According to The Information, citing sources, Google has recently approached smaller cloud providers that primarily lease NVIDIA chips, urging them to also host its AI processors in their data centers. As the report notes, the goal may be to encourage adoption of Google’s TPUs, which might place G...

According to Chosun Daily, NVIDIA CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, Korea this October. Citing sources, the report says his participation has raised expectations for deeper U.S.–Korea semiconductor cooperation and underscores NVIDIA’s i...

As the battle for next-gen HBM intensifies, memory giants are gearing up for a surge in demand from NVIDIA’s Rubin. According to ZDNet, NVIDIA plans to complete HBM4 final qualification tests in Q1 2026. However, EE Times notes that with the U.S. chipmaker racing ahead on GPU development, standard...

While the public has growing concerns after NVIDIA’s earnings call on H20 related issues and the uncertainties in the Chinese market, CNBC, citing NVIDIA’s 10-Q filing, points out overly client concentration may be another problem. According to the report, two customers accounted for 39% of NVID...

Is NVIDIA’s record-breaking AI run starting to crack? Revenue jumped 56% to $46.7 billion in the quarter ending in July, but that was its slowest growth in over two years, Bloomberg and CNBC note. Analysts cited by the reports caution that cloud giants may be easing data center expansion, while Ch...