AITom's Hardwareabout 2 hours ago
Nvidia Secures Massive AI Supply Deals
8 min read
On October 21, Nvidia announced multi-billion-dollar deals with partners like Ibiden, Samsung Electro-Mechanics, and Amkor to expand AI accelerator capacity through 2028. The company invested $1.1 billion with KYEC for testing and $1.3 billion with Amkor for packaging, aiming to secure 2.5x substrate capacity and 300% interposer growth to meet extraordinary demand for its Blackwell and Rubin chips.
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