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NVIDIA AI GPU dominance sees Goldman Sachs increase NVIDIA share price target by 28%

Goldman Sachs research shows AI GPU demand is healthy, supply constraints for NVIDIA AI GPUs easing, so share price target for NVIDIA has been boosted 28%.

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NVIDIA rumored to switch to Intel for advanced packaging for next-gen AI GPUs, away from TSMC

NVIDIA has reportedly moved to Intel for advanced packaging of its next-gen AI GPUs to stop shortages, the company is bottlenecked by TSMC's CoWoS tech.

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Rebellions is a South Korean fabless AI chip startup, building Rebel AI chip with Samsung

Rebellions is a South Korean fabless AI chip startup, which just closed on $124 million in Series B round funding, for its third AI chip called Rebel.

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NVIDIA commands 90% of AI GPU market, competitors are years from catching up

NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone.

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HBM industry revenue to double by 2025, thanks to next-gen AI GPUs by AMD, NVIDIA, others

HBM market expected to double its market revenue by 2025, as next-gen AI GPUs are in production, using the very latest (and fastest) HBM memory available.

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