Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...

With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.

Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models...

Nvidia is said to be making major changes to the shipment roadmap for its next-gen Blackwell chips.

The supply of Universal Quick Disconnects (UQD) for liquid cooling solutions has become tight, which may become the main bottleneck for AI server liquid cooling growth, according...

According to sources in the server supply chain, Nvidia will soon begin shipping its new B100 and B200 chips. Mass production of servers equipped with these Blackwell architecture...

South Korean and Taiwanese Copper Clad Laminate (CCL) suppliers are vying for AI server orders, which are growing in demand as AI continues to sweep the globe, according to industry...

In a strategic pivot, Microsoft is set to acquire a substantial number of Nvidia's cutting-edge B100 GPUs in 2024, diverting from its earlier procurement of Nvidia's H100. This decision...