Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in AI chips, according to industry sources.
Broadcom's stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming...
Long delivery times for cooling distribution units (CDU) are reportedly why increased production of GB200 server racks has been delayed from the first quarter of 2025 to the second...
Nvidia is reportedly forming a humanoid robot supply chain in Taiwan, targeting key machine tool manufacturers as partners and considering local assembly lines. However, existing...
Multiple delays in the production of Nvidia's flagship Thor smart driving chip have forced XPeng to reconsider its adoption for 2025 vehicle models. Wallstreetcn reports...
The US Department of Commerce's Bureau of Industry and Security (BIS) has expanded semiconductor export controls to include high bandwidth memory (HBM), a crucial component for artificial...
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
TSMC chairman C.C. Wei revealed that the "richest guy in the world"—widely believed to be Tesla CEO Elon Musk—shared his focus on developing multifunctional robots over...
Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to...
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
In response to the US export control regulations introduced on December 2, China's Ministry of Finance issued a notice on December 5 regarding government procurement standards and...
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
The newly released book, The Nvidia Way: Jensen Huang and the Making of a Tech Giant, reveals key insights into Nvidia's corporate culture. A notable aspect is CEO Jensen...
