News tagged GPU at DIGITIMES

NEWS TAGGED GPU

Friday 20 March 2026

Lumotive makes optical breakthrough, targets 10,000-port data centers

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

Friday 20 March 2026

Nvidia and AWS strike massive GPU supply deal through 2027

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

Friday 20 March 2026

Commentary: Nvidia sees Groq as its next Mellanox

Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first...

Thursday 19 March 2026

Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era

The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...

Thursday 19 March 2026

Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents

As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...

Thursday 19 March 2026

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.

Thursday 19 March 2026

AMD deepens ties with Naver in bid to expand AI infrastructure

Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...

Thursday 19 March 2026

Column: Cheap tokens are masking an expensive problem

The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.

Wednesday 18 March 2026

AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next

AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...

Wednesday 18 March 2026

Nvidia 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

iCatch Launches PAISB Sensor Bridge Platform for NVIDIA Holoscan Ecosystem

iCatch Technology, a leading provider of AI imaging SoCs and vision processing solutions, today introduced PAISB (Physical AI Sensor Bridge), an HSB-aligned ASIC sensor...

Tuesday 17 March 2026

MSI to increase gaming product prices by up to 30% as memory costs spike

With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...

Tuesday 17 March 2026

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

Monday 16 March 2026

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...

Thursday 12 March 2026

Nvidia expands GPU market share as AIB shipments rise despite increased costs

Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook