Jensen Huang: The US four major cloud leaders (Amazon, Microsoft, Google, Meta) have purchased 3.6 million Blackwell chips in 2025.
Amazon cut prices to promote its own AI chip, Trainium, which has the same computing power as servers using Nvidia H100 chip but costs just a quarter of Nvidia price.
Nvidia is expected to launch an offensive in personal AI supercomputers, while MediaTek has the upper hand.
IBM is racing to develop new technologies to prevent AI from “jailbreaking”.
Taiyo Yuden completes new MLCC production building.
Broway: Verification of the co-packaged optical components will be completed in the second half of 2025, and mass production will begin in 2026.
South Korean information and communications technology (ICT) exports were valued at $16.71 billion in February, 2025.
Nvidia GTC surprises: Blackwell Ultra GPU, Rubin GPU, Quantum-X &
Spectrum-X (a series of optical communication applications), DGX Spark & DGX Station (two AI supercomputers), Isaac GR00T N1 (AI robots that can work autonomously).
The performance of the NVIDIA GB300 chip has jumped 1.5 times, expanding its presence in popular business opportunities such as AI reasoning, agent-based AI, and entity AI.
