Since the generative AI (GenAI) boom, Nvidia has leveraged its near-monopoly on AI GPUs to drive explosive profits, with free cash flow reaching US$96.5 billion in fiscal 2026. Coupled...
China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation...
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research...
In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...
Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...
The current lack of real-world physical data for humanoid robots means they still require substantial training costs. Recognizing this business opportunity, J-Mex, which specializes...
On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
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...
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...
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...
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,...
