Apple Faces Capacity Constraints: AI Boom Shifts TSMC Priority Away from iPhones
Analysis
Key Takeaways
“But now the iPhone maker is struggling …”
“But now the iPhone maker is struggling …”
“Nvidia's CES announcements didn't have much for consumers, but affects them all the same.”
“full MI400-series family fulfills a broad range of infrastructure and customer requirements”
“Customers can deploy them together in a rack called the Vera Rubin NVL72 that Nvidia says ships with 220 trillion transistors, more […]”
““Computing has been fundamentally reshaped as a result of accelerated computing, as a result of artificial intelligence,””
“At CES 2026, Nvidia Corp. announced Alpamayo, a new open family of AI models, simulation tools and datasets aimed at one of the hardest problems in technology: making autonomous vehicles safe in the real world, not just in demos.”
“allows an autonomous vehicle to think more like a human and provide chain-of-thought reasoning”
“"God-like technology"”
“The chips that determine the right to decide are no longer in the hands of Silicon Valley.”
“"TSMC has urgently requested upstream equipment suppliers to shorten delivery times to ensure more new capacity is available next year."”
“I wish this GPU VRAM upgrade modification became mainstream and ubiquitous to shred monopoly abuse of NVIDIA”
“"Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record, according to Alex Davis, CEO of Disruptive..."”
“The report said Nvidia agreed to acquire Groq for approximately $20 billion.”
“This acquisition... signals its strong ambition to solidify its dominance in the AI hardware sector.”
“With Groq on its side, Nvidia is poised to become even more dominant in chip manufacturing.”
“Nvidia reached a $20 billion agreement in December 2025 to acquire Groq’s core assets and inference technology, with about 90% of staff joining Nvidia.”
“No specific quote provided in the original content.”
“NVIDIA’s AI Finally Solved Walking In Games”
“GPT-5.2 achieves the top reported score for industry benchmarks like GPQA-Diamond, AIME 2025 and Tau2 Telecom.”
“The article discusses new bipartisan legislation that would restrict U.S. companies, including Nvidia, from exporting advanced AI chips to China, reinforcing existing controls and shaping the future of U.S. technology policy.”
“China’s Cyberspace Administration last month banned companies from purchasing Nvidia’s H20 chips, much to the chagrin of its CEO Jensen Huang.”
“”
“”
“Nvidia revenue up 262%”
“Nvidia to Acquire Run:AI”
“Datacenter Processors for AI is already 78% of Nvidia's Revenue”
“N/A”
“This section would ideally contain a quote from an industry analyst, AMD executive, or other relevant source commenting on the chip's capabilities, market impact, or AMD's strategy.”
“Nvidia's earnings are up 206% from last year.”
“”
“”
“Nvidia releases new AI chip with 480GB CPU RAM, 96GB GPU RAM.”
“Lisa Su, credited with turning around AMD's fortunes, now targets Nvidia's AI dominance.”
“Nvidia's blowout forecast sparked a $260B AI Rally.”
“Jensen Huang's prediction of AI experiencing an 'iPhone moment'.”
“Nvidia Announces H100 NVL – Max Memory Server Card for Large Language Models”
“This section would contain relevant quotes from the article, such as statements from industry experts, researchers, or company representatives, supporting the claims about the changing landscape of AI hardware and software.”
“Nvidia Hopper achieved top performance in the MLPerf inference benchmarks.”
“Nvidia launches colossal HGX-2 cloud server to power HPC and AI”
“Nvidia's initial focus was on powering video games.”
“Nvidia Announces Tesla P40 and P4”
“Nvidia's CEO revealed the new TITAN X GPU at Stanford Deep Learning Meetup.”
“Nvidia's demo showcases real-time object recognition.”
“Nvidia Introduces CuDNN, a CUDA-based Library for Deep Neural Networks”
Daily digest of the most important AI developments
No spam. Unsubscribe anytime.
Support free AI news
Support Us