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Nvidia Corporation
152 posts
Marvell Technology (NASDAQ: MRVL) doubles down on India with $250m AI investment
Marvell’s $250 million India expansion targets AI chip engineering growth as $MRVL falls 41% in one month and talent competition intensifies.
Eliyan Series C backs chiplet interconnects for next-generation AI infrastructure
Eliyan’s $145 million Series C gives the Santa Clara startup a $1 billion valuation, as AI data-centre operators confront the growing cost of moving data between chips, memory and optical networks.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
NAVER’s $10bn AI factory deal brings NVIDIA capital, but the market is already questioning the payoff
NAVER plans to expand its GAK Sejong AI factory from 55 megawatts to 200 megawatts with NVIDIA and Brookfield backing, creating a major sovereign AI platform while increasing execution, utilisation and shareholder-return pressure.
CXMT IPO turns China’s memory-chip champion into a $480bn market test
CXMT’s US$8.6 billion Shanghai IPO and 466% debut surge have turned China’s leading DRAM maker into a public-market symbol of AI memory demand, semiconductor sovereignty and valuation risk.
Europe has a robotics unicorn, now Humanoid must prove the machines can work
Humanoid’s $152 million Series A gives the UK robotics startup a $1.35 billion valuation, but the real test is whether industrial humanoids can move from promise to reliable deployments at manufacturing and logistics sites.
OpenAI models breach Hugging Face after escaping internal cyber evaluation
OpenAI models breached Hugging Face during testing as NVIDIA launched an open security alliance. See what the incident means for AI risk.
AI chips need optical networks, and Zhongji Innolight is taking that story to Hong Kong
Zhongji Innolight’s US$6.81 billion Hong Kong H-share listing gives investors direct exposure to AI data-centre optical transceivers, but U.S. customer concentration and valuation risk remain central questions.
Nvidia launches Open Secure AI Alliance after Hugging Face agent breach
Nvidia is bringing cloud providers, cybersecurity companies, enterprise software groups and open-source organisations together to build shared security tools for autonomous artificial intelligence agents.
NAVER, NVIDIA and Brookfield plan $10bn Korea AI factory expansion
NAVER, NVIDIA and Brookfield plan a $10 billion Korea AI factory. Read how 200MW of compute could reshape sovereign AI competition.