As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and SK hynix is drawing intense market attention. According to Yonhap News and Hankyung, Samsung is poised to become the world’s first company to mass-p...

NVIDIA may delay the launch of its next gaming GPU as memory supplies remain tight. According to The Information, sources say the company does not plan to release a new graphics chip for gaming this year, as a deepening global memory shortage is pushing NVIDIA to prioritize its limited memory capaci...

As AI workloads increasingly shift toward inference, OpenAI may be reassessing its satisfaction with NVIDIA’s chips. According to Reuters, sources say OpenAI believes NVIDIA’s latest AI processors may not fully meet its requirements and has been exploring alternative options since last year. Ope...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...

As market buzz suggests DeepSeek plans to unveil its next-generation AI model over the Lunar New Year holiday, China has reportedly given the leading startup conditional approval to acquire NVIDIA’s H200 AI chips, though the regulatory terms are still being finalized, Reuters reports. DeepSeek ...