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Wednesday 1 April 2026
Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus
Fujitsu plans to develop a 1.4nm artificial intelligence (AI) chip and outsource its production to Rapidus in Japan, according to Nikkei. The chip is designed for use in servers...
Wednesday 1 April 2026
Nvidia's 800V-to-12V push faces industry skepticism
Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage...
Wednesday 1 April 2026
Nvidia moves beyond GPUs with three-system push to own the AI stack
At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend...
Wednesday 1 April 2026
Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...
Wednesday 1 April 2026
Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
Tuesday 31 March 2026
Jensen Huang unpacks what's behind TSMC's staying power
Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks,...
Tuesday 31 March 2026
Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
Tuesday 31 March 2026
Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
Monday 30 March 2026
Samsung reportedly aims to begin silicon photonics mass production in 2028
Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...
Monday 30 March 2026
Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
Friday 27 March 2026
Nvidia says quantum computing will not replace GPUs
Nvidia said quantum computing will complement rather than replace GPUs, even as Taiwan accelerates investment in quantum technology. Speaking at an industry event, the company said...
Thursday 26 March 2026
Dell sees stronger AI demand boosting early PC orders despite memory price hikes
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...
Thursday 26 March 2026
Nvidia and SLB expand AI infrastructure collaboration with global implications
SLB and Nvidia expanded a technology collaboration to design and deploy modular AI infrastructure and domain-specific models for the energy industry, promising faster deployment, lower...
Thursday 26 March 2026
Nvidia and Google predict 'Q-Day' at first AI Expo quantum forum
Academic and industry experts from Nvidia and Google predicted an upcoming "Q-Day", the day when quantum computing is advanced enough to break current levels of encryption and crack...
Thursday 26 March 2026
Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers
Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra...