#Semiconductors

13 articles

Nvidia caps OpenAI’s Ohio lease guarantee exposure at US$105 billion

Nvidia entered into multiple residual-value guarantee agreements with SB Energy on August 17, setting a cumulative US$105 billion cap for its initial support of 4.25 IT-GW of OpenAI leases. The obligations would cover a shortfall only after specified OpenAI defaults, while Nvidia will separately invest US$1.5 billion in the developer.

APPI News Editorial 4 min

RTX 5090 upgrades require power, motherboard and case checks

NVIDIA's RTX 5090 quick-start guide sets a 1,000 W minimum for the Founders Edition and supports either four dedicated 8-pin PCIe feeds through its adapter or one 600 W-or-greater 16-pin cable. Buyers must still match the exact card to the PSU, primary PCIe x16 slot and measured case clearance because partner-board dimensions and connections vary.

APPI News Editorial 4 min

AI accelerator buyers need workload tests before choosing chips

NVIDIA's August 6, 2026, configuration guide separates AI training and inference systems and says hardware choices vary by workload. A buyer still needs a controlled run of its own model, software and traffic because peak chip specifications do not measure end-to-end service or three-year cost.

APPI News Editorial 7 min

AI memory squeeze pushes up PC and graphics card prices

TrendForce forecast conventional DRAM contract prices would rise 13 to 18 percent quarter on quarter in the third quarter of 2026, with NAND Flash up 10 to 15 percent. AI and server demand is drawing capacity away from consumer products, but retail prices still vary by market, model and inventory.

APPI News Editorial 5 min