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Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
Monday 2 March 2026
Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...
Monday 2 March 2026
Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Monday 2 March 2026
Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its...

Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Monday 2 March 2026
Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most...

Monday 2 March 2026
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
Monday 2 March 2026
Weekly news roundup: semiconductor power shifts and AI momentum
Below are the most-read DIGITIMES Asia stories from the week of Feb 3 - Mar 1, 2026.
Monday 2 March 2026
Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure
At Mobile World Congress (MWC), Nvidia said it and leading operators and infrastructure providers, including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia,...
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise,...

Monday 2 March 2026
Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...
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,...