- 资讯公开站Digitimes
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak point lies less in the chips themselves …
- 资讯公开站Digitimes
Robots still can't build Nvidia's AI servers as well as people can
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are forcing manufacturers to raise automat…
- 资讯公开站Digitimes
Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain from ODMs to component suppliers.
- 资讯公开站Digitimes
Nvidia-backed Reflection AI unveils Beam, pitching an efficient US open model against Chinese rivals
Reflection AI, the Nvidia-backed startup that has cast itself as a US counterweight to China's open-model developers, has unveiled Beam, its first open-weight model, which it says rivals leading options in the US and Chi…
- 资讯公开站gnews_nvidia_supply
Calif. CEO Charged in $300M Nvidia GPU Smuggling Case [2026] - tech-insider.org
- 资讯公开站gnews_nvidia_supply
Why Nvidia, Delta, and TSMC All Need Chroma: An Exclusive Interview with CEO I-Shih Tseng - 天下雜誌
- 资讯公开站Digitimes
AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access to frontier computing for cloud provid…
- 资讯公开站Digitimes
Marvell sees custom chips as a must for CSPs
Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding its partnership with GlobalFoundrie…
- 资讯公开站Digitimes
GM, Ford tap Silicon Valley to reshape software and smart driving
General Motors (GM) and Ford Motor are deepening their smart vehicle strategies with support from Silicon Valley technology companies, tapping AI, cloud, and computing capabilities from Google and Nvidia to accelerate ve…
- 资讯公开站gnews_nvidia_supply
Nvidia DGX Spark 64GB Launches at $4,999 as Memory Prices Surge [2026] - tech-insider.org
- 资讯公开站Digitimes
Biren readies BR20X, sharpening China's AI GPU challenge to Nvidia
Biren Technology is preparing its next-generation GPU for mass production, advancing a domestic AI accelerator roadmap built around broader low-precision support and locally available manufacturing.
- 资讯公开站Ars Technica
US arrests tech CEO accused of smuggling $300M in Nvidia chips into China
- 资讯公开站Ars Technica
The 7-year-old Nvidia Shield TV is now $100 more expensive due to AI
- 资讯公开站Digitimes
Amazon weighs US$8B chip sale-leaseback to support credit rating
Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and Reuters. The plan would shift thousands of Nvi…
- 资讯公开站Digitimes
Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra
Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for possible use in the Rubin Ultra NVL576 …
- 资讯公开站Digitimes
California tech exec arrested in US$300M Nvidia AI server smuggling case
US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia artificial intelligence chips to C…
- 资讯公开站Digitimes
AMD bets on AI demand by buying World Labs
Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market for training and running AI models, o…
- 资讯公开站Digitimes
China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions involved 32 Asus servers equip…
- 资讯公开站Digitimes
Micron eyes NVHBM profits with TSMC custom HBM push
Micron is using an externally manufactured base die in NVHBM, a custom high-bandwidth memory (HBM) product it is co-developing with Nvidia, as the company bets that customization can unlock added value even when manufact…
- 资讯公开站Digitimes
Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li's World Labs
Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as a dedicated frontier research organizati…
- 资讯公开站Digitimes
A look at the startup winning Nvidia, Intel backing for AI scale-up optics
Silicon Valley data center optical interconnect startup CScale emerged from stealth on September 30 after raising US$145 million in a Series C funding round backed by Nvidia and Intel Capital. The latest financing brings…
- 资讯公开站rss_arxiv_cs_ai
Decode-Latency Feedback Prefill: A Model-Free Controller and Its Generalization Limits
arXiv:2609.38386v1 Announce Type: new Abstract: Concurrent autoregressive inference creates a fundamental interference problem: prefilling a newly arrived long prompt can delay tokens for requests that are already decod…
- 资讯公开站Digitimes
Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman
Huawei rotating chairman Eric Xu said the company's Ascend AI accelerators have surpassed Nvidia in both sales and market share in China, highlighting how US export controls on advanced AI chips are accelerating the shif…
- 资讯公开站Digitimes
Focus: The hidden price of Nvidia's AI agent security play
Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs and deeper dependence on Nvidia's stac…
- 资讯公开站Digitimes
Nvidia ties AI agent security to BlueField-4, Vera CPU
Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests to unauthorized endpoints, or click…
