The rising cost of memory has started to bite into the CapEx of major hyperscalers and their infrastructure buildouts, but NVIDIA enjoys an exclusive position in the supply chain. DRAM Contract Prices…
…Department of War contract, according to an announcement by the company's executive, who said Team Blue is now the chip supplier for the SHIELD program. Intel Secures Another Crucial DoW Contract…
…The ongoing memory shortages have forced firms like NVIDIA and AMD to not only hike prices across their consumer offerings but also reduce retail supply, which, in the long term, will result…
…As per the report, NVIDIA may only continue the supply of the 8 GB card and stop the production or supply of the 16 GB so that it can maintain an adequate…
…And, given that AI giants like NVIDIA, AMD, and others have their NAND supply locked for several quarters ahead, the ultimate burden would come on the consumer segment once again, replicating a…
…It appears that Team Green has learned that the supply chain does take time to adjust to the company's architectural changes, as we saw significant complications when switching from Blackwell to…
…It's the clearest sign yet that OpenAI is adopting the same vertically integrated strategy that transformed Apple over the past decade. When OpenAI and Broadcom recently shared new details about Jalapeño…
…Related Story Sharp Memory Price Jumps Will Be Felt More Severely In Dell’s PC, Server Markets In Coming Months, Says Bank NVIDIA has been shifting its supply strategy to combat the…
TSMC's earnings call is scheduled for April 16, and one of the key factors the industry is watching is the potential consequence of supply chain disruptions, amid the Middle East crisis…
Nvidia’s chief Jensen Huang spent two days — July 15 and 16 — in Tokyo, courting Japan’s industrial and chip-supply elite, weeks after a keynote in Taiwan, and months after a…