Chip Manufacturing

Institutional Trading Report

Friday, 21 November 2025 11:48AM UTC

Summary Card

=================================== RECOMMENDATION: | STRENGTH: /100 | CONFIDENCE: %

SENTIMENT Sentiment: [=========>] 1402.2% RISK Risk: [=====>----] 53.0% OPPORTUNITY Opportunity:[=======>--] 72.5% MOMENTUM Momentum: [========>-] 82.8%

TOP GAINERS: NVIDIA, Hyperscalers, TSMC, Microsoft, Samsung TOP LOSERS: AMD, Foxconn, Intel HOT REGIONS: US, China

Market sentiment is positive, opportunity is strong, and momentum is rising across the period.

Trading Signal

buy - Strength: 94/100 | Confidence: 94%

The composite signal points to a ‘buy’ recommendation with high strength. Positive headline sentiment, a high opportunity score and strongly rising momentum, all derived from 400 evidence items with 94% confidence, outweigh only moderate risk and volatility. The key drivers are the rising themes of downstream_AI_compute_demand, GPU_demand and AI_infrastructure, which together indicate that markets are still upgrading expectations for AI compute and data‑centre build‑outs more quickly than they are pricing in residual supply_chain and regulatory risks.

Key Drivers: downstream_AI_compute_demand, GPU_demand, AI_infrastructure

Executive Summary

EXECUTIVE SUMMARY

• • • • • • • •

Headline signals from the combined dataset (400 evidence items, high confidence) point to a constructive set‑up for the AI compute stack. Sentiment is firmly positive, opportunity is high and system‑wide momentum is strong, while risk and volatility sit at only moderate levels. This combination suggests that, in the short term, markets are still repricing AI infrastructure upwards rather than rotating into a defensive stance.

Within that aggregate picture, the lens shows a clear divergence between upstream semiconductor manufacturing and downstream AI compute demand. Rising themes are dominated by downstream_AI_compute_demand, GPU_demand, AI_infrastructure, data_centres, investment_and_capex and data_centre_expansion, and the strongest rising entities are NVIDIA, the major Hyperscalers (including Microsoft and other cloud providers) and key foundry players such as TSMC and Samsung. By contrast, falling themes cluster around memory_shortage, geopolitical_export_controls, supply_chain_pressure and vendor_financing_risk, while competition, operational and technology themes remain broadly stable rather than acting as fresh drivers.

For the client’s specific question on upstream fabs versus downstream AI compute, this pattern implies that sentiment and momentum are meaningfully stronger on the downstream side, where GPU demand and data‑centre build‑outs are accelerating, than on the upstream side, where the debate is increasingly about execution and capacity normalisation rather than new shocks. Under the workflow’s rule‑based schema, this configuration yields a ‘buy’ signal of high strength, with the most attractive near‑term positioning skewed towards downstream AI compute demand and associated infrastructure, complemented by selective, technology‑led upstream exposure where advanced nodes, packaging and memory suppliers can directly monetise that demand.

External data since the internal cut-off show Nvidia and TSMC continuing to report very strong AI-driven demand with supportive share-price trends, and hyperscaler data-centre capex running more than 40% above last year, consistent with their status as top positive entities and the dominance of downstream demand themes. (finance.yahoo.com) At the same time, multiple sources describe a renewed and severe memory shortage, with DRAM and HBM supplies effectively sold out into 2026 and server DRAM prices up sharply, implying tighter upstream capacity and stronger pricing power than suggested by the falling memory_shortage theme. (pcgamer.com)

Market Context

MARKET CONTEXT

Across the AI compute value chain, the tone of the market is skewed towards opportunity with manageable but non‑trivial risk. The composite sentiment score is positive while the risk score sits in the low‑50s and volatility remains below one‑third of its maximum scale, pointing to active but not disorderly debate. A strongly positive momentum score and an overall ‘rising’ direction for the momentum profile indicate that the latest period has seen a meaningful step‑up in conviction rather than a plateau.

Multi‑period dynamics reinforce this picture. The acceleration_rate of around 0.2 and identified inflection points between periods three and four for sentiment, risk, opportunity and momentum all show that the regime has recently shifted, with period‑over‑period changes largest in the risk series and still firmly positive across the other metrics. This aligns with the client’s short_term lens: markets are transitioning from questioning the durability of AI demand to focusing on how quickly infrastructure can be deployed and monetised.

Geographically, the heaviest activity is concentrated in the US and China, with Taiwan and the broader Middle East also prominent, reflecting the centrality of leading‑edge fabs and large AI infrastructure build‑outs in those regions. For the upstream manufacturers of interest (TSMC, Samsung Foundry, Intel, GlobalFoundries, Micron and peers), this translates into sustained attention on domestic fab expansion, advanced packaging and materials supply, while for downstream AI compute demand (NVIDIA, AMD, Google, AWS, Microsoft and other cloud providers) the emphasis is on scaling data‑centre capacity, GPUs and AI services across multiple regions.

Regulatory and national‑security pressures remain a material part of the backdrop. export_controls_on_AI_chips, broader export_controls and CHIPS_act_and_subsidy rules all feature meaningfully in the regulatory_map, reinforced by national_security_export_controls and smuggling_and_enforcement_cases in the defence_map and explicit geopolitical_export_controls and export_controls_and_smuggling themes in the narrative. However, geopolitical_export_controls is now a falling theme, indicating that while controls remain binding, incremental concern has eased versus earlier periods.

Structurally, the supply_chain_map and operational_stress_map highlight ongoing constraints in memory_supply, wafer and fab_capacity_expansion, advanced_packaging_capacity and equipment_lead_times for EUV and other tooling, alongside power_and_cooling_capacity and power_grid_and_megawatt_requirements on the infrastructure side. At the same time, the macro_map shows robust capital_investment and targeted capital_investment_flows from sovereign funds and infrastructure investors into AI infrastructure, even as power_and_energy_constraints and memory_price_inflation persist. technology_map signals around advanced_nodes, 3D_packaging / CoWoS / SoIC, liquid_cooling and cooling_and_power underscore that both upstream fabs and downstream data centres are in an investment phase focused on solving physical bottlenecks rather than reducing exposure.

Industry trackers now estimate that global data‑centre capex grew by over 40% year-on-year in 2Q 2025 and that accelerated server spending rose by around 76%, underlining how rapidly downstream AI compute demand is being translated into infrastructure investment by U.S. hyperscalers and sovereign AI projects. (prnewswire.com) In parallel, reports of DRAM and HBM shortages, 50% increases in server DRAM prices and capacity being shifted from commodity DRAM to HBM highlight a tightening supply backdrop and rising hardware cost base that differentiate advantaged upstream suppliers from more commoditised producers and OEMs. (investors.com)

Trend Analysis

TRENDS AND MOMENTUM

Trend signals are dominated by downstream demand and infrastructure. Rising themes are led by downstream_AI_compute_demand, GPU_demand and AI_infrastructure, supported by data_centres, data_centre_expansion and investment_and_capex. These themes are closely associated with rising entities such as NVIDIA, Microsoft, Hyperscalers, TSMC and Samsung, and with AI‑specific activity in the ai_map, where infrastructure_projects and model_deployments both show high, positive sentiment. This confirms that markets continue to upgrade expectations for AI accelerator demand and the scale of data‑centre build‑outs.

By contrast, the themes that are now falling are largely risk‑oriented: memory_shortage, geopolitical_export_controls, supply_chain_pressure and vendor_financing_risk. Their declining momentum does not imply that these risks have disappeared, memory_supply_constraints, memory_shortage and memory_price_spike remain prominent in the supply_chain_map and risk_map, but rather that the narrative has shifted from acute shock to ongoing management and repricing. competition, operational and technology themes are classified as stable, suggesting that issues such as NVIDIA_dominance, hyperscaler_vertical_integration, GPU_vs_ASIC/TPU competition, power_and_cooling_constraints and workforce_and_skill_shortages are seen as structural background factors rather than sources of fresh short‑term regime change.

Multi‑period data show a clear inflection around the third‑to‑fourth period, when sentiment, risk, opportunity and momentum all pivot simultaneously, with the largest numerical shift in the risk series and strong positive changes in opportunity and momentum. The momentum_profile’s overall_direction is ‘rising’ with a positive acceleration_rate, indicating that the positive theme complex around downstream demand is strengthening rather than fading. For the client’s upstream versus downstream focus, this means that momentum is firmly anchored in demand‑side and AI_infrastructure narratives, while upstream manufacturing and supply_chain themes are moving from crisis language towards a more measured, execution‑driven phase.

Rising Themes

Rising Themes: downstream_AI_compute_demand ████████████ 100% GPU_demand ████████████ 100% AI_infrastructure ████████████ 100% data_centres ████████████ 100% investment_and_capex ████████████ 100%

Falling Themes

Falling Themes: memory_shortage ████████████ 100% geopolitical_export_controls ████████████ 100% supply_chain_pressure ████████████ 100% vendor_financing_risk ████████████ 100%

Exposure Assessment

EXPOSURE ASSESSMENT

Risk is most concentrated in supply‑side and geopolitical channels. The risk_map highlights supply_disruption, geopolitical_export_controls and memory_price_spike as the dominant risks, with vendor_financing_and_customer_credit and demand_shock secondary but still material. These align with the supply_chain_map, which flags memory_supply_constraints and memory_shortage, wafer_capacity_constraints, advanced_packaging_capacity and equipment_lead_times, as well as critical_material_risk and rare_earths_pressure around yttrium_rare_earths. Upstream semiconductor manufacturing exposures, foundries, memory suppliers and materials providers such as those in the lens, are therefore more vulnerable to idiosyncratic disruptions in tools, materials and export permissions.

Upside is concentrated where downstream demand and infrastructure growth intersect with scarce upstream capabilities. On the downstream side, themes such as downstream_AI_compute_demand, GPU_demand, AI_infrastructure, data_centres, data_centre_expansion, downstream_demand, data_center_service_and_hosting_growth and AI_compute_capex_growth (hyperscaler and sovereign builds) capture the bulk of the opportunity score. These are tied to rising entities including NVIDIA, Hyperscalers, Microsoft and other cloud providers in the entity_map. On the upstream side, memory/HBM demand, memory_and_HBM_pricing_repricing_opportunity_for_suppliers, advanced_nodes, advanced_packaging_and_chiplets and advanced_packaging_and_domestic_fab_investment indicate targeted upside for fabs and memory suppliers that can deliver at leading‑edge nodes and high‑bandwidth memory.

Vulnerabilities emerge where negative momentum coincides with elevated risk. Themes such as memory_shortage, geopolitical_export_controls, supply_chain_pressure and vendor_financing_risk are all falling but remain prominent in the theme_map and risk_map, implying that positions whose upside case depends on prolonged shortages, severe export constraints or aggressive vendor‑financed growth have a less favourable skew. This is particularly relevant for upstream manufacturers whose revenues are heavily levered to constrained memory or legacy‑node capacity, and for GPU vendors or OEMs where vendor_financing_models linking GPU sales to credit exposure are central to the growth story.

Operational sensitivities are most acute in power, cooling and memory supply. The operational_stress_map highlights power_grid_and_megawatt_requirements, power_and_cooling_constraints, cooling_and_liquid_cooling_transition, memory_supply_and_price_pressure and testing_and_yield_thermal_bottlenecks as key friction points, with logistics in the supply_chain_map adding a further layer of execution risk. This means that both upstream fabs (which face workforce_and_skill_shortages_for_new_fabs and wafer_yield_and_thermal_bottlenecks) and downstream data‑centre operators (which must scale liquid_cooling, thermal_management and power_and_cooling_infrastructure) are operationally geared to how quickly these bottlenecks can be resolved.

For the client lens, the result is that upstream semiconductor manufacturing exposures offer more concentrated, event‑driven risk around supply_disruption, export controls and memory price spikes, while downstream AI compute and data‑centre exposures are more diversified but still sensitive to demand_shock and infrastructure execution. Positioning needs to recognise that risk asymmetry: downstream names benefit from broad demand themes, whereas upstream allocations should be focused where technology and capacity are clearly aligned with those demand trends.

Strategic Implications

STRATEGIC IMPLICATIONS

Taken together, the signals argue for a pro‑AI stance but with a clear tilt towards demand‑side and infrastructure beneficiaries and a selective approach to upstream manufacturing risk. The rule‑based output is a high‑strength ‘buy’ recommendation, but the pattern of themes and entities suggests that not all parts of the stack should be treated equally.

On the overweight side, the strongest case lies in downstream AI compute demand and associated infrastructure. Rising momentum in downstream_AI_compute_demand, GPU_demand, AI_infrastructure, data_centres, data_centre_expansion and data_center_service_and_hosting_growth, combined with positive signals around sovereign_and_regional_AI_buildouts and localisation/sovereign_cloud, supports overweight exposure to GPU suppliers, Hyperscalers and specialist AI infrastructure and hosting platforms. Within upstream, there is a case to tilt towards advanced_nodes, advanced_packaging, advanced_packaging_and_chiplets, advanced_packaging_and_domestic_fab_investment and memory_and_HBM_pricing_repricing_opportunity_for_suppliers, where sentiment benefits directly from the same downstream demand trends.

Underweight or more cautiously sized positions are indicated where falling themes and high risks cluster. These include exposures whose thesis revolves around persistent memory_shortage, extreme supply_chain_pressure, elevated geopolitical_export_controls or heavy reliance on vendor_financing_risk and vendor_financing_exposure. Competitive dynamics from hyperscaler_vertical_integration and GPU_vs_ASIC/TPU competition are currently classified as stable rather than acute, but they argue for avoiding undifferentiated upstream capacity or lagging architectures and instead concentrating capital in clearly technology‑differentiated or demand‑locked assets.

Time‑horizon sensitivity is important. The positive acceleration_rate in the momentum_profile and the large period_over_period_change in risk and momentum suggest that current conditions are being repriced quickly, consistent with the client’s short_term focus. In the near term, this favours positioning that captures the ongoing wave of AI_compute_capex_growth and infrastructure_projects, while retaining optionality for a later re‑rating of upstream fabs as fab_capacity_expansion, repatriation_of_supply_chains and structural bottlenecks in power_and_cooling_capacity and critical_material_risk are addressed under evolving export_controls and CHIPS_act_and_subsidy rules.

For upstream semiconductor manufacturing (foundries, fabs, wafer and memory suppliers) versus downstream AI compute demand (accelerators, data‑centre operators, cloud providers), the strategic implication is to treat downstream as the core overweight and upstream as a targeted satellite. Downstream exposures align most directly with the rising demand, supply_chain, technology, competition, operational and geopolitical themes in the lens, while upstream allocations should be focused where advanced technology and secure supply chains provide leverage to that same demand without over‑exposure to supply disruption or geopolitically constrained end_markets.

Core Analytics

Signal Metrics

Signal	Score	Range	Interpretation
Sentiment	27.04	-1 to 1	Positive
Risk	52.99	0 to 100	Moderate
Opportunity	72.54	0 to 100	Strong
Momentum	0.66	-1 to 1	Accelerating
Volatility	0.30	0 to 1	Stable

Momentum Ladder

Rank	Theme	Momentum	Direction	Change
1	downstream_AI_compute_demand	1.00	↑↑	,
2	data_centre_expansion	1.00	↑↑	,
3	GPU_demand	1.00	↑↑	,
4	AI_infrastructure	1.00	↑↑	,
5	data_centres	1.00	↑↑	,
6	investment_and_capex	1.00	↑↑	,
7	technology	0.00	→	,
8	competition	0.00	→	,
9	operational	0.00	→	,
10	geopolitical_export_controls	-1.00	↓↓	,
11	memory_shortage	-1.00	↓↓	,
12	vendor_financing_risk	-1.00	↓↓	,
13	supply_chain_pressure	-1.00	↓↓	,

Entity Performance

Positive Sentiment

Entity	Sentiment	Mentions
NVIDIA	Positive	46.15
Hyperscalers	Positive	18.90
TSMC	Positive	13.48
Microsoft	Positive	8.45
Samsung	Positive	7.40

Negative Sentiment

Entity	Sentiment	Mentions
AMD	Negative	7.10
Foxconn	Negative	6.30
Intel	Negative	6.13

Theme Movement

Rising Themes

Theme	Current Weight	Prior Weight	Delta	Interpretation
downstream_AI_compute_demand	43.40	,	,	Accelerating
GPU_demand	29.75	,	,	Accelerating
AI_infrastructure	28.50	,	,	Accelerating
data_centres	24.00	,	,	Accelerating
investment_and_capex	15.55	,	,	Accelerating
data_centre_expansion	31.90	,	,	Accelerating

Falling Themes

Theme	Current Weight	Prior Weight	Delta	Interpretation
memory_shortage	9.10	,	,	Declining
geopolitical_export_controls	15.25	,	,	Declining
supply_chain_pressure	,	,	,	Declining
vendor_financing_risk	0.80	,	,	Declining

Geographic Distribution

Region	Activity	Sentiment	Risk Level
US	High (220)	Positive	Moderate
China	High (85)	Mixed	High
Taiwan	High (60)	Positive	High
Middle East	Medium (35)	Positive	Moderate
United States	Medium (34)	Positive	Moderate
Europe	Low (12)	Neutral	Moderate
Saudi_Arabia	Low (10)	Positive	Moderate
South_Korea	Low (8)	Neutral	Moderate
UAE	Low (6)	Positive	Moderate
India	Low (4)	Neutral	Low
Southeast_Asia	Low (4)	Neutral	Low

Trading Signal Breakdown

Signal Component	Value	Weight	Contribution
Sentiment	Positive	30%	Strongly supportive of BUY signal
Momentum	Strong	25%	Reinforces positive skew
Risk-Adjusted	Favourable	45%	Opportunity outweighs risk
TOTAL	BUY	100%	High-conviction BUY recommendation

Client Question

This section is reserved for specific questions added to the original report request. In future, please include a company, product, or topic for targeted analysis.

External Context

External validation supports the existing pro-AI buy recommendation because downstream AI compute demand, GPU utilisation and data-centre capex are all still being revised higher by independent industry data and company results. (finance.yahoo.com) However, the severity of current memory shortages and ongoing export-control headwinds suggests that upstream exposures should remain selective and focused on HBM and advanced-node leaders with clear leverage to AI demand rather than broad, capacity-driven positions. (pcgamer.com)

Report Generated: 2025-11-21 00:00:00 UTC Noah Wire Services - Institutional Intelligence

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https://wccftech.com/jedec-cqdimm-standard-high-capacity-4-rank-ddr5-modules-future-desktop-platforms/ - * JEDEC plans to introduce the CQDIMM standard supporting 4-Rank DDR5 modules, enabling higher capacities. * MSI, ADATA, Gigabyte, and ASUS are working on compatible memory modules and motherboards. * Intel's Arrow Lake-S Refresh is expected to be the first platform to utilise the new standard early next year.
https://agronfoodprocessing.com/barry-callebaut-taps-notcos-ai-to-develop-next-gen-chocolate-amid-soaring-cocoa-prices/ - * Barry Callebaut collaborates with Chilean startup NotCoin to integrate AI into chocolate development in 2024. * The partnership aims to accelerate recipe creation, improve nutrition, and respond to volatile cocoa prices. * The initiative seeks to generate new product formulations and improve process efficiency within the food manufacturing sector.
https://kalkinemedia.com/au/stocks/technology/brainchip-holdings-set-for-sector-repositioning-as-asx-all-ordinaries-activity-intensifies - * BrainChip refines its operational strategy to enhance neuromorphic hardware and software platforms, aligning with global semiconductor trends. * The company emphasises event-driven, low-energy architectures for edge devices, autonomous systems, and sensing applications. * Sector movements include AI hardware, energy-efficient design, and supply chain challenges shaping its ongoing development within Australia’s technology landscape.
https://cleanindiajournal.com/semiconductor-fabs-can-fm-cut-through-the-sustainability-paradox/ - * The report highlights environmental performance as a key driver for semiconductor investments, focusing on water, energy, and resource efficiency. * India’s semiconductor sector aims for 8-10% global market share by 2030, emphasising sustainable practices and FM's role. * Emerging cleaning technologies and digitalisation in fabrication plants drive efficiency and environmental goals.
https://corporateleadersmagazine.com/charter-communications-partners-with-aws-to-supercharge-its-generative-ai-capabilities/ - * Charter Communications forms strategic partnership with AWS to incorporate generative AI tools in its operations and development processes. * Utilises Amazon Q Developer and GitLab Duo to automate software development and support AI workflows. * Collaboration aims to enhance network reliability, customer service, and operational efficiency through agentic AI solutions. * Emphasises cloud-based AI integration as central to Charter's digital transformation and future growth. * Highlights the adoption of AI tools with potential GPU acceleration and cloud infrastructure improvements in telecom sector.
https://hellorayo.co.uk/hits-radio/south-wales/news/ai-zones-south-wales - * UK government launches AI 'Growth Zones' in South Wales, aiming for 5,000+ jobs over the next decade * Investment includes support for AI research, drug development, and tech industry growth * Plans involve collaboration with companies like Vantage Data Centers and Microsoft, and are part of a broader national strategy
https://www.benzinga.com/markets/tech/25/11/48995224/china-recognizes-the-superiority-of-american-ai-innovation-lawmaker-cites-threat-as-nvidia-chip-smug - * US Justice Department charges individuals with illegal Nvidia AI chip exports to China, involving 400 Nvidia A100 chips and attempts to move H100 and H200 GPUs. * The incident renews calls in Congress for stricter chip-tracking laws and highlights China's determination to catch up in AI technology. * Discussions include potential executive orders on AI regulation and the geopolitical impact on AI hardware and GPU markets.
https://www.channelnewsasia.com/business/foxconn-can-make-1000-ai-racks-week-increase-next-year-chairman-says-5481781 - * Foxconn announces current capacity to produce 1,000 AI racks weekly, with plans for increase in 2024. * The company aims to invest up to $3 billion annually in AI development. * Foxconn's AI infrastructure expansion includes a 27-megawatt data centre with Nvidia's GB300 chips, scheduled for 2026 deployment.
https://www.gurufocus.com/news/3219865/nvidia-nvda-surpasses-sales-expectations-expands-data-center-goals - * Nvidia reports launching sales forecast of $65 billion for upcoming quarter, exceeding expectations. * The company aims to reach $500 billion in data centre sales by 2025-2026. * Nvidia's agreements with AI companies and semiconductor capacity growth support AI processing hardware expansion.
https://investinglive.com/news/us-charges-four-in-nvidia-chip-smuggling-case-revives-calls-for-chip-tracking-20251121/ - * U.S. authorities charge four individuals with illegally exporting Nvidia AI chips to China, involving 400 Nvidia A100 GPUs and H100 chips. * The case highlights challenges in enforcing export controls, with Chinese nationals and US citizens implicated. * The incident renews pressure for legislation on chip tracking and diversion prevention, amid broader export restrictions efforts.
https://www.networkworld.com/article/4094308/nvidia-is-flying-high-is-there-anything-left-to-say-2.html - * Industry experts highlight the urgency for organisations to optimise AI infrastructure and GPU usage * Emphasis on right-sizing Nvidia GPUs for training versus inference workloads * Suggestion that ASIC-based solutions could outperform GPUs in specific real-time AI scenarios
https://www.inkl.com/news/nvidia-supplier-foxconn-reportedly-bets-big-on-ai-with-up-to-3-billion-annual-spend-as-chairman-warns-of-shakeout-in-brutal-chinese-ev-market - * Foxconn chairman Young Liu announced plans to invest $2-3 billion annually into AI infrastructure, representing over half of its $5 billion yearly capital expenditure. * The company prioritises AI development over consumer electronics, with its AI server division surpassing iPhone assembly as the largest business. * Foxconn's focus on AI and supercomputing infrastructure follows a significant revenue increase in its AI division, reaching NT$731.8 billion in Q2 2025.
https://www.analyticsinsight.net/tech-news/top-news-today-saudi-ai-data-center-genspark-275m-funding-make-headlines - * Saudi Arabia partners with AMD and Cisco to develop a 100 MW AI data centre, aiming for 1 GW by 2030. * Genspark raises $275 million in Series B funding, valuation at $1.25 billion. * The funding and data centre projects focus on AI hardware deployment and enterprise AI solutions. * AMD’s MI450 chips and Cisco infrastructure support the data centre expansion. * The developments impact AI hardware market growth, cloud capacity, and enterprise AI adoption in the region.
https://cfotech.com.au/story/the-missing-middle-why-your-ai-strategy-is-failing - * Discusses the development of AI agent-building tools and systems connectivity, with potential hardware implications, in enterprise settings. * Mentions general AI assistants like ChatGPT and Copilot, underscoring their increasing capabilities, relevant to hardware acceleration needs. * Analyses adopting open standards like MCP for system integration, which may influence infrastructure requirements for AI hardware deployment.
https://www.ajunews.com/view/20251121143043276 - * OpenAI signs partnership with Foxconn for data centre hardware development, including servers, cables, cooling, and power systems. * Collaboration aims to reduce reliance on external suppliers like Nvidia by developing custom chips and infrastructure. * SoftBank plans a $4.4 billion investment to produce equipment at former GM factory in Ohio for AI data centres, starting in Q1 2024.
https://www.kob.com/ap-top-news/openai-and-taiwans-foxconn-to-partner-in-ai-hardware-design-and-manufacturing-in-the-us/ - * OpenAI and Foxconn collaborate to design and manufacture AI data centre equipment in the US. * The partnership includes Foxconn manufacturing cabling, networking, and power systems in its US facilities. * No financial commitments or purchase obligations are initially involved, with a focus on strengthening US AI infrastructure.
https://www.bloomberg.com/news/videos/2025-11-21/bitdeer-ceo-from-bitcoin-mines-to-ai-megacenters-video - * Bitdeer repurposes Bitcoin mining infrastructure for AI datacenters, with conversion timelines of up to three years * Focuses on power generation, infrastructure, and autonomous power addition, especially in the US and Canada * Discusses AI hardware innovation, including power-efficient chips, and manufacturing in Taiwan and Nevada * Highlights geopolitical and macroeconomic factors affecting AI hardware deployment and demand * Emphasises growth potential in AI hardware, data centres, and the optimisation of power and manufacturing investments
https://www.communicationstoday.co.in/smartphone-prices-set-to-rise-as-memory-chip-crunch-deepens/ - * Rising demand for DRAM and NAND memory chips due to AI and data centre expansion, expected through 2026 * Chip manufacturers like Samsung, SK hynix, Micron, and SanDisk report record profits and capacity expansion plans * Industry analysts warn that consumer electronics prices, including smartphones and laptops, will increase due to the supply constraints
https://www.communicationstoday.co.in/us-lawmakers-target-chinese-chip-gear-imports-by-chips-grant-recipients/ - * US House and Senate members propose a bill to block Chinese chip manufacturing tools under the CHIPS Act, including EUV lithography systems, for 10 years. * The legislation aims to curb Chinese investment in manufacturing equipment, impacted by concerns over supply chain and R&D investment. * The bill also targets equipment from Iran, Russia, and North Korea, with waivers possible for domestic or allied production. * The bill focuses on import restrictions to the US and does not affect overseas operations of grant recipients.
https://www.sammobile.com/news/samsung-made-2nm-qualcomm-chips-galaxy-z-flip-8/ - * Samsung Foundry plans to increase 2nm chip output from 8,000 to 21,000 wafers per month by end of 2024 * The company will start shipping 2nm chips for Qualcomm, including Snapdragon 8s Elite Gen 5, in 2026 * It also secured contracts to produce cryptomining ASICs and chips for Tesla's FSD system * Prices for 2nm chips decreased by 33% to compete with TSMC in the semiconductor manufacturing sector
https://dieselgasoil.com/softbank-sinks-over-10-as-nvidia-fueled-rout-sweeps-asian-chip-shares/ - * SoftBank's shares drop over 10% in Tokyo amid sector-wide decline in Asian chip stocks * Major companies such as SK Hynix, Samsung, TSMC, and Hon Hai experience significant fall after Nvidia’s US stock dip * The pullback occurs despite Nvidia's strong earnings and positive outlook, influenced by sector concerns and market conditions
https://www.scmp.com/news/china/science/article/3333641/china-uses-groundbreaking-desktop-sized-euv-light-source-make-14-nm-chips?utm_source=rss_feed - * Hefei Lumiverse Technology unveils a desktop-sized EUV light source at the UltrafastX conference in late October. * The device is used to manufacture 14-nm chips, a key technology for electronics and automotive sectors. * The innovation aims to reduce complexity and cost in EUV lithography equipment, which is critical for advanced semiconductor manufacturing.
https://www.vietnamplus.vn/my-de-xuat-du-luat-ngan-tien-tro-cap-nganh-chip-chay-sang-trung-quoc-post1078400.vnp - * US legislators introduce a bill to prevent companies from using subsidies to buy Chinese chip manufacturing equipment within 10 years * The bill targets advanced lithography, wafer processing, and cutting tools, including equipment from ASML (Netherlands) and other countries * The legislation affects imports into the US but allows licensing exceptions for specific tools and does not impact overseas operations
https://rogermontgomery.com/nvidia-q3-fiscal-2026-earnings/ - * NVIDIA's Q3 revenue reached $57 billion, driven largely by AI data centre demand. * Blackwell GPU architecture and new chips like Hopper fuel ongoing AI hardware growth. * Company guides $65 billion in Q4 revenue, with strong market and order momentum. * Market response sees Nvidia stock rise 5%, boosting broader indices across Asia and Australia.
https://www.electronicsweekly.com/news/business/record-q3-for-nvidia-2025-11/ - * Nvidia's Q3 profit reaches $31.9 billion, reflecting increased AI acceleration hardware sales * CEO Jensen Huang highlights significant growth in cloud GPUs and AI ecosystem expansion * Company anticipates Q4 revenue of around $65 billion, indicating ongoing market demand
https://investorempires.com/nvidia-ceo-jensen-huangs-earnings-call-namechecked-saudi-ai-company-humain-three-times-heres-why/?utm_source=rss&utm_medium=rss&utm_campaign=nvidia-ceo-jensen-huangs-earnings-call-namechecked-saudi-ai-company-humain-three-times-heres-why - * Nvidia CEO Jensen Huang mentions Saudi startup Humain three times during latest earnings call. * Humain aims to become a major AI infrastructure provider in the Middle East, leveraging new data centres and partnerships. * The article discusses AI hardware deals involving Nvidia, AMD, and other chip providers, and regional AI ambitions in Saudi Arabia and the UAE.
https://www.techjuice.pk/as-nvidia-earnings-propel-ai-surge-musk-predicts-work-will-become-optional/ - * NVIDIA reports $57 billion third-quarter revenue, driven by data centre sales, with demand for Blackwell systems at capacity. * Elon Musk forecasts AI and robotics will make human work optional, handling all tasks via humanoid robots. * The AI acceleration hardware market and GPU technology, including Nvidia's role, remain central to technological advancements and market growth.
https://3dnews.ru/1132669/nvidia-rasprodala-vse-iiuskoriteli-no-na-podhode-eshchyo-bolsheblackwell - * Nvidia exceeding profit forecasts with record $57 billion revenue in Q3 2026, driven by AI hardware sales * Sales of Blackwell AI accelerators, cloud GPU stockpiles, and data centre growth highlight AI hardware market expansion * Company plans to further increase Blackwell supply despite high demand, signalling robust AI hardware adoption
https://dcnnmagazine.com/build/sustainability/verne-nscale-planning-15mw-ai-deployment-in-the-nordics/ - * Verne and Nscale plan a 15MW AI deployment at an Icelandic data centre, set for 2026. * The project involves around 4,600 NVIDIA Blackwell Ultra GPUs, primarily liquid-cooled. * The initiative emphasises renewable energy and environmental sustainability in AI infrastructure.
https://coincentral.com/amd-neutradc-forge-ai-infrastructure-pact-to-power-southeast-asias-digital-growth/ - * AMD and NeutraDC sign MoU to deploy AI accelerators and develop solutions across Southeast Asia. * Collaboration includes technical consulting, research, and training for enterprise AI adoption. * The Batam data centre will support high-density, liquid cooling AI workloads, opening in 2026.
https://www.holyrood.com/news/view,edinburgh-university-researchers-develop-system-to-make-ai-10-times-faster - * Researchers at the University of Edinburgh create WaferLLM, software designed for wafer-scale chips, to increase AI inference speeds tenfold. * The software is evaluated at EPCC, UK’s National Supercomputing Centre, supporting ultra-fast large language model operations. * This development aims to support real-time AI applications in science, healthcare, finance, and education sectors.
https://www.analyticsinsight.net/news/nvidia-q3-earnings-climb-as-ai-chip-demand-surges - * NVIDIA reports Q3 revenue of $57.01 billion, exceeding estimates, driven by AI infrastructure demand * Data centre revenue reaches $51.2 billion amid expanding AI deployment across industries * CEO highlights record growth in AI computing platforms and GPU sales, with cloud GPU demand outstripping supply
https://www.masslive.com/news/2025/11/ai-tech-giant-reports-record-57b-quarterly-earnings-amid-explosive-industry-boom.html - * NVIDIA's Q3 earnings reach $57 billion, up 62% year-on-year, driven by AI hardware demand * Data centre revenue hits $51.2 billion, reflecting surging cloud and enterprise AI workloads * Industry-wide growth in AI applications and hardware investment underscores Nvidia's market dominance
https://markets.financialcontent.com/wral/article/marketminute-2025-11-20-nvidias-ai-reign-continues-blockbuster-earnings-quell-bubble-fears-fuel-market-rally - * Nvidia reports record $57 billion revenue in Q3 2026, driven by AI data centre demand * Data centre segment accounts for 90% of Nvidia's revenue, boosted by AI infrastructure investments * Market reactions support sustained growth in AI accelerators and infrastructure hardware
https://finance.yahoo.com/news/nvidia-ceo-hits-back-at-ai-bubble-circular-investing-fears-we-see-something-very-different-174628099.html?.tsrc=rss - * Nvidia reports strong Q3 earnings exceeding analyst expectations and issues optimistic guidance for FY2026. * CFO forecasts $500 billion AI chip revenue through 2026, highlighting significant growth. * Nvidia's strategic investments in AI companies and cloud partnerships aim to expand GPU ecosystem and demand.
https://carboncredits.com/nvidia-stock-rose-on-q3-strong-results-57b-revenue-100b-ai-infrastructure-plan/ - * Nvidia reports Q3 revenue of $57 billion, driven by AI and data centre demand. * The company forecasts Q4 revenue of approximately $65 billion and plans to enhance margins. * Nvidia unveils a strategic shift with a $100 billion AI infrastructure deal with Brookfield, expanding beyond chip sales. * The partnership aims to build facilities and infrastructure for AI growth, including data centres and energy systems. * Nvidia commits to sustainability, achieving 100% renewable energy for its operations and targeting emission reductions by 2030.
https://dieselgasoil.com/nvidia-sent-a-strong-signal-on-ai-infrastructure-but-is-it-a-bubble-barometer/ - * Nvidia reports robust earnings, indicating ongoing AI infrastructure investment, in 2023 * Analysts link Nvidia's performance to data centre demand and hyperscaler activity * Industry experts debate whether Nvidia's success reflects broader AI market health or risk of bubble * Concerns focus on hyperscaler debt and AI startup revenue, not Nvidia itself * Nvidia's CEO and industry leaders dismiss AI bubble fears, citing long-term growth prospects
https://www.gurufocus.com/news/3218226/super-micro-computer-shares-rise-after-launch-of-new-amdpowered-ai-server - * Super Micro Computer introduces a new AMD-powered AI server with enhanced performance, shipping now. * The server features AMD Instinct MI355X GPUs, targeted at AI workloads, showcased at the Supercomputing Conference in St. Louis. * The product aims to support the expanding demand for AI hardware in data centres, competing with other server manufacturers.
https://tomtunguz.com/gemini-3-proves-pretraining-scaling-laws-intact/ - * Gemini 3 achieves performance breakthroughs, surpassing GPT-5.1 with one trillion parameters, indicating scaling laws remain valid. * Nvidia’s Q3 data center revenue reaches $51 billion, with projections of a $3-4 trillion AI infrastructure market by 2030. * The AI industry’s demand for advanced GPUs, including Nvidia’s Blackwell series, drives market expansion and model capabilities.
https://americanbazaaronline.com/2025/11/20/nvidia-releases-its-q3-fiscal-2026-earnings-report-470354/ - * Nvidia announces Q3 FY2026 revenue of $57 billion, driven by AI demand and data centre growth * Data centre segment revenue reaches $51.2 billion, up 66% year over year, with new milestones in AI infrastructure * Company forms partnerships with cloud providers and AI firms, advancing global AI infrastructure initiatives
https://www.tomshardware.com/tech-industry/artificial-intelligence/spacex-ceo-elon-musk-says-ai-compute-in-space-will-be-the-lowest-cost-option-in-5-years-but-nvidias-jensen-huang-says-its-a-dream - * Elon Musk claims space AI compute could become more economical than terrestrial options within five years due to solar power and cooling advantages * Nvidia's Jensen Huang highlights current technical challenges for space AI infrastructure, describing space data centres as a 'dream' * Challenges include thermal regulation, radiation protection, high launch costs, and connectivity issues, particularly for geo-stationary orbits
https://www.theregister.com/2025/11/20/heavy_industry_invades_sc25/ - * At SC25, datacenter infrastructure showcased (power, cooling) to support high-density AI workloads. * Major vendors like Mitsubishi, Danfoss, Vertiv displayed advanced cooling and power systems. * AI supercomputing projects from OpenAI and Meta are scaling to multi-gigawatt power levels, emphasising infrastructure demands.
https://siliconangle.com/2025/11/20/ai-data-center-cooling-becomes-boiling-point-sc25/ - * Traditional air cooling in AI data centres faces limitations with high-density processors * Liquid cooling technology, such as cold plates, provides more efficient heat management * Industry advocates for development of fully liquid-cooled systems by 2027-28 to meet increasing hardware demands
https://www.ciodive.com/news/nvidia-earnings-show-strong-ai-demand/806100/ - * Nvidia's quarterly revenue reaches $57 billion, driven by AI infrastructure sales, up 62% year-on-year. * Data centre revenue from cloud GPUs totals $51.2 billion, a 66% increase from the previous year. * Major hyperscalers like Google, Microsoft, and AWS invest billions in AI infrastructure, boosting Nvidia's growth, with industry-wide push towards inference hardware for ROI improvements.
https://www.fool.ca/2025/11/20/3-ai-stocks-i-like-better-than-nvidia-2/ - * The article discusses the growth prospects of AI hardware stocks, including AMD, Broadcom, and Celestica, for 2026. * It covers Nvidia's dominance, market shifts towards custom silicon and data centre upgrades, and stock performance. * The focus is on AI accelerators, inference hardware, and data centre deployment, relevant to the AI hardware sector, with specific emphasis on market trends and company prospects.
https://www.gurufocus.com/news/3219819/openai-partners-with-foxconn-to-develop-usbased-ai-data-center-hardware - * OpenAI collaborates with Foxconn to develop AI data centre hardware in the United States. * The partnership aims to build server racks and equipment for AI infrastructure. * OpenAI also plans to expand data centre capacity through deals with Nvidia and AMD, investing billions in the U.S. * The strategy includes controlling the AI supply chain via agreements with Broadcom. * The move aligns with efforts to strengthen U.S. AI infrastructure amid concerns over high capital expenditure.
https://www.suse.com/c/choosing-an-inference-engine-why-choice-matters/ - * Discusses the selection of inference engines based on hardware, model size, and workload requirements * Highlights different hardware-centric runtimes such as vLLM, TGI, llama.cpp, OpenVINO, and ONNX Runtime * Emphasises importance of measuring performance metrics like TTFT, throughput, and memory usage for AI inference * Mentions deployment environments including GPUs, CPUs, browsers, and specialised accelerators * Focuses on AI hardware optimisation, inference hardware choices, and deployment strategies in AI data centres
https://www.benzinga.com/markets/tech/25/11/48994760/dan-ives-says-this-is-not-an-ai-bubble-calls-nvidias-quarter-a-masterpiece-ross-gerber-says-hes-not- - * Nvidia reports a 62% increase in third-quarter revenue, surpassing estimates. * The company receives analyst praise as a 'masterpiece' amid market volatility. * Broader AI adoption remains low but expected to grow significantly in coming years.
https://fortune.com/2025/11/20/ai-bubble-bust-capex-christopher-wood/ - * The article discusses the 2023 intensified AI capex arms race, highlighting investments in hardware infrastructure and data centres. * It notes the momentum behind companies like Nvidia, focusing on AI-related semiconductors and AI infrastructure. * The piece examines Chinese firms' pragmatic approach to AI application development versus US investment in frontier models, within the context of hardware and GPU deployment.
https://datacenternews.asia/story/princeton-digital-starts-usd-1-billion-data-centre-in-jakarta - * Princeton Digital Group begins construction of a 120 MW hyperscale data centre in Greater Jakarta, Indonesia. * The facility, named JC3, aims to support AI workloads and is scheduled for phased completion by late 2026. * The project incorporates advanced cooling technology and renewable energy, aligning with sustainability goals. * Capacity expansion is part of Indonesia's growing digital economy and regional AI infrastructure development.
https://datacenternews.asia/story/ovhcloud-unveils-ai-quantum-platforms-to-boost-digital-autonomy - * OVHcloud announces new AI tools, quantum computing platform, and expansion in Europe, supporting digital sovereignty and autonomy. * The company introduces digital twin solutions, advanced inference infrastructure with SambaNova, and a Quantum-as-a-Service platform featuring Pasqal's QPU. * Future developments include new European data centres, expanding access to quantum technology and strengthening AI infrastructure for enterprise use.
https://news.samsung.com/global/interview-the-technologies-bringing-cloud-level-intelligence-to-on-device-ai - * Samsung Research advances AI hardware and software technology for on-device applications, focusing on model compression and runtime optimisation. * Development of techniques like quantisation and custom architecture design aims to enable AI models to operate efficiently on smartphones and appliances. * The article covers hardware optimisation and model architecture research to enhance AI performance directly on devices, reducing reliance on cloud processing.
https://www.prnewswire.com/news-releases/hon-hai-tech-day-2025-opens-to-showcase-foxconns-powerful-partnerships-and-vertical-integration-strengths-302622786.html - * Foxconn announces US$1.4 billion investment in NVIDIA-based supercomputing centre, utilisation of NVIDIA Blackwell Ultra GPUs, in early 2026. * The event highlights advancements in AI infrastructure, supercomputing, and AI-powered manufacturing solutions. * Demonstrations include AI-ready data centres, modular EVs, and intelligent manufacturing technologies, reflecting focus on AI hardware and infrastructure developments.
https://www.fool.com.au/2025/11/21/nvidia-stock-in-an-ai-bubble-the-ai-giants-fantastic-q3-results-and-guidance-should-put-that-concern-to-rest-usfeed/ - * Nvidia reports a 62% YoY revenue increase for Q3, exceeding analyst expectations * The company projects a 65% YoY revenue growth for Q4, indicating robust AI market demand * The article discusses AI hardware performance and market outlook, largely confirming ongoing growth trends
https://cxotoday.com/news-analysis/tcs-joins-the-multi-billion-datacentre-business-with-1bn-investment-support-from-tpg/ - * TCS announces a $2 billion project to build large-scale data centres in India, supported by a $1 billion investment from TPG. * The initiative aims to enhance India's data centre capacity amid rising AI demand and power-intensive infrastructure needs. * TCS plans to collaborate with hyperscalers like AWS, Azure, and Google Cloud to deliver AI-ready infrastructure and services.
https://www.communicationstoday.co.in/uk-plans-10b-wales-data-center-hub-in-ai-push/ - * UK government announces £10 billion investment to build a data centre campus in south Wales, aiming to strengthen AI infrastructure. * Vantage Data Centers and Microsoft pledge significant investments, with additional funding allocated for AI startups and research. * The initiative includes support for skills development, energy discounts, and efforts to position the UK as a global AI hub, amidst regulatory and energy price challenges.
https://www.thenewslens.com/article/261403 - * NVIDIA aims to convert its Taiwan branches into a fully independent subsidiary to enhance operational autonomy. * The move is expected to strengthen local supply chain collaboration, especially in AI and manufacturing. * It may lead to increased employment opportunities in core R&D roles and attract more foreign investment into Taiwan's semiconductor ecosystem.
https://www.thenewslens.com/article/261405 - * White House lobbying efforts aim to remove the GAIN AI bill from the National Defence Authorisation Act, benefiting US chipmakers including Nvidia. * The bill would restrict exports of AI chips to China, requiring domestic procurement first, with export licencing exceptions for trusted entities. * Nvidia CEO Huang Renjun predicts AI market growth, emphasising technological shifts and potential market dominance amid expansion and regulatory developments.
https://ec.ltn.com.tw/article/breakingnews/5253439 - * Semiconductor industry electricity consumption in Taiwan increased by 13.87% in October, the highest in over three years. * The growth is driven by AI applications, high-performance computing, cloud services, and consumer electronics demand. * The broader industrial electricity consumption rose by 4.15%, with manufacturing up 3.50% and services up 6.63%, indicating robust sector expansion.
https://newtalk.tw/news/view/2025-11-21/1005758 - * The 'Jingchuang 26' supercomputer in Taiwan ranks 29th globally in the TOP500 list, announced at SC25 in St Louis. * The system features the 'Nano4' H200 architecture with a performance of 81.55 PFlops and a power consumption of 2.214 MW. * It incorporates advanced AI and high-performance computing components, including NVIDIA's latest platforms, and aims to support scientific research and AI development in Taiwan.
https://ec.ltn.com.tw/article/breakingnews/5253122 - * US Department of Justice files charges against four individuals for illegally exporting NVIDIA AI chips to China. * Case involves exports from Malaysia and Thailand between October 2024 and January 2025, with a seizure of GPU shipments. * US lawmakers call for urgent passage of the Semiconductor Tracking Bill to strengthen export controls and chip security.
https://www.semiconductor-digest.com/memsstar-offers-new-vacuum-vapour-phase-metal-assisted-chemical-etching-technology/?utm_source=rss&utm_medium=rss&utm_campaign=memsstar-offers-new-vacuum-vapour-phase-metal-assisted-chemical-etching-technology - * Memsstar introduces vapour-phase MacEtch on its ORBIS platform, enabling advanced silicon etching processes. * The technology delivers improved uniformity, control, and high aspect ratio nanostructures, supporting up to 8-inch wafers. * Collaboration with PSI and Fraunhofer ENAS aims to enhance scalability, reproducibility, and device integration in sectors including MEMS, photovoltaics, and photonics.
https://www.semiconductor-digest.com/semi-europe-publishes-30-recommendations-for-a-forward-looking-european-chips-act/?utm_source=rss&utm_medium=rss&utm_campaign=semi-europe-publishes-30-recommendations-for-a-forward-looking-european-chips-act - * The report assesses European Chips Act implementation and suggests strategic policy updates, published in 2023 * Focuses on R&D, manufacturing expansion, and supply chain resilience, specifically within Europe * Emphasises strengthening European semiconductor ecosystem, materials, equipment, and design sectors
https://semiwiki.com/semiconductor-services/363956-semiconductors-up-over-20-in-2025/ - * The world semiconductor market reached $208 billion in Q3 2025, marking a new peak. * Nvidia remains the leading supplier with $57 billion revenue, with memory firms Samsung and SK Hynix also posting significant growth. * AI-driven demand is a major factor in market expansion, especially for memory and data centre applications.
https://www.openpr.com/news/4281133/global-and-u-s-silicon-nitride-precursor-market-report - * Global silicon nitride precursor market size valued at USD 748 million, growing at 6.5% CAGR (2024-2030) * Major manufacturers include US-based Gelest and Entegris, Japanese Tokuyama, and German Merck * Samsung Electronics contracted USD 24.6 million for high-purity ALD precursors in early 2024 for advanced semiconductor fabrication * The article discusses technological advancements, capacity expansions, and critical supply chain developments within the sector * Focuses largely on manufacturing, product innovation, and application in high-end semiconductor processes
https://hk.news.yahoo.com/dram%E3%80%81nand-%E7%8B%82%E5%8A%A0%E5%83%B9%EF%BC%8C%E5%B0%8F%E7%B1%B3%E9%9B%B7%E8%BB%8D%E5%9D%A6%E6%89%BF%E6%99%BA%E8%83%BD%E6%89%8B%E6%A9%9F%E5%8A%A0%E5%83%B9%E5%A3%93%E5%8A%9B%E9%9B%A3%E6%93%8B%EF%BC%9F-111402981.html - * Memory delivery times for DRAM and NAND have extended to 26-39 weeks, affecting 2026 delivery timelines. * Increasing memory and wafer costs are pressuring margins for MediaTek and Chinese smartphone brands, including Xiaomi. * Xiaomi has raised product prices by RMB 300-600 due to soaring memory costs, with others like Vivo, Oppo, and Realme also increasing prices. * Mid-to-lower end smartphones are most affected, with supply chain operators planning further price hikes in Q4. * The shortage and cost increase threaten profit margins across the global semiconductor and smartphone sectors.
https://tugatech.com.pt/t74591-esquema-de-contrabando-de-chips-nvidia-para-a-china-desmantelado-ceo-de-empresa-de-ia-entre-os-acusados - * US federal prosecutors accuse individuals of orchestrating illegal export of Nvidia chips to China, involving a scheme from late 2023. * The operation utilised a front company, 'Janford Realtor, LLC', to mask unauthorised exports of GPUs H200 and H100. * An Alabama-based CEO, Raymond, is central to the case, with allegations of illicit transfer of nearly $2 million through fake documentation. * Nvidia states its export control system is strict and efforts to use contraband hardware for data centres are both technically and economically futile. * The incident supports claims that China may possess larger stockpiles of restricted chips, defying trade restrictions.
https://canadiantechnologymagazine.com/gemini-3-canadian-tech-token-efficiency-costs-strategy/ - * Gemini 3 demonstrates significant improvements in multi-domain benchmarks, multimodal reasoning, and coding capabilities, impacting AI performance and deployment strategies. * Its release influences Canadian organisations to consider hybrid architectures, token efficiency, and vendor strategies amid premium pricing and technological advances. * The model's integration with Google’s hardware stack and product demos showcase practical applications in developer tooling, autonomous agents, and industry-specific workflows. * Regulatory, ethical, and talent development considerations are highlighted, alongside strategic responses for Canadian enterprise and startup sectors. * The article addresses market competition, procurement strategies, and the importance of scaling, cost management, and regulatory compliance for Canadian tech firms.
https://mobile.newsis.com/view/NISX20251120_0003410914 - * Nvidia's Chinese AI chip sales decline due to US export restrictions and local competition in Q3 2023 * The company's main AI chip, H20, generated only $50 million in revenue, far below initial estimates * Developments include restrictions on new chips B30A and ongoing factors affecting Chinese market share and supply chain, including domestic memory firms * The article covers geopolitical trade issues impacting semiconductor manufacturing, supply chains, and sales strategy within the sector * Site of relevance is China, with implications for global supply chains and major companies like Samsung and SK Hynix
https://www.chemengonline.com/sumitomo-chemicals-acquires-semiconductor-chemicals-company-in-taiwan/ - * Sumitomo Chemical (Tokyo, Japan) acquires Taiwan-based AUECC to strengthen its semiconductor chemicals business. * The deal facilitates the establishment of manufacturing bases in Taiwan and the US, including Texas. * The acquisition aims to capitalise on industry growth driven by IoT, AI, and data centre demand, with a focus on high-purity process chemicals.
https://www.thethinkingconservative.com/us-must-press-allies-on-chipmaking-export-loopholes-to-china-experts/ - * The US highlights loopholes in export controls on chipmaking equipment to China. * Experts and lawmakers emphasise the impact of these loopholes on US leverage. * The article discusses international differences in export restrictions and potential policy actions. * Focuses on export control policies affecting semiconductor manufacturing equipment and international supply chains. * Dates to November 2023, involving US policymakers, experts, and international allies.
https://foreignpolicy.com/2025/11/20/china-ai-race-jobs-youth-unemployment/ - * The Chinese government aims for significant AI penetration by 2027 and 2030, with policy measures to manage employment impacts. * China’s slowing economy and structural shifts have increased youth unemployment and reliance on gig work. * AI technologies, including robotics and autonomous vehicles, are already affecting low-skilled and entry-level jobs in China. * Beijing seeks to balance AI growth with social stability, introducing policies such as tax incentives, wage subsidies, and reskilling initiatives. * The article highlights strategic government approaches and sector impacts within China's semiconductor and AI sectors.
https://www.channelnewsasia.com/business/asml-launches-technical-academy-in-phoenix-train-in-demand-engineers-5480871 - * ASML launches a technical training academy in Phoenix to prepare over 1,000 engineers annually for servicing complex chipmaking equipment * The facility caters to the rise in advanced chip manufacturing in the US, with expansions by TSMC, Intel, Samsung, and Micron in Texas and Arizona * The academy includes 14 classrooms and a cleanroom, capable of operating 24/7 to meet demand for trained engineers in the sector
https://www.channelnewsasia.com/world/us-lawmakers-target-chinese-chipmaking-equipment-imports-chips-act-grant-recipients-5481106 - * US Congress introduces legislation to prevent Chinese chipmaking equipment purchases by grant recipients, targeting equipment like lithography machines * Bill aims to restrict such imports for 10 years, with potential enactment planned for December * The legislation responds to China's $40 billion investment in semiconductor manufacturing equipment and the US's $39 billion CHIPS Act, intended to boost domestic chip production
https://www.gurufocus.com/news/3219171/asml-opens-technical-academy-to-support-rapid-chip-industry-growth-in-the-us - * ASML opens a technical academy in Phoenix, Arizona, to train engineers for chip manufacturing equipment maintenance. * The facility aims to train over 1,000 engineers annually amid growing US semiconductor capacity. * The expansion aligns with increased investments and capacity upgrades by Intel, TSMC, Samsung, and Micron in the US.
https://www.datacenterknowledge.com/data-center-chips/nvidia-s-upbeat-forecast-soothes-fears-of-ai-market-bubble - * Nvidia predicts over $500 billion revenue for upcoming quarters, indicating robust AI industry demand * Company reports Q3 revenue of $57 billion, surpassing analyst estimates, and maintains positive outlook * US export restrictions limit Nvidia's sales in China, with no forecasted sales from AI accelerators in the region
https://www.aspistrategist.org.au/australia-south-korea-critical-minerals-cooperation-gets-results-beyond-frameworks/ - * Australia and South Korea advance critical minerals cooperation through agreements and joint ventures in 2024 * The partnership addresses supply chain resilience, diversification, and reducing dependence on China * Key projects include lithium supply agreements and rare earth metals sales, supporting semiconductor and electric vehicle sectors
https://allwork.space/2025/11/u-s-chipmaker-marvell-plans-15-annual-workforce-expansion-in-india/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-chipmaker-marvell-plans-15-annual-workforce-expansion-in-india - * Marvell plans to grow its workforce in India by 15% annually over three years, focusing on AI and cloud infrastructure, as of 2023. * The company, based in Bengaluru and Hyderabad, aims to expand client base with hyperscalers and local firms. * Discussions include assembly and testing, aligning with India’s semiconductor manufacturing initiatives, but no chip fabrication is planned yet.
https://www.benzinga.com/Opinion/25/11/48987039/why-nvidia-growth-is-now-tied-to-debt%E2%80%91loaded-ai-customers - * Nvidia's growth increasingly relies on vendor financing for major AI customers, exposing the company to credit and liquidity risks. * Key customers such as CoreWeave, OpenAI, and xAI face refinancing milestones in 2025–2026, raising concerns about defaults. * Nvidia's structured leasing through SPVs inflates revenue but transfers credit and margin risks onto the company. * Historical parallels to Lucent Technologies highlight the risk of massive write downs if customer defaults occur. * Sector focus is on semiconductor manufacturing, AI infrastructure financing, and supply chain stability within the chip industry.
https://www.carexpert.com.au/car-news/dutch-and-chinese-governments-make-concessions-in-chip-crisis - * The Dutch and Chinese governments progress in negotiations, affecting Nexperia's operations, October 2023. * Dutch government suspends emergency order targeting Nexperia, amid ongoing legal and trade disputes. * Nexperia, a key European automotive chip supplier, faces supply chain uncertainty and operational disruptions. * The crisis involves export restrictions, legal rulings, and US trade controls impacting manufacturing and supply chain. * Major automakers like Volkswagen and BMW are affected due to chip shortages stemming from the dispute.
https://www.theverge.com/news/825510/nvidia-china-smuggling-ai-chips-h200 - * Four individuals face charges of illegal export and conspiracy involving Nvidia GPUs and supercomputers to China * Schemes included using front companies and unlicensed exports of high-end AI chips, including H100 and H200 GPUs * The case highlights ongoing export control enforcement and supply chain challenges in the US semiconductor sector
https://www.marketbeat.com/instant-alerts/best-manufacturing-stocks-to-watch-now-november-20th-2025-11-20/ - * Several manufacturing stocks, such as TSMC, Applied Materials, and Fabrinet, experienced high trading volume in recent days * The companies operate in semiconductor manufacturing, optical, and industrial sectors, with global presence * The article covers recent stock activity and research reports, but does not focus on manufacturing capacity, lithography, or supply constraints
https://www.jdsupra.com/legalnews/hot-topics-in-international-trade-5210116/ - * GM instructs suppliers to phase out Chinese sourcing of parts and materials by 2027, citing geopolitical and supply chain risks. * The transition involves relocating electronics, semiconductors, batteries, and critical components to North America. * Industry peers like Tesla also plan to reduce reliance on China, signalling a broader shift in semiconductor and supply chain strategies within the automotive sector.
https://www.azernews.az/region/250511.html - * US Department of Commerce authorises export of US semiconductors, including Nvidia Blackwell chips, to UAE and Saudi Arabia * Moves aim to support AI development and maintain US technological leadership * Highlights growing Middle East involvement in global semiconductor and AI collaborations
https://appleosophy.com/2025/11/20/apple-vision-pro-with-m5-chip-launches-in-south-korea-on-nov-28/ - * Apple announces availability of the upgraded Vision Pro with M5 chip in South Korea from November 28, 2025 * Device features a new 10-core CPU and GPU, with AI and gaming enhancements * The launch includes pre-orders priced at ₩4,990,000 and introduces a redesigned Dual Knit Band for comfort
https://www.kathimerini.gr/world/563931664/o-mr-nvidia-metra-kerdi-kai-den-fovatai-ai-foyska/ - * Nvidia reports strong Q3 financial results with data centre sales up 66% annually. * Stock rises 5% after decline due to investment fears in AI sector. * Company projects potentially higher sales in AI chips and faces competition from AMD.
https://wccftech.com/nvidia-says-theres-no-guarantee-openai-will-proceed-with-the-100-billion-mega-deal/ - * NVIDIA's $100 billion partnership with OpenAI remains uncertain, as per the company's latest 10-Q filing * The deal involves next-gen Vera Rubin systems and massive compute capacity buildout * Industry concerns focus on the financial capacity of AI firms and the scaling of AI hardware infrastructure
https://wccftech.com/nvidia-jensen-huang-explains-why-asics-wont-do-much-to-the-firm-ai-dominance/ - * Jensen Huang states that the real competition in AI hardware is between engineering teams, not companies. * The article discusses Nvidia's stance against ASICs and TPUs from Google and Amazon, with a focus on Nvidia's software and hardware ecosystem. * The piece highlights Nvidia's commitment to maintaining AI industry leadership across pre-training, inference, and software stack development.
https://techxplore.com/news/2025-11-ai-leader-nvidia-results-warren.html - * Nvidia reports a $US57 billion revenue in Q3 2025, surpassing estimates. * Berkshire Hathaway acquires a $4.3 billion stake in Alphabet, indicating confidence in AI-driven growth. * The article discusses AI hardware, market dynamics, and investment strategies involving Nvidia and Google. * Focus on AI market trends, hardware influence, and hyperscaler activities relevant to AI infrastructure development.
https://finance.yahoo.com/news/ai-market-poised-hit-3-154500580.html?.tsrc=rss - * The global AI market is projected to reach USD 3.5 trillion by 2033, with a CAGR of 31.5% from 2025. * Major tech firms like Meta, Amazon, Google, and Apple drive AI hardware investments and product launches. * Advances in deep learning and neural networks are accelerating deployment across sectors such as healthcare, aerospace, and automotive.
https://www.cnbc.com/2025/11/20/ray-dalio-ai-bubble-sell-market-stocks.html - * Ray Dalio identifies a bubble in AI-related market spending but advises investors not to sell. * Nvidia shares rise over 5% following strong earnings and guidance. * Nvidia CEO Jensen Huang dismisses bubble concerns during analyst briefings.
https://www.macrumors.com/2025/11/20/apple-canceled-chinese-iphone-17-pro-displays/ - * Apple shifts OLED panel orders for iPhone 17 Pro from Chinese supplier BOE to Samsung in late 2025 * BOE's reliability issues with LTPO OLED panels delayed plans to supply up to 40 million units * Samsung's supply allocation increases from 80 million to 90 million panels as a result of reallocation
https://textilevaluechain.in/technology/global-ai-market-growth-accelerates-amid-automation-and-innovation - * The global AI market is expanding rapidly, influenced by automation, cloud computing, and generative AI, with growth observed across sectors. * Cloud-based AI services and AI-as-a-Service expand market access, supporting cost-effective deployment. * Government strategies and international investments bolster AI ecosystems and infrastructure development worldwide.
https://runet.news/articles/66070 - * Market analysts forecast an 8–18% quarterly increase in DRAM and NAND prices in Q4 2025, driven by AI server demand * Manufacturers like Samsung have increased memory chip prices by up to 60% since September 2024 * Global memory shortages and capacity reallocation towards AI datacentres lead to higher costs for consumer electronics and gaming hardware
https://makkahnewspaper.com/article/1627026/%D8%A3%D8%AE%D8%A8%D8%A7%D8%B1-%D9%84%D9%84%D9%85%D9%88%D9%82%D8%B9/%D8%A3%D9%85%D8%A7%D8%B2%D9%88%D9%86-%D9%88%D9%8A%D8%A8-%D8%B3%D9%8A%D8%B1%D9%81%D9%8A%D8%B3%D8%B2-%D9%88%D9%87%D9%8A%D9%88%D9%85%D8%A7%D9%8A%D9%86-%D8%AA%D9%88%D8%B3%D8%B9%D8%A7%D9%86-%D8%B4%D8%B1%D8%A7%D9%83%D8%AA%D9%87%D9%85%D8%A7-%D8%B9%D8%A8%D8%B1-%D9%85%D8%AC%D9%85%D9%88%D8%B9%D8%A9-%D8%A7%D9%84%D8%A8%D9%86%D9%8A%D8%A9-%D8%A7%D9%84%D8%AA%D8%AD%D8%AA%D9%8A%D8%A9-%D9%84%D9%84%D8%B0%D9%83%D8%A7%D8%A1-%D8%A7%D9%84%D8%A7%D8%B5%D8%B7%D9%86%D8%A7%D8%B9%D9%8A-nvidia-ai-infrastructure-%D9%88%D8%B4%D8%B1%D8%A7%D8%A6%D8%AD-%D8%A7%D9%84%D8%B0%D9%83%D8%A7%D8%A1-%D8%A7%D9%84%D8%A7%D8%B5%D8%B7%D9%86%D8%A7%D8%B9%D9%8A-%D9%85%D9%86-%D8%A3%D9%85%D8%A7%D8%B2%D9%88%D9%86-%D9%88%D9%8A%D8%A8-%D8%B3%D9%8A%D8%B1%D9%81%D9%8A%D8%B3%D8%B2 - * AWS and Humain announce plans to deploy up to 150,000 AI chips in Riyadh's data centre named 'AI Zone', supporting training and inference. * The project will feature NVIDIA GB300 and AWS Trainium chips, enabling advanced AI workloads. * The collaboration aims to extend AI services globally from Saudi Arabia, leveraging high-performance infrastructure.
https://www.amsterdamnews.net/news/278705512/china-urges-netherlands-to-swiftly-resolve-nexperia-issue-commerce-ministry - * China calls on the Netherlands to resolve issues related to semiconductor manufacturer Nexperia, aiming to stabilise global supply chains. * The statement was made during a official briefing on November 20, by the Chinese Ministry of Commerce. * China emphasises the importance of Dutch cooperation to restore security and stability in semiconductor manufacturing and exports.
https://www.edn.com/compute-powering-the-transition-from-industry-4-0-to-5-0/ - * Advances in chip materials such as silicon carbide and gallium nitride are enhancing performance and sustainability in industrial applications. * The transition emphasises reimagining manufacturing power sources, decentralisation, and environmental responsibility. * Collaboration across semiconductor makers, industry stakeholders, and policymakers is identified as crucial to address energy efficiency and supply chain resilience.
https://winbuzzer.com/2025/11/20/google-launches-gemini-3-pro-image-nano-banana-goes-enterprise-with-deep-think-reasoning-xcxwbn/ - * Google launches Gemini 3 Pro Image for enterprise AI-generated images, integrating "Deep Think" reasoning for physics-based scene understanding. * The tool supports complex scene composition, character consistency, high-fidelity text rendering, and localized editing, targeting professional workflows. * Deployment is integrated into Google's Antigravity IDE, Google Ads, and other services, with tiered access and references for high-volume use. * The update emphasises safety via cryptographic watermarks (SynthID), removing visible branding for enterprise subscribers. * Timing is shortly after the Gemini 3 Pro launch, with a focus on AI acceleration hardware and new AI-focused server deployments.
https://spectator.org/americas-strategic-blind-spot-in-the-global-chip-race/ - * US export controls on advanced chips face loopholes via open-source architectures like RISC-V, used by China. * China’s investment in RISC-V projects exceeds $50 million since 2018, with patents surpassing US filings. * US policymakers consider stricter controls to prevent supply chain vulnerabilities and safeguard national security.
https://www.fool.com/investing/2025/11/20/could-amds-100-billion-ai-ambition-make-it-the/ - * AMD predicts revenue growth to over $150 billion by 2030, driven by AI data centre expansion * The company targets a 60% CAGR in data centre revenue, with significant market share ambitions * Increasing AI infrastructure investments by cloud providers and partnerships with OpenAI support growth prospects
https://me.pcmag.com/en/graphics-cards/33580/qualcomm-claims-elite-x2-graphics-are-50-faster-than-intel-core-ultra-2 - * Qualcomm announces that its Adreno X2 GPU in Snapdragon X2 Elite SoC offers 50% faster gaming performance than Intel's Xe2 graphics in Core Ultra 200 processors * Claims to be nearly 30% faster than AMD Ryzen AI CPUs for onboard graphics gaming, with performance tests conducted at 1080p medium quality * Highlights include redesigned architecture for rasterisation, hardware-accelerated ray tracing, 21MB high-performance memory, and support for LPDDR5X, aiming for significant improvements in FPS and gaming experience
https://www.openpr.com/news/4280825/precision-semiconductor-lithography-equipment-market-set - * The global market for precision semiconductor lithography equipment valued at US$ 26.17 billion in 2024 is projected to reach US$ 42.83 billion by 2031, growing at a CAGR of 7.4%. * Major companies include ASML, Nikon, Canon, and Veeco Instruments, focusing on EUV and DUV lithography systems. * The report highlights growth driven by demand for advanced fabrication and lithography technology in the semiconductor manufacturing sector.
https://developingtelecoms.com/telecom-technology/data-centres-networks/19374-pdg-reveals-120mw-ai-ready-hyperscale-campus-in-jakarta.html - * PDG begins construction on JC3, a 120MW hyperscale data centre in Jakarta, Indonesia, with first phase expected in Q4 2026 * The campus is designed for AI workloads, with modular construction and direct-to-chip liquid cooling * The facility aims for LEED certification and renewable energy integration, supporting Indonesia's growing digital economy
https://cbn.co.za/industry-news/data-centers-news/schneider-electric-800-vdc-powers-nvidias-next-gen-ai/ - * Schneider Electric collaborates with NVIDIA to develop 800 VDC sidecars capable of supporting megawatt-scale racks for AI infrastructure * The new systems enable efficient, safe, and scalable power delivery for high-density data centre environments * The initiative aims to support AI hardware advancements, including next-gen GPUs and increased compute densities in data centres
https://koreatechtoday.com/samsung-commits-310-billion-to-ai-and-semiconductor-expansion/ - * Samsung commits $310 billion over five years to expand chip manufacturing, AI data centres, and next-generation tech in South Korea * Construction of Pyeongtaek Plant 5 and two AI data centres in South Jeolla and Gumi, with operations beginning around 2028 * Investment aims to boost regional economic growth, supply chain stability, and position South Korea as a global AI and semiconductor leader
https://koreatechtoday.com/samsung-commits-310-billion-to-ai-and-semiconductor-expansion/ - * Samsung commits $310 billion over five years to AI infrastructure, semiconductors and next-gen tech * Plans include building Pyeongtaek Plant 5 and two AI data centres in South Jeolla and Gumi * Investment aims to strengthen supply chains, regional development, and AI manufacturing capabilities
https://haverfordquality.com/market-commentary-november-20-2025-2/ - * Nvidia expected to report $4.56 EPS for 2023, driven by AI data centre and cloud infrastructure demand * The company's market cap exceeds $4.5 trillion, with forward P/E ratio indicating strong profitability * Earnings growth outpaces price appreciation, suggesting sustainable market confidence in AI hardware deployment
https://parameter.io/tsmc-tsm-stock-surges-as-us-workforce-hits-record-amid-expansion/ - * TSMC's overseas workforce in the US reached 137,000 in 2024, a 7% increase from 2023 * Expansion projects in Arizona and Kumamoto support production and talent relocation * US and Southeast Asia become key destinations for Taiwanese talent amid geopolitical shifts
https://www.computerweekly.com/news/366634622/Nvidia-prepares-for-exponential-growth-in-AI-inference - * Nvidia reports $57bn revenue in Q3 2026, with datacentre contributing $51bn, a 66% YoY increase. * Growth driven by AI inference demands, advances in GPU architectures, and AI workloads. * Collaborations with Fujitsu and Intel focus on integrating Nvidia GPUs with CPUs, expanding AI ecosystem capabilities.
https://markets.financialcontent.com/wral/article/tokenring-2025-11-20-ibm-and-university-of-dayton-forge-semiconductor-frontier-for-ai-era - * Announced a partnership exceeding $20 million to develop next-generation semiconductor technologies for AI, targeting completion in early 2027 in Dayton, Ohio. * Focus areas include AI hardware, advanced packaging, and photonics, with an emphasis on energy-efficient AI accelerators and optical data transfer. * Aims to establish a nanofabrication facility to accelerate research, prototyping, and workforce development for US semiconductor industry. * The initiative supports the US's strategic positioning in AI hardware and manufacturing, with implications for industry giants and foundry services. * The collaboration underscores hardware innovation as a foundation for the next wave of AI capabilities, with both regional and national significance.
https://markets.financialcontent.com/wral/article/tokenring-2025-11-20-tsmcs-global-gambit-a-165-billion-bet-reshaping-the-semiconductor-landscape-in-the-us-and-japan - * TSMC announces a $165 billion investment in the US and Japan to diversify production and mitigate geopolitical risks. * Construction of new fabs in Arizona (USA) and Kumamoto (Japan) targets high-end and mature process nodes, with production starting between 2024 and 2029. * Expansion aims to strengthen supply chain resilience for AI, automotive, and high-performance computing, benefiting major industry players. * Challenges include higher costs, talent shortages, and geopolitical tensions, influencing industry dynamics and profit margins. * Long-term, the strategy enhances global supply chain security, regional ecosystems, and technological leadership amid geopolitics.
https://www.channelnewsasia.com/business/softbank-invest-3-billion-in-ohio-factory-openai-data-center-information-reports-5480581 - * SoftBank plans to invest up to $3 billion to upgrade a factory in Lordstown, Ohio, for AI data centres. * The factory will produce modular data centre equipment starting early next year. * The investment is part of broader efforts involving OpenAI, Oracle, and other partners to build AI infrastructure across the US.
https://markets.financialcontent.com/wral/article/tokenring-2025-11-20-the-ai-fueled-ascent-semiconductors-drive-unprecedented-tech-stock-rally - * The semiconductor sector drives global tech stock rally, with significant growth in 2025, valued at nearly $800 billion. * Nvidia, TSMC, AMD, Broadcom, and ASML lead innovations in AI chips, advanced packaging, and process nodes, fueling AI and HPC demand. * Increasing capital expenditure by hyperscalers and tech giants supports the ongoing AI chip supercycle, despite concerns over valuation and supply chain vulnerabilities.
https://markets.financialcontent.com/wral/article/tokenring-2025-11-20-ibm-and-university-of-dayton-forge-semiconductor-frontier-for-ai-era - * IBM and University of Dayton announce a $20 million partnership to develop advanced semiconductor technology, including AI accelerators and photonics, by 2027. * The project aims to accelerate AI hardware development, focusing on specialised chips, packaging innovations, and optical interconnects to improve energy efficiency and processing speed. * The collaboration seeks to grow a skilled workforce, strengthen the US semiconductor industry, and impact AI infrastructure in data centres and edge devices.
https://www.tomshardware.com/tech-industry/semiconductors/microsoft-unveils-azure-cobalt-200-cpu - * Microsoft unveils Azure Cobalt 200, a 132-core Arm-based CPU built on TSMC’s 3nm node, designed for data centres. * The processor features integrated cryptography and compression engines, with a focus on power efficiency and performance gains. * Deployment is ongoing within Microsoft’s data centres, with broader availability planned for 2026, targeting cloud workloads.
https://www.gurufocus.com/news/3217744/nvidia-stock-pops-after-q3-beat-data-center-growth-explodes-66 - * Nvidia reports fiscal Q3 revenue of $57 billion, surpassing forecasts, driven mainly by data centre demand * Data centre revenue reaches $51.2 billion, a 66% increase year-over-year, largely from compute GPUs * Company anticipates revenue of approximately $65 billion in the current quarter, exceeding analyst estimates
https://thebull.com.au/us-news/trump-may-delay-semiconductor-tariffs-impacting-nvidia-and-amd/ - * US administration is contemplating delaying tariffs on semiconductor imports to mitigate trade tensions, with potential impacts on Nvidia and AMD. * The move, initially announced in August, aims to incentivise domestic manufacturing but faces opposition due to supply chain concerns and China trade policy. * Chinese tariffs on memory chips remain, while some waivers suggest easing tensions; export restrictions still impact Chinese access to US chips.
https://www.sinicapodcast.com/p/finbarr-bermingham-of-the-scmp-on - * Dutch court intervenes to control Nexperia amid US export pressure and Chinese management concerns. * The case underscores Europe's dilemma in balancing US restrictions and Chinese investment. * Dutch legislation, export controls, and European response to semiconductor supply chain tensions are discussed.
https://www.gurufocus.com/news/3218600/nvidia-nvda-set-for-growth-as-ubs-highlights-positive-outlook - * UBS forecasts Nvidia's EPS could exceed $10, reflecting strong demand in AI and GPU sectors * Nvidia expands GPU applications for AI, data centres, and high-performance workloads * Financial metrics show revenue growth of 70.5% over three years and robust profitability
https://www.gurufocus.com/news/3218814/tsla-tesla-stock-jumps-on-nvidia-earnings-and-ai-momentum - * Tesla's stock increased approximately 4% amid AI momentum driven by Nvidia's strong earnings report * Investors' interest in AI-related companies like Tesla surged, reflecting broader market optimism * Market analysts note that the rally is sentiment-driven and dependent on upcoming delivery and autonomous-driving updates
https://finance.yahoo.com/news/nvidia-nvda-stock-know-164050158.html?.tsrc=rss - * Nvidia's quarterly revenue rises 62.5% year-over-year to $57.01 billion, exceeding forecasts * Company provides optimistic revenue forecast of approximately $65 billion for the next quarter * Share prices show volatility with a 2.1% increase after earnings announcement, reflecting market interest in AI hardware growth
https://www.bloomberg.com/news/articles/2025-11-20/nvidia-earnings-squash-ai-bubble-fears-big-take-podcast - * Nvidia reports earnings that alleviate concerns of an AI bubble. * The company's demand challenges are discussed, reflecting market growth in AI hardware. * The article was published in the context of Nvidia's efforts to meet global AI hardware demands.
https://www.tomshardware.com/pc-components/gpus/nvidia-hints-at-early-vera-rubin-launch-on-track-for-usd500-billion-in-gpu-sales-by-late-2026-despite-losing-china - * Nvidia plans to launch the Vera Rubin AI and HPC platform in Q3 2026, with shipment anticipated in Q4. * The platform includes advanced GPUs, accelerators, and connectivity hardware, all silicon-ready. * Nvidia aims to reach $0.5 trillion in GPU sales by 2026, excluding China due to US and Chinese restrictions.
https://www.businesswire.com/news/home/20251120689633/en/Lambda-Leads-Early-Adoption-of-NVIDIA-Co-Packaged-Optics-for-Next-Gen-AI-Factories?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * Lambda adopts NVIDIA's silicon photonics networking technology to address AI infrastructure bottlenecks as of 2023 * The integration enhances network speed, power efficiency, and reliability in large-scale GPU AI factories * The move supports the deployment and scaling of next-generation AI training and inference hardware in data centres
https://www.zdnet.com/home-and-office/home-entertainment/new-chromebooks-come-with-a-free-geforce-now-fast-pass-and-it-looks-promising/ - * Purchase of a new Chromebook includes a one-year GeForce Now Fast Pass for cloud gaming. * Nvidia's Blackwell RTX architecture upgrades enhance gaming performance and visual fidelity. * New features include over 2,300 additional games, lower latency, and automatic display resolution optimisation.
https://thebull.com.au/us-news/trump-may-delay-semiconductor-tariffs-impacting-nvidia-and-amd/ - * The Trump administration is contemplating delaying tariffs on semiconductor imports, impacting Nvidia and AMD's market outlook. * The policy shift comes amid trade tensions and export control concerns, especially regarding AI chips. * Chinese tariffs on some US chips were waived, signalling potential trade easing, although uncertainties remain in policy and regulation.
https://www.globalsmt.net/world-news/us-approves-sale-of-nvidia-chips-to-armenia-for-100mw-data-center/ - * US government approves sale of Nvidia chips to Armenia for a 100MW data centre. * Data centre expected to be operational by Q2 2026, facilitated by Firebird.ai. * Multiple US chip sales to Middle Eastern countries and policy shifts on export controls noted.
https://forexkong.com/2025/11/19/nvidia-why-the-earnings-beat-isnt-just-likely-its-locked-in/ - * Nvidia approaches earnings with strong demand, backlog, and market position, expected to deliver an earnings beat. * The company’s product pipeline and market dominance provide margin upside and pricing power. * Sector-wide confidence is reinforced, positioning Nvidia as a key indicator of the AI hardware cycle's health.
https://www.globenewswire.com/news-release/2025/11/20/3192023/0/en/Mixel-MIPI-IP-Integrated-into-Automotive-Radar-Processors-Supporting-Safety-critical-Applications.html - * Mixel's MIPI D-PHY CSI-2 IP integrated into indie’s automotive radar processors for safety applications, announced November 2025 in California. * IP supports automotive functional safety standards, including AEC-Q100 and ISO 26262, with full conformance testing. * Mixel's silicon-proven IP aligns with high-performance, safety-critical automotive semiconductor manufacturing and design needs.
https://www.renewableenergyworld.com/power-grid/globalfoundries-and-navitas-gan-next-gen-power-applications/ - * GlobalFoundries and Navitas Semiconductor announce a strategic collaboration to scale GaN technology in the US, with development starting in early 2026. * The partnership aims to produce next-generation GaN at GF’s Burlington, Vermont facility, supporting high-voltage GaN-on-Silicon technology. * Focus on applications in AI datacenters, energy, industrial electrification, and national security, aligning with US semiconductor leadership goals.
https://www.tomsguide.com/computing/gpus/gpu-price-hikes-are-coming-in-2026-so-now-is-the-best-time-to-buy-ive-found-the-best-deals-for-you-to-get-ahead-of-it - * Surge in DRAM costs by 172% year-over-year impacts GPU pricing, prompting industry supply concerns. * Nvidia and AMD consider model cancellations as video memory scarcity intensifies; RTX 50 SUPER series cancelled. * Market warnings from manufacturers suggest consumers should buy GPUs before prices rise in late 2023, linked to impending cost increases.
https://quantumzeitgeist.com/nvidia-apollo-ai-scientific-simulation/ - * NVIDIA announced Apollo, a family of open AI physics models for industrial and computational engineering, at SC25. * Applied Materials, Cadence, Synopsys, and Siemens reported up to 500x speedups in simulations incorporating NVIDIA Apollo models. * The models are aimed at sectors including semiconductor manufacturing, aerospace, and energy, with deployment via platforms like HuggingFace and NVIDIA NIM microservices.
https://www.engineering.com/hmci-and-rapt-ai-expand-access-to-nvidia-powered-ai-systems/ - * HMCI and Rapt.AI deploy NVIDIA GB10 systems for shared AI infrastructure in Rancho Cordova * Initiative announced at SuperCompute 2025 with a $5 million city investment * AI and Robotics Ecosystem aims to support academia, startups, and civic teams with remote AI access and scalable GPU cloud services
https://www.kathimerini.gr/economy/563931541/anodos-ton-diethnon-technologikon-metochon-meta-ta-entyposiaka-apotelesmata-tis-nvidia/ - * Nvidia's quarterly results boost investor confidence in AI hardware demand, lifting stock prices globally. * Nvidia's market cap potentially increases by around 243 billion USD, surpassing firms like PepsiCo and Goldman Sachs. * Tech companies like AMD, Intel, and Arm experience notable gains amid positive investor sentiment.
https://www.prnewswire.com/news-releases/scaleops-launches-ai-infrastructure-resource-management-product-to-power-self-hosted-ai-at-scale-302621807.html - * ScaleOps announces a new product for managing GPU resources for self-hosted AI models, enabling enterprise deployment. * The platform aims to improve GPU utilisation, reduce costs, and optimise performance in cloud native environments. * The product has already delivered 50-70% savings for large enterprises and targets AI workloads including LLMs and GPU-based applications.
https://www.intelligentdatacentres.com/2025/11/20/northc-and-legrand-deliver-a-new-class-of-ai-enabled-data-centre-infrastructure/ - * NorthC partners with Legrand to transform Münchenstein data centre for AI and HPC workloads in a six-month upgrade * USystems' ColdLogik Rear-Door Heat Exchangers installed to improve cooling efficiency and energy savings * Energy consumption reduced by approximately 80%, supporting high-density, AI, and hybrid-cloud operations * Infrastructure supports future growth with modular design and sustainability goals for 2030 * Upgrade enables high-performance GPU clusters and low-latency, data protection-compliant services
https://www.marketpulse.com/markets/nasdaq-rebounds-nvidia-nvda-earnings-beat-ends-ai-winter-fears/ - * Nvidia (NVDA) reports strong earnings, exceeding market expectations. * Announces $500 billion investment in AI chips planned for next year. * Market responds positively, with Nvidia's stock price rising and boosting the tech sector. * Event takes place in the USA, in the context of semiconductor and AI hardware markets.
https://www.crowdfundinsider.com/2025/11/255762-nvidia-shares-move-higher-as-results-display-ongoing-demand/ - * NVIDIA announces Q3 earnings with record revenue of $57 billion, up 22% sequentially * CEO Jensen Huang highlights soaring sales of advanced chips and cloud GPUs, with orders sold out * Forecasts Q4 revenue of $65 billion, reflecting ongoing AI hardware demand and supply constraints
https://techlomedia.in/2025/11/google-introduces-gemini-3-pro-googles-most-powerful-ai-model-yet-118503/ - * Google introduces Gemini 3 Pro, a new AI model targeting development workflows, with improvements in reasoning, coding, multimodal understanding, and agent-based tasks. * Released for integration via Gemini API and Vertex AI, supporting long-context reasoning and complex visual tasks. * Features include agentic coding, Google Antigravity platform for AI agents in IDE, and tools for app creation and testing.
https://www.datacenterdynamics.com/en/news/nvidia-reports-blowout-earnings-ai-data-center-boom-continues-despite-bubble-fears/ - * Nvidia's data centre revenue increased 66% to $51 billion, driven by AI GPU orders. * Company forecasts $0.5 trillion in Blackwell and Rubin revenue through 2026. * Data centre networking revenue up 162% year-over-year with major clients like Meta and Microsoft expanding AI infrastructure.
https://www.benzinga.com/markets/tech/25/11/48977717/nvidias-big-earnings-and-tariff-pause-rumors-lift-semiconductor-stocks - * Nvidia reports record quarterly revenue of $57 billion, a 62% increase year-over-year, driven primarily by data centre sales. * Expectations for Q4 revenue rise to between $63.7 billion and $66.3 billion, propelled by AI demand and the Blackwell platform. * US officials consider delaying planned semiconductor tariffs to avoid trade conflict with China, supporting sector growth.
https://www.dbta.com/BigDataQuarterly/Articles/Forget-Data-Gravity-Customer-Gravity-Is-Shaping-the-Cloud-Now-172503.aspx - * The article discusses the shift from data gravity to customer-centric infrastructure, emphasising edge-native deployment. * It highlights real-time inference, personalised services, and adaptive routing as key developments in cloud hardware trends. * Modern applications increasingly rely on AI models deployed at the edge to reduce latency and improve user experience, reflecting advancements in AI hardware and infrastructure adaptation.
https://servernews.ru/1132666 - * AMD, Cisco, and Humain organise a joint venture to develop AI data centres by 2026, initially deploying 100 MW in Saudi Arabia. * The project aims to create a scalable, low-capital, energy-efficient AI infrastructure with AMD Instinct MI450 accelerators. * The initiative supports Saudi Arabia's digital economy growth and AI readiness, including a Centre of Excellence by AMD.
https://fortune.com/2025/11/20/saudi-visit-kennedy-center-trump-mbs-huang-musk-1-trillion/ - * Saudi Arabia commits to a $1 trillion investment in AI, with plans to expand further. * Trump publicly urged increased Saudi investments during a Biden-era event. * Nvidia reports strong earnings amid AI ecosystem expansion, with industry leaders emphasising data centres and AI infrastructure. * Musk predicts AI-driven robots will eventually eliminate poverty and make work optional. * The article details geopolitical and economic developments in AI hardware and infrastructure investments.
https://techafricanews.com/2025/11/20/core42-achieves-top-20-global-ranking-for-maximus-01-ai-supercomputer/ - * Core42's Maximus-01 supercomputer achieved Top-20 global ranking on the TOP500 List. * The system, based in Buffalo, NY, features over 9,000 AMD Instinct MI300X GPUs for AI training and inference. * The cluster delivers 114.50 petaflops Linpack performance, supporting large-scale AI and HPC workloads. * The deployment includes infrastructure with Nvidia, Cerebras accelerators, and enterprise-grade networking. * The achievement underlines the integration of advanced GPU tech and AI infrastructure for high-performance computing.
https://www.cnbc.com/2025/11/20/nvidia-posted-another-monster-quarter-here-is-the-number-that-impressed-analysts-the-most.html - * Nvidia's earnings and revenue exceeded analyst consensus, driven by data centre sales reaching $51.2 billion, a 66% YoY increase. * The company reaffirmed a $500 billion revenue target for Blackwell and Rubin chips for CY25/26, with upside potential. * Several analysts raised price targets and praised Nvidia’s leadership in AI compute and hardware innovation, citing upcoming demand and supply chain momentum.
https://www.prnewswire.com/news-releases/reflection-ai-and-gmi-cloud-partner-to-accelerate-the-future-of-ai-driven-software-engineering-302621927.html - * GMI Cloud collaborates with Reflection AI to enhance AI model training and deployment using GPU infrastructure, with support from US-based data centres. * Reflection AI advances open models and secure AI initiatives, backed by $2 billion funding, aiming to create accessible open intelligence. * The partnership aims to accelerate AI development and set new standards for infrastructure performance and scalability, with a focus on open AI research. * GMI Cloud's infrastructure supports next-generation AI workloads, including foundation model training and real-time deployment. * The collaboration underscores the expansion of AI hardware and cloud solutions within the US AI sector, emphasizing large-scale AI research and deployment.
https://datacenternews.asia/story/ovhcloud-expands-enterprise-offerings-in-ai-and-quantum - * OVHcloud introduces European Quantum-as-a-Service platform, targeting quantum computing development in France. * Launches AI infrastructure enhancements, including accelerators for large-scale inference, in partnership with SambaNova. * Expands data centre presence in Berlin as part of international growth strategy within the European data centre and AI technology sector.
https://delinea.com/blog/identity-security-solutions-and-ai-agents - * Examines the emergence of autonomous AI agents and their impact on identity management practices. * Discusses the need for onboarding, authorisation, and lifecycle management of AI-based digital workforce. * Highlights the importance of continuous discovery, dynamic credentials, least privilege, and monitoring for AI security. * Emphasises extending existing IAM/IGA frameworks to manage non-human AI participants. * Presents strategies to safeguard data and ensure trust in AI-enabled enterprise operations.
https://www.marketbeat.com/instant-alerts/nvidia-nasdaqnvda-stock-price-expected-to-rise-truist-financial-analyst-says-2025-11-20/ - * Multiple analysts raise target prices for NVIDIA, with an average of $253.72 * NVIDIA's stock traded up 3.9% to $193.84, with a market cap of $4.71 trillion * Company quarterly revenue surpassed estimates at $57.01 billion, with positive guidance and insider sales reported
https://www.pcguide.com/news/nvidia-reveals-final-gfn-server-to-receive-rtx-5080-upgrade-celebrates-worldwide-support-but-many-regions-remain-left-out/ - * Nvidia begins region-by-region upgrade of GFN servers with RTX 5080-class performance * Stockholm, Sweden set to be the last region in the current rollout, completed soon * Remaining regions, including India, Africa, and Australasia, to receive support by 2026, via Alliance Partners * Cloud gaming infrastructure expansion highlights ongoing GPU capacity investments * Nvidia’s use of cloud service partners underscores evolving AI and GPU deployment strategies
https://thetechnologyexpress.com/google-opens-major-ai-hardware-engineering-centre-in-taiwan/ - * Google establishes its largest AI hardware engineering centre outside the US in Taiwan, aimed at chip integration and server connectivity. * The facility, launched in 2023, aims to strengthen Taiwan's role in AI infrastructure and semiconductor supply chain resilience. * The new centre supports Taiwan’s strategic positioning in high-tech capacity and global AI development.
https://www.prnewswire.com/news-releases/microelectronics-us-2026-launches-in-austin-to-unite-americas-semiconductor-photonics-and-embedded-systems-sectors-302621584.html - * Event scheduled for April 2026 at the Palmer Events Center, Austin, Texas. * Organised to unite sectors including semiconductors, photonics, and embedded systems, with a focus on manufacturing and innovation. * Highlights alignment with the CHIPS Act, aiming to strengthen supply chains, manufacturing, and industry collaboration in the US semiconductor sector.
https://www.deccanchronicle.com/technology/memory-chip-crunch-set-to-drive-up-smartphone-prices-1918361 - * Memory chip demand driven by AI applications, leading to price increases, projected until at least 2026 * Major producers like Samsung, SK hynix, and Micron increase capacity investments and report strong earnings * Supply constraints caused by reduced capacity expansion and increased AI-related demand impacting smartphones, laptops, and servers
https://www.prnewswire.com/news-releases/hcap-partners-announces-investment-in-ind-inc-a-leading-provider-of-critical-cleaning-and-coating-services-for-the-semiconductor-industry-302621338.html - * HCAP Partners announces investment in Vancouver-based IND, Inc., to support growth in semiconductor equipment services. * The funding will enable facility expansion and enhance technological capabilities for the company. * The investment aligns with increased demand in semiconductor manufacturing and supply chain support.
https://www.defenseworld.net/2025/11/20/taiwan-semiconductor-manufacturing-company-ltd-tsm-holdings-boosted-by-17-capital-partners-llc.html - * Institutional investors and hedge funds increased their stakes in TSM during 1st and 2nd quarters. * The company posted its quarterly earnings with EPS of $2.92, exceeding analyst estimates, on October 16th. * Analyst ratings were mixed, with some downgrades and upgrades, and an average target price of $371.67. * The company announced a quarterly dividend of $0.9678, payable on April 9th, with a 1.4% yield. * TSM's market cap is $1.47 trillion, and it operates globally, including manufacturing in Taiwan, China, and the US.
https://cryptoast.fr/nvidia-signe-nouveau-trimestre-record-avec-57-milliards-dollars/ - * NVIDIA announces a record $57 billion revenue in the third quarter ending 26 October * Revenue up 22% quarter-over-quarter and 62% year-over-year, driven by GPU and AI markets * CEO Jensen Huang highlights exploding Blackwell GPU sales and increased demand for cloud computing resources
https://abudhabimagazine.ae/g42-receives-us-approval-for-advanced-ai-chip-exports/ - * US Department of Commerce approves export of advanced AI semiconductors to G42 in the UAE * Moves accelerate deployment of AI compute clusters, including Stargate UAE, in collaboration with US tech giants * G42’s AI infrastructure includes operational supercomputers globally and expansion in the US and France
https://techwireasia.com/2025/11/us-chip-exports-deepen-ai-ties-with-saudi-arabia-and-the-uae/ - * US Commerce Department authorised exports of up to 35,000 Nvidia Blackwell chips to Saudi and UAE firms. * G42 and Humain are developing data centre infrastructure with US and other technology partners. * The moves support regional AI ambitions, with plans for large-scale AI infrastructure and joint ventures in the Middle East.
https://www.lawyer-monthly.com/2025/11/nvidia-amd-saudi-ai-chip-export-approval/ - * U.S. Commerce Department authorises Nvidia AI chip exports to Saudi Arabia and UAE for data centres in Riyadh and Dubai. * Saudi firms Humain and G42 plan deployment of up to 600,000 Nvidia accelerators over three years. * The move supports Gulf nations' ambitions to become major AI infrastructure hubs and maintains U.S. technology influence. * Export controls focus on high-performance hardware with military and strategic applications, ensuring compliance and security. * The approval reflects rising global demand for AI accelerators and regional push for advanced AI infrastructure.
https://www.gurufocus.com/news/3216784/the-100-billion-ai-landgrab-brookfield-and-nvidia-just-lit-the-fuse - * Brookfield Asset Management launches the $5 billion AI infrastructure fund, targeting up to $10 billion, involving Nvidia and Kuwait Investment Authority. * The fund aims to support up to $100 billion in AI assets, with investments spanning data centres, energy, and land. * Notable commitments include Nvidia's planned US$100 billion investment in OpenAI data centres and Microsoft’s US$15 billion to Anthropic, highlighting substantial capital flow into AI infrastructure.
https://www.gurufocus.com/news/3217801/rising-costs-of-dram-and-hbm-spark-concerns-in-data-center-expansion - * Rising costs of DRAM and HBM components impact data centre growth, starting in 2023 * Major manufacturers like Samsung, SK Hynix, and Micron Experience demand-driven price hikes * Shortages affect not only PCs but also smartphones, cars, and medical devices, influencing storage market dynamics
https://www.gurufocus.com/news/3217972/amd-among-tech-giants-amid-ai-market-speculation - * AMD is emerging as a key player in AI GPU hardware, expanding beyond traditional CPU and GPU markets. * The company is actively involved in data centres, gaming consoles, and automotive sectors within the AI ecosystem. * Market valuation ratios such as P/E and P/S suggest high investor expectations despite sector-related risks.
https://www.france24.com/en/tv-shows/business/20251120-nvidia-s-upbeat-forecast-for-future-demand-calms-ai-bubble-fears - * Nvidia reports a 62% increase in quarterly revenue, driven by AI chip demand, prompting stock market gains. * The company's results indicate strong market demand for AI acceleration hardware and GPU technologies. * Nvidia plans to expand in new markets, including the Middle East, highlighting growth in AI infrastructure deployment.
https://expresso.pt/economia/economia_tecnologia/2025-11-20-gigante-nvidia-volta-a-superar-expectativas-atinge-receitas-recorde-e-ja-lucra-mais-de-300-milhoes-por-dia-5ada84d1 - * Nvidia reports quarterly revenue of €49 billion, surpassing analyst estimates, driven by AI and GPU sales. * The company profits over €300 million daily, with a net income of €31.9 billion in the quarter. * Nvidia signals continued growth in AI infrastructure, cloud GPU demand, and plans for significant stock buybacks.
https://www.frenchweb.fr/ncodin-leve-16-millions-deuros-pour-imposer-la-photonique-au-coeur-des-superpuces-ia/458767 - * NcodiN raises €16 million in seed funding, led by MIG Capital and others, to develop integrated photonics for AI chips. * The company aims to replace electrical interconnects with optical links on silicon to improve data transfer and energy efficiency. * The technology targets overcoming current thermal and power limitations of AI architectures, supporting next-generation superchips and AI factories.
https://www.nachrichten.at/wirtschaft/chipspezialist-nvidia-mit-ueberraschend-starkem-wachstum;art15,4110172#ref=rss - * Nvidia's revenue increased by 62% to $57 billion in Q3, driven by AI processor sales * Reingewinn rose significantly to $31.91 billion, with Blackwell chips in high demand * Revenue forecast for Q4 2025 is approximately $65 billion, reflecting exponential growth in AI data centre processing
https://www.passionateinmarketing.com/hitachi-vantara-launches-virtual-storage-platform-one-block-high-end-storage-to-power-the-next-era-of-ai-and-mission-critical-workloads/ - * Hitachi Vantara launches VSP One Block High End storage solution in India, targeting AI workloads and enterprise data management. * The platform features all-flash NVMe architecture supporting up to 50 million IOPS, with enhanced security, resilience, and sustainability. * It aims to address the scalability, performance, and security demands of AI-driven data infrastructure across industries.
https://www.macitynet.it/nvidia-sfodera-la-trimestrale-perfetta/ - * Nvidia's Q3 2025 revenue exceeds expectations at $57 billion, with profits of $31.9 billion. * Data centre revenue reaches $51.2 billion, growth driven by AI accelerators and GPU sales. * Company predicts $65 billion revenue for Q4 2025, countering fears of an AI bubble.
https://forklog.com/en/nvidias-quarterly-results-dispel-talk-of-an-ai-bubble/ - * Nvidia announces $57 billion quarterly revenue, up 62% YoY, driven by data centre demand * CFO predicts AI factory projects requiring 5 million GPUs; demand spans multiple sectors and countries * Shares rise 6% post-results, lifting AI sector sentiment amid market concerns * CEO Jensen Huang highlights growing AI application across industries and AI infrastructure expansion * Nvidia guides further revenue growth to $65 billion in upcoming quarter
https://www.thehindubusinessline.com/info-tech/tcstpg-announce-mega-18000-crore-plan-for-ai-ready-data-centres/article70303093.ece - * TCS and TPG commit up to ₹18,000 crore to HyperVault for AI data centres in India * Investment aims to enhance AI infrastructure and strengthen cloud partnerships * HyperVault to develop liquid-cooled, high-density AI-ready data centres, supporting India's data capacity growth
https://www.nytimes.com/2025/11/20/business/dealbook/nvidia-ai-boom.html - * Nvidia reports knockout quarterly results, boosting stock markets globally. * CEO Jensen Huang states the AI demand does not indicate a bubble. * The article discusses the increasing demand for AI chips and the broader AI market trend.
https://www.teslarati.com/elon-musk-xai-gains-first-access-saudi-supercluster-600k-nvidia-gpus/ - * Humain, supported by Saudi Arabia’s Public Investment Fund, plans to build a supercluster with roughly 600,000 Nvidia GPUs. * Elon Musk’s xAI is its first customer, with the facility designed to deliver 500 megawatts of GPU power. * The project includes AMD Instinct MI450 accelerators, Qualcomm processors, and Cisco infrastructure, representing a major AI hardware deployment.
https://www.globalbrandsmagazine.com/cloud-native-powering-ai-inference/ - * Enterprises are investing heavily in cloud-native infrastructure to support AI inference, with projections reaching hundreds of billions of dollars over 18 months. * The shift towards Kubernetes and containerisation aims to improve low latency, scalability, and resource flexibility for AI workloads. * Projects like KServe and NVIDIA’s Triton Inference Server are advancing standardised, production-ready AI deployment tools across regions.
https://www.fool.com/investing/2025/11/20/2-ai-infrastructure-stocks-to-buy-on-the-dip/?.tsrc=rss - * Discusses recent stock performance and opportunities in AI infrastructure firms CoreWeave and Nebius. * Highlights contracts, revenue growth, and financial backings, with focus on market demand and execution risks. * Emphasises the structural supply-demand imbalance for AI GPU infrastructure, relevant to hardware developers and hyperscalers.
https://unn.ua/news/nvidia-fiksuie-rekordnyi-dokhid-u-dollar57-mlrd-i-zaspokoiuie-shchodo-bulbashky-shi - * Nvidia achieves third-quarter revenue of $57 billion, up 62% year-on-year. * Data centre business generates $51.2 billion, up 25%; gaming accounts for $4.2 billion. * Company projects revenue of $65 billion in Q4, driven by AI and high-performance computing demand.
https://www.electronicsforu.com/news/next-gen-storage-stack-supercharges-ai - * Phison launches new PCIe Gen5 SSDs targeting AI training, inference, and analytics, with performance up to 14.5 GB/s reads. * AI acceleration capabilities are embedded into client GPUs with up to 25× faster inference, enhancing mainstream laptops. * The company aims to supply enterprise and cloud-scale AI infrastructure alongside AI-enhanced client hardware.
https://newtalk.tw/news/view/2025-11-20/1005586 - * Multiple companies showcase collaborative AI infrastructure technologies at NTT R&D FORUM 2025 in Tokyo. * Deployment of transnational AI data centres linking Taiwan and Japan via all-photonics network and disaggregated computing. * Demonstration includes utilisation of Japanese remote GPU resources to support Taiwan’s AI training and inference needs.
https://coincentral.com/coreweave-crwv-stock-price-rallies-18-from-tuesday-lows-is-it-a-buy/ - * CoreWeave introduces a new data transfer service reducing cloud egress fees, aiming to ease large dataset migration costs. * The company reports Q3 2025 revenue of $1.36 billion, a 13% increase, with substantial backlog driven by major clients like Meta and OpenAI. * Despite revenue growth, CoreWeave’s stock drops 50% over a month; investor concerns about AI infrastructure sector persist.
https://insidetelecom.com/nvidias-strong-forecast-calms-ai-bubble-jitters-for-now/ - * Nvidia reports record third-quarter sales driven by data-centre segment growth. * The company maintains a positive forecast with $65 billion in Q4 sales and a $500 billion chip bookings target through 2026. * Investors remain cautious about sustainability of AI infrastructure growth and supply chain constraints. * US export authorisations and investments in Middle East expand Nvidia's global market access. * Industry analysts highlight potential bottlenecks in hyperscaler capacity utilisation and supply chain planning.
https://tugatech.com.pt/t74515-google-inaugura-em-taiwan-o-seu-maior-centro-de-engenharia-de-hardware-fora-dos-eua - * Google announces the launch of a new hardware engineering centre in Taipei, Taiwan, to boost AI infrastructure. * The facility aims to enhance hardware, software, and testing capabilities to accelerate AI innovation. * The centre's strategic location integrates design, manufacturing, and implementation, reducing project cycle times by up to 45%.
https://rollingout.com/2025/11/20/nvidia-announces-fiscal-q3-2026-results/ - * NVIDIA announces $57 billion revenue for Q3 2026, primarily from data centre division * Company forecasts approximately $65 billion in revenue for Q4, with expected margins * Collaborations with industry giants and domestic manufacturing milestones highlight AI infrastructure expansion
https://tecknexus.com/nvidia-57b-revenue-fuels-ai-infrastructure-boom/ - * Nvidia reports over 60% annual revenue growth, with $51.2 billion from data centres, indicating robust AI infrastructure investment. * Tight GPU supply persists amid strong demand for AI training and inference across hyperscalers, enterprises, and sovereign projects. * The company highlights a shift from experimental AI to industrialised, repeatable AI factory deployments and infrastructure scaling into 2026.
https://cceonlinenews.com/stock-watch/nvidias-q3-results-reveal-whos-really-winning-the-ai-infrastructure-race-2/ - * NVIDIA reports $57 billion revenue in Q3 FY2026, driven by data centre demand * U.S. manufacturing milestone with Blackwell wafer produced in Arizona * Companies like OpenAI and Anthropic commit to gigawatt-scale infrastructure, signalling industry evolution
https://propakistani.pk/2025/11/20/nvidia-is-now-making-4000-profit-every-second-heres-how/ - * Nvidia reports historic Q3 2026 revenue of $57 billion, driven by AI hardware demand * Data centre division earns $51.2 billion, a 66% increase year-over-year * Company awards Blackwell Ultra as top-performing product, with strong gaming sales * CEO Jensen Huang highlights ongoing demand and supply constraints for AI server chips
https://www.star.com.tr/teknoloji/teknoloji-devlerinden-ortak-yatirim-guclerini-birlestirdiler-haber-1978471/ - * Samsung announces plans for 'AI Megafactory' utilising over 50,000 NVIDIA GPUs, aiming to enhance AI-enabled manufacturing processes. * The project integrates AI across the entire semiconductor production chain, including design, fabrication, and quality control. * The collaboration extends over 25 years, focusing on HBM4 memory solutions and next-generation GPU accelerated computing technologies.
https://www.benzinga.com/markets/earnings/25/11/48969831/nvidias-jensen-huang-hails-cudas-supremacy-we-run-every-model-in-world-from-openai-to-anthropic- - * Nvidia's CUDA platform is now central to almost all major AI models, including OpenAI and Anthropic. * The company's strategy involves deep technical collaborations with AI developers to expand CUDA's reach. * Nvidia's Q3 earnings exceeded expectations, with revenue of $57 billion and a stock increase of 5.60%. * The article emphasises hardware and GPU technology associations with Nvidia's AI ecosystem. * No specific geographic or sector constraints beyond AI hardware and GPU advancements are identified.
https://www.benzinga.com/markets/equities/25/11/48969574/nvidias-earnings-lifeline-how-chipmakers-win-pulled-broader-risk-on-assets-caught-in-ai-crossfir - * Nvidia reports strong third-quarter earnings on Nov. 19, highlighting sustained hyperscaler demand * Market reaction includes a rally in tech, crypto, and broad indices, amid AI sector optimism * Nvidia CFO counters depreciation concerns, supporting the company's hardware utilisation claims
https://www.thenewslens.com/article/261367 - * NVIDIA evaluates replacing DDR5 with LPDDR in next-generation AI servers, potentially causing memory prices to double by late 2024. * The shift aims to improve power efficiency and performance but risks causing supply shortages due to current capacity limitations. * Rising memory prices, particularly affecting older DDR4 and LPDDR products, threaten growth in AI development, cloud services, and mobile markets, with notable cost increases for smartphones and data centres. * Major memory manufacturers anticipate expanding production by over 20% in 2026 to meet surging demand and mitigate shortages. * The event forecasts a significant supply chain disruption, with implications across AI hardware, server infrastructure, and consumer electronics sectors.
https://www.mobileworldlive.com/nvidia/nvidia-offers-upbeat-forecast/ - * Nvidia forecasts Q4 revenue growth of 65% year-on-year, reaching $65 billion. * Data centre sales rose 66% to $51.2 billion, mainly due to AI platform shifts. * Gaming revenue increased by 30%, with overall earnings supported by capacity expansion and high demand for AI chips.
https://regtechtimes.com/nexperia-row-softens-as-china-lifts-chip-limits/ - * China exempts some chips from export ban following diplomatic talks with US and Dutch officials * Netherlands suspends its takeover order of Nexperia, citing recent developments * European industries, especially automotive sector, monitor supply chain stability amid ongoing tensions
https://3dnews.ru/1132667/igrovie-videokarti-skukogilis-do-75-biznesa-nvidia-iichipi-razognali-viruchku-do-57-mlrd - * Nvidia reports record quarterly revenue of $57 billion, up 62% year-on-year, driven by AI infrastructure components. * The company's server segment alone grew 66% to $51.2 billion, with AI accelerators like Blackwell and Rubin contributing significantly. * Gaming revenue increased by 30% to $4.3 billion, representing 7.5% of total revenue, influenced by Blackwell family sales. * Nvidia plans to launch Rubin accelerators in late 2026, with the Vera Rubin platform promising significant performance gains. * Future projections indicate $65 billion revenue in the next quarter, with continued strong demand for AI hardware and GPUs.
https://newtalk.tw/news/view/2025-11-20/1005596 - * US Department of Commerce authorised the sale of Nvidia Blackwell AI chips to Saudi Arabia and UAE, subject to strict security and compliance measures, on 19th in a policy shift. * The approval enables the two Middle Eastern countries to acquire up to 35,000 units each, with companies G42 and Humain playing key roles. * The move supports regional AI development and highlights US efforts to control high-end chip exports amid security concerns, amid ongoing collaborations with local firms and related agreements.
https://www.digitalnewsasia.com/business/neutradc-signs-mou-amd-drive-ai-ecosystem-integration - * NeutraDC and AMD sign MoU to develop AI solutions and train future AI talent in October. * Focus on implementing AMD Instinct™ accelerators and advancing AI integration. * Partnership aims to enhance high-performance GPU services and AI adoption across Southeast Asia.
https://www.viva.co.id/bisnis/1862682-belanda-jiper-juga - * Dutch government temporarily halts intervention in Nexperia, with offices in Nijmegen, following constructive talks with China * The move aims to ease US and EU-China tensions over semiconductor supply issues amid global chip shortages * The decision was influenced by concerns over governance, supply chain security, and prior US sanctions on Wingtech and related entities
https://www.cnbc.com/2025/11/20/ai-capex-spending-fears-spread-to-bond-market-following-tech-jitters.html - * US technology companies such as Meta, Alphabet, and Oracle issue record-breaking bonds to finance AI infrastructure expansion * Hyperscalers' capex has increased substantially, with $400 billion spent annually, projected to reach $3 trillion in five years * Market jitters are emerging due to concerns over overinvestment, valuations, and the long-term return on AI infrastructure spending
https://coincentral.com/nvidia-corporation-nvda-stock-white-house-opposes-congressional-bill-to-block-china-chip-sales/ - * The White House is urging Congress to reject the GAIN AI Act, which would limit advanced AI chip exports to China. * The legislation aims to prioritise US customers and prevent sales of the most advanced chips. * Legislation such as the SAFE Act is in development to codify existing export restrictions for 30 months. * The US authorities have tightened chip export controls to China and other countries since 2022. * Nvidia’s revenue forecast for China is zero; discussions about future sales are ongoing. * The situation underscores ongoing US-China tensions over semiconductor technology and export policies.
https://www.investing.com/news/stock-market-news/global-tech-shares-surge-as-nvidias-ai-boom-powers-market-rally-4369706 - * Nvidia reports strong quarterly results, boosting demand for AI hardware globally. * Company crosses $5 trillion market cap, driven by surge in data-centre sales. * Market optimism about AI hardware persists amid concerns over structural sustainability and supply-demand dynamics.
https://www.etoday.co.kr/news/view/2527913 - * Korean stock index rises on semiconductor sector gains, driven by biggest local firms and subsidiaries * Semiconductor-related stocks, including memory and equipment companies, experience increased investor confidence * Global AI demand and forecasted memory price surges contribute to growth prospects for the industry
https://dataconomy.com/2025/11/20/nvidia-launches-alchemi-to-brute-force-molecular-discovery/ - * Nvidia unveils ALCHEMI platform at SC25 supercomputing conference, aimed at rapid molecular discovery. * Utilised by Universal Display Corporation and ENEOS to evaluate billions of molecules, drastically reducing research time. * The technology leverages GPU-accelerated computing and is integrated with Nvidia’s NIM microservice platform, reflecting Nvidia’s leadership in high-performance computing.
https://www.etoday.co.kr/news/view/2527888 - * Nvidia confirms Rubin AI platform mass production to start in late 2023, boosting HBM4 demand. * Korean memory manufacturers Samsung and SK Hynix ramp up HBM4 production, targeting 2025 capacity expansion. * D램 shortages expected until 2027 due to prioritisation of HBM production and congestion in megafabs.
https://dataconomy.com/2025/11/20/xai-talks-to-investors-about-raising-15-billion-at-a-230-billion-valuation/ - * xAI discusses raising $15 billion at a $230 billion valuation, targeting infrastructure growth. * The funding aims to support the scaling of supercomputers with up to 1 million GPUs, mainly Nvidia chips. * Nvidia commits $2 billion to hardware leasing arrangements, reducing capital costs for xAI. * The company launched the Grok 4.1 AI chatbot, achieving high industry rankings. * Tesla shareholders approve direct investments in xAI, indicating strong Musk-related corporate synergies.
https://tugatech.com.pt/t74518-amd-e-nvidia-ponderam-fim-das-placas-graficas-de-entrada-devido-a-crise-nos-chips - * A global chip shortage prompts AMD and NVIDIA to explore ending entry-level graphics cards production. * Rising memory module prices, due to prioritisation for data centre use, impact supply and costs. * Discontinuations may include NVIDIA RTX 5050 and 5060 series and AMD Radeon RX 9060 XT, affecting budget PC builds.
https://www.panarmenian.net/eng/news/328265/ - * Firebird invests $500 million in Armenia to develop an AI supercomputing centre by 2026. * Project supports the deployment of NVIDIA Blackwell GPUs and Dell PowerEdge servers. * Initiative aims to position Armenia as a regional centre for AI research and innovation.
https://datacenternews.asia/story/when-ai-meets-infrastructure-designing-the-data-centres-that-can-keep-up - * Data centres are undergoing redesigns to support AI workloads, emphasising liquid cooling, high-density power, and modular architecture. * Organisations face challenges in infrastructure capacity, triggering new construction focused on scalability and resilience. * Location considerations are shifting towards proximity to network nodes to reduce latency for AI applications. * Sustainability efforts include renewable energy integration and heat reuse, driven by AI's energy demands. * The shift to flexible, scalable infrastructure prioritises future-proofing AI deployment and performance.
https://www.pcguide.com/news/asus-anniversary-edition-rtx-5090-appears-on-official-store-for-double-nvidias-msrp/ - * ASUS’s anniversary edition RTX 5090 listed for $3,999.99, double Nvidia’s $1,999 MSRP * Card features four fans, 800W power input, and increased overclocking headroom * Listed as out of stock, details specifications, and limited availability
https://www.benzinga.com/markets/tech/25/11/48969902/pegatron-chair-calms-taiwan-semiconductor-leak-drama-says-chip-rivalry-cant-steal-its-edge - * Taiwan Semiconductor (TSM) stock increased 2.22% premarket, driven by strong demand and investor optimism. * Concerns over alleged data theft involving former executive are being investigated, but TSMC remains confident in its process technology. * The company continues to strengthen its position as a leader in advanced chip manufacturing amidst geopolitical and competitive pressures.
https://www.thenewslens.com/article/261367 - * Research reports predict that NVIDIA's adoption of LPDDR in AI servers could double memory prices by late 2024. * Market dynamics show supply shortages in DDR4 and older memory types, driving prices higher. * Major memory manufacturers plan to increase production capacity by over 20% by 2026 to meet rising demand. * Price increases impact smartphone costs and AI data centre operational expenses. * The article covers global supply chain implications within the semiconductor manufacturing sector.
https://swisscognitive.ch/2025/11/20/ais-expanding-investment-field-swisscognitive-ai-investment-radar/ - * Major investments include Brookfield’s $100 billion and Google's $40 billion data centre expansions. * Nvidia-backed deals from SoftBank and TSMC showcase focus on AI hardware and semiconductors. * Growing emphasis on AI data centres, cloud capacity, and enterprise AI applications across regions.
https://3dnews.ru/1132667/igrovie-videokarti-skukogilis-do-75-biznesa-nvidia-iichipi-razognali-viruchku-do-57-mlrd - * Nvidia's quarterly revenue reached $57 billion, a 62% year-on-year increase, with significant growth in AI infrastructure components * Data centre and network solutions drove revenue, with server segment reaching a record $51.2 billion and network revenue up 162% * Gaming revenue increased by 30% to $4.3 billion, accounting for 7.5% of total revenue, amid inventory adjustments and seasonal demand * Nvidia announced upcoming Blackwell and Rubin accelerators, with Rubin expected in H2 2026, highlighting ongoing investment in high-end chip manufacturing * The company aims for $65 billion revenue in the current quarter, with a focus on high-demand AI components and capacity expansion
https://3dnews.ru/1132683/evropeyskaya-fabrika-tsmc-vsyo-blige-k-zapusku-montag-oborudovaniya-dlya-vipuska-chipov-v-drezdene-nachnyotsya-v-2026-godu - * Construction of TSMC's fab in Dresden progressing on schedule, with equipment installation starting in 2026 * Factory expected to produce chips with 28nm to 12nm processes from 2027, targeting automotive component manufacturers * Shareholders include NXP, Bosch, and Infineon, with a capacity to process 40,000 300mm wafers monthly * Research centre in Munich and collaborations with European universities to support chip development and adaptation
https://www.itweb.co.za/article/nvidia-reports-record-revenue-dismisses-ai-bubble-fears/o1Jr5qxPn6PqKdWL - * NVIDIA reports $57 billion revenue for Q3, surpassing expectations, and forecasts $65 billion for the next quarter. * The company forms strategic partnerships with OpenAI, Google Cloud, Microsoft, Oracle, and xAI for AI infrastructure development. * Data centre revenue hits a record $51.2 billion, driven by AI, accelerated computing, and new supercomputing projects. * Market value peaked at $5 trillion, then declined to $4.53 trillion; shares increase by 34.86% since January. * The article details NVIDIA’s role in AI infrastructure expansion, GPU demand, and industry investments, relevant to AI hardware trends.
https://3dnews.ru/1132687/zakon-mura-horonyat-desyatiletiyami-asml-uverena-chto-on-prodergitsya-eshchyo-15-let - * ASML's marketing director in Taiwan and Southeast Asia expects the global semiconductor revenue to reach $1 trillion by the end of the decade. * The segment of data centres and high-performance computing will account for over 40% of chip demand by 2030, driven by AI and advanced manufacturing technologies. * Developments in lithography, including High-NA EUV and Low-NA systems, aim to support continued transistor density doubling, aligning with Moore's Law.
https://www.arkansasonline.com/news/2025/nov/20/nvidia-beats-earnings-expectations/ - * Nvidia reports better-than-expected earnings with $31.9 billion revenue in Q3, up 62% year-on-year * Forecasts $65 billion revenue for the next quarter, exceeding analyst estimates * CEO Jensen Huang highlights demand for AI chips and plans to sell chips worth $500 billion within 2 years
https://pressreach.com/investing-news/nvidias-q3-2026-earnings-surprise/ - * Nvidia exceeds market expectations with strong Q3 2026 earnings, driven by AI chip demand * Growth attributed to AI, data centre innovations, and gaming hardware expansion * Company invests strategically in AI hardware, cloud integration, and sustainability initiatives
https://construction-today.com/news/micron-delays-construction-timeline-for-100b-new-york-chip-megafab/ - * Micron postpones the start of its New York semiconductor megafab from 2028 to 2030, citing construction delays and supply chain issues. * The project, valued at $100 billion, remains a strategic part of US chipmaking expansion, but timelines have shifted through 2041. * Construction of the first facility is now scheduled to begin in mid-2026, with later phases delayed due to labour shortages and material supply constraints.
https://www.cnbc.com/2025/11/20/cnbc-daily-open-what-does-nvidia-ceo-see-from-his-vantage-point.html - * Nvidia reports fiscal third-quarter earnings exceeding analyst expectations, with positive guidance. * CEO Jensen Huang comments on the AI bubble discussion, suggesting sector strength. * Shares of Nvidia increase post-earnings, boosting market indices, amid investor optimism.
https://www.cnbc.com/2025/11/20/global-tech-stocks-climb-as-nvidia-results-soothe-ai-bubble-concerns.html - * Nvidia's strong quarterly earnings and revenue growth boost global tech stocks * Investors express cautious optimism amid fears of an AI bubble and ecosystem interdependence * Market reaction follows significant AI sector investments, with focus on data centre expansion and valuation trends
https://www.cnbc.com/2025/11/20/european-markets-nov-20-stoxx-600-ftse-dax-cac-nvidia.html - * European markets increased following Nvidia's strong earnings and positive guidance, supporting semiconductor and AI-related stocks * Dutch firms BESI, ASMI, and ASML saw gains, reflecting increases in chip manufacturing equipment demand * Market sentiment improved across Europe and Asia, with tied supply chain developments and earnings reports influencing indices
https://arabianreseller.com/2025/11/20/amd-cisco-and-humain-form-joint-venture-for-next-gen-ai-infrastructure/ - * AMD, Cisco and HUMAIN plan to establish a joint venture in Saudi Arabia with operations starting in 2026 * The project aims to develop up to 1 GW of AI infrastructure, beginning with 100 MW, by 2030 * The initiative includes deployment of AMD Instinct MI450 GPUs and Cisco infrastructure to strengthen Saudi Arabia’s AI data centre capacity
https://itimanufacturing.com/silicon-valley-hardware-made-china/ - * Shenzhen's growth as a manufacturing hub was driven by its designation as a special economic zone in the 1980s * The city handles high trade volumes in electromechanical products, notably integrated circuits, with exports increasingly rising * The area's dense supply chain ecosystem, skilled workforce, and logistics infrastructure make it ideal for high-volume electronics production * Challenges include cultural differences, IP risks, and trade compliance, mitigated by managed services like those offered by ITI Manufacturing
https://blockonomi.com/daily-market-update-tech-stocks-and-crypto-rally-on-nvidias-q3-results/ - * Nvidia reports record Q3 revenue of $57 billion, exceeding analyst forecasts, impacting AI and GPU sectors * Cryptocurrency prices, including Bitcoin and Ethereum, recover following Nvidia’s earnings announcement * Stock futures for major indexes increase, with tech giants and crypto stocks gaining after hours
https://www.axicom.net/2025/11/unlocking-the-power-of-cloud-ai-transforming-business-operations/ - * Article discusses the implementation and benefits of cloud AI for diverse industries in Westlake Village and nearby regions. * Outlines how cloud AI services from providers like AWS and Microsoft Azure enable scalable and cost-efficient AI adoption. * Highlights improvements in speed, flexibility, and security for businesses leveraging cloud AI technologies.
https://techafricanews.com/2025/11/20/humain-and-nvidia-to-deploy-600000-gpus-across-saudi-arabia-and-beyond/ - * HUMAIN and NVIDIA sign partnership to deploy up to 600,000 GPUs over three years, focusing on AI infrastructure in Saudi Arabia and the US * Data centres planned in Saudi Arabia and the US, with collaboration involving NVIDIA GB300, Omniverse libraries, and Quantum-X800 networking * Additional partnerships include xAI, AWS, and Global AI, with large-scale AI data centres and training facilities being developed * Focus on sovereign AI, digital twins, Arabic language AI projects, and next-generation AI workloads * The developments aim to position Saudi Arabia as a global AI hub and enhance AI infrastructure globally
https://eastasiaforum.org/2025/11/20/china-leverages-paperwork-to-ration-rare-earths/ - * China introduces licensing requirements for rare earth exports, expanding controls to advanced semiconductor inputs in April 2025. * Measures include procedural licensing rules and customs inspections, disrupting supply chains and raising costs. * The controls significantly affect manufacturers in South Korea, Japan, and India, highlighting China's strategic leverage over the sector.
https://www.communicationstoday.co.in/brookfield-launches-100-billion-ai-infrastructure-program-with-nvidia/ - * Brookfield, Nvidia, and KIA announce a $100 billion AI infrastructure investment initiative. * The programme aims to develop assets across energy, land, data centres and compute over the next decade. * The fund has already secured $5 billion, with a target of $10 billion equity commitments, focusing on AI buildouts and infrastructure deployment.
https://www.digit.fyi/nvidia-earnings-results/ - * Nvidia’s revenue increased 62% to $57bn in Q3, driven by AI data centre demand * Fourth-quarter sales forecast exceeds expectations, with up to $65bn predicted * Demand for GPUs in AI ecosystems and data centres remains high, with market growth expected to continue into 2033
https://appinventiv.com/blog/agentic-ai-transforming-saas/ - * The article discusses the growth of agentic AI in SaaS, emphasising autonomous decision-making and operational automation. * Market value of enterprise agentic AI is projected to reach USD 24.50 billion by 2030, with a CAGR of 46.2%. * Examples include organisations like Zendesk, Stanford Health Care, and HubSpot implementing AI-driven SaaS solutions across diverse industries. * Focuses on technological innovations such as multi-agent orchestration, edge computing integration, and industry-specific AI developments. * Highlights the importance of infrastructure investment, integration complexity, and change management for successful implementation.
https://economymiddleeast.com/news/aws-humain-announce-major-ai-infrastructure-deal-with-nvidia-to-boost-global-innovation/?utm_source=rss&utm_medium=rss&utm_campaign=aws-humain-announce-major-ai-infrastructure-deal-with-nvidia-to-boost-global-innovation - * AWS and HUMAIN launch a new Riyadh-based 'AI Zone' equipped with NVIDIA GB300 hardware and AWS Trainium chips. * The partnership includes plans to export AI services globally and develop Arabic-language AI models. * The project is part of Saudi Arabia's broader AI infrastructure investment and workforce training initiatives. * The AI Zone aims to position the Kingdom as a global AI hub and serve increasing global AI compute demand.
https://www.communicationstoday.co.in/india-targets-global-parity-in-chipmaking-by-2032/ - * India aims to match major chip producers by 2032, with a focus on domestic capacity expansion. * The country has allocated $10 billion to support semiconductor development and attracting international firms. * Three Indian chip facilities are expected to begin commercial production early next year, emphasising growth in the sector.
https://economymiddleeast.com/news/us-authorizes-nvidia-chip-exports-uae-g42-saudi-arabia-humain/?utm_source=rss&utm_medium=rss&utm_campaign=us-authorizes-nvidia-chip-exports-uae-g42-saudi-arabia-humain - * US Commerce Department authorises export of up to 35,000 Nvidia Blackwell chips to G42 (UAE) and HUMAIN (Saudi Arabia) * Saudi plans to acquire 600,000 Nvidia chips for data centres, including a 500MW facility * Advances US-led AI dominance and strengthens Gulf region's data infrastructure collaborations
https://www.india-briefing.com/news/india-ecms-electronics-components-manufacturing-capacities-40847.html/ - * India has approved 17 electronics manufacturing projects worth US$808 million across nine states, aiming to bolster domestic supply chains, with investments leading to over 11,800 jobs. * The projects span important components such as optical transceivers, PCBs, enclosures, camera modules, and electronic connectors, supporting sectors like telecom, automotive, IoT, defence, and renewable energy. * India unveiled the ARKA-GKT1 edge silicon chip, designed for energy efficiency and high performance, reflecting its focus on semiconductor product innovation and IP creation. * The scheme’s phased approvals aim to build a comprehensive, regionally dispersed electronics manufacturing ecosystem, supporting India’s goal of a US$500 billion industry by 2030-31.
https://www.fool.com/investing/2025/11/20/warren-buffett-incredible-news-nvidia-stock/ - * Berkshire Hathaway invests $4.3 billion in Alphabet, signalling confidence in AI infrastructure, including GPUs. * Alphabet's AI adoption, including cloud GPU chips from Nvidia, supports increased demand for AI hardware. * Global tech companies' capital expenditure surge anticipates higher Nvidia GPU sales and market growth. * Market analysts indicate bullish Nvidia outlook driven by increased AI and data centre investments.
https://uk.finance.yahoo.com/news/ftse-100-live-stocks-rise-nvidia-ai-bubble-strong-results-091112435.html?.tsrc=rss - * Nvidia reports higher-than-expected Q3 earnings, with revenue of $57.01bn, driven by AI data centre sales, surpassing estimates. * The stock jumps over 5% after-hours, positive market reaction extends to AMD, Micron, and major tech companies. * Market optimism grows amid signs of increased AI hardware demand, affecting US and European markets positively.
https://www.forex-mag.com/news/computer-manufacturer-lenovos-quarterly-profit-fell-by-five-percent-while-sales-were-record-breaking/ - * Lenovo's revenue increased by 15% to USD 20.5 billion in the quarter, driven by record sales. * The company's AI division grew rapidly, affecting AI server-related revenue, despite operating losses. * Global demand for AI servers led to increased memory chip prices, with Lenovo securing long-term supply contracts.
https://www.pcgamer.com/software/ai/big-ai-companies-and-the-people-that-supply-big-ai-companies-are-once-again-investing-billions-of-dollars-in-one-another-this-time-nvidia-microsoft-and-anthropic/ - * Nvidia, Microsoft, and Anthropic form strategic partnership, announced on Tuesday * Anthropic commits to $30 billion Azure compute capacity; Microsoft invests $5 billion; Nvidia allocates $10 billion * Nvidia plans technical collaboration with Anthropic for model optimisation and architecture development
https://quantumzeitgeist.com/lecun-meta-ai-ai-research/ - * Yann LeCun departs Meta after 12 years to establish a new AI research company in the USA * The startup aims to develop AI systems with persistent memory, reasoning, and complex planning capabilities * Meta partners with the new company to promote broader impact across multiple sectors, focusing on coherence-first AI models
https://www.scmp.com/tech/tech-war/article/3333540/nvidia-revenue-soars-despite-disappointment-china-market-amid-export-restrictions?utm_source=rss_feed - * Nvidia's total revenue increased by 62% to US$57 billion in Q3, despite restrictions in China * Sales in China, including Hong Kong, declined 63% to US$3 billion, partly due to export controls * The company remains committed to engagement with US and Chinese authorities amid geopolitical challenges
https://fxopen.com/blog/en/oa-tech-stocks-rally-after-nvidias-earnings-report/ - * Nvidia exceeds revenue and earnings expectations, driving a tech sector rally. * The company reports demand for Blackwell chips is "off the charts", supporting AI infrastructure growth. * Market analysis indicates potential continuation of the Nasdaq 100 upward trend following Nvidia’s results.
https://wccftech.com/gorgon-point-ryzen-ai-9-465-and-ryzen-ai-7-450-specs-leaked-in-crossmark/ - * AMD Ryzen AI 400 series SKUs leaked on CrossMark, confirming some specifications. * Leaked CPUs include Ryzen AI 9 465 and Ryzen AI 7 450, with details on core counts and clock speeds. * Expected launch in early 2026, with additional leaks of other SKUs in the pipeline.
https://www.naftemporiki.gr/finance/markets/2036242/parigoria-sti-wall-street-ta-apotelesmata-tis-nvidia-den-yparchei-foyska-stin-techniti-noimosyni-leei-o-ceo/?utm_source=rss&utm_medium=rss&utm_campaign=parigoria-sti-wall-street-ta-apotelesmata-tis-nvidia-den-yparchei-foyska-stin-techniti-noimosyni-leei-o-ceo - * Nvidia reports quarterly earnings surpassing estimates, with total revenue of $57.01 billion in 2023. * Data centre segment alone exceeds expectations at $51 billion, supporting robust AI hardware demand. * Market reacts positively, with shares rising around 5%, amid ongoing optimism about AI growth and infrastructure investments.
https://zn.ua/TECHNOLOGIES/uspekh-na-vsekh-etapakh-razvitija-hendirektor-nvidia-zaveril-chto-bum-ii-ne-zamedljaetsja.html - * Nvidia exceeds Wall Street forecasts with a quarterly profit of 57.01 billion USD and a 62% year-on-year sales increase. * Company forecasts 65 billion USD revenue for the next quarter, surpassing analyst expectations. * CEO Jensen Huang highlights Nvidia's role in AI infrastructure transitions, including generative AI and autonomous systems.
https://zn.ua/TECHNOLOGIES/xai-i-nvidia-postrojat-v-saudovskoj-aravii-odin-iz-krupnejshikh-data-tsentrov-rehiona.html - * Nvidia, xAI, and Humain partner to develop a 500 MW data centre in Saudi Arabia, announced at a regional investment forum. * The project aims to meet high energy demands comparable to powering hundreds of thousands of homes. * Several other major tech firms, including AMD, Cisco, and Blackstone, are investing in data centre infrastructure in the region, with plans for a 1 GW capacity facility.
https://newsonjapan.com/article/147675.php - * Apple’s AI strategy focuses on device integration and user base, with rolling out AI features in April 2023 * Nvidia's organisational structure and management style are designed for rapid information sharing and agility * Market shifts hint at a renewed emphasis on hardware and semiconductors in the global AI race
https://milliondollarjourney.com/ai-bubble-canada-2025-2026.htm - * Discusses potential AI stock market bubble, with focus on Nvidia, OpenAI, and related companies, highlighting valuation concerns and industry risks. * Evaluates recent deals, investment trends, and sector interconnections, including cloud capacity and GPU expenditure. * Explores both bubble and non-bubble scenarios, and provides investment guidance based on current market dynamics.
https://www.helpnetsecurity.com/2025/11/20/trellix-ot-cyber-threats-report/ - * The Trellix Operational Technology Threat Report covers attacks from April to September 2025, focusing on critical infrastructure. * State-backed groups like Sandworm and TEMP.Veles target energy, telecommunications, and chemical sectors using sophisticated tools. * Criminal ransomware groups, such as Qilin, extend operations into OT environments, seeking operational disruptions to increase leverage.
https://semiengineering.com/adding-cost-cycle-time-and-carbon-footprint-to-ppa-design-targets/ - * The article discusses expanding chip process development targets to include cost, cycle time, and environmental impact. * It highlights tools like Synopsys Process Explorer and Cost Explorer for simulation and optimisation. * The development of PPACtE metrics aims to improve process efficiency, reduce costs, and minimise environmental footprint in advanced semiconductor manufacturing.
https://semiengineering.com/overcoming-beol-patterning-challenges-at-the-3nm-node/ - * Simulation using SEMulator3D assesses process variations affecting EPE and CD at 18- and 16-nm pitches. * The study explores process window optimisation for advanced lithography techniques, including EUV. * Findings highlight the importance of controlling spacer thickness and process parameters for yield and precision at the 3nm node.
https://semiengineering.com/operator-shortage-intelligent-machine-vision-can-give-more-and-better-wafer-inspection/ - * The article discusses the implementation of the EagleView macro inspection system in semiconductor fabs to improve wafer inspection coverage. * It highlights the benefits of automating wafer inspection to increase accuracy, consistency, and capacity while reducing operator staffing from eight to one or two per shift. * The focus is on semiconductor manufacturing, specifically on wafer inspection technology and capacity enhancements to improve yield and efficiency.
https://www.energyvoice.com/oilandgas/middle-east/refining-middle-east/585075/middle-east-goes-hands-free-with-autonomous-ops/ - * UAE plans for full autonomous operations in oil and gas sectors by 2030, driven by policy support and technological readiness. * Companies like Schneider Electric and Adnoc are deploying AI for alarm management and remote monitoring. * The shift is motivated by economic pressures, safety considerations, and cultural acceptance of AI as an aid rather than a threat.
https://semiengineering.com/the-thermal-trap-how-dielectrics-limit-device-performance/ - * Article discusses heat traps in dielectric films and interfaces in advanced AI chips, impacting performance and reliability. * Examines temperature gradients, thermal boundary resistance, and micro-voids influencing heat dissipation, particularly at nanometer scales. * Highlights the need for atomic-level precision in deposition processes and multiphysics modelling for device reliability. * Focuses on material, process, and architectural challenges in 3D stacking and system-level thermal management. * Emphasises the evolving role of dielectrics as active elements in internal heat flow regulation within semiconductor devices.
https://www.brecorder.com/news/40393393/japans-nikkei-reclaims-key-50000-mark-as-tech-stocks-rally-on-nvidia-results - * Japan’s Nikkei index surpasses 50,000, driven by technology stocks following Nvidia’s strong quarterly forecast * Nvidia’s results influence market sentiment on AI infrastructure investment and AI hardware profitability * Major AI-related Japanese firms like Advantest, SoftBank Group, and Tokyo Electron lead gains, with supplier Fujikura rising 9.4%
https://www.defenseworld.net/2025/11/20/ars-investment-partners-llc-buys-new-stake-in-aehr-test-systems-aehr.html - * Several hedge funds and institutional investors increased their holdings in Aehr Test Systems during Q2. * A director sold shares valued at over $154,000 in transactions disclosed in SEC filings. * Analyst ratings have shifted, with some downgrades and a consensus 'Sell' recommendation, impacting stock outlook.
https://www.businesswire.com/news/home/20251119700923/en/Verne-and-Nscale-Announce-15MW-AI-Infrastructure-Deployment-to-Accelerate-Sustainable-AI-Infrastructure-Growth-in-the-Nordics?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * Verne signs a 15-megawatt agreement with Nscale to deploy approximately 4,600 NVIDIA Blackwell Ultra GPUs in Iceland during 2026. * The project features 85% liquid-cooled and 15% air-cooled GPU infrastructure, emphasising efficiency and environmental sustainability. * Deployment aims to establish one of the region’s largest liquid-cooled GPU installations, showcasing Nordic leadership in eco-friendly AI infrastructure.
https://www.investing.com/news/company-news/elliptic-labs-q3-2025-slides-50-revenue-growth-as-ai-sensor-adoption-accelerates-93CH-4369437 - * Elliptic Labs announces Q3 2025 revenue of NOK 42.3 million, 50% increase year-over-year. * Revenue growth driven by increased adoption of AI Virtual Smart Sensors in smartphones and laptops. * Company highlights expansion in smartphone and laptop models, with a focus on AI sensor deployment and market penetration.
https://www.investing.com/news/analyst-ratings/bernstein-raises-nvidia-stock-price-target-to-275-on-ai-demand-93CH-4369432 - * Bernstein raises Nvidia stock target to $275 on the back of increased AI demand, with positive analyst outlooks. * Reports mention Nvidia’s fiscal results exceeding expectations, driven by data centre segment growth. * Multiple financial firms increase their price targets following strong AI-related performance, indicating market confidence.
https://www.theguardian.com/world/live/2025/nov/20/ukraine-russia-peace-plan-european-union-donald-trump-vladimir-putin-kaja-kallas-europe-live-news-updates - * The Chinese ministry of commerce reports ongoing dispute over Nexperia chip supply, affecting global supply chains. * Dutch government controls Nexperia amid concerns about technology transfer to China, with recent UK export restrictions. * EU trade commissioner warns global trade system is 'weaponised', citing chip and supply chain conflicts between China, US, and Europe.
https://newsblare.com/technology/xai-partners-with-saudi-humain-and-nvidia-on-500-megawatt-ai-data-center/ - * Saudi Arabia's Humain partners with xAI and Nvidia to develop a 500 MW AI data centre in Riyadh, announced November 19. * The project aims to establish Saudi Arabia as a global AI hub, leveraging Nvidia GPU technology. * US export restrictions on advanced AI chips pose a challenge, but the partnership signifies a major investment in AI infrastructure.
https://www.mbip.com.au/inside-the-ai-chip-war-lessons-in-ip-and-know-how/ - * TSMC holds a monopoly on leading-edge AI chip production, especially at 3 nm and 2 nm nodes, based primarily in Taiwan. * The company relies on a combination of patents, trade secrets, and organisational culture to protect its manufacturing know-how. * Nations like the US, China, Japan, and Europe are increasing investments to diversify and localise semiconductor supply chains amidst geopolitical tensions.
https://semiengineering.com/navigating-geopolitical-shifts-and-ai-driven-growth-insights-from-the-semicon-west-2025-market-symposium/ - * Industry experts discussed AI investment, supply chain resilience, and regional competitiveness at the 2025 SEMICON West symposium in Arizona. * The symposium covered US trade policies, tariffs, and international semiconductor investments, with a focus on AI-driven market growth. * Market forecasts indicated robust growth in AI-related semiconductor equipment, materials, and global sales, supported by increased AI infrastructure demand. * Strategic approaches by key economies like South Korea, Japan, Taiwan, and India were examined for their impact on the global supply chain and technological leadership.
https://techcentral.co.za/your-data-your-hardware-the-diy-ai-revolution-is-coming/274537/ - * Hardware costs for personal AI servers are decreasing, with new Nvidia 'personal AI supercomputers' priced around $3-4,000. * Consumer-grade GPUs like Nvidia RTX 5090 and higher-end workstations can run smaller local models today. * The trend towards local AI aims to improve data privacy by reducing reliance on cloud providers. * Projected developments suggest mid-range to high-end gaming PCs, by early 2030s, will handle most AI workloads at home.
https://www.varindia.com/news/new-relic-introduces-agentic-ai-integrations-with-microsoft-azure-to-reduce-mttr-and-boost-developer-productivity - * New Relic announced AI-centred integrations with Microsoft Azure to improve observability for AI agents and workflows. * The update includes the Azure SRE Agent and Microsoft Foundry, aimed at reducing incident resolution times. * These developments bolster AI infrastructure management, diagnostics, and observability in cloud environments.
https://dev.to/therealmrmumba/how-gemini-3-is-changing-the-way-developers-build-document-and-automate-4f8j - * Google DeepMind launches Gemini 3, featuring multimodal reasoning and agentic coding, aimed at aiding developers, with release post-2023. * Gemini 3 integrates with Google AI ecosystem, including Vertex AI and Gemini CLI, to support scalable deployment and automation. * The model's advanced features like Deep Think mode and Google Antigravity enable autonomous project management and complex workflow automation. * Significant improvements in reasoning benchmarks and security features position Gemini 3 as a key development in AI hardware and software integration. * Focuses on AI's role as a proactive partner in building, planning, and automating software processes, with implications for AI hardware investments and data centre deployment.
https://www.presse-citron.net/bulle-ia-nvidia-57-milliards-de-dollars-generes-en-3-mois/ - * Nvidia's third quarter revenue reached $57 billion, up 62% year-on-year. * Net profit increased by 65% to $32 billion, surpassing Wall Street expectations. * The demand for AI products, including cloud GPUs, remains high, with stock shortages reported.
https://datacenternews.asia/story/msi-unveils-new-modular-server-ai-platforms-for-data-centres - * MSI introduces next-generation modular servers and AI platforms aimed at hyperscale data centres. * Products feature collaboration with AMD, Intel, Nvidia, based on DC-MHS architecture, enhancing scalability and energy efficiency. * New AI infrastructure supports Nvidia Hopper GPUs, high-density configurations, and applications including large-scale training and inference.
https://indianexpress.com/article/explained/explained-economics/nvidia-quarterly-results-ai-bubble-10375663/ - * Nvidia reports highest quarterly revenue of $57 billion in Q3, driven by data centre growth * Companies like Nvidia and OpenAI's valuations indicate a potential AI market bubble * Industry analysts debate the sustainability of current AI investments and the risk of a market correction
https://www.analyticsinsight.net/tech-news/top-news-today-nvidias-ai-surge-anthropics-15b-boost-wlfi-security-scare - * Anthropic secures $15 billion in funding, primarily from NVIDIA and Microsoft. * The investment reinforces Nvidia's GPU market dominance and Ilkes strategic partnership. * The deal involves Nvidia's latest GPU architecture and cloud computing expansion. * The funding round occurs amidst rising concerns over AI market overheating. * The development impacts the sector of AI hardware, accelerators, and cloud infrastructure.
https://www.ilgiornale.it/news/borsa-e-mercati/nvidia-scaccia-spettro-bolla-ia-trimestre-record-2570649.html - * Nvidia posts a quarterly revenue of 57 billion dollars, up 22% QoQ and 62% YoY, with a record in Data Centres at 51.2 billion dollars. * The company discusses new AI architecture Blackwell and partnerships with OpenAI, Google Cloud, Microsoft, Oracle, and xAI for data centre builds. * Investor interest remains high, with Nvidia's valuation exceeding 400 billion dollars, reflecting AI hardware and data centre deployment trends.
https://hvg.hu/kkv/20251120_Brutalis-negyedevet-zart-az-Nvidia-de-szerintuk-nincs-szo-AI-lufirol - * Nvidia reports Q3 revenue of $57 billion, beating analyst estimates. * Company highlights strong sales of Blackwell AI chips and GPU inventory depletion. * Industry analysts confirm sustained AI hardware demand despite market concerns.
https://hvg.hu/kkv/20251120_Brutalis-negyedevet-zart-az-Nvidia-de-szerintuk-nincs-szo-AI-lufirol - * Nvidia reports record third-quarter revenue of 57 billion USD, with a net profit of 31.9 billion USD, exceeding market forecasts. * Company highlights strong demand for AI chips and cloud GPU inventories; maintains optimistic future projections. * Market reactions include a rise in Nvidia stock and significant gains for Asian chip suppliers like TSMC and Samsung."; "accuracy": "high accuracy, low bias and no paid content
https://www.frandroid.com/marques/nvidia/2877447_jensen-huang-nvidia-il-ny-a-pas-de-bulle-ia-les-chiffres-lui-donnent-raison-pour-le-moment - * Nvidia's fiscal Q3 2026 revenue reaches 57 billion USD, up 62% year-on-year * Data Center division generates 51.2 billion USD, growing 66% annually * Demand for Blackwell Ultra chips exceeds supply, supporting AI hardware market momentum
https://www.electronicsweekly.com/news/business/nanoic-pilot-line-releasesx-2025-11/ - * NanoIC launches N2 P-PDK v1.0 featuring 29 SRAM macros with dual power routing options, enhancing 2nm node research. * The kit facilitates complete SoC architecture validation, including logic, memory, and interconnects, targeting advanced node development. * Aimed at academic and industry users, the release supports innovation and Europe's leadership in semiconductor technology, with a workshop scheduled for March 2026.
https://www.nzz.ch/wirtschaft/die-boersen-befuerchteten-eine-ki-blase-nun-kontert-nvidia-die-sorgen-mit-starken-quartalszahlen-ld.1912721 - * Nvidia's revenue increased by 62% year-on-year to $57 billion in the recent quarter. * The company's results highlight the growth of AI infrastructure investment, with forecasted spending of up to $4 trillion annually by the end of the decade. * Market concerns over an AI-related stock bubble eased after Nvidia's earnings, prompting a rise in its share price and other AI hardware companies.
https://tele.net.in/indiaai-eyes-expanded-access-new-compute-partners-in-fourth-gpu-tender-round/ - * IndiaAI Mission progresses with a fourth GPU tender, involving at least five new compute providers * The programme plans to deploy over 38,000 GPUs, including B200 models, with additional capacity expected in January * Tenders remain platform-agnostic, enabling diverse providers like Cerebras and SambaNova to participate in AI training and inference * The initiative aims to enhance AI infrastructure and build foundation models, with ongoing subsidies and capacity expansion * India-based, reflecting government-backed AI hardware procurement and deployment efforts
https://aijourn.com/ncodin-secures-e16m-seed-round-to-break-ais-main-bottleneck-with-the-worlds-smallest-laser/ - * NcodiN raises €16 million in seed funding to industrialise its optical interposer technology, aiming to improve AI hardware performance, in Paris, France, in 2023. * The company develops nanolasers on silicon to overcome copper interconnect limitations, enabling denser and faster AI systems. * The funding will support productisation, industrial partnerships, and expansion into Silicon Valley, targeting next-generation GPU and AI accelerator markets.
https://www.demorgen.be/nieuws/nvidia-klopt-weer-alle-verwachtingen-niks-wijst-momenteel-op-een-ai-bubbel~baa2dbdb/ - * Nvidia reports record revenue of over 57 billion dollars, boosting market confidence. * The datacenter segment, crucial for AI chips, remains a leading growth driver. * Investor sentiment reacts positively, with stock and index futures rising following announcement.
https://www.gurufocus.com/news/3217723/nvidia-ceo-dismisses-ai-bubble-concerns-highlights-shift-to-gpudriven-computing - * Nvidia CEO Jensen Huang discusses the move from CPU to GPU computing due to the decline of Moore's Law * Six years ago, 90% of world’s top supercomputers were CPU-based; now less than 15% are * Growing data processing needs in industries like banking and e-commerce drive GPU adoption for AI workloads
https://europeanbusinessmagazine.com/business/nvidia-shares-braced-for-300bn-swing-as-investors-await-high-stakes-earnings/?utm_source=rss&utm_medium=rss&utm_campaign=nvidia-shares-braced-for-300bn-swing-as-investors-await-high-stakes-earnings - * Nvidia's highly anticipated quarterly earnings could cause significant market volatility, up to $300 billion in valuation shifts. * The company faces challenges balancing demand, supply constraints, and increasing competition, with a focus on data-centre related revenue. * Market sensitivity driven by Nvidia's role in AI training, inference hardware, and cloud infrastructure buildouts within the AI ecosystem.
https://europeanbusinessmagazine.com/fintech/nokias-bold-ai-breakaway-inside-the-strategy-shift-after-nvidias-1bn-stake/?utm_source=rss&utm_medium=rss&utm_campaign=nokias-bold-ai-breakaway-inside-the-strategy-shift-after-nvidias-1bn-stake - * Nokia announces restructuring to establish a standalone AI and data-centre operations unit, effective early 2026. * The shift is driven by a $1 billion Nvidia investment, aiming to position Nokia as a key supplier of AI network infrastructure. * The strategy focuses on high-capacity networking fabrics, optical transport, and data-centre interconnects, responding to demand for AI workloads and geopolitical considerations.
https://eleatiche.substack.com/p/la-nuova-rivoluzione-industriale - * Nvidia reports a quarterly revenue of $57 billion, driven by high demand for AI-related GPUs. * The growth signifies AI infrastructure becoming vital to global economies, impacting data centres and cloud services. * CEO Jensen Huang states sector expansion is ongoing, highlighting supply-demand imbalances in AI hardware and cloud capacity.
https://www.absolutegeeks.com/article/tech-news/qualcomm-and-humain-to-open-ai-engineering-center-in-riyadh/ - * Qualcomm and HUMAIN to establish an AI engineering centre in Riyadh, scheduled for December 2025. * The centre will support the deployment of 200MW of data-center capacity using Qualcomm’s Cloud AI hardware, including AI200 and AI250 rack solutions. * The initiative aims to accelerate AI infrastructure development and local talent growth in Saudi Arabia, aligning with national strategies to attract AI industry investments.
https://www.tahawultech.com/home-slide/sentinelone-and-aws-boost-collaboration-to-power-future-of-ai-security-with-innovations/ - * SentinelOne announces new AI-native security features and integrations with AWS, targeting AI infrastructure protection and workload security. * Features include hyperautomation incident response, natural language threat hunting, and AI security tools on AWS Marketplace. * The collaboration aims to enhance security and operational efficiency for AWS customers adopting AI and GenAI applications.
https://www.tahawultech.com/industry/technology/core42s-new-product-ranks-high-in-global-supercomputer-list/ - * Core42's Maximus-384, powered by AMD Instinct MI300X GPUs, ranks No. 20 on the TOP500 list. * The system features over 9,000 GPUs and supports large-scale AI training and inference in Buffalo, New York. * The deployment emphasises AI acceleration hardware, GPU technologies, and data centre infrastructure for HPC and AI workloads.
https://quantumzeitgeist.com/gpu-quantum-performance-multi-circuit-simulation-enabled-mpi-benchmarks-hpc-system/ - * Recent progress in interconnect technology, including NVLink 5, has resulted in over sixteen-fold performance improvements in multi-GPU quantum simulations. * Benchmarking of high-performance interconnects like MI350X Infinity Fabric and ConnectX 7 demonstrates significant data transfer enhancements. * The article documents developments in AI-focused server hardware, GPU architectures, and the deployment of high-capacity cloud GPU resources, highlighting industry trends and procurement activities. * Advances in AI acceleration hardware support quantum circuit simulation benchmarks and facilitate scalable, energy-efficient modelling. * Key organisations involved include NVIDIA, AMD, and HPC research institutions, emphasising global industry and academic collaboration.
https://quantumzeitgeist.com/10-percent-3x-accuracy-tensor-guaranteed-dgemm-reduced-precision-cores-achieves-throughput-reliability/ - * Researchers introduce Automatic Dynamic Precision (ADP) to enhance GPU matrix multiplication accuracy on NVIDIA hardware * Validated methods achieve up to 2.3x speedup over native FP64 performance with less than 10% overhead * Techniques leverage low-precision formats and innovative slicing schemes to optimise high-performance scientific workloads
https://www.dn.se/ekonomi/nvidia-slar-forvantningarna/ - * Nvidia reports strong quarterly financial results with higher-than-expected earnings and revenue. * Company forecasts further sales growth to $65 billion, driven by high demand for GPUs. * Stock rises 6% in after-hours trading, with a 1,300% increase over five years. * CEO Jensen Huang downplays AI bubble fears, citing product shortages and sustained demand. * Focus on AI hardware, specifically GPUs, aligns with sector interests in AI acceleration hardware and GPU technologies.
https://wccftech.com/nvidia-has-entered-the-virtuous-cycle-of-ai/ - * NVIDIA's Q3 earnings show a 22% QoQ revenue increase to $57 billion, driven by AI and data centre demand * Record-level demand for Blackwell systems and a $500 billion revenue goal for 2026 are announced * The revenue forecast is supported by major GPU orders from countries like Saudi Arabia and AI companies, despite some scepticism
https://technode.com/2025/11/20/netherlands-suspends-intervention-in-nexperia-returns-control-to-wingtech/ - * The Dutch government suspends intervention measures against Nexperia, returning control to Wingtech, on national security grounds. * The move affects the semiconductor supply chain, which was disrupted by the intervention. * The decision signals a shift in Dutch policy to support global chip supply stability and reduce tensions with China.
https://www.servethehome.com/microsoft-azure-cobalt-200-launched-with-132-arm-neoverse-v3-cores/ - * Microsoft unveils new ARM-based CPU, Cobalt 200, for cloud workloads in 2026 * The chip features 132 cores, built on TSMC 3nm process, with advanced cache and tuning capabilities * Demonstrates advancements in AI acceleration hardware, server CPU design, and data centre deployment in the cloud sector
https://www.servethehome.com/microsoft-azure-cobalt-200-launched-with-132-arm-neoverse-v3-cores/ - * Microsoft introduces the Azure Cobalt 200 CPU, built on TSMC 3nm process, for 2026 deployment. * The chip features 132 cores, 6 memory channels, and data accelerators, based on Arm Neoverse V3. * Microsoft demonstrates the chip's architecture and test system, highlighting design improvements from previous Neoverse N2 cores.
https://newtalk.tw/news/view/2025-11-20/1005523 - * NVIDIA launched Apollo, a series of open-model AI accelerators, at the SC25 conference in St Louis, US. * The models target sectors including semiconductors, aerospace, weather forecasting, and fluid dynamics. * Industry leaders like Applied Materials, Cadence, and Siemens adopt these models for simulation and process optimisation. * The developments emphasise AI hardware and physics-based models for industrial applications. * The article is set within the US and technology sector, highlighting AI acceleration hardware advancements.
https://newtalk.tw/news/view/2025-11-20/1005473 - * NVIDIA's Q3 revenue exceeds forecasts at $57.01 billion, with a significant 66% increase in data centre sales * The company anticipates Q4 revenue of $65 billion, surpassing market estimates, reflecting strong AI server demand * CEO Jensen Huang highlights Blackwell Ultra GPU sales are 'incredible', with cloud GPU supplies sold out, indicating rapid AI infrastructure growth
https://newtalk.tw/news/view/2025-11-20/1005514 - * Nvidia's order growth boosts TSMC and Taiwanese suppliers' capacity plans through 2027 * Major increase in CoWoS demand for high-end chips from 2025, impacting foundries and packaging * Semiconductor fabs, lithography systems, and related supply chain segments experience accelerated expansion and utilisation
https://newtalk.tw/news/view/2025-11-20/1005514 - * Nvidia's order volume and platform launches drive increased demand for advanced packaging and chip manufacturing, extending supply chain visibility to 2027 in Taiwan. * The focus on AI infrastructure boosts demand across data centres, end devices, and energy sectors, with a positive outlook through 2027. * Market shifts include rising DRAM prices amid falling memory chip prices, affecting key Taiwanese firms like Nanya and Winbond.
https://newtalk.tw/news/view/2025-11-20/1005538 - * Nvidia reports Q3 revenue and profit surpassing expectations, driven by data centre growth, bolstering confidence in AI industry. * Taiwanese technology ETFs, notably 00881, see increased trading volume and a 3.4% rise, indicating investor optimism in chip supply chains. * The article discusses semiconductor and electronic component sectors' growth, market analysis of AI-related stocks, and future investment prospects within the global and Taiwanese context.
https://newtalk.tw/news/view/2025-11-20/1005511 - * Nvidia's Q3 revenue reaches $57 billion, surpassing expectations and hitting a record high * Data centre segment remains a key growth driver with a 66% YoY increase * Future outlook projecting Q4 revenue of $65 billion, exceeding market forecasts, amid discussions on inventory and supply chain risks
https://newtalk.tw/news/view/2025-11-20/1005513 - * Nvidia plans to switch from DDR5 to LPDDR memory in next-generation AI servers to cut costs, potentially impacting memory supply chains. * Global memory market faces shortages; major suppliers have increased high-bandwidth memory production while reducing standard DRAM output. * Memory prices, including DRAM, rise amid supply constraints; by 2026, server memory prices may double due to increased demand and supply shifts.
https://newtalk.tw/news/view/2025-11-20/1005513 - * Counterpoint Research reports that Nvidia's plan to replace DDR5 with LPDDR in AI servers may double server memory prices by end of 2026 * Global DRAM supply is tight due to reduced production by major suppliers like Samsung, SK Hynix, and Micron * Memory stock prices, including Nanya and Winbond, decline as industry reacts to potential supply chain impacts and demand shifts
https://www.etoday.co.kr/news/view/2527544 - * Nvidia's Q3 revenue increases 62% year-on-year to $57 billion, surpassing market forecasts * Data centre revenue reaches $51.2 billion, up 66%, driven by strong demand for AI and cloud graphics cards * Company projects Q4 revenue to reach approximately $65 billion, exceeding expectations * CEO Jensen Huang discusses global AI adoption efforts and challenges in China market access * Market and industry implications for AI accelerator hardware and GPU technologies, including Nvidia models
https://www.etoday.co.kr/news/view/2527834 - * Nvidia announces commencement of a 500MW data centre project in Saudi Arabia, targeting initial 50MW phase. * Project includes over 600,000 Nvidia GPUs with involvement of AI firm Human and other chip vendors AMD, Qualcomm. * US export approvals facilitate AI chip sales to Saudi and UAE, potentially impacting global AI hardware market.
https://www.etoday.co.kr/news/view/2527587 - * US government may delay implementing high tariffs on imported semiconductors, according to recent reports. * The potential delay aims to avoid provoking China and to prevent inflationary pressures in the US. * The US administration has reiterated that no final decision has been made on the tariffs, maintaining them as a possibility. * The ongoing development impacts South Korea, which heavily depends on semiconductor exports to the US, worth approximately USD 10.6 billion in 2022.
https://www.edtechinnovationhub.com/news/eviden-and-amd-selected-to-deliver-alice-recoque-frances-first-exascale-supercomputer - * Eviden and AMD selected to build France’s new exascale supercomputer at CEA’s TGCC. * Project aims for 1 exaflop performance, focusing on climate, healthcare, and AI research. * System utilises AMD EPYC CPUs, Instinct GPUs, and European technology, with deployment targeted for 2024.
https://www.thenewslens.com/article/261351 - * Trump advocates for reshoring chip manufacturing to the US and highlights the importance of foreign experts assisting factories, with plans to invest billions in American fabs. * Discussions in Washington suggest the US may delay implementing semiconductor import tariffs to avoid escalating trade tensions with China. * The article details investments by TSMC and other companies in US semiconductor plants, alongside political efforts to redefine US industry leadership in chip production.
https://www.thenewslens.com/article/261347 - * Nvidia estimates Q4 revenue will exceed US market expectations, driven by strong demand for Blackwell AI chips * US government approves sale of Blackwell chips to Saudi Arabia and UAE, subject to security conditions * Nvidia's revenue forecast for the quarter is around $65 billion, with significant growth in data centre business and cloud AI infrastructure investments
https://3dnews.ru/1132659/eto-drugoe-glava-nvidia-otverg-opaseniya-po-povodu-formirovaniya-iipuzirya - * Nvidia CEO Jensen Huang affirms ongoing AI infrastructure growth, citing increased data processing and new AI applications * He argues that AI will lead to the development of new services requiring advanced GPU hardware * Nvidia plans to generate $500 billion in AI infrastructure accelerators revenue over the coming two years
https://www.igorslab.de/en/storage-crisis-intensifies-and-drives-manufacturers-to-unplanned-procurements/ - * Ongoing DRAM shortage causes hardware manufacturers like Asus and MSI to make unplanned purchases from spot markets. * Memory prices, especially DDR5 and GDDR, have more than doubled in a year, impacting production and availability. * Industry shifts prioritise AI and data centre hardware, reducing supply for PC market and delaying new product launches. * Market analysts forecast shortages to persist until 2027, with ongoing price increases and supply constraints. * Production bottlenecks and high AI demand limit RAM availability, affecting consumer and industrial markets.
https://www.hwupgrade.it/news/skvideo/nvidia-mette-a-tacere-i-timori-della-bolla-ai-il-data-center-traina-un-q3-da-57-miliardi-di-dollari-huang-gpu-sold-out_146492.html - * NVIDIA's Q3 FY2026 revenue reaches $57 billion, driven by data centre demand, up 22% quarter-on-quarter * Data centre segment accounts for the majority of revenue, with a 66% year-on-year growth * CEO Jensen Huang asserts GPU supply is sufficient despite high demand, forecasts Q4 revenue of $65 billion
https://fortune.com/2025/11/19/nvidia-jensen-huang-earnings-humain-saudi-arabia/ - * Humain, a Saudi AI infrastructure company backed by the Saudi sovereign wealth fund, was mentioned thrice in Nvidia’s earnings call. * The company has signed deals with Nvidia, Amazon, AMD, Qualcomm, and startup Groq to build AI data centres in Saudi Arabia. * Humain aims to supply 6% of the global AI processing capacity by 2034, targeting regional and international markets.
https://finance.yahoo.com/news/g42-receives-u-approval-advanced-051200954.html?.tsrc=rss - * G42 receives US approval to export advanced AI semiconductors to the UAE, enabling deployment of AI infrastructure. * Projects include Stargate UAE and the UAE–US AI Campus, with collaborations involving Nvidia, AMD, and other tech giants. * Deployment governed by US and UAE regulatory frameworks, supporting secure and scalable AI infrastructure in the region.
https://yen.com.gh/business-economy/295003-memory-chip-crunch-set-drive-smartphone-prices/ - * Memory chip prices, particularly DRAM and NAND, increase due to AI data centre demand and supply restrictions in 2024 * Major producers like Samsung and SK hynix expand capacity to meet demand; prices continue to rise until at least 2026 * Industry analysts forecast higher consumer electronics prices and supply chain impacts driven by chip shortage and capacity cuts
https://medium.com/google-cloud/a-deep-dive-into-gpudirect-tcpxo-architecture-on-a3-megas-ef7a9fa53e16?source=rss----e52cf94d98af---4 - * Describes the architectural significance of GPUDirect-TCPXO on A3 Mega instances for AI workloads. * Explains how it enables direct GPU-to-NIC data transfer, reducing latency in distributed training. * Highlights specific hardware and network topology used to maximise throughput for NVIDIA H100 GPUs.
https://web3wire.org/web3/semiconductor-fabless-market-set-for-explosive-growth-2025-2032-nvidia-qualcomm-amd-broadcom/ - * The report provides a detailed analysis of the global semiconductor fabless industry, with a focus on technological advancements, market size, and growth drivers. * It covers key regions including North America, Europe, and Asia-Pacific, along with major players like NVIDIA, Qualcomm, and AMD. * The report examines market segments across sectors such as consumer electronics, automotive, and IoT, highlighting production capabilities, competitive landscape, and future opportunities.
https://semiengineering.com/blog-review-nov-19-2/ - * An article discusses the global semiconductor industry's push towards chip self-sufficiency amidst geopolitical pressures. * It covers sector-specific advancements like EUV lithography, hardware-enabled security, and new memory architectures. * Highlights include capacity expansion, technological innovations, and supply chain constraints affecting foundries and fab operations.
https://www.3dincites.com/2025/11/iftle-646-tsmc-3dblox-2-0-helps-advanced-packaging-designs/ - * TSMC announced the release of 3Dblox 2.0, focusing on holistic 3D IC design, early planning, and reuse features. * The update supports power, thermal simulations, and chiplet design, and aims for industry-wide standardisation. * TSMC collaborates with EDA partners like Cadence and industry alliances such as the 3DFabric Alliance to promote adoption and interoperability.
https://www.automotive-today.ro/index.php/2025/11/19/gunter-krasser-infineon-technologies-romania-while-2026-fundamentals-remain-solid-we-must-plan-now-for-2027-2029-to-ensure-we-remain-competitive-in-an-increasingly-challenging-glob/ - * Infineon Technologies Romania highlights long-term planning for 2027–2029 to stay competitive in semiconductor manufacturing. * Emphasises rising investment in automotive Ethernet, chip design, and talent development. * Discusses Europe's efforts to diversify the supply chain, minimise geopolitical risks, and boost local chip production, including partnerships like TSMC-NXP-Bosch in Dresden.
https://www.computerbase.de/news/wirtschaft/intel-panther-lake-intel-18a-yield-war-schlecht-ist-nun-aber-auf-gutem-weg.95117/ - * Intel states that the yield for 18A process technology in Panther Lake has increased by 7% monthly over the past 7-8 months. * Technology development benefits from industry-standard yield improvements, with Intel now on that curve. * Production capacity at Intel's Arizona Fab 52 will replace Oregon sources, focusing on mass-market supply in 2026.
https://wccftech.com/intel-confirms-all-in-on-14a-custom-xeon-x86-cpu-nvidia-rtx-gpu-tile-high-performance-notebooks-lower-prices-lunar-lake-arrow-lake-cpus/ - * Intel reports progress on 14A process, with industry-standard PDKs and second-generation GAA technology, in early definition phase for 2025. * Intel and NVIDIA partnership includes custom Xeon CPUs with NVLink support and high-end graphics tiles for client SoCs. * Intel plans to expand high-performance notebook market with integrated RTX GPU tiles, targeting premium and mainstream segments. * Addressing supply constraints, Intel is raising prices on 10nm and 7nm chips while reducing costs for Arrow Lake and Lunar Lake CPUs. * Next-gen Panther Lake CPUs based on 18A are scheduled for early 2026, with current products being strategically priced to maintain market share.
https://thearabianpost.com/dutch-government-relinquishes-control-of-nexperia/ - * The Netherlands relinquished control of Chinese-owned Nexperia, restoring full control to Wingtech, in a shift influenced by diplomatic and supply chain considerations. * The move follows a brief intervention citing governance issues, with industry warnings about chip shortages impacting automotive production. * Chinese and European officials signal efforts to stabilise supply chains and reduce geopolitical tensions affecting semiconductor manufacturing.
https://dataconomy.com/2025/11/19/tsmc-executive-faked-retirement-to-join-intel-with-stolen-secrets/ - * Taiwan authorities investigate former TSMC executive Wei-Jen Lo for alleged transfer of confidential process technology * Lo rejoined Intel as vice president in October after leaving TSMC, with potential trade secret violations under scrutiny * The transfer involves TSMC’s advanced node process technologies, including N2, A16, A14, and post-A14, but limited direct technological value for Intel’s next-generation nodes
https://www.fool.com/investing/2025/11/19/if-youd-invested-1500-in-nvidia-stock-1-year-ago-h/ - * Nvidia's stock value increased by approximately 28% over the past year, reflecting AI sector growth. * The company's revenue from data centres reached $41.1 billion, up 56%, supporting AI infrastructure expansion. * The article discusses Nvidia's role as a key AI accelerator hardware provider and data centre supplier, highlighting its market significance.
https://www.frandroid.com/marques/intel/2850529_le-packaging-larme-secrete-dintel-pour-reconquerir-le-marche-des-puces-et-des-processeurs - * Armour Intel promotes its packaging and assembly capabilities to diversify from traditional wafer manufacturing. * Market for chip packaging is projected to grow from 16 billion USD in 2024 to over 56 billion USD by 2031. * Intel invests in advanced packaging plants in the US and Malaysia, seeking to expand capacity and mitigate supply chain risks.
https://www.fool.com/investing/2025/11/19/nvda-stock-bezos-project-prometheus-ai-startup/ - * Nvidia's GPU sales expected to rise as AI competition intensifies among Bezos, Musk, and Altman * Elon Musk's xAI and OpenAI's ChatGPT compete in chatbot markets, driving AI hardware demand * Greater funding and development activity in AI start-ups likely to boost Nvidia's market position and sales
https://www.europeanbusinessreview.com/tsmcs-arizona-fab-kicks-off-with-nvidias-blackwell-chips/ - * TSMC Commences 4nm wafer fabrication at its Arizona plant, producing Nvidia's Blackwell chips. * Production began in October, marking a milestone in US semiconductor manufacturing. * Final assembly still occurs in Taiwan, with plans for future domestic advanced packaging capabilities. * The project faces challenges including delays, workforce training, and permitting issues. * This move aligns with US efforts to reduce foreign dependence on chip manufacturing and expand domestic capacity.
http://www.kakiforex.com/2025/11/china-is-on-mission-to-attack-2-of-3.html - * China is planning to control two of the three critical global supply chain choke points, including semiconductor manufacturing, amid geopolitical tensions. * TSMC, the primary manufacturer of advanced chips, relies on ASML lithography machines, which depend heavily on silicon from China. * The US is attempting to mitigate risks by building a TSMC plant in Arizona, but delays persist due to complex machine operation issues.
https://www.channelnewsasia.com/business/nvidia-menlo-micro-collaboration-speeds-up-ai-chip-testing-5477416 - * Nvidia and Menlo Micro reduce testing times for AI chips by up to 90% using new switching chips * The innovation addresses a bottleneck in AI chip production, with implications for supply chain efficiency * The partnership reflects ongoing advancements in AI hardware testing technologies and market adoption trends
https://focustaiwan.tw/business/202511190023 - * TSMC remains resilient despite reports of a former executive allegedly leaking technical data. * The incident pertains to confidential data related to 2nm, A16, and A14 manufacturing processes. * Taiwanese authorities are investigating the case, but industry experts believe the impact on TSMC's competitiveness will be limited.
https://wccftech.com/nvidias-shift-to-consumer-grade-lpddr-for-ai-servers-could-spell-massive-trouble/ - * NVIDIA plans to use LPDDR memory in AI servers, signalling a major shift in supply chain dynamics * This move is expected to push memory prices up by up to 100% within a few quarters * Supply constraints across HBM, DDR, LPDDR, GDDR, and RDIMM modules are anticipated to affect consumer markets
https://thinkcomputers.org/amd-ryzen-ai-9-hx-470-gorgon-point-apu-leaks-revealing-enhanced-performance-and-ai-capabilities/ - * AMD’s upcoming Ryzen AI 9 HX 470 processor features enhanced AI capabilities with over 55 TOPS performance, targeting high-performance laptops. * The processor, expected to launch in early 2026, includes a Zen 5 CPU, RDNA 3.5 GPU, and supports DDR5-6400 memory standards. * The APU is designed for AI-intensive tasks, gaming, and content creation, with an anticipated TDP of 45-65W, indicating high-performance hardware focus.
https://www.pcgamer.com/hardware/a-vital-rare-earth-element-youve-probably-never-heard-of-has-surged-in-price-by-nearly-1-500-percent-this-year-and-its-essential-for-global-chip-manufacturing/ - * Yttrium prices increased by nearly 1,500% in 2025 due to export restrictions and supply shortages * China controls approximately 69% of rare earth mining and refines almost all yttrium globally * US and international firms attempt to diversify supply sources amid ongoing trade tensions and export controls
https://applemagazine.com/microsoft-nvidia-invest-in-anthropic-ai-deal/ - * Microsoft and Nvidia announce a joint $15 billion investment in AI startup Anthropic, including cloud compute and hardware deployment plans. * The deal aims to scale Anthropic’s Claude models on Azure and Nvidia’s AI hardware, expanding model development and deployment capabilities. * It highlights industry trends towards large-scale compute investments, vertical integration, and diversification beyond OpenAI models within the AI sector.
https://www.microcontrollertips.com/can-chiplets-save-the-semiconductor-supply-chain/ - * The article discusses the increasing adoption of chiplet architectures by industry leaders such as AMD, Intel, and Apple. * It highlights the potential benefits of chiplets in supply chain flexibility, manufacturing yield, and design customisation. * Challenges such as advanced packaging, performance issues, standardisation efforts like UCIe, and intellectual property concerns are examined. * The article reports ongoing industry initiatives, investments, and future prospects for chiplets in sectors like automotive, defence, and aerospace. * Focuses on technological, strategic, and geopolitical aspects within the semiconductor manufacturing sector.
https://www.blockchainnewssite.com/2025/11/19/igor-anatolyevich-voronin-publishes-new-analysis-on-how-gpu-power-is-steering-the-next-wave-of-generative-ai/ - * Technologist Igor Voronin discusses GPU availability and operational discipline as key drivers of generative AI progress, published in November 2025. * Focuses on the importance of compute efficiency, reliability, and GPU capacity planning at Aimed in Switzerland. * Outlines practical frameworks for inference economics, scaling, and GPU optimisation in AI deployment.
https://wccftech.com/nvidias-shift-to-consumer-grade-lpddr-for-ai-servers-could-spell-massive-trouble/ - * NVIDIA shifting from DDR5 to LPDDR memory in AI servers, affecting supply chains. * Impact expected to cause a 100% rise in memory prices within a few months. * Supply constraints likely to last several quarters, influencing industry-wide memory modules.
https://www.techtarget.com/searchdatamanagement/news/366634752/Snowflake-integrates-with-Nvidia-to-speed-AI-ML-workloads - * Snowflake unveils native Nvidia CUDA-X integration to accelerate AI and ML workloads on Nov. 18 * The integration enables faster processing times from hours to minutes, supporting large-scale AI applications * Industry analysts highlight the significance of GPU acceleration and operational simplicity for Snowflake's AI platform
https://circuitcellar.com/newsletter/alphawave-ucietm-chiplet-ip-on-tsmc-3dfabric-platform/ - * Alphawave Semi announces successful tape-out of UCIe™ 3D chiplet IP on TSMC SoIC-X technology, supporting advanced packaging for AI, HPC, data centres. * The innovation improves power efficiency tenfold and increases signal density five times, addressing bandwidth and performance bottlenecks. * Collaborations with Siemens and TSMC aim to push the boundaries of chiplet-based system design, leveraging high-end packaging and stacking technologies.
https://me.pcmag.com/en/components/33560/pricier-smartphones-laptops-and-other-gadgets-in-2026-blame-nvidia - * Nvidia's move to utilise more low-power DDR memory impacts smartphone and consumer electronics pricing. * Memory prices rose by 50% in 2025, with further increases expected in late 2025 and early 2026. * Rising GPU demand from AI data centres influences supply chain, affecting device costs and availability.
https://truthonthemarket.com/2025/11/19/the-competitive-chaos-behind-moores-law/ - * Industry consolidates into three leading firms while sustaining Moore’s Law-driven growth * Innovation driven by 'competition for the market' through technological displacement * Industry invests heavily in R&D, with leadership roles regularly changing hands * Standard antitrust metrics may misjudge competitive dynamics in innovative sectors
https://www.gurufocus.com/news/3216634/nvidia-nvda-approved-to-export-chips-to-armenia-for-ai-supercomputing-project - * U.S. government approves export of NVIDIA chips to Armenia for AI infrastructure projects * Firebird launches large-scale AI data centre with initial investment of $500 million, capacity of 100 MW * Project includes use of Dell Technologies' AI servers and NVIDIA's Blackwell processors, expected to be operational by Q2 next year
https://www.datacenterdynamics.com/en/news/globalfoundries-expands-silicon-photonic-production-with-amf-acquisition/ - * GlobalFoundries acquires AMF, a Singapore-based silicon photonics manufacturer, to boost photonics efforts. * Acquisition aims to make GF the largest silicon photonics pure-play foundry by revenue. * The deal enhances GF's production capacity and facilitates next-generation data transfer speeds, including 400Gbps, with a new Singapore research centre. * The move aligns with industry trends towards embracing photonics for high-speed data transfer in sectors like telecoms, data centres, and automotive.
https://www.gurufocus.com/news/3216658/schneider-electric-signs-23-billion-deals-amid-ai-infrastructure-demand - * Schneider Electric signs deals with US data centre operators worth nearly $2.3 billion to support AI infrastructure * Focuses on power modules, cooling systems, and uninterruptible power supplies to meet growing AI demand * Collaborates with Nvidia on cooling high-performance AI chips; aims to expand AI data centre capacity and efficiency
https://www.gurufocus.com/news/3215947/nvidias-ai-empire-hits-a-sudden-reality-checkis-2026-the-year-everything-turns - * Nvidia's revenue growth forecast remains strong despite recent stock declines and export restrictions in China. * Investor sentiment signals caution, with some funds divesting Nvidia shares and industry margins tightening. * Nvidia commits US$10 billion to Anthropic, highlighting ongoing ecosystem investments amid sector-wide uncertainties.
https://oresundstartups.com/nanotech-startup-alixlabs-attracts-e14m-series-a/ - * AlixLabs raises €14.1 million in funding to scale atomic layer etching technology in Sweden and the Netherlands * Funding aims to enable industrial adoption and full-scale manufacturing by 2027 * Article details advancements in semiconductor manufacturing solutions and industry partnerships, with emphasis on process efficiency and environmental impact
https://www.datasciencecentral.com/how-ai-is-used-in-cybersecurity/ - * The article discusses the role of AI and GPU acceleration in enhancing cybersecurity through real-time threat detection, predictive analysis, and automated responses. * It highlights the utilisation of GPUs and HPC systems, such as NVIDIA GPUs, in power these AI-driven defensive measures. * It details specific AI-powered cybersecurity systems and emphasises the importance of hardware investments like GPU clusters, high-speed networking, and NVMe storage. * It covers the ongoing arms race between AI-enabled attackers and defenders, underlining hardware and organisational strategies. * The article is situated within the cybersecurity sector, focusing on technological advances and hardware deployment.
https://www.chinanews.net/news/278703701/prosecutors-probe-ex-tsmc-executive-over-alleged-theft-of-advanced-chipmaking-secrets - * Prosecutors in Taipei have launched an investigation into a former TSMC executive suspected of theft of semiconductor process secrets on 19 November. * The investigation focuses on alleged transfer of information related to TSMC's 2nm, A16, and A14 processes to Intel. * TSMC is gathering evidence for potential legal action, amid concerns over national security and supply chain impact.
https://www.phoronix.com/news/AMD-New-GPU-IP-Graphics-12.1 - * AMD posts Linux kernel patches for upcoming GPU hardware components, including PSP, IH, MMHUB, GFXHUB, and GMC. * Patch series suggest potential RDNA4 refresh or APU parts, with IP version 12.1 and GFX1250 appearing in the updates. * AMD's open-source efforts align with their strategy to support next-gen GPUs with enhanced AI and ray-tracing capabilities, following recent financial disclosures.
https://www.datacenterknowledge.com/supercomputers/sc25-amd-nvidia-dell-and-more-unveil-supercomputing-products - * Nvidia launched new AI models and supercomputers based on Grace-Blackwell GPUs for RIKEN, Japan. * Dell announced AI-focused servers and network switches, enhancing AI and HPC capabilities. * Eviden and AMD revealed France’s first exascale supercomputer, Alice Recoque, powered by AMD GPUs and CPUs. * The event emphasised advancements in GPU architectures, AI accelerators, and supercomputing infrastructure for AI workloads. * These developments reflect ongoing hardware innovation and procurement activities in AI acceleration and data centre deployments.
https://www.electronicsweekly.com/news/products/rf-microwave-optoelectronics/the-chips-act-is-a-positive-for-talent-pipeline-2025-11/ - * Investment in fabrication plants and technology development promotes STEM and manufacturing sectors * Focus on advanced wafer processes and back-end innovations linked to the CHIPs Act * Job creation and specialised training are expected to strengthen the semiconductor supply chain
https://www.openpr.com/news/4278730/semiconductor-packaging-underfill-adhesives-market-to-reach - * Market value forecast to reach USD 1.68 billion by 2031, with a CAGR of 11% from 2024. * Emphasis on wafer-level underfill, thermal-conductive formulations, and automation trends. * Asia dominates demand and production, with key activity in Japan, South Korea, China, and Taiwan.
https://cryptorank.io/news/feed/c99d8-nvidia-q3-earnings-can-nvda-defend-its-74-margin-as-competition-intensifies - * Nvidia reports Q3 results amidst rising competition from AMD, Intel, and hyperscaler custom chips. * Analysts watch for signs of margin compression, ASP trends, and product mix shifts. * The outcome could indicate whether Nvidia maintains its dominant position in AI hardware market.
https://www.businessinsider.com/ai-bubble-argument-wrong-gpus-nvidia-depreciation-data-centers-crusoe-2025-11 - * Industry experts dispute concerns over rapid GPU obsolescence, citing lifespan of 6-8 years. * Data suggests GPUs are profitable for longer, with actual usage often exceeding 6 years. * Use of warranties, redeployment, and workload transitions extend GPU lifespan in AI data centres.
https://www.cbtnews.com/honda-to-resume-production-as-nexperia-chip-shortage-eases/ - * Honda begins gradual restart of North American assembly plants following chip supply recovery * The supply disruption was caused by Dutch government seizure and export suspension by China * Nexperia, a major supplier of transistors and diodes, controls nearly 40% of the market segment, impacting automaker supply chains
https://biz.chosun.com/en/en-it/2025/11/20/NIMNWQ3PVRDCZI3YOZ3UDB3ZWI/ - * Nvidia posted third-quarter revenue of $57.006 billion, surpassing market forecasts. * Data centre income reached a record high of $51.215 billion, up 66.4% year on year. * The company projected fourth-quarter revenue at around $65 billion, driven by AI and server semiconductor demand.
https://www.globalsmt.net/advanced-packaging/netherlands-lifts-control-of-nexperia-after-talks-with-china/ - * The Netherlands suspended its order concerning Nexperia after discussions with Chinese authorities, 2025 * The measure was initially issued to prevent transfer of assets and technology by Nexperia's CEO * The Dutch government aims to strengthen Europe's semiconductor supply chain and monitor developments in collaboration with international partners
https://finance.yahoo.com/news/nvidia-announces-financial-results-third-212000333.html?.tsrc=rss - * NVIDIA’s revenue for Q3 FY2026 reached $57 billion, a 62% increase year-over-year, driven by AI and data centre sales * The company announced the shipping of DGX Spark™, a compact AI supercomputer, and reported record data centre revenue of $51.2 billion * Highlights include new autonomous vehicle platforms, cloud GPU sales, and AI ecosystem expansion across industries and countries
https://www.globalsmt.net/advanced-packaging/acm-research-delivers-first-ultra-ecp-ap-p-tool-to-advance-panel-level-packaging-technology/ - * ACM Research delivers the Ultra ECP ap-p, a panel electrochemical plating system, to a leading customer. * The system supports large-panel market with copper, nickel, tin-silver, and gold plating. * Enhances manufacturing efficiency and scalability for advanced packaging in the semiconductor sector.
https://www.israelhayom.com/2025/11/19/nvidia-earnings-ai-market-geopolitics-israel/ - * NVIDIA reports third quarter revenue of $57 billion, surpassing estimates and driven primarily by data centre sales. * The company provides optimistic guidance for Q4, with revenue outlook of approximately $65 billion, exceeding analysts' forecasts. * CEO Jensen Huang highlights 'off the charts' demand for Blackwell chips and sold-out cloud GPUs, signalling accelerating AI hardware adoption.
https://iot-analytics.com/iot-semiconductor-predictions/ - * IoT chips will incorporate more edge AI acceleration, expanding into sensors and gateways. * Increased adoption of chiplet architectures and RISC-V ISA for flexibility and lower costs. * Semiconductor design workflows will integrate carbon metrics, improving sustainability transparency. * Countries are investing heavily in localised manufacturing capacity to reduce dependency. * Rising regulatory pressures will enforce hardware security and compliance measures in IoT devices.
https://techcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/ - * Nvidia's third-quarter revenue reaches $57 billion, with substantial growth in data centre business. * Data centre revenue hit a record $51.2 billion, supported by increased demand for AI models and GPU deployments. * Nvidia forecasts revenue of $65 billion for the upcoming quarter, highlighting ongoing growth in AI hardware market.
https://www.benzinga.com/markets/tech/25/11/48964809/iren-riot-cipher-other-hpc-stocks-climb-after-nvidias-blockbuster-q3-report - * Shares of AI data centre and HPC companies, including Cipher Mining and IREN, increase following Nvidia's strong Q3 results * Stocks gain momentum as Nvidia's guidance reassures investor confidence in AI sector growth * Power and cooling bottlenecks remain a challenge for AI hardware deployment in data centres
https://www.semiconductor-digest.com/from-lab-to-fab-innovative-front-end-and-advanced-packaging-technologies-for-the-semiconductor-value-chain/?utm_source=rss&utm_medium=rss&utm_campaign=from-lab-to-fab-innovative-front-end-and-advanced-packaging-technologies-for-the-semiconductor-value-chain - * Fraunhofer CEASAX develops front-end and advanced packaging technologies for the European semiconductor industry. * Focus on chiplet integration, high-density interposers, and wafer-level packaging at 300 mm wafer scale. * Infrastructure includes Europe's only 300 mm pilot line combining front-end and back-end processes, supporting industry-standard wafer production. * Collaboration between Fraunhofer IPMS and IZM-ASSID enhances technological capabilities in chiplet integration and 3D packaging. * Visit at Semicon Europa 2025 highlights Europe’s focus on semiconductor innovation and supply chain stability.
https://3dnews.ru/1132657/amd-i-nvidia-gotovyatsya-urezat-ili-dage-polnostyu-ostanovit-vipusk-deshyovih-videokart-izza-globalnogo-defitsita-pamyati - * AMD and Nvidia consider halting or reducing supply of budget graphics cards due to high memory costs, as of 2023. * Rising memory prices, especially DDR5 and GDDR7, influence product pricing and release schedules. * The global chip shortage stems from increased AI infrastructure development, prioritising DRAM for data centres, constraining consumer-grade memory supplies.
https://www.gurufocus.com/news/3217236/supermicro-expands-its-portfolio-of-performance-and-efficiency-driven-aircooled-ai-solutions-featuring-amd-instinct-mi355x-gpus - * Supermicro introduces a 10U AI-accelerated server using AMD Instinct MI355X GPUs, with enhanced performance, shipping in late 2025. * The server offers up to 4x AI compute improvement and 35x inferencing performance boost, designed for data centre deployment. * Collaboration with AMD focuses on expanding high-performance AI solutions for cloud and enterprise data centres, showcased at SC25 in Missouri.
https://mashable.com/article/nvidia-earnings-bubble - * NVIDIA reports $57 billion revenue for Q3 2025, exceeding analyst expectations. * Data centre segment drives most of the revenue, with cloud GPU sales sold out. * Google's announcement of its Gemini 3 AI model using TPUs introduces potential competition in AI hardware market.
https://www.semiconductor-digest.com/x-fab-and-fraunhofer-enas-sign-strategic-cooperation-agreement-to-accelerate-microtechnology-innovations/?utm_source=rss&utm_medium=rss&utm_campaign=x-fab-and-fraunhofer-enas-sign-strategic-cooperation-agreement-to-accelerate-microtechnology-innovations - * The collaboration introduces the 'Lab-in-Fab' model to integrate research and manufacturing in microtechnology, focusing on advanced packaging and heterogeneous integration. * The partnership aims to reduce time-to-market for new technologies through streamlined development and transfer, targeting sectors like sensing, communication, and medical tech. * Projects include development of wafer bonding techniques and packaging processes for MEMS sensors, with an emphasis on high-volume foundry services. * The cooperation supports European Chips Act objectives via the European Research Fab Microelectronics Germany (FMD) initiative. * Combines Fraunhofer ENAS's research excellence with X-FAB's manufacturing capabilities to enhance innovation speed and industrialisation.
https://digitechbytes.com/tech-basics-evergreen-fundamentals/cpu-gpu-npu-basics/ - * The article explains the roles of CPUs, GPUs, and NPUs in current devices, highlighting their architecture and functions. * It discusses benchmarking methods, performance metrics, and energy efficiency relevant to AI hardware. * The piece covers future trends, integration of AI hardware components, and implications for device performance and user experience.
https://investinglive.com/stocks/nvidia-q3-adj-eps-130-expected-124-revenue-5700bln-expected-5441bln-20251119/ - * Nvidia reports Q3 revenue of $57.01 billion and EPS of $1.30, surpassing forecasts * Data-centre revenue reaches $51.2 billion, driven by demand for H100 systems and Blackwell platforms * Company guides Q4 revenue between $63.7 billion and $66.3 billion amid ongoing AI accelerator deployment
https://www.cnbc.com/2025/11/20/asian-chipmakers-rally-after-nvidia-beats-forecasts-and-paints-a-hotter-sales-outlook.html - * Nvidia beats Wall Street expectations and issues stronger guidance, boosting Asian chip stocks. * TSMC, SK Hynix, Samsung, and Japanese suppliers like Renesas and Tokyo Electron see share increases. * Sector-wide positive outlook driven by Nvidia's results, indicating growth in AI-related chip manufacturing.
https://investinglive.com/stocks/nvidia-sees-500bn-chip-pipeline-through-2026-but-china-sales-hit-by-geopolitics-20251119/ - * Nvidia unveils a $500 billion revenue outlook from 2024 to 2026 for AI accelerators and related hardware. * The company cites strong demand from hyperscalers and AI infrastructure spend, despite geopolitical restrictions affecting China. * Nvidia claims global demand exceeds Chinese market weaknesses, with long-term visibility into AI hardware deployment and procurement.
https://www.theregister.com/2025/11/19/nvidia_earnings_q3_2025/ - * Nvidia reports Q3 revenue of $57 billion, up 22% from previous quarter and 62% year-over-year * Data centre business accounts for the majority of revenue, increasing 66% annually * CEO Huang highlights strong GPU sales and cloud GPU shortages amid ongoing AI investment * Discusses potential risks and uncertainties surrounding AI-related deals and market sustainability
https://www.channelnewsasia.com/business/nvidias-strong-forecast-calms-ai-bubble-jitters-now-5478326 - * Nvidia forecasts quarterly revenue above estimates, highlighting strong demand for AI chips from cloud providers. * Company CEO Jensen Huang emphasises rapid scaling of AI ecosystem and ongoing investments in AI infrastructure. * Market response sees Nvidia's shares rise and calms AI bubble concerns, though some analysts remain cautious about sustainability.
https://fortune.com/2025/11/19/nvidia-jensen-huang-openai-stock-earnings-q3/ - * Nvidia CEO Jensen Huang emphasises the company's dominant position in AI accelerator hardware and software, citing three massive platform shifts. * The company announced a revenue of $57 billion, with data centre revenue reaching $51.2 billion, up significantly. * Nvidia's strategic partnerships with companies like Anthropic and Microsoft aim to further AI infrastructure deployment, despite export restrictions affecting China.
https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue - * Nvidia's AI GPU sales are sold out, with record revenue of $57 billion in Q3 2026 * Data centre business grew by $10 billion, reaching $51.2 billion, a 66% increase * Blackwell Ultra chips are the main driver, with strong cloud GPU demand and gaming revenue up 30% YoY
https://yen.com.gh/business-economy/295001-nvidia-reports-charts-demand-ai-chips/ - * Nvidia achieves record-high quarterly revenue of $57 billion driven by AI GPU demand. * Sales for Chinese market GPUs stall due to US-China geopolitical tensions. * Strategic partnerships with OpenAI and Anthropic highlight AI infrastructure growth.
https://www.nextbigfuture.com/2025/11/ai-pretraining-scaling-laws-with-compute-are-still-working-xai-and-google-will-pull-away.html - * Google and xAI are accelerating AI model development through increased compute scaling, with models expected in mid-2026. * Nvidia's Blackwell GPU series remains dominant, enhancing FLOPs and tokens-per-watt, critical for AI data centres. * Chinese open-source AI progress is falling behind, widening the gap with US leaders in hardware deployment. * Power shortages and optics integration influence global AI infrastructure, favouring general-purpose GPUs. * Sector growth driven by compute scaling, reasoning, and power efficiency, with Nvidia, Google, and xAI as key players.
https://www.nextbigfuture.com/2025/11/nvidia-earnings-revenue-and-margins-beat-ai-growth-still-great.html - * Nvidia exceeds analyst expectations with $57 billion revenue for Q4, driven by AI demand * Blackwell GPU achieves top performance in inference benchmarks, supports U.S. manufacturing * Nvidia announces partnerships with OpenAI, Google Cloud, Microsoft, and others to expand AI infrastructure
https://www.bloomberg.com/news/articles/2025-11-20/nvidia-s-huang-says-company-has-plenty-of-new-chips-to-sell - * Nvidia announces sufficient Blackwell chips to meet demand, indicating high sales volume. * CEO Jensen Huang states business remains 'very, very strong', reflecting market confidence. * The statement aligns with recent growth in AI hardware deployment and GPU demand, relevant to AI acceleration hardware sector.
https://mugglehead.com/hive-digital-expands-ai-cloud-with-dell-partnership-and-bell-deployment/?utm_source=rss&utm_medium=rss&utm_campaign=hive-digital-expands-ai-cloud-with-dell-partnership-and-bell-deployment - * HIVE Digital announces deployment of 63-node Dell PowerEdge XE9680L server cluster for AI workloads in Canada. * The project supports the Bell AI Fabric data centre and aims to grow BUZZ's GPU capacity to over 6,000 GPUs by 2026. * Expansion expected to generate an additional USD$120 million annual revenue, with high operating margins and ongoing infrastructure investments.
https://newtalk.tw/news/view/2025-11-20/1005492 - * Nvidia reports record third-quarter revenue of $51.2 billion, up 25% quarter-over-quarter, driven by AI hardware sales. * Blackwell GPU sales outperform expectations, leading to stock shortage and high demand in cloud and data centre markets. * Nvidia forecasts revenue of $65 billion for FY2026, with major partnerships with OpenAI, Google Cloud, Microsoft, and others expanding AI infrastructure deployment.