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Wednesday 18 March 2026
GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
Wednesday 18 March 2026
GTC 2026: Nvidia charts optical-copper path
At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang...
Wednesday 18 March 2026
Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026
Analysis: Is Nvidia's Groq deal the endgame for AI chip startups?
At its 2026 GTC conference, Nvidia not only unveiled its Vera CPU but also officially launched the Groq 3 LPU chip, developed through a prior technology licensing arrangement with...
Wednesday 18 March 2026
Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
Wednesday 18 March 2026
Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand
Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...
Wednesday 18 March 2026
Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal
Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
Tuesday 17 March 2026
Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026,...
Tuesday 17 March 2026
Nvidia GTC 2026: NemoClaw adds security layer to OpenClaw AI agents

Nvidia has unveiled NemoClaw, an open-source stack aimed at turning the fast-growing OpenClaw ecosystem into a secure, enterprise-ready...

Tuesday 17 March 2026
Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
Tuesday 17 March 2026
Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
Tuesday 17 March 2026
Micron enters high-volume production of HBM4 and PCIe Gen6 SSDs for Nvidia platforms
At the Nvidia GTC 2026 conference, Micron Technology signaled a major push in the AI hardware race, announcing high-volume production of memory and storage components purpose-built...
Tuesday 17 March 2026
Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision
Samsung Electronics outlined the full range of AI computing technologies it will present at Nvidia GTC 2026 in San Jose, California, March 16-19, highlighting memory, logic, foundry,...
Tuesday 17 March 2026
Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...
Tuesday 17 March 2026
Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...