AI chips

Nvidia’s New AI Bet Is Bigger Than Another Fancy Chip Launch

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Nvidia’s New AI Bet Is Bigger Than Another Fancy Chip Launch

Nvidia’s latest pitch is not really about one more chip. It is about shifting the center of the AI market from training models to running them constantly at scale. At GTC 2026, Jensen Huang said “the inference inflection has arrived” and argued Nvidia’s AI-chip revenue opportunity could reach $1 trillion by the end of 2027, … Read more

AI’s Next Problem Might Be Storage and That Is Not a Small Detail

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AI’s Next Problem Might Be Storage and That Is Not a Small Detail

AI infrastructure has been sold as a chip story, but that is only half true. Reuters reported in March that Solidigm, the U.S.-based storage arm of SK Hynix, warned AI’s growing hunger for data could tighten supplies of storage drives over the next few years. That matters because AI systems do not just need fast … Read more