With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
The rapid rise of artificial intelligence (AI) has driven unprecedented demand for computing power, spotlighting next-generation AI servers. Among them, the Nvidia GB200 NVL72, powered...
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
SoftBank Group will be the first to build a supercomputer with chips using Nvidia's new Blackwell design, a demonstration of the Japanese company's ambitions to catch up on AI.
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
Micron Technology has announced that its 9550 PCIe Gen5 E1.S data center SSDs have been qualified for Nvidia's recommended vendor list (RVL) for the NVIDIA GB200 NVL72 system and...
Days after rumors of a strained relationship between Nvidia and TSMC regarding the delayed shipment of Blackwell chips, Nvidia CEO Jensen Huang clarified that the issue was "100%...
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
