Subject


Nvidia


2025-10-07

[News] China’s GPU Trio Rise as NVIDIA Retreats — Decoding Moore Threads, MetaX, and Cambricon

As South China Morning Post reported, NVIDIA CEO Jensen Huang recently spotlighted China’s chipmaking progress and manufacturing muscle, noting the country is merely “nanoseconds behind” the U.S. He also acknowledged in May that, amid U.S. export restrictions, NVIDIA’s share in China has sli...

2025-10-03

[News] Fujitsu and NVIDIA to Co-Develop AI Chip by 2030, Powering Supercomputers and Robotics

According to Nikkei, Fujitsu and NVIDIA plan to co-develop an energy-efficient AI chip by 2030, expanding their collaboration to serve Japan’s data center, robotics, and other industries. The companies did not disclose the scale of the investment, the report notes. As the report further explains,...

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...

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