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28.08.26 - 06:36
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Nvidia′s upbeat outlook points to tighter AI supply chains ahead (Digitimes)
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Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's guidance points to continued price pressure and a broader buildout of infrastructure that will shape AI adoption across markets and industries....
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28.08.26 - 06:36
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Nvidia forms PAC to expand Washington lobbying (Digitimes)
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According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules that could affect businesses, workers, and consumers worldwide. The move underscores how major technology firms are preparing for a longer policy battle over AI, competition, and market access....
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28.08.26 - 05:06
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Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay (Digitimes)
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Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure and expand computing power. The results also signal a continued boost for Taiwan's suppliers as hyperscalers shift purchases from Blackwell to Blackwell Ultra and Vera Rubin....
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