Subject


Nvidia


2025-09-19

[News] Mega NVIDIA-Intel Deal: No Chipmaking Orders, Co-Developed Products Might Launch 2027–28

NVIDIA on Thursday stunned markets with a $5 billion investment in Intel and the announcement of a joint effort to develop chips for PCs and data centers—a striking vote of confidence in the struggling U.S. chipmaker, coming just weeks after Washington took a historic 10% federal stake. In additio...

2025-09-17

[News] NVIDIA RTX6000D Reportedly Fails to Gain Traction in China, Stock Surplus Looms

According to Reuters, sources note that demand for NVIDIA’s RTX6000D — the company’s newest AI chip aimed at the Chinese market — has been tepid, with some leading tech firms choosing not to place orders. Reuters adds that NVIDIA began shipping the RTX6000D this week. The reported situati...

2025-09-15

[News] Beijing Says NVIDIA Violated Anti-Monopoly Law, Potential Fines Up to 10% of China Sales

According to CNBC, China’s market regulator said Monday that a preliminary investigation found NVIDIA in violation of the country’s anti-monopoly law, adding that Beijing will continue its probe into the U.S. chipmaker. As Bloomberg indicates, China’s State Administration for Market Regulation...

2025-09-15

[News] NVIDIA May Be Among the First to Adopt TSMC A16 for 2028 Feynman Architecture

According to Commercial Times, sources say NVIDIA is weighing the adoption of TSMC’s most advanced process, the A16 — a 2nm-class node with backside power delivery slated for mass production in the second half of 2026. In 2026, alongside major smartphone makers adopting TSMC’s 2nm, AMD is set...

2025-09-11

[News] Kioxia Reportedly Eyes 2027 Launch for NVIDIA-Partnered AI SSDs with 100x Speed Boost

While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report h...

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