Suppliers fix mess, shipments rise, and Jensen breathes easier

Nvidia's kit partners have finally sorted out the mess that was delaying its flagship Blackwell AI server racks, and now the silicon is flowing just in time for the chipmaker’s next earnings pitch to the cocaine nose jobs of Wall Street.

New GPU plugs gaps left by banned H20 chips

Nvidia is pushing production of its new B300 AI chip forward to May, using Taiwan Semiconductor Manufacturing’s latest 5nm (N4P) process and CoWoS-L advanced packaging technology.

Slashes dependence on PC

Inventec has succeeded in reducing its reliance on PC product lines, with the revenue proportion now less than half of its bottom line.

Fingers crossed for September

Notebook ODMs are seeing a surprise uptick in August revenues, but are cautious about their September shipment performance.