Huawei Could Take 60% of China’s AI Chip Market as Nvidia Sales Stall
1 May 2026
Huawei is positioned to reshape China’s AI chip market in 2026, with Ascend 950PR demand rising as Nvidia’s China sales remain constrained.
NVIDIA Launches Ising Open Models for Quantum Calibration and Error Correction
14 April 2026
NVIDIA introduced Ising as an open quantum AI model family for calibration and error correction, with performance claims against pyMatching.
AWS Expands Cloud Infrastructure With Cerebras AI Inference Systems
13 March 2026
AWS and Cerebras are partnering to bring Cerebras inference hardware into AWS data centers and Bedrock through a new Trainium-based setup.
Oracle Announces $50 Billion AI Infrastructure Build-Out
2 February 2026
Oracle is raising up to $50 billion to fund an AI infrastructure build-out designed to power next-generation cloud and enterprise AI workloads.
Microsoft Launches Maia 200 Chip to Scale AI Inference and Cut Costs
26 January 2026
Microsoft introduced Maia 200, a 3nm inference accelerator with 216GB HBM3e and large on-chip SRAM, aimed at lowering AI serving costs and power use.
NVIDIA Introduces Rubin GPU and Vera Rubin Platform at CES 2026
6 January 2026
NVIDIA unveiled the Vera Rubin platform at CES 2026, combining the Rubin GPU and Vera CPU to reduce inference costs and support robotics and autonomous systems.
China Moves to Limit Nvidia H200 Access Despite US Export Approval
9 December 2025
The US approved Nvidia H200 exports to China, but Beijing is preparing its own limits, reshaping what access really means.
Microsoft Announces $10 Billion Expansion of AI Infrastructure in Portugal
12 November 2025
Microsoft is committing more than $10B to expand AI infrastructure in Portugal, adding 12,600 Nvidia GPUs to the Sines hub and strengthening European compute capacity.
Nvidia to Supply Over 260,000 Blackwell AI Chips to South Korea in Historic Deal
1 November 2025
Nvidia’s $5tn milestone week includes a landmark APEC-announced plan to deliver Blackwell AI chips to South Korea’s sovereign clouds and AI factories, with telecom, quantum, and startup programs expanding the ecosystem.