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Sivers Semiconductors

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Situations

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GPU and memory volatility driven by AI demand

57 clusters · 277 sources · last updated

Latest: NVIDIA RTX 5090 faces supply uncertainty despite official denials

By late October 2026, the semiconductor market remains under extreme pressure as AI data center demand drives price surges across GPUs, DRAM, and SSDs. Manufacturers continue to prioritize high-performance server product

[ACTIVE] [TECHNOLOGY] [US] [DE] [ES]

NVIDIA leadership engagement in global AI development

6 clusters · 44 sources · last updated

Latest: NVIDIA explores AI software licensing and hardware longevity

NVIDIA CEO Jensen Huang has engaged in high-level international activities focused on the expansion and regulation of artificial intelligence. In September 2026, Huang visited Kazakhstan for the AI & Digital Bridge forum