Fleet Award as Nvidia, South Korea trio reunites
Nvidia CEO Jensen Huang attended the Korea Society's annual dinner in New York on September 28 local time and received the 2026 Van Fleet Award, with Samsung Electronics Chairman Lee...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Thursday 1 October 2026
Nvidia pushes full-stack AI agent security as OpenAI sits out partner roster
Amid growing concerns over increasingly autonomous AI systems, Nvidia CEO Jensen Huang has repeatedly argued that AI agent jailbreaks are fundamentally an "engineering problem" that...
Wednesday 30 September 2026
Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use
Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google to stop them from allegedly using the company's patented high-bandwidth memory...