AI infra spend to hit $1.3T as supply shrinks for memory giants to 10 days
KB Securities expects 60% surge in 2027, while warning Samsung and SK Hynix have just over a week's inventory on hand
News - Vera Rubin
The latest news on networking, cloud, and AI infrastructure
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Nvidia pushes Kyber release to 2028 following manufacturing concerns: report
Research firm SemiAnalysis claims 12 months delay is due to issues manufacturing the PCB midplane
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Dell and Nvidia deepen AI factory love-in with high-density PowerEdge servers
PowerEdge XE8812 targets extreme AI & HPC workloads with Dell promising faster deployment times
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SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
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Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report
Samsung, SK Hynix, and Micron meet chip giant's requirements
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Ethernet dominates AI networking as switch sales double, but InfiniBand rebounds
Nvidia Vera Rubin shipments cause InfiniBand Sales to triple while 800G upgrades drive sales surges
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Nvidia seeks materials engineer as its networking ambitions generate heat in more ways than one
Liquid cooling hire comes as reports suggest ConnectX-9 power consumption is already causing headaches
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Google Cloud cozies up to Nvidia’s Vera Rubin for new bare metal A5X AI inference VMs
Google’s Virgo fabric to connect A5X instances, scaling AI up to 960,000 distributed GPUs
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Foxconn picked by Nvidia as exclusive rack-scale supplier for Groq accelerator: report
Taiwanese firm is a key manufacturer in the Vera Rubin value chain, and said to be ahead of schedule with its efforts
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Nvidia's Rubin GPUs hit the brakes as HBM4 memory drought threatens Jensen’s supply chain magic: report
Next-gen Rubin shipments to drop 7 points as SuperNIC and liquid cooling ‘challenges’ stack up
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Nvidia Vera CPU enters full production, pitched at agentic AI workloads
New rack to feature 256 liquid-cooled Vera CPUs
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Samsung gets Nvidia nod for next-gen memory chip: report
HBM4 win for Korean giant as it finds parity with SK Hynix
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Nvidia's BlueField ASTRA brings unified network control to AI clusters
Next-gen Rubin platform will see DPUs help control all network I/O to and from the compute node
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Nvidia pushes AI from edge to storage with Jetson T4000 and BlueField-4 updates
Giant’s CES 2026 showcase sees BlueField reinvent storage while Rubin marches toward production
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SK Hynix memory production delay impact could impact Nvidia Rubin release: report
HBM4 memory reportedly pushed back into latter half of 2026