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14.01.26 - 06:48
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Big Investing Takeaways From CES 2026 (Fool)
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CES is always an exciting event as new products -- both realistic and wild -- are introduced. This year, Uber and Nvidia stole the headlines and these Motley Fool contributors discuss what else they learned from CES....
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14.01.26 - 03:06
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Realtek and Phison compete to enter Nvidia′s AI supply chain as memory tech upgrades (Digitimes)
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An internal structural photo of Nvidia's Quantum-X Photonics silicon photonics (SiPh) switch revealed that its solid-state drive (SSD) controller chip was branded with the iconic Realtek crab logo. Although it usually keeps a low profile and does not comment on specific partners, this is an indication that Realtek has officially entered the market. Taiwanese IC design companies are expanding into the cloud AI domain through memory-related technologies, driving upgrades throughout the industry....
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14.01.26 - 00:31
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BlueField creates storage-powered AI boom, controller market expected to expand (Digitimes)
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At CES 2026, Nvidia CEO Jensen Huang showcased plans for next-generation AI-native infrastructure. Aside from its Vera Rubin timeline, Huang introduced the inference context memory storage platform centered on the BlueField-4 data processing unit (DPU), which claims to be a solution to AI's memory and communication obstacles. Market estimates indicate that storage controller chips based on the BlueField architecture play a critical role, with only two companies currently positioned as main suppliers. Silicon Motion is expected to be the biggest beneficiary....
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14.01.26 - 00:31
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AI-driven rise in server power fuels shift to advanced cooling fan technologies (Digitimes)
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At CES 2026, Nvidia revealed Vera Rubin, which significantly increases server power consumption, underscoring the urgent need for improved power delivery and energy efficiency. This surge in computing demands is driving Taiwanese microcontroller unit (MCU) manufacturers to develop advanced cooling fan solutions to meet AI server requirements....
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