Subject


Nvidia


2025-10-29

[News] NVIDIA Dismisses AI Bubble Concerns, Reportedly Projects $500B in GPU Sales from Blackwell and Rubin

At NVIDIA’s first-ever Washington GTC from October 27-29, CEO Jensen Huang pushed back against AI bubble concerns while unveiling the next-generation Vera Rubin superchip. According to CNBC, he projected combined GPU revenue of $500 billion from the Blackwell lineup and next year’s Rubin release...

2025-10-28

[News] NVIDIA May Be TSMC’s Only A16 Customer So Far While Apple Reportedly Yet to Start Talks

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, NVIDIA ...

2025-10-24

[News] NVIDIA’s Rival Axelera Unveils Europa AI Chip

On October 21, 2025, Axelera® AI (Eindhoven, the Netherlands) announced the launch of its latest AI Processing Unit (AIPU), Europa, marking a new milestone in performance and cost efficiency for multi-user generative AI and computer vision applications. Engineered to deliver exceptional compute ...

2025-10-15

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...

2025-10-14

[News] NVIDIA Expands AI Networking Push as Oracle and Meta Adopt Spectrum-X and OCP Technologies

According to Mydrivers, NVIDIA announced that Meta and Oracle will upgrade their AI data center networks using NVIDIA Spectrum-X Ethernet adapters and switches. Meta will integrate the Spectrum-X Ethernet switch into its Facebook Open Switching System (FBOSS) network infrastructure—a software plat...

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