News tagged GPU at DIGITIMES

NEWS TAGGED GPU

Friday 28 November 2025

Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost

To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This...

Friday 28 November 2025

Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025

Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers

Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...

Thursday 27 November 2025

Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers

Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs...

Thursday 27 November 2025

Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives

Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...

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...

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...

Sunday 23 November 2025

Chunghwa Telecom and NTT showcase cross-border distributed AI data center in Tokyo

Chunghwa Telecom (CHT), Japan's Nippon Telegraph and Telephone Corporation (NTT), Taiwan-based Accton, and its subsidiary Edgecore Networks...

Friday 21 November 2025

Debate over AI GPU lifespan intensifies amid bubble concerns

The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts...

Thursday 20 November 2025

xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia

xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national...

Thursday 20 November 2025

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...

Thursday 20 November 2025

DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply

DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...

Wednesday 19 November 2025

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...

Wednesday 19 November 2025

AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth

AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

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Dec 19, 08:00

DBS and Ant International expand payment network to 150 million merchants across 100 countries

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