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Thursday 9 October 2025
Nvidia's Taiwan headquarters plan hits land hurdles, but government pledges support

Taiwan's Ministry of Economic Affairs (MOEA) has reaffirmed its full support for Nvidia's plan to establish its first overseas headquarters...

Thursday 9 October 2025
Nvidia rival reportedly plans US$1.3B investment and new research hub in India
Graphcore, a British semiconductor company owned by Japan's SoftBank Group, is reportedly preparing to announce a GBP1 billion (US$1.3 billion) investment package in India, including...
Thursday 9 October 2025
China's humanoid robot industry grows, but core processors remain foreign-controlled
As the US-China tech rivalry intensifies, China has ramped up its robot+ strategy in recent years, targeting humanoid robots as a next-generation strategic technology. However, behind...
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion
Elon Musk's artificial intelligence (AI) startup, xAI, is reportedly seeking to raise up to US$20 billion in a new funding round that includes an equity investment from Nvidia, according...
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Tuesday 7 October 2025
Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm...
Tuesday 7 October 2025
Moonlake AI raises US$28 million in Nvidia-led seed round to advance AI-driven simulation
US-based startup Moonlake AI has secured US$28 million in a seed funding round led by Nvidia's NVentures, with participation from angel investors including YouTube co-founder Steve...
Tuesday 7 October 2025
US AI ambitions face blue-collar worker crisis
As the Trump administration enlists tech giants OpenAI, Oracle Corp., and Nvidia Corporation to develop AI infrastructure through Stargate data centers, concerns grow over labor shortages...
Tuesday 7 October 2025
Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron
Below are the most-read DIGITIMES Asia stories from the week of September 29–October 5.
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...