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Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
Saturday 7 February 2026
Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
Saturday 7 February 2026
Nvidia CEO sees digital twins driving robot surge in next decade
Nvidia CEO Jensen Huang recently highlighted that the next ten years will mark a critical period of accelerated development for robotics technology. He stated that the key to deploying...
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Friday 6 February 2026
Nvidia delays new gaming GPU as AI boom strains memory supply

Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

Friday 6 February 2026
Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...
Friday 6 February 2026
Cerebras raises US$1 billion, valuation nearly triples in 6 months
AI chip startup Cerebras Systems has secured a US$1 billion funding round, boosting its valuation to US$23 billion. According to Reuters and Bloomberg, the latest...
Friday 6 February 2026
MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
Thursday 5 February 2026
Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
Thursday 5 February 2026
Amazon explores deeper OpenAI ties as AI competition intensifies

Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

Thursday 5 February 2026
AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as...

Wednesday 4 February 2026
Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
Wednesday 4 February 2026
Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
Wednesday 4 February 2026
Intel CEO unveils plans to enter GPU market dominated by Nvidia
Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
Wednesday 4 February 2026
Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round
Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...