Hyperscaler Rebellion: Custom ASICs Challenge NVIDIA's Dominance
As of May 2026, NVIDIA retains a commanding position in the artificial intelligence hardware sector, holding approximately 80% market share by revenue with esti...
May 14, 2026
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NVIDIA News
Real-time reporting and expert analysis on NVIDIA's hardware, software, and AI ecosystem.
Showing 25 to 31 of 31 articles
NVIDIA Approaches Q1 FY27 Earnings Amid Buyback Surge and Rotation Fears
Lede NVIDIA Corporation prepares to report first-quarter fiscal 2027 financial results after market close on Wednesday, May 20, 2026. The chipmaker guided reven...
May 13, 2026
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NVIDIA’s Corning Deal: U.S. Fiber Capacity, Funding, and Strategic Risks
LedeNVIDIA has deepened its industrial footprint in U.S. AI infrastructure with a multi‑year partnership and upfront funding to expand Corning’s optical connect...
May 11, 2026
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NVIDIA’s $2B Marvell Bet: NVLink Fusion and the Photonics Push
Lede NVIDIA’s strategic $2.0 billion private placement in Marvell and the companies’ joint NVLink Fusion announcement signal a deliberate move to harden rack‑sc...
May 10, 2026
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Packaging Crunch Forces NVIDIA to Prioritize Rubin, Tightens GeForce Supply
Lede NVIDIA’s rollout of the Rubin data‑center platform is colliding with constrained advanced packaging (CoWoS — Chip on Wafer on Substrate) and 3nm wafer capa...
May 9, 2026
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Rubin’s Ecosystem: Partners, Photonics and the Race to Gigawatt AI
LedeNVIDIA’s Vera Rubin platform launched this year is no longer just a new GPU generation; it’s the center of a rapidly assembled ecosystem spanning hyperscale...
May 8, 2026
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Vera Rubin, Vera CPU and Dynamo: NVIDIA’s POD‑scale push for agentic AI
Lede NVIDIA’s March product wave—Vera Rubin (NVL72 racks), the Vera CPU, Dynamo inference OS, and BlueField‑4 STX storage architecture—reframes the company’s st...
May 6, 2026
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