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Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
Jensen Huang warns Europe risks falling further behind US, China in AI
Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany...
Friday 23 October 2026
Compal and Verda expand AI cloud infrastructure partnership
Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding...
Thursday 22 October 2026
Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days
Nvidia used its first GTC conference in Berlin to present a factory-style approach to AI, framing AI production as an industrial process. CEO Jensen Huang introduced the DSX full-stack...
Thursday 22 October 2026
Amazon spends US$220B on AI as power delays squeeze cash flow
Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...
Thursday 22 October 2026
Nvidia becomes AI's central bank as cloud startups face mounting pressure
As Nvidia expands its chip business beyond technology giants into emerging AI markets such as new cloud providers, it has become a "central bank" helping these companies expand by...
Thursday 22 October 2026
Charts: Nvidia's China AI chip lead shrinks 80% as Huawei closes in
Nvidia's lead over Huawei in China's AI accelerator market has narrowed by 80% in a year, bringing CEO Jensen Huang's warnings about losing the country's US$50 billion AI chip market...
Thursday 22 October 2026
Nvidia's AI factory strategy points to a broader shift in computing, industry
Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an...
Thursday 22 October 2026
Nvidia lines up six suppliers to expand substrate, packaging, and testing capacity
Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet...
Thursday 22 October 2026
Samsung's Nvidia HBM bid raises four strategic concerns
Samsung Electronics is reportedly turning to TSMC's 3nm process to produce base dies for Nvidia's custom high-bandwidth memory (NVHBM), abandoning its long-standing turnkey integration...
Wednesday 21 October 2026
How ByteDance, Alibaba, Tencent are testing the boundaries of US AI chip restrictions
Chinese tech giants ByteDance, Alibaba, and Tencent have collectively ordered more than 3 million units of Nvidia's new RTX PRO 5500 graphics cards, representing a total value exceeding...
Wednesday 21 October 2026
Nvidia's Vera CPU signals a broader shift in AI infrastructure
Nvidia is positioning its Vera CPU as a central component of data-center infrastructure for agentic artificial intelligence, as multistep reasoning and tool calls increase demand for...
Tuesday 20 October 2026
Jensen Huang urges Germany to embrace physical AI at Berlin summit
German Chancellor Friedrich Merz and Nvidia CEO Jensen Huang urged German businesses to embrace AI at an industry summit in Berlin on October 19, aiming to revive the economy and modernize...
Tuesday 20 October 2026
DeepSeek-Huawei chip co-design could shift AI training away from Nvidia
DeepSeek is reportedly working closely with Huawei to influence the design of its future AI chips, a link reportedly closer than typical supplier-customer relationships. The collaboration...
Tuesday 20 October 2026
Nvidia says South Korea has Vera CPU customers, LG robot results ahead
Nvidia's South Korea representative said the company's Vera CPU already has customers in South Korea and that collaboration with LG Electronics on humanoid robots is expected to deliver...