In 2025, NVIDIA anticipates a shift in AI development from training to inference, with strong growth prospects for AI-driven innovations in autonomous vehicles, drones, and robotics that provide servi...
NVIDIA’s grand annual event GTC (GPU Technology Conference) is convened from March 17th to 21st 2025, and probes into topics including (1) Science and Computing: exploration of life sciences, climate...
1. GB300: Architectural Updates 2. Major Power Supply Upgrade for GB300 3. CPO Receiving Attention 4. Refined Thermal Architecture 5. GB Shipments and CapEx Forecast for CSPs 6. TRI’s View
"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
"TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstr...
As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...
TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI serve...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...
TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a...
Global market intelligence firm TrendForce reports that the arrival of NVIDIA’s H series in 4Q24 spurred enterprise SSD orders...
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US a...
