News tagged Nvidia at DIGITIMES

NEWS TAGGED NVIDIA

Tuesday 3 February 2026

Nvidia CEO to attend Dassault Systèmes and Cisco summits

Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...

Tuesday 3 February 2026

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

Tuesday 3 February 2026

SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin

SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...

Tuesday 3 February 2026

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...

Tuesday 3 February 2026

OpenAI's inference push puts all eyes on Nvidia's AI chip strategy

OpenAI has been exploring alternatives to some of Nvidia's latest artificial intelligence chips, particularly for AI inference workloads. This exemplifies the intensifying competition...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management

AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...

Monday 2 February 2026

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...

Monday 2 February 2026

Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier

Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...

Monday 2 February 2026

Weekly news roundup: Diversification, memory power, capacity politics

Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.

Monday 2 February 2026

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...

Monday 2 February 2026

Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.

Monday 2 February 2026

Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes

With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...

Monday 2 February 2026

Micron ramps global memory investments as Nvidia prepares HBM4 rollout

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

Saturday 31 January 2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

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