Latest News Analysis
China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market
Premium Nvidia's market share in the Chinese data center market has shrunk, with a wealth of options coming from Huawei, Cambricon and more, bringing their total share up to 41%.
Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in
Premium Nvidia has announced that it has invested $2 billion in Marvell and entered a partnership through NVLink Fusion.
The global helium shortage is a direct threat to the chipmaking supply chain
Premium Some industry analysts expect it will take Qatar around five years to regain lost capacity.
Analyzing Elon Musk's TeraFab — A step towards Tesla and SpaceX's partial vertical integration, or an unattainable dream?
Premium Raising trillions of dollars and building 150+ fabs in a few years?
US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal
Premium They don't believe CEO Jensen Huang's claims, either.
The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion
Premium Yih-Shyan 'Wally' Liaw has since been ousted from the board, while the company's share price crashed.
Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding
Premium The Pentagon intends to designate Palantir's Maven Smart System as an official program of record, locking in multi-year funding for the AI-enabled targeting platform.
How Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform
Premium Nvidia unveiled the Groq 3 language processing unit at GTC 2026 in San Jose on Monday, marking the first chip to emerge from its $20 billion licensing and talent deal with Groq.
With H200s set to flow into China, Groq is reportedly set to follow soon after
Premium According to a new report, Nvidia's Groq inferencing chips are set to head to China for export, following approval of its H200 AI accelerators.
Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory supercomputer
Premium Nvidia announced seven chips in full production at GTC 2026 on Monday, composing the Vera Rubin platform that the company intends to ship in the second half of this year.