NVIDIA has gained the top spot in the datacenter ethernet switching segment for the first time as the market swells to a record $15.4b in Q1 2026. Not GPUs, Not CPUs, This Time NVIDIA Is Topping The Datacenter Ethernet Switching Market With Record Revenue The GPU market, mainly AI accelerators and consumer chips, is dominated by NVIDIA. The green team is also set to post record revenues with its Vera CPUs, making it one of the top suppliers of the current fiscal year. But there's a new market that NVIDIA is topping, & that shows further trust in NVIDIA's ecosystem. […]

Read full article at https://wccftech.com/nvidia-quietly-claims-top-spot-in-the-datacenter-ethernet-switch-market/

ASML continues to solidify its investments in AI-driven infrastructure, as demand for logic and memory chips continues to grip the industry. ASML Says Advanced Logic & Memory Chips Will Continue To Be Constrained For The Foreseeable Future During its Q1 2026 earnings call, ASML President & CEO Christophe Fouqet highlighted the company's increased investment in the necessary tools to speed up advanced logic and memory chip production in the AI ecosystem as demand rises to an exponential scale as AI factories scale up to the next level. Customers are adding capacity aggressively, and the reason behind it is to address […]

Read full article at https://wccftech.com/asml-memory-chip-orders-explode-past-logic-first-time-as-dram-makers-scramble-for-euv-slots/