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30.10.26 - 08:06
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Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030 (Digitimes)
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Nvidia has begun securing advanced substrate capacity in Taiwan, Japan and South Korea, using capacity reservation agreements and upfront payments to support supplier expansion as next-generation AI accelerators ramp up. The move comes as the global packaging substrate market is projected to grow from US$14.9 billion in 2025 to US$40.2 billion in 2030, while demand for advanced ABF build-up materials is expected to exceed supply from 2027....
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30.10.26 - 05:42
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Nvidia weighs credit support for Nscale as data center, IPO face pressure (Digitimes)
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Nvidia is reportedly evaluating billions of dollars in credit support for UK neocloud provider Nscale to help cover power and construction costs for a data center in West Virginia. Nscale faces simultaneous pressure to accelerate the launch of the Nvidia chip-powered campus, which is expected to be used by AI startup Anthropic, while preparing for an initial public offering (IPO), underscoring how AI infrastructure competition is expanding from chip supply to financing and construction capabilities....
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30.10.26 - 05:42
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Nvidia dominates AI robot chips with 69% market share (Digitimes)
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The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate the 2026 AI robotics computing IC market with a 69% share, far outpacing Intel (11%), Qualcomm (5%), and AMD (2%). Beyond raw computing power, Nvidia's comprehensive software ecosystem is the critical factor leaving competitors in its wake....
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30.10.26 - 03:06
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Anthropic′s multi-platform AI strategy pressures Nvidia pricing power (Digitimes)
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Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor processing units (TPUs), Nvidia GPUs, and Advanced Micro Devices (AMD) GPUs, integrating computing capacity from different partners into a unified resource pool through software and allocating it across chip platforms based on task requirements....
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29.10.26 - 23:24
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Nvidia CEO reportedly targeted by an alleged Chinese spy (The Guardian)
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Jensen Huang reported to have had close relationship with tech company executive suspected of passing intel to ChinaUS intelligence agencies believe the Nvidia chief executive, Jensen Huang, has been targeted by an alleged Chinese spy who had done business with him, according to a new report by the New York Times.Alice Huang or Huang Le, of no relation to the Nvidia CEO, is an executive at a Singapore-based datacenter company called Megaspeed. She had previously been suspected of smuggling Nvidia chips to China, prompting American officials to surveil and monitor her. Those officials have determined that she was acting as a Chinese intelligence asset, passing commercial information to Beijing, the New York Times reported, citing unnamed sources. Continue reading......
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