AI Hardware

Everyone’s talking about Nvidia’s new chips. But there’s a quieter, arguably more important war happening underneath all the GTC 2026 keynote spectacle — and it’s being fought by two Korean companies most people can’t tell apart. Samsung Electronics and SK hynix are locked in an increasingly fierce battle to supply the memory chips that make AI possible. Without high-bandwidth memory (HBM), Nvidia’s fancy GPUs are just expensive paperweights. And at GTC 2026 this week, both companies showed up swinging. ...

For a decade, Nvidia sold the world a simple story: GPUs are all you need. Training? GPUs. Inference? Also GPUs. That story built a $3 trillion empire. On March 16 at GTC 2026 in San Jose, Jensen Huang is expected to blow it up himself. Nvidia will reportedly unveil a dedicated inference processor — not a GPU — built on technology from Groq, the inference startup it absorbed in a $20 billion deal last December. OpenAI is lined up as the first major customer. And the implications for the entire AI hardware ecosystem are enormous. ...