As NVIDIA takes center stage at GTC 2025, market concerns linger over topics like tariffs and Intel investment, which haven’t yet been directly addressed at the event. Here are CEO Jensen Huang’s comments on some of the hottest issues on Wednesday, alongside GB300, Rubin, and co-packaged silicon...

According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers instead of the more expensive NVIDIA solutions. As noted in the report, a long-time AWS cloud servic...

According to a TechNews report citing Tom’s Hardware, NVIDIA revealed updates to its data center roadmap for 2026 and 2027 at GTC 2025. The announcement outlined the planned configurations for the upcoming Rubin and Rubin Ultra. Here are some key details we currently know about them. First, the...

At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...

With NVIDIA unveiling its next-gen GB300 AI chip at GTC 2025, SK hynix stands to benefit as the exclusive supplier of 12H HBM3E for the Blackwell Ultra, according to South Korean media outlet Business Post. In addition, SK hynix could further strengthen its HBM lead, as the report suggests its HB...