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Thursday 13 August 2026
China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

Thursday 13 August 2026
Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and...

Thursday 13 August 2026
Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack
Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical...
Thursday 13 August 2026
Nvidia's compute financing push signals a new phase for AI spending
Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...
Thursday 13 August 2026
Nvidia seeks to ease credit risk concerns over US$500B AI financing plan

Nvidia CEO Jensen Huang has sought to reassure investors over the chipmaker's exposure to a newly announced initiative designed to...

Thursday 13 August 2026
409.6T switches could push industry toward CPO, Arista says
Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics...
Thursday 13 August 2026
Naver backs Anthropic in broader AI push

Naver has reportedly invested in US artificial intelligence developer Anthropic, adding another global AI company to a widening network...

Wednesday 12 August 2026
OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

Wednesday 12 August 2026
Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant...

Wednesday 12 August 2026
OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...
Wednesday 12 August 2026
IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that...

Wednesday 12 August 2026
CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
Wednesday 12 August 2026
Nvidia denies Rubin Ultra downgrade, cites flexible SKUs

Amid a swirl of rumors that Nvidia chip upgrades were being cut, scaled back, or delayed, the company has again pushed back on similar...

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...