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GPUs

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

New disclosures highlight Nvidia's expanded TSMC role, a swelling AI‑chip backlog, targeted investments, plus unresolved China sales constraints.

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

AMD Sets 35% Growth Target and AI Data‑Center Road Map as Shares Climb

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp

Nvidia’s Aug. 27 Earnings Loom as Market Test With Sky-High Estimates and China Wildcards

AMD Unveils Instinct MI350 and MI400 Series GPUs, Previews Open-Standard Helios Rack Server