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Friday 19 December 2025
Commentary: Why China's GPU start-ups command billion-dollar valuations despite losses
China's GPU start-ups are back at the center of a capital-market frenzy. Following Moore Threads, five-year-old MetaX has listed on Shanghai's STAR Market, with its shares surging...
Friday 19 December 2025
Nvidia doubles down on open-source AI to cement GPU dominance amid rivals' retreat
On December 15, 2025, US time, Nvidia announced the acquisition of open-source scheduling software company SchedMD and introduced Nemotron 3, a new series of open-source large language...
Thursday 18 December 2025
China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...
Wednesday 17 December 2025
Samsung Foundry reportedly wins Intel 8nm order after Nvidia
Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
Energy efficiency: The new battleground for AI servers
AI is inevitably driving innovation in global server architecture. AI servers differ significantly from traditional servers in design philosophy and operational mode. This reflects...
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...
Monday 15 December 2025
Inventec wins Datasection server deal to supply first B300 AI supercluster
Japanese software service provider Datasection has signed an agreement with Inventec to purchase 1,250 servers equipped with 10,000 Nvidia B300 GPUs. The company plans to build a...
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...
Friday 12 December 2025
AI hardware landscape shifts from GPUs to NPUs as edge computing gains ground
As artificial intelligence (AI) transitions from cloud-centric operations to edge devices, the hardware that powers AI is undergoing significant change. While graphics processing...
Thursday 11 December 2025
Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case
Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture...
Wednesday 10 December 2025
Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters...

Wednesday 10 December 2025
Google TPU stays strong, Inventec confident for 2026 server outlook
ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec,...
Wednesday 10 December 2025
TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...