CONNECT WITH US
NEWS TAGGED NVIDIA
Thursday 5 March 2026
AWS Middle East data centers hit by drones; Nvidia, Google adjust operations
Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...
Thursday 5 March 2026
TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...
Thursday 5 March 2026
Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...
Thursday 5 March 2026
Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

Thursday 5 March 2026
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

Wednesday 4 March 2026
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
Wednesday 4 March 2026
Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
Tuesday 3 March 2026
AI RAN prototypes promise uplink gains as vendors prepare MWC 2026
Keysight Technologies and MediaTek said they have jointly developed an AI-driven radio access network technology aimed at improving uplink performance and will debut a validated prototype...
Tuesday 3 March 2026
MediaTek invests US$90M in SiPh startup Ayar Labs
MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
Tuesday 3 March 2026
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Tuesday 3 March 2026
Nvidia invests in Lumentum to advance AI optics technology
Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
Monday 2 March 2026
Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...