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    NEWS TAGGED NVIDIA
    Saturday 28 February 2026
    Quanta posts record 2025 profit, eyes AI-led growth in 2026

    Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

    Friday 27 February 2026
    Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double
    US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...
    Friday 27 February 2026
    Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
    Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure...
    Friday 27 February 2026
    SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

    AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s...

    Thursday 26 February 2026
    Nvidia constrained in China as local AI players strengthen market position
    Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
    Thursday 26 February 2026
    Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
    OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...
    Thursday 26 February 2026
    US rushing to reshore semiconductor production
    The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...
    Thursday 26 February 2026
    DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
    DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
    Thursday 26 February 2026
    Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
    All eyes are on Jensen Huang ahead of the March 16–19 GTC conference. Nvidia's chief executive has promised to unveil a chip unlike anything the world has seen before —and...
    Thursday 26 February 2026
    Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
    Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...
    Thursday 26 February 2026
    Nvidia says space data centers are feasible but uneconomic for now
    At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...
    Thursday 26 February 2026
    Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
    At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
    Thursday 26 February 2026
    Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
    Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
    Thursday 26 February 2026
    Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
    Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...
    Thursday 26 February 2026
    Nvidia says AI monetization supports sustained CSP capex
    During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook