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Nvidia acquires AI chip challenger Groq for $20B, report says
With Groq on its side, Nvidia is poised to become even more dominant in chip manufacturing....
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Nvidia to license AI chip challenger Groq’s tech and hire its CEO
With Groq on its side, Nvidia is poised to become even more dominant in chip manufacturing....
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China's premier GPU maker Biren kicks off Hong Kong IPO — GPU startups vying for Nvidia's crown race to fund AI chip development
Shanghai Biren Technology has begun bookbuilding for a Hong Kong initial public offering aimed at raising as much ad US$624 million as Chinese AI chipmakers acc...
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Rapidus explores panel-level packaging on glass substrates for next-generation processors — aggressive plan would help it leapfrog rivals
Rapidus plans to outline its early-stage work on panel-level packaging using 600 × 600 mm glass substrates at SEMICON Japan, highlighting an aggressive plan to...
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Racks of AI chips are too damn heavy
An aerial view of a 33 megawatt data center LOWER L with closed-loop cooling system, amid warehouses on October 20, 2025 in Vernon, California. | Image: Mario T...
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Nvidia reportedly weighs ramping up H200 production to meet surging demand in China
After successfully lobbying the Trump administration to approve the sales of its H200 chips to China, Nvidia is now thinking of adding capacity to produce more...
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Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift
Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply....
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China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment — Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms
China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Alth...
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Nvidia is reportedly testing tracking software as chip-smuggling rumors swirl
A new software option could make it possible to see the approximate location of some of Nvidia's AI chips....
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The Nvidia H200 export saga, as it happened — Beijing ponders response and buyers line up, while Blackwell remains locked behind restrictions
The U.S. government has formally approved the export of Nvidia’s high-performance H200 AI chips to China, reinstating access to a class of silicon previously ba...
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DeepSeek uses banned Nvidia chips for AI model, report says
Original is https://www.theinformation.com/articles/deepseek-using-banne... but hardwalled Comments URL: https://news.ycombinator.com/item?id=46219853 Points: 1...
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China holds 'emergency meetings' to discuss Nvidia H200 purchases following export rule change, report claims — ByteDance, Tencent, and Alibaba asked to assess demand
China convened emergency meetings with its largest technology companies on Wednesday to assess how many of Nvidia’s H200 accelerators they intend to buy....