Search: NVIDIA supply and strategy

Samsung's Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Apr 11, 2026 · Muhammad Zuhair

Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Apr 6, 2026 · Muhammad Zuhair

AMD Has Reportedly Enforced a "Biased Distribution" of the RX 9070 Series Among AIBs; ASUS, XFX & PowerColor Receive a Much Higher Allocation

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 17, 2025 · Muhammad Zuhair

Intel’s CEO Lip-Bu Tan Faces Allegations of Steering Acquisition Deals Toward Companies Linked to His Investment Portfolio, Prompting Internal Tensions

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Dec 11, 2025 · Muhammad Zuhair

NVIDIA Is Feeling the Heat From AMD’s Instinct MI455X AI Chips, Triggering Unusual Vera Rubin Upgrades to Hold Its Competitive Edge

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 21, 2026 · Muhammad Zuhair

DeepSeek Looks To Sidestep Huawei As It Begins In-House AI Chip Journey While Dodging Development Complications, Trade Sanctions, Delays & More

AI chips from Huawei and NVIDIA are currently being leveraged to train and run DeepSeek’s popular models, but the days of this arrangement could be numbered as the Chinese startup has…

Jul 7, 2026 · Omar Sohail

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NVIDIA

Samsung's Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

AMD Has Reportedly Enforced a "Biased Distribution" of the RX 9070 Series Among AIBs; ASUS, XFX & PowerColor Receive a Much Higher Allocation

Intel’s CEO Lip-Bu Tan Faces Allegations of Steering Acquisition Deals Toward Companies Linked to His Investment Portfolio, Prompting Internal Tensions

NVIDIA Is Feeling the Heat From AMD’s Instinct MI455X AI Chips, Triggering Unusual Vera Rubin Upgrades to Hold Its Competitive Edge

AMD Expected To Focus More On RX 9070 XT Than Its Non-XT Variant As It Needs Less Price Adjustments

Elon Musk's Plans for the 'World's Largest' Chip Fab Will Be Unveiled Next Week, to End Reliance on Foreign Foundries

DeepSeek Is Reportedly Building Its Own Inference Chip to Break Free From Both NVIDIA and Huawei

NVIDIA & AMD Could Be 'Forced' To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions

DeepSeek Looks To Sidestep Huawei As It Begins In-House AI Chip Journey While Dodging Development Complications, Trade Sanctions, Delays & More