Amazon has placed an additional order for 2 million NVIDIA high-end AI GPUs.
Indian AMI has ordered 9,000 NVIDIA Rubin GPUs to build a 30MW computing cluster.
Anthropico has leased Nscale’s AI computing power for $45 billion.
Kioxia and SanDisk plan to invest $31 billion in Japan to expand their memory manufacturing plants.
Kioxia announced plans to invest over $31.36 billion over the next six years to expand its factories in Japan, including a $11.29 billion investment in a new Fab 3 plant in Kitakami.
Jensen Huang: Actual demand in fiscal year 2028 is far higher than the 70% revenue growth rate, but supply determines that we are confident in achieving the 70% growth rate.
Musk: Tesla’s AI5 chip has 2 to 3 times the performance per watt of NVIDIA’s chip, while costing only 10% of NVIDIA’s chip.
The supply and demand of MLCCs are tightening, distributor inventories have fallen to historic lows, and prices have risen by 7%. UBS
Qualcomm’s HBC architecture has received strong support from Samsung, SK Hynix and TSMC; the first generation of products is expected to ship in 2027.
