Subject


Nvidia


2025-07-21

[News] Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200 NVL72 Throughput

Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic Daily News. As highlighted by Tom’s Hardware, the CloudMatrix 384 is a rack-scale AI system compo...

2025-07-17

[News] NVIDIA Reportedly to Procure Up to 800,000 SOCAMM Modules in 2025 for AI Product

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

2025-07-16

[News] NVIDIA H20 Sales Restart Sparks Buzz: Likely Inventory Sell-Off; New Blackwell GPU for China Expected

With the U.S. approving NVIDIA’s return to H20 sales in China, chatter among Chinese distributors is picking up. According to Cailian Press, the move mainly clears out existing H20 stock and won’t affect the launch of newer Blackwell-based GPUs in the second half of 2025. Meanwhile, Reuters r...

2025-07-15

[News] NVIDIA’s China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg. Notably, as per South Korean media outlet B...

2025-07-07

[News] NVIDIA Reportedly Plans Billion-Dollar Campus in Israel, Set to Be the Country’s Largest

According to Israeli media outlet CTech, NVIDIA is seeking to acquire land in northern Israel for the development of a large-scale campus. The total investment—including land and construction—is expected to reach several billion dollars. If the plan moves forward, the site could become Israel’...

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