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Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
Tuesday 11 August 2026
Nvidia taps Wall Street for US$500B AI infrastructure financing network

Nvidia is teaming up with six of the world's largest investment and financial groups to mobilize more than US$500 billion in third-party...

Tuesday 11 August 2026
Interview: Nvidia says networking is the core of AI computing as AI factories scale

Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads...

Tuesday 11 August 2026
Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown...

Monday 10 August 2026
Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck
Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...
Monday 10 August 2026
Nvidia reportedly weighs up to US$3B stake in Lancium

Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity...

Monday 10 August 2026
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president...

Saturday 8 August 2026
Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain
The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's...
Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...
Friday 7 August 2026
Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

Friday 7 August 2026
Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications...
Friday 7 August 2026
Nvidia denies report of seeking China AI-RAN partners for 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Thursday 6 August 2026
Anthropic builds in-house chip design team, signaling AI firms' turn to custom silicon

Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead...

Thursday 6 August 2026
Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
Thursday 6 August 2026
Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...