Subject


Nvidia


2025-03-21

[News] Micron Projects Record Revenue This Quarter, with HBM3E 12H Designed into NVIDIA’s GB300

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

2025-03-20

[News] China’s AI Boom Continues: Tencent Reportedly Ramps Up 2025 Capex

With ByteDance reportedly allocating up to 40 billion yuan ($5.5 billion) for AI chip purchases in China, Tencent is also set to boost its capital expenditure in 2025, according to Reuters. The report suggests that the Chinese tech giant intends to do so to speed up AI development and infrastruct...

2025-03-20

[News] NVIDIA’s Jensen Huang: Samsung’s HBM3E Likely to Power Blackwell Ultra

As NVIDIA rolls out its next-gen GB300 AI chip, memory giants are racing to secure HBM3E supply deals. While SK hynix has reportedly secured a 12H HBM3E contract for the chip, NVIDIA CEO Jensen Huang expressed optimism that Samsung’s HBM3E could be used in Blackwell Ultra, according to Yonhap news...

2025-03-20

[News] NVIDIA on Key Topics on GTC Sidelines: Intel Investment, Tariff Impact, and More

As NVIDIA takes center stage at GTC 2025, market concerns linger over topics like tariffs and Intel investment, which haven’t yet been directly addressed at the event. Here are CEO Jensen Huang’s comments on some of the hottest issues on Wednesday, alongside GB300, Rubin, and co-packaged silicon...

2025-03-19

[News] Amazon Reportedly Slashes Prices on Trainium-powered AI Servers to Take on NVIDIA

According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers instead of the more expensive NVIDIA solutions. As noted in the report, a long-time AWS cloud servic...

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