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Friday 6 November 2026
US lawmakers request briefing with Nvidia's Jensen Huang on dealings with Megaspeed executive
Three US lawmakers asked Nvidia CEO Jensen Huang to attend a closed-door meeting to discuss his interactions with former Megaspeed executive Alice Huang. The request followed recent...
Friday 6 November 2026
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects...
Friday 6 November 2026
Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds
Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would...
Friday 6 November 2026
Nvidia reportedly buys glass substrate samples from Korea's JNTC
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec...
Friday 6 November 2026
US election backlash reshapes AI data center expansion strategies
Companies at the forefront of the AI infrastructure buildout in the US are taking different approaches following the results of this week's midterm elections, which saw a nationwide...
Friday 6 November 2026
Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to Reuters, highlighting the widening rift between US export controls and Beijing's drive for...
Friday 6 November 2026
Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
Friday 6 November 2026
Pluggable optical module forms diverge; rack design emerges as key variable
As switch chips move toward 400G per channel, the gold-finger connectors used in current pluggable modules are approaching their high-frequency limits. The pluggable optics camp introduced...
Friday 6 November 2026
Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion
UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers,...
Thursday 5 November 2026
Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing
Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia...
Thursday 5 November 2026
South Korea's Moreh claims AMD MI355X delivers over twice Nvidia B200's inference throughput
South Korean AI software developer Moreh says AMD Instinct MI355X GPUs running its inference software delivered more than twice the throughput of Nvidia B200 GPUs in company tests,...
Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Thursday 5 November 2026
AI doubts mount, but server supply chain still sees strong demand
As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Thursday 5 November 2026
Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration
As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs)...