The solid-state drive (SSD) production lines of Samsung, SK Hynix and Kioxia are all operating at full capacity, and delivery of some model orders has been scheduled for H2 2026.
SK Hynix said that the growth rate of HBM will exceed that of traditional DRAM; it is expected that the supply of HBM will remain tight in 2027.
At GTC 2025, Jensen Huang insisted that the AI boom was not a bubble and that he was venturing into various cutting-edge fields with new partners such as Uber, Palantir, and CrowdStrike.
Nvidia announced that the Equinox system will be equipped with 10,000 Blackwell architecture GPUs and is expected to be put into use in H1 2026.
Microsoft announced that it will be the first to provide computing services equipped with NVIDIA RTX Pro 6000 Blackwell Server Edition GPUs on the Azure cloud platform.
Europe is in talks with backers to set up a critical technologies fund with a target of $5.8 billion.
From assisted driving to driverless taxis, Mobileye has demonstrated its strength in technology and commercialization.
Chip startup Substrate secured $100 million in funding and planed to build a wafer fab in US.
The cost of Musk’s political involvement: Tesla US car sales fell by more than 1 million.
