Subject


Nvidia


2025-09-24

[News] NVIDIA’s OpenAI Mega-Deal: AI Boom Proof or Customer Bailout Amid Antitrust and Conflict Concerns?

AI giants are joining forces, again. On September 22, OpenAI and NVIDIA unveiled a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for the ChatGPT maker’s next-gen AI infrastructure. NVIDIA plans to invest up to $100 billion in OpenAI as the new systems come online...

2025-09-24

[News] Taiwan-Backed Photonics Chip Startups Target Cloud Giants with 2026 Launch

As semiconductor leaders NVIDIA and TSMC accelerate their photonics and co-packaged optics initiatives, emerging chip companies Celestial and OpenLight are positioning themselves to launch their debut processors by late 2025 through 2026, according to EE Times. The report, citing senior executive...

2025-09-23

[News] China Reportedly Blocks NVIDIA RTX Pro 6000D; Samsung, SK hynix Impact Seen as Limited

According to Tom’s Hardware, citing Financial Times, China’s Cyberspace Administration (CAC) has reportedly barred major firms, including ByteDance and Alibaba, from purchasing NVIDIA’s RTX Pro 6000D.  As Chosun Biz highlights, the RTX Pro 6000D was designed specifically for the Chinese marke...

2025-09-22

[News] Samsung 12H HBM3e Reportedly Clears NVIDIA Tests After 18-Month Setback, HBM4 Reaches Final Phase

After a year and a half of setbacks, Samsung has finally closed the gap with other memory giants. Multiple South Korean outlets, including the Korean Economic Daily and Business Korea, report that the company has cleared NVIDIA’s quality validation for its 12-high HBM3e, following its development ...

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...

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