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02.10.26 - 07:06
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AMD bets on AI demand by buying World Labs (Digitimes)
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Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market for training and running AI models, old rival Nvidia still holds the upper hand....
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02.10.26 - 06:06
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China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed (Digitimes)
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A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions involved 32 Asus servers equipped with B300 chips, highlighting how US export controls face circumvention risks through finance and supply-chain channels....
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02.10.26 - 05:07
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Micron eyes NVHBM profits with TSMC custom HBM push (Digitimes)
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Micron is using an externally manufactured base die in NVHBM, a custom high-bandwidth memory (HBM) product it is co-developing with Nvidia, as the company bets that customization can unlock added value even when manufacturing is outsourced. The move underscores how HBM competition is expanding beyond memory stacks into logic circuitry and system integration....
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02.10.26 - 02:07
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Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li′s World Labs (Digitimes)
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Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as a dedicated frontier research organization for large language models (LLMs) and spatial intelligence, with founder Fei-Fei Li joining AMD as executive vice president and chief scientist, reporting directly to Chair and CEO Lisa Su....
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01.10.26 - 23:13
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Chinese State-Backed Firm Disclosed Nvidia Blackwell Chips Deal (Bloomberg)
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A Chinese financing company owned by several local government entities has funded the purchase of restricted Nvidia Corp. chips, according to documents filed with Beijing regulators, suggesting state support for an illicit trade that Washington worries is fueling China's AI progress....
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