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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Taiwan's economy expanded 8.6% in 2025, marking its fastest economic growth in 15 years as the global artificial intelligence boom powered record tech exports. The island's Q4 GDP surged 12.68%, far exceeding forecasts, driven by robust global demand for AI chips and semiconductors from companies like Nvidia and Apple.

Business2 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Business2 sources

SpaceX files to launch 1 million satellites as orbital data centers for AI computing power

SpaceX has submitted an FCC filing requesting approval to launch up to one million solar-powered satellites that would function as orbital data centers for artificial intelligence. The proposal dwarfs the company's existing Starlink constellation of over 9,600 satellites and would dramatically increase the roughly 15,000 satellites currently orbiting Earth, raising concerns about space debris and orbital monopolization.

Technology30 sources

SpaceX files to launch 1 million satellites as orbital data centers for AI computing power

Technology30 sources

SK Hynix overtakes Samsung in annual profit as HBM dominance reshapes AI chip rivalry

SK Hynix achieved a historic milestone by surpassing Samsung Electronics in annual operating profit for the first time in 2025, posting 47.2 trillion won compared to Samsung's 43.6 trillion won. The shift reflects SK Hynix's commanding lead in high-bandwidth memory (HBM) chips critical for AI applications, though intensifying competition from Samsung and Micron in the HBM4 market could reshape the landscape.

Business2 sources

SK Hynix overtakes Samsung in annual profit as HBM dominance reshapes AI chip rivalry

Business2 sources

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

A US House committee chair alleges Nvidia provided extensive technical assistance to Chinese AI startup DeepSeek, helping achieve breakthrough training efficiency with just 2.788M H800 GPU hours. Documents suggest the AI models were later used by China's military, intensifying debate over US export controls and national security risks in the AI race with Beijing.

Policy6 sources

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

Policy6 sources

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Samsung Electronics reported a record-breaking fourth quarter with operating profit surging over 200% year-over-year to 20.1 trillion won ($14.03 billion). The South Korean tech giant's memory business hit all-time highs as artificial intelligence server demand created a global memory chip shortage, pushing prices higher. The company plans to begin mass shipments of next-generation HBM4 chips to customers including Nvidia next month.

Business7 sources

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Business7 sources

Dell Technologies and NVIDIA deploy India's largest AI factory with over 4,000 Blackwell GPUs

Dell Technologies is powering India's first and largest dedicated AI factory for NxtGen AI, featuring over 4,000 NVIDIA Blackwell GPUs. This initiative aims to significantly boost India's domestic AI computing capacity for enterprises, startups, and government programs within a sovereign cloud framework.

Technology3 sources

Dell Technologies and NVIDIA deploy India's largest AI factory with over 4,000 Blackwell GPUs

Technology3 sources

Nvidia considers Intel Foundry for Feynman AI chips as TSMC capacity constraints bite

Nvidia is reportedly exploring Intel Foundry to manufacture portions of its 2028 Feynman AI chips, using Intel's 18A or 14A process nodes for I/O dies and EMIB packaging technology. The move signals a strategic shift to diversify supply chain beyond TSMC, driven by capacity constraints and political pressure to boost US manufacturing.

Technology3 sources

Nvidia considers Intel Foundry for Feynman AI chips as TSMC capacity constraints bite

Technology3 sources

ASML's $250 Million EUV Machines Drive AI Chip Manufacturing for Nvidia and TSMC

ASML has become Europe's most valuable company through its monopoly on extreme ultraviolet lithography systems that cost $250 million each. These massive machines are essential for manufacturing the most advanced semiconductors powering the AI boom, with TSMC using them to produce chips for Nvidia and other tech giants.

Technology2 sources

ASML's $250 Million EUV Machines Drive AI Chip Manufacturing for Nvidia and TSMC

Technology2 sources

SK hynix commits $10 billion to new U.S. AI solutions company as record profits surge on memory boom

South Korean memory giant SK hynix is establishing a $10 billion AI solutions company in the U.S., restructuring its California-based Solidigm subsidiary in the process. The move comes as the chipmaker posts record quarterly profits, with operating income surging 137% year-over-year driven by explosive demand for high-bandwidth memory chips used in AI data centers.

Business15 sources

SK hynix commits $10 billion to new U.S. AI solutions company as record profits surge on memory boom

Business15 sources

Nvidia's H200 AI chip sales to China stalled by US security review despite initial approvals

China approved imports of Nvidia's H200 AI chips for ByteDance, Alibaba, and Tencent in January, totaling over 400,000 units. But nearly two months later, sales remain frozen as the US State Department pushes for tougher restrictions. Chinese customers aren't placing orders until licensing conditions become clear.

Policy18 sources

Nvidia's H200 AI chip sales to China stalled by US security review despite initial approvals

Policy18 sources

Chinese chipmaker Iluvatar CoreX unveils ambitious GPU roadmap targeting Nvidia's Rubin by 2027

Shanghai Iluvatar CoreX has revealed a four-generation GPU architecture roadmap aimed at competing with Nvidia's next-gen platforms. The Chinese chipmaker claims its current Tianshu architecture already outperforms Nvidia Hopper, while its 2027 Tianquan design targets surpassing Rubin. The announcement highlights China's aggressive push to develop domestic alternatives in AI chips amid ongoing trade restrictions.

Technology2 sources

Chinese chipmaker Iluvatar CoreX unveils ambitious GPU roadmap targeting Nvidia's Rubin by 2027

Technology2 sources

Oath Surgical partners with Nvidia AI to transform outpatient operating rooms with real-time intelligence

Oath Surgical announced a collaboration with Nvidia to integrate advanced AI technology into outpatient operating rooms through its OathOS platform. The health tech startup, backed by $35 million in funding, operates three AI-native surgical centers in Portland and partners with over 175 surgeons nationwide to deliver ambient clinical intelligence and agentic workflows that support surgeons from referral to recovery.

Technology2 sources

Oath Surgical partners with Nvidia AI to transform outpatient operating rooms with real-time intelligence

Technology2 sources

Saudi Arabia's The Line pivots from futuristic desert city to AI data center hub

Saudi Arabia is drastically downsizing its ambitious Neom megaproject, The Line, which was designed to house 9 million people across 170 kilometers. Crown Prince Mohammed bin Salman now plans to repurpose the site as an AI data center hub, leveraging Red Sea access for seawater cooling. The shift follows project delays, budget overruns, and financial constraints from declining oil revenues.

Business4 sources

Saudi Arabia's The Line pivots from futuristic desert city to AI data center hub

Business4 sources

Nvidia's Vera CPU enters data center battle as standalone chip to challenge Intel and AMD

Nvidia CEO Jensen Huang announced the company will sell its Vera CPU as a standalone infrastructure product for the first time, directly competing with AMD and Intel in the data center market. CoreWeave will be the first to deploy Vera CPUs following a $2 billion strategic investment from Nvidia, marking a major shift in the company's strategy from GPU-only supplier to full-system silicon provider.

Technology3 sources

Nvidia's Vera CPU enters data center battle as standalone chip to challenge Intel and AMD

Technology3 sources

Nvidia launches open AI weather models that beat Google DeepMind on 70+ forecast variables

Nvidia unveiled its Earth-2 suite of open-source AI weather models at the American Meteorological Society meeting in Houston. The flagship Earth-2 Medium Range model outperforms Google DeepMind's GenCast on more than 70 weather variables, delivering 15-day forecasts in minutes instead of hours. The release aims to democratize weather forecasting for governments, startups, and enterprises worldwide.

Technology7 sources

Nvidia launches open AI weather models that beat Google DeepMind on 70+ forecast variables

Technology7 sources

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