Subject


Microsoft


NVIDIA Blackwell
2024-12-02

[News] Production Hurdles for GB200 Spark Rumors of Microsoft Cutting Orders

As demand for artificial intelligence continues to surge, the industry's appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdl...

2024-11-27

[News] Microsoft, HP, Dell Reportedly Stockpile China Parts Ahead of Expected Trump Tariff Hikes

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that Microsoft has instructed i...

2024-11-12

[News] Samsung Reportedly Starts Developing Custom HBM4 for Big CSPs, Eyeing Mass Production by 2025

As Samsung has implied earlier that it plans to collaborate with TSMC on HBM4, the memory giant seems to take a key step forward. A report by South Korean media outlet Maeli Business Newspaper discloses that the memory giant has already begun developing "Custom HBM4," a next-gen high-bandwidth memor...

2024-11-04

[News] Big Four CSPs Capital Expenditures Surge, Driving Demand for Taiwanese AI Supply Chain

The latest quarterly reports from the big four cloud service providers (CSPs) have been released in succession. According to a report from Commercial Times, not only has there been significant revenue growth, but capital expenditures for these CSPs have also surged compared to the same period last y...

2024-09-11

[News] NVIDIA Sued for Patent Infringement, Asked to Halt Sales of Blackwell Architecture GPUs

According to a report from The Register, DPU developer Xockets recently filed a lawsuit, accusing AI chip giant NVIDIA, Microsoft, and intellectual property risk management company RPX of colluding to avoid paying Xockets the fees it is owed, violating federal antitrust laws, and intentionally infri...

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