News
How AI started turning memory into a structural bottleneck
1+ hour, 39+ min ago (285+ words) Investing. com -- A Morgan Stanley report warned that surging AI demand is creating a structural shortage in the global memory market, driving sharp increases in memory prices and raising costs across the technology sector. The report said demand for high-bandwidth…...
Sharon AI NVIDIA Deal Reshapes Australian AI Cloud Capacity And Economics
16+ hour, 31+ min ago (403+ words) Sharon AI Holdings (Nasdaq CM: SHAZ) has entered into a six year AI infrastructure collaboration with NVIDIA focused on expanding data center and GPU capacity in Australia. The agreement introduces a revenue sharing and credit support model that aims to increase…...
Nvidia Taps Veteran Lobbyist for Washington Role
1+ day, 12+ hour ago (193+ words) Nvidia (NVDA, Financials) has brought in veteran Washington insider Bruce Andrews to lead its government affairs efforts, strengthening its presence in the U. S. capital as artificial intelligence and chip policy become increasingly important. Andrews, who previously headed government affairs at Intel…...
Nvidia Opens Another AI Chip Door in China
1+ day, 12+ hour ago (193+ words) Chinese cloud clients weigh overseas data-center testing Nvidia (NASDAQ: NVDA) is pitching its new Vera CPUs to Chinese customers, opening a fresh path into the market as U. S. export controls continue to complicate GPU sales. Reuters reported that Nvidia has told…...
Nvidia pitches Vera CPU to Chinese clients with August delivery target
1+ day, 13+ hour ago (658+ words) The sales push marks a strategic pivot for Nvidia as US export controls have effectively shut its advanced GPU lineup out of the Chinese market. CEO Jensen Huang has been candid about the damage: "Nvidia's market share in China has…...
Exclusive-Nvidia begins Vera CPU sales pitch to Chinese clients, sources say
1+ day, 18+ hour ago (664+ words) June 12 (Reuters) - Nvidia has told Chinese clients that its new "Vera" central processors for AI data centres could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said. The outreach…...
Nvidia hires veteran lobbyist Bruce Andrews to head government affairs, sources say
2+ day, 2+ hour ago (133+ words) Nvidia has hired "veteran lobbyist Bruce Andrews to head government "affairs in "Washington, D. C. , two sources "briefed on the matter "said "on "Thursday. Andrews served "as chipmaking rival Intel's government affairs chief under former CEO "Pat Gelsinger. During "the "Obama administration,…...
Intel Bear Turns Bull. Here's Why.
2+ day, 3+ hour ago (85+ words) Intel stock scored a double upgrade on Thursday after an analyst reassessed the chipmaker's outlook. Oops, something went wrong Intel Bear Turns Bull. Here's Why. Intel stock scored a double upgrade on Thursday after an analyst reassessed the chipmaker's outlook....
Spending on Cable DAA Equipment Surges 40 Percent Y/Y, as DOCSIS 4. 0 Deployments Expand, According to Dell'Oro Group
2+ day, 13+ hour ago (180+ words) Residential Wi-Fi 7 Router Shipments Jump 73 Percent Y/Y "Cable operators paused their spending on DAA equipment in 2025 as they waited on upgraded platforms that incorporate the Unified DOCSIS 4. 0 chipset," said Jeff Heynen, Vice President with Dell'Oro Group. "With those platforms…...
Nvidia Deepens Microsoft AI Alliance
2+ day, 8+ hour ago (146+ words) NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI. The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In…...