Sunday, September 28, 2025

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (The Information)

The Information:
Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs  —  Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.



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MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (Cheng Ting-Fang/Nikkei Asia)

Cheng Ting-Fang / Nikkei Asia : MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's...