Video explains China's AI chip strategy with DeepSeek, Huawei, Nvidia
An Economic Times video breaks down how China is structuring its AI chip strategy, covering the roles of DeepSeek, Huawei and Nvidia in the domestic compute push.
Chips & Infrastructure
Archive, page 2
Tuesday 13 October 2026
Iluvatar CoreX unveils supernode packing 144 GPUs in one cabinet
Chinese AI chipmaker Iluvatar CoreX debuted the Tiangai 300 IXL144, a supernode system that fits 144 GPUs into a single cabinet, unveiled at the 2026 China International event.
Iluvatar CoreX
Sipeed announces MaixStation edge AI device
Reddit post says Sipeed announced MaixStation, positioning it as comparable to Strix Halo and DGX Spark; specs and pricing are not given.
Sipeed
TCL shows 5G router with AI agent for network optimization
TCL displayed a flagship 5G router with a built-in AI agent for network optimization, Telecompaper reports.
TCL
Alice & Bob decodes LDPC-cat codes on GPUs with NVIDIA NVQLink
Alice & Bob has decoded LDPC-cat codes on GPUs using NVIDIA's NVQLink, a step toward practical quantum error correction with AI hardware.
Alice & Bob
NVIDIA lands in Europe for GTC Berlin
NVIDIA's blog announces it is bringing its GTC conference to Berlin, Europe, as part of its global AI developer events.
NVIDIA
Enthusiast pushes Quadro RTX 4000 to 2,010MHz with $5 cooler
TweakTown reports an enthusiast reached 2,010MHz on an NVIDIA Quadro RTX 4000 using a $5 liquid cooler, an extreme overclocking result.
NVIDIA
Nvidia, AMD, Google, Meta set Data Center Spec v0.7
Nvidia, AMD, Google and Meta set a new Data Center Spec v0.7, a shared specification for AI datacenter hardware. Details reported by tech-insider.org.
Nvidia marks 20 years of first CUDA GPU, GeForce 8800 GTX
Nvidia celebrates the 20th anniversary of the GeForce 8800 GTX, its first CUDA-capable GPU, which launched the CUDA compute ecosystem now central to AI.
Nvidia
Chip stocks slide after Broadcom CEO warns on AI 'casino' investing
Semiconductor shares fell, dragging Korea's Kospi lower as Samsung and SK Hynix declined, after Broadcom's chief warned of a 'casino' mentality and investors fretted over the scale of AI investment.
More: The Times of India, CryptoRank
AI chip memory paths diverge: Microsoft Maia 300 HBM4, Intel LPDDR5X
TrendForce reports Microsoft's Maia 300 will fuel HBM4 demand while Intel bets on LPDDR5X memory, as AI chipmakers diverge on memory strategies.
Microsoft
Anthropic CEO Amodei cites AI chip crunch, reaches out to Musk
Anthropic CEO Dario Amodei warned of a 'huge shortage' of AI chips and has reached out to Elon Musk about compute capacity, Firstpost reported.
Anthropic
Nvidia-backed Firmus scraps IPO, seeks $3B
Nvidia-backed data center firm Firmus scrapped its Australian IPO citing market conditions and is now seeking up to $3 billion, per reports.
Firmus
More: WSJ
CXMT advances 4F DRAM architecture, plans DDR5 by 2026
China's CXMT announced progress on a new 4F DRAM memory-cell architecture and plans DDR5 server memory using it by end-2026, per an X post.
♥ 86 on X
CXMT
Nvidia's China AI chip share slips to 34% as Huawei gains
Nvidia's share of China's AI chip market has fallen to about 34% as Huawei closes the gap, Reuters reports, underscoring how export restrictions and local alternatives are reshaping the market.
Nvidia
Anthropic in talks with NTT Data for first Japan data center
Anthropic is in final talks with NTT Data Group to build its first data center in Japan, Nikkei reported; the facility could draw up to 500 megawatts, making it among Japan's largest.
Anthropic
China Mobile triples capacity at Inner Mongolia computing hub
China Mobile tripled the capacity of its largest intelligent computing hub in Inner Mongolia, expanding its data center amid Beijing's push to boost AI digital infrastructure.
China Mobile
Cisco and Nvidia release high-capacity optical module
Cisco and Nvidia developed a new pluggable optical module for AI data centers, targeting high-speed interconnects with four-times USFP density so systems wait less on data.
Nvidia
FT: China struggles to wean tech firms off Nvidia chips
The Financial Times reports China faces an uphill battle getting its tech companies to stop using Nvidia chips, despite local alternatives and policy pressure.
Chinese AI firms bought 1M Nvidia gaming GPUs in a year
Chinese tech companies purchased more than a million Nvidia gaming chips in a single year, repurposing hardware never designed for advanced AI to meet soaring compute demand.
Nvidia
Intel, Broadcom CEOs flag AI capital access challenge
Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan said at a Singapore financial conference that access to capital may become a challenge for the AI sector.
Monday 12 October 2026
Engadget guide explains boosting GPU performance without upgrading
An Engadget how-to on getting higher frame rates from an older GPU by adjusting settings and forgoing newer features. A general PC tuning guide, not AI news.
Nvidia joins push to standardize data center development
Nvidia is joining other tech firms in an effort to standardize data center development, according to CoStar. Specific standards or partners were not detailed in the source.
Nvidia
Nvidia RTX GPUs stop receiving new Windows 10 drivers
Nvidia will no longer ship new Windows 10 drivers for RTX GPUs, per reports, pushing users toward Windows 11 for continued driver support.
Nvidia
More: BGR
Microsoft AI chief says Maia 300 competition with Nvidia is good
Microsoft's AI chief commented on whether the custom Maia 300 chip reduces dependence on Nvidia, saying competition is good, in a Yahoo Finance interview.
Microsoft
Intel launches D270 data center GPU with up to 480GB LPDDR5X
Intel's D-series data center GPU, codenamed Crescent Island, is named D270 and supports up to 480 GB of LPDDR5X memory, positioning it as an Nvidia rival for AI workloads.
Intel
Dell and Intel discuss enterprise AI scalability cost pressures
As agentic workloads multiply, cloud token bills are outpacing budgets, prompting enterprises to rethink where inference runs. Dell and Intel weigh deployment strategy trade-offs.
Nvidia, AMD shares fall as AI news fails to lift investors
Nvidia and AMD shares declined as a wave of new AI announcements failed to re-energize investors, MarketWatch reported.
Navitas shares jump 5% on Nvidia AI infrastructure deal
Navitas shares rose about 5% after the power-chip maker announced an AI infrastructure partnership with Nvidia.
Navitas
More: Investing.com
Applied Materials unveils $5B EPIC center for AI chip R&D
Applied Materials announced a $5 billion EPIC center aimed at speeding up AI chip research and development.
Applied Materials
Nvidia and Cisco launch USFP optics at 400Gb/s per lane
Nvidia and Cisco announced USFP optics targeting 400Gb/s per lane, alongside MGX 1.2 and DSX OS updates at OCP 2026.
Nvidia
Microsoft bets on homegrown AI chip to challenge Nvidia
Tech Xplore reports Microsoft is betting on its in-house AI chip as an alternative to Nvidia hardware, part of its datacenter self-sufficiency push.
Microsoft
ASML CEO says AI chip boom may last past 2028
ASML's CEO said the AI chip boom could extend beyond 2028, while Broadcom warned of a financing bottleneck in AI infrastructure buildout.
ASML
Ambarella debuts standalone AI accelerator for physical AI
Ambarella introduced a standalone AI accelerator aimed at physical AI designs, targeting robotics and edge perception workloads.
Ambarella
Intel's Crescent Island ships as GPU D-Series with 1.3 PFLOPS FP8
Intel's Crescent Island inference accelerator comes to market as the GPU D-Series, offering 1.3 peak PFLOPS of FP8 compute and up to 480 GB LPDDR5X at 1.5 TB/s bandwidth.
Intel
Microsoft reclaims $4T market cap on Maia 300 AI chip
Yahoo Finance reports Microsoft reclaimed a $4 trillion market cap, crediting its Maia 300 AI chip for the gains.
MicrosoftClosed
Intel names Crescent Island GPU D-Series, D270 specs revealed
Intel branded its Crescent Island data center AI inference cards as the GPU D-Series; the D270 delivers 1.3 PFLOPS dense FP8 and 1.5TB/s memory bandwidth.
Intel
More: Yahoo Finance
Private AI chip startup reportedly beats Nvidia stock gains
Benzinga reports a private AI chip startup has outperformed Nvidia's stock gains, without naming valuation or funding details.
Trefis compares Nvidia and Marvell AI offerings
An analysis piece compares what Nvidia offers versus Marvell in the AI chip market, examining differentiation across accelerators and networking.
Arista shares fall 2.7% as Ethernet enters Nvidia racks
Yahoo Finance reports Arista shares fell 2.7% amid concerns Ethernet networking is invading Nvidia's rack designs, pressuring its positioning.
Arista