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NEWS TAGGED NVIDIA
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing...
Wednesday 26 November 2025
Nvidia sparks AI data center power architecture revolution; Taiwan's top wire bonding firms poised to benefit
Nvidia will implement 800V infrastructure in its Vera Rubin platform by 2027, with Taiwanese firms leveraging EV expertise for AI servers, potentially boosting revenue in AI power...
Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints...
Wednesday 26 November 2025
Google steps up in ASIC war, but brings mixed implications for MediaTek and Broadcom
Google has been on a streak of breakthroughs in AI. Gemini 3 has been outperforming major AI models, while it has also received strong engineering feedback on Antigravity. Its already...
Wednesday 26 November 2025
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling...
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Tuesday 25 November 2025
Meta reportedly eyes Google TPU adoption, intensifying pressure on Nvidia
Meta is reportedly negotiating to adopt Google's tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026....
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...
Tuesday 25 November 2025
Nvidia casts doubts on OpenAI investment as big tech spreads risk
Nvidia disclosed in its latest earnings report that it cannot guarantee completion of a planned investment in OpenAI, a statement that immediately sparked debate across the tech and...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...
Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Nvidia’s AI lead looks secure for the next five years—bubble or not
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that...
Monday 24 November 2025
Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test
Doosan Electronic Business Group (Doosan Electro-Materials) is on track to become the exclusive supplier of copper-clad laminate (CCL) for Nvidia's next-generation AI chip, Rubin,...