Jensen Huang on Tau (τ) Law: It poses no threat to TSMC as we’re 10 years ahead.
Google’s TPUs may receive an unprecedentedly large order from Anthropic.
NVIDIA: Anthropic and OpenAI pioneer the adoption of the New Vera chip.
INTEL launches its first data center CPU based on the INTEL 18A process: The Xeon 6+ Processor.
China pioneers AI multi-agent trusted communication experiment based on domestically produced quantum-resistant chip.
On suspicion of price and supply manipulation, South Korean prosecutors have launched a compulsory investigation into three semiconductor material suppliers: MK Electron, LT Metal, and Duksan Hi-Metal.
Storage market size is projected to surpass $1.28 trillion by 2027, with AI agents driving a new boom cycle. TrendForce
Jensen Huang stated bluntly that INTEL is a great partner.
VIS: Capacity falls short of demand and will discuss price adjustments with customers.
NVIDIA Vera Rubin has entered full production.
