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Nvidia H200 Chinese demand 2026: Scrambling to close a 1.3 million unit supply gap
TechEN
Nvidia H200 Chinese demand 2026: Scrambling to close a 1.3 million unit supply gap

Nvidia is moving to ramp up H200 production via TSMC to meet a massive 2 million unit demand from China for 2026, facing a 1.3 million unit shortage.

Nvidia Licenses Groq's LPU Tech in a Deal Reportedly Worth $20 Billion
TechEN
Nvidia Licenses Groq's LPU Tech in a Deal Reportedly Worth $20 Billion

Nvidia has struck a licensing deal with AI chip rival Groq, hiring its founder. CNBC reports a $20 billion asset acquisition, which Nvidia denies.

Nvidia to Acquire AI Chip Startup Groq for $20 Billion in its Largest Deal Ever
TechEN
Nvidia to Acquire AI Chip Startup Groq for $20 Billion in its Largest Deal Ever

Nvidia agrees to buy AI accelerator chip startup Groq for $20 billion in cash, its largest acquisition ever. The move targets a key rival founded by the creators of Google's TPU, reshaping the AI semiconductor landscape.

Intel's $100B Gamble: The World's Most Advanced Foundry Is Open—And Empty
TechEN
Intel's $100B Gamble: The World's Most Advanced Foundry Is Open—And Empty

Intel's advanced 18A chip fab is running, but with no major customers, its $100B foundry dream faces a crisis of trust. Can US industrial policy succeed?

Micron's Blowout Earnings: It's Not Just a Beat, It's the AI Boom's Barometer
TechEN
Micron's Blowout Earnings: It's Not Just a Beat, It's the AI Boom's Barometer

Micron's blowout earnings are more than a market beat; they're a key indicator of an accelerating AI hardware supercycle, reshaping the entire semiconductor industry.

MetaX's 700% IPO Surge: Decoding China's Geopolitical Bet on an Nvidia Killer
EconomyEN
MetaX's 700% IPO Surge: Decoding China's Geopolitical Bet on an Nvidia Killer

Chinese AI chipmaker MetaX soars nearly 700% on its market debut. We analyze if this is a sustainable investment or a geopolitical bubble fueled by US sanctions.