NVIDIA and SK Group: 2-GW AI Cloud with HBM4
… The 2-GW collaboration with NVIDIA therefore fits into a much larger strategy. …
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From DLSS 5 breakthroughs to Blackwell architecture, get the latest on NVIDIA’s dominant GPU lineup and AI hardware innovations.
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Nvidia’s new financial strategy does not compute
Samsung PM1763 starts mass production for AI servers
… If Samsung positions HBM4, SOCAMM2 and PM1763 in parallel, that shows the broader strategy: the company does not want to supply only individual components, but to appear as a memory partner for complete AI rack architectures. …
NVIDIA opens cuFile: Open-source storage for AI GPUs
… NVIDIA is therefore increasingly attempting to address the issue one level down: If all data cannot remain permanently in fast GPU memory, the path to mass storage must at least become shorter. On August 4, 2026, NVIDIA published new details on this strategy as part of Future of Memory and Storage. …
Apple M7 Ultra: Up to 1.5 TB Unified Memory?
… Report The Verge Places Apple’s AI chip strategy in context and describes the role of the discontinued Apple Car project for Neural Engine and future M chips. Report arXiv Technical context on the role of Unified Memory in large LLM inference workloads on Apple Silicon compared with NVIDIA GPUs. …
RTX 5090 at MSRP: Nvidia at QuakeCon
… Nvidia does not frame the campaign as a response to price developments and also does not name a new pricing strategy for the RTX 50 series. …
GeForce RTX 50 SUPER: New leak brings a possible RTX 5060 with 12 GB …
… Source Core message Link Tom’s Hardware Report on the MEGAsizeGPU leak regarding the allegedly re-planned RTX 50 SUPER series, including a possible RTX 5060 with 12 GB. https://www.tomshardware.com/pc-components/gpus/nvidia-is-reportedly-still-planning-fabled-rtx-50-super-series-for-2026-leak-claim…
Intel Q2 2026: Xeon demand drives revenue sharply higher
… Intel is benefiting strongly from the AI boom, but this does not suddenly make it the dominant supplier of AI accelerators instead of NVIDIA. NVIDIA’s business model and revenue structure are significantly different. …
Blackwell GPUs: Six Internal Temperature Sensors Explained
… Why NVIDIA evidently took this approach No official explanation exists. NVIDIA has not commented substantively on the decision. …