Vera Rubin

Nexperia and Tata steer MOSFET output to India fabs
Fabs & Manufacturing

Nexperia and Tata steer MOSFET output to India fabs

Nexperia will build its MOSFET portfolio at Tata Electronics' Dholera fab and assemble chips in Assam.

SK hynix weighs a New York NAND plant for Solidigm

SK hynix weighs a New York NAND plant for Solidigm

GlobalFoundries and Marvell widen SiGe pact for AI optics

GlobalFoundries and Marvell widen SiGe pact for AI optics

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AI Silicon

Nvidia’s next rack scales to 99 percent efficiency in MLPerf debut

cn_micron_hbm
Memory & Storage

Micron races to nearly double HBM capacity in AI memory push

Industry & Markets

Nvidia revenue tops $96B as AI labs multiply demand

AI Silicon

SpaceXAI takes Nvidia’s Vera Rubin racks into orbit

AI Silicon

Samsung-built Groq 3 LPX racks enter full production

AI Silicon

Nvidia passes memory costs on with 15% AI server price hikes

SpaceX commits to NVIDIA GPUs with orbital data centers by 2027
AI Silicon

SpaceX commits to NVIDIA GPUs with orbital data centers by 2027

Rising HBM4 costs are forcing Nvidia to pare back the memory configuration on its next-generation Vera Rubin AI platform, cutting SOCAMM capacity per CPU in half.
Memory & StorageProcessors

Memory cost pressure forces Nvidia to cut Vera Rubin SOCAMM capacity in half

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