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    NEWS TAGGED NVIDIA
    Tuesday 20 January 2026
    Musk’s gigawatt AI bet is accelerating the global compute arms race
    Elon Musk's xAI division has achieved a milestone by bringing online Colossus 2, the world's first gigawatt-scale artificial intelligence (AI) training cluster, a development praised...
    Monday 19 January 2026
    Tesla accelerates AI chip development even with safety and software challenges
    Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...
    Monday 19 January 2026
    Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
    The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
    Monday 19 January 2026
    OpenAI taps Cerebras for US$10 billion AI chip buildout
    OpenAI said it would partner with the artificial intelligence chip maker Cerebras to build 750 megawatts of ultra-low-latency AI computing capacity, a project that will come online...
    Monday 19 January 2026
    OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence
    OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance...
    Saturday 17 January 2026
    In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering

    In the inaugural episode of a new leadership podcast, Jensen Huang offers a strikingly unvarnished account of how Nvidia became one of...

    Friday 16 January 2026
    Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role
    US LiDAR company Aeva Technologies has been selected as a partner for Nvidia's next-generation autonomous driving platform, Drive AGX Hyperion, drawing attention to its integration...
    Friday 16 January 2026
    Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

    Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business...

    Friday 16 January 2026
    Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
    Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
    Thursday 15 January 2026
    China takes cautious stance on US H200 chip export, prioritizes local chipmakers
    The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with...
    Thursday 15 January 2026
    CES 2026 insights: Taiwan IC designers push beyond consumer markets
    The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
    Thursday 15 January 2026
    TSMC retains pricing power using Apple and AI dual structure
    Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
    Thursday 15 January 2026
    Samsung reportedly files new HBM trademarks as HBM4 advances
    Samsung Electronics has reportedly filed a series of new trademarks related to high bandwidth memory as it advances preparations for its sixth-generation HBM4 products.
    Thursday 15 January 2026
    TSMC Arizona yields depend on Taiwan's on-site experts
    TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires...
    Thursday 15 January 2026
    Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
    On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook