Three companies, one integrated stack: Cisco networking + NVIDIA compute + Supermicro liquid-cooled servers. The AI infrastructure market is shifting to pre-validated rack-scale systems – and power/cooling are now as critical as chips.

NVIDIA invests $3.5B in MediaTek. MediaTek will offer NVLink Fusion (chiplet, C2C, NVHBM) to custom silicon clients, letting hyperscalers plug XPUs into NVIDIA's ecosystem. Partnership runs through 2030. NVIDIA secures AI backbone.

Kioxia & SanDisk commit JPY 5T to Japan NAND expansion. New K3 Fab targets 2029 production. Three supply chain takeaways for IT hardware buyers planning 2027–2029 sourcing.

According to a report by the Korea Herald today, market research firm Counterpoint Research stated at an online seminar that the prices of some memory products increased by more than 100% around the Lunar New Year , and the overall supply shortage will continue until the second half of 2027 .