Subject


Nvidia


2024-12-30

[News] AI Chip Firm Cambricon Poised as China’s Top Stock of 2024 with Nearly 400% Surge, Surpassing NVIDIA

As 2024 draws to a close, it may be surprising to learn one of the stocks that has been surging the most throughout the year. According to Bloomberg, shares of China’s domestic AI chip company, Cambricon Technologies, have soared by 383% in 2024, outperforming U.S. AI accelerator giant NVIDIA and ...

2024-12-27

[News] NVIDIA Supplier Advantest: AI Phones May Sustain Chip Industry amid Declining Data Center Investment

According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be l...

2024-12-23

[News] Foxconn Reportedly Secures the Lion’s Share for NVIDIA’s GB300, with New Products Set to Debut in 1H25

As NVIDIA is gradually ramping up AI servers based on the B200 and GB200 platforms, the U.S. chip giant is expected to unveil its next-gen GB300 AI server product line at the GTC conference in March, 2025. According to a report from the Economic Daily News, NVIDIA has preliminarily finalized the ord...

2024-12-20

[News] NVIDIA Reportedly Asks Super Micro to Investigate AI Chips Acquired by China Following U.S. Demand

According to a report from Reuters, citing The Information, the U.S. Department of Commerce has recently requested NVIDIA to investigate how its AI chips ended up in China over the past year. This request comes as part of ongoing efforts to enforce export control regulations and address potential un...

2024-12-19

[News] NVIDIA and TSMC Showcase Silicon Photonics Innovations as Samsung Speeds up Development

Leading GPU manufacturer NVIDIA recently unveiled its vision for future AI chip designs featuring silicon photonics at the IEDM 2024 conference. According to a report from Business Korea, NVIDIA highlighted the potential of silicon photonics for chip-to-chip connections within AI data centers, drawi...

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