Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex
AMD commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and SK Hynix plan expansions...
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SuperMicro China Hack. Bloomberg's Got It Wrong!
On October 4'th last week, Bloomberg published an article alleging that server motherboards manufactured in China by US-headquartered Super Micro...
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NVIDIA Enters Earnings With Strong Margins but Rising Inventory Intensity
Inventory growth outpacing revenue raises concerns about product demand, with a focus on accounts receivable and cash conversion during the earnings.
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Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle
The AI buildout is now a capital cycle; Nvidia and others are key players in converting GPUs into operational compute, while infra integrators and...
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Sold Out Yet Stockpiled: Nvidia’s Q3 Highlights Potential Deployment Limits
Nvidia shifts focus to AI infrastructure, aiming to become a full-stack systems supplier, but faces challenges with hyperscaler capex and rising...
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