Micron's Nvidia Moment Is Here

Micron is experiencing explosive demand for high-bandwidth memory, driving significant margin and earnings expansion. See why ...
TweakTown

SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders

Samsung, SK hynix, and Micron are fighting each other over new 16-Hi HBM memory, as NVIDIA requests the new 16-Hi HBM memory ...

Nvidia’s 16-layer HBM push raises stakes for memory chip-makers

Nvidia has reportedly begun testing the limits of the global AI memory supply chain by signaling interest in 16-layer ...
Digi Times

Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains

Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new direction in ...
TweakTown

NVIDIA requests Samsung to DOUBLE its GDDR7 production: 'we'll double the order, so be ready'

TL;DR: NVIDIA has requested Samsung to double GDDR7 production to support its new B40 AI GPU, shifting from expensive HBM to cost-effective GDDR7 memory. Samsung has completed facility ...
NextBigFuture

Nvidia Does $20 Billion Deal With Groq

The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA ...
eTeknix

Nvidia and Kioxia to Develop SSDs 100 Times Faster with Direct GPU Connection

Nvidia is working with Japanese company Kioxia to develop solid-state drives (SSDs) that connect directly to GPUs. The goal is to achieve major performance improvements for artificial intelligence ...