Reports
AI-generated structured vendor updates
NVIDIA
Other
2026-07-27
NVIDIA GPU套装全线涨价涉及GDDR7与GDDR6显存
...
NVIDIA
Other
2026-07-26
NVIDIA and SK Group Lock HBM4 Supply and Launch Sovereign AI Factory Model with $500B+ Deal
NVIDIA and SK Group announced a $500B+ AI partnership including a 2GW AI factory using Vera Rubin and HBM4, long-term HBM4 supply lock, and a $1B NVIDIA investment in Naver (with $9B from Brookfield). Samsung and Broadcom signed a $200B deal. This signals a new era of sovereign AI infrastructure and supply chain deep-locking.
AMD
Other
Medium Signal
2026-03-19
AMD and Upstage Collaborate on Sovereign AI Infrastructure with MI325X
AMD expands partnership with Upstage to deliver sovereign AI infrastructure using Instinct MI325X accelerators. The solution integrates Solar LLM with optimized ROCm software stack to enhance AI training and inference efficiency, addressing Korea's data sovereignty requirements.