South Korea’s stock market is having its best year in 25 years, with the Kospi index up a staggering 76%. The rally is fueled by AI-related power plays, memory chip giants like Samsung, and defense contractors, but it’s leaving game developers and EV battery makers behind.
NVIDIA’s plan to integrate Groq’s LPU technology could reshape its AI chip roadmap. The reported strategy involves stacking separate LPU dies on next-gen Feynman GPUs using advanced TSMC packaging, similar to AMD’s 3D V-Cache. This move is a direct play to control the lucrative AI inference market.
New US tariffs on Chinese semiconductors have been postponed until June 2027. The move aims to balance pressure on Beijing with economic stability after a year of escalating tensions.
Nvidia is scrambling to counter Google’s move away from its GPUs. A $20 billion deal for Groq aims to hire the co-creator of Google’s rival TPU chip. This is a massive, reactive bet in the high-stakes AI hardware war.
Nvidia is moving fast to sell its H200 AI accelerators in China, with initial orders for 40,000 to 80,000 GPUs ready to ship. The entire deal, however, hinges on approval from Beijing authorities, who have grown hostile to foreign chips. This represents a critical test for Nvidia’s future in what co
Researchers have built the first monolithic 3D chip in a US foundry, achieving record wiring density. Early tests show it’s already four times faster than traditional 2D chips, with simulations pointing to 12x gains on AI workloads.
Samsung and Elon Musk’s companies are deepening their partnership. A new tip suggests the chipmaker has a deal with xAI, likely for next-gen AI chips.
Nvidia employees have massive financial incentives to retire, but author Stephen Witt says a fear of missing out on building “the single most important technology of all time” keeps them working. He also warns that the AI investment frenzy could crash if cash flows don’t materialize.
The power silicon carbide industry is facing a major correction after a massive investment boom. A new forecast predicts a downturn for years, but a rebound to nearly $10 billion by 2030. China is a key player in this shift.
NVIDIA has officially launched a new version of its RTX PRO 5000 Blackwell GPU with a massive 72 GB of GDDR7 memory. This 50% capacity increase is aimed at handling larger AI models and complex professional simulations.
