News tagged Nvidia at DIGITIMES

NEWS TAGGED NVIDIA

Thursday 27 August 2026

Nvidia's answer to custom silicon is the half of the market that will never build any

The sharpest question on Nvidia's second-quarter call came a Bank of America analyst, who noted that OpenAI and Anthropic - both major beneficiaries of Nvidia's ecosystem investment...

Thursday 27 August 2026

Nvidia caps its own growth at 70% because that is all the supply it can secure

Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...

Wednesday 26 August 2026

TSMC packaging shift could boost AMD CoWoS share and trim Nvidia's allocation

Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The...

Wednesday 26 August 2026

Hot Chips 2026: Nvidia pushes deeper into server CPUs with Vera

Nvidia used Hot Chips 2026 to disclose more details about Vera, its next-generation data-center CPU, as the company pushes deeper into the standalone server processor market long dominated...

Wednesday 26 August 2026

India's AI buildout accelerates as Vera Rubin demand meets data center expansion

India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...

Wednesday 26 August 2026

China GPU race, Part 2: Moore Threads, MetaX, Biren and Enflame pursue four formulas for breaking Nvidia's grip

Enflame's planned US$893 million STAR Market IPO, examined in Part 1 of this series, highlights both the opportunity and the financial strain facing China's emerging AI chip suppliers,...

Wednesday 26 August 2026

Nvidia unveils Jetson Orin Nano 2 for edge AI robots and drones

Nvidia has introduced Jetson Orin Nano 2, a compact robotics computer aimed at entry-level edge AI, with implications for developers building autonomous machines worldwide. The system...

Wednesday 26 August 2026

SK hynix adds second major customer as Nvidia misses Samsung's top five

SK hynix added a second customer accounting for more than 10% of revenue in the first half of 2026, while Nvidia remained outside Samsung Electronics' five largest customers, highlighting...

Tuesday 25 August 2026

Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3

Nvidia's Groq 3 ramp is adding meaningful 4nm volume to Samsung Electronics' foundry business, with monthly wafer input estimated at about 10,000 and expected to rise above 15,000...

Tuesday 25 August 2026

Nvidia and SK Hynix CPO strategies diverge as 3D optics look toward a post-2030 horizon

On August 20, SK Hynix's global research team published a paper in Nature Electronics detailing its co-packaged optics (CPO) development for high-performance computing (HPC)...

Tuesday 25 August 2026

Vera Rubin transition gap eases as ASIC, general servers rescue supply chain

As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...

Tuesday 25 August 2026

Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects

Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...

Tuesday 25 August 2026

Nvidia Groq 3 LPX enters full production for faster agentic AI inference

Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide...

Tuesday 25 August 2026

SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale

SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems...

Tuesday 25 August 2026

Nvidia memory demand widens the gap between SK Hynix and Samsung

Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...

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