Singapore police said they busted a large ring that smuggled Nvidia GPUs to DeepSeek and arrested 9 people. DeepSeek initially disclosed a cost-to-profit margin of 545%, but actual revenue fell significantly. Looking at the full-year data, Nvidia revenue in fiscal 2025…
Nvidia three mysterious customers together contributed 34% of its revenue. Microsoft, Amazon and Nvidia urged the Trump administration to ease export controls on artificial intelligence chips. South Korea passed the K-Semiconductor Act to increase tax incentives for semiconductor companies. PsiQuantum…
Jensen Huang: Blackwell is in great demand because reasoning AI adds another law of scaling—the more compute used for training, the smarter the model; the more compute used for long-term thinking, the smarter the answer. Trump asks Apple to abandon…
Nvidia will release a driver update to fix the black screen issue on RTX 50 series graphics cards. videocardz reported. EU approves Nokia US$2.3 billion acquisition of Infinera. Arm has launched an edge AI computing platform based on the Armv9…
Jensen Huang: DeepSeek will not pose a threat and will boost demand for Nvidia’s AI chip Blackwell. Nvidia H20 orders from the Chinese market surged after the shock of DeepSeek passed. Chinese companies cut prices of 6-inch SiC wafers by…
Meta is reportedly investing $200 billion to build a new data center campus of unprecedented scale. Businesskorea: SK Hynix is about to complete the acquisition of Intel NAND and memory business. Supply Chain noted that following OpenAI and Meta, xAI began…
Nvidia is providing a networking plug-in called Spectrum-X Ethernet for Cisco AI servers to facilitate enterprise deployment of artificial intelligence systems. Kioxia and SanDisk have collaborated to develop 332-layer 3D NAND flash memory. Samsung recently signed a patent licensing agreement…
Apple vows to build AI servers in Houston and spend $500 Billion in U.S. over the next four years and open a factory in Texas to make the machines that power Apple push into artificial intelligence. Trump plans to impose a…
Taiwan: Has not yet received TSMC application to invest in Intel. Intel first two High NA EUV lithography machines went into production, producing 30,000 wafers in a single quarter. The reliability of the high numerical aperture (High NA) extreme ultraviolet…
Intel: Intel 18A is ready, offering 15% better performance per watt and 30% higher chip density. Goldman Sachs: The development of AI applications is accelerating, and edge computing has become the main force. Nvidia main testing partner KYEC is currently…