Nvidia posts record $44 billion revenue, H20 export ban bites as gaming rises

Nvidia reported a record-breaking Q1 FY2026 with $44.1 billion in revenue driven by strong AI and gaming demand, but its margins were significantly impacted by a $4.5 billion charge related to U.S. export restrictions on H20 GPUs.

https://www.tomshardware.com/pc-components/gpus/nvidia-posts-record-usd44-billion-revenue-h20-export-ban-bites-as-gaming-rises

 TSMC reiterates it doesn't need High-NA EUV for 1.4nm-class process technology

TSMC reaffirmed that it will not use High-NA EUV lithography for its upcoming A16 and A14 process technologies, as Low-NA EUV tools combined with internal innovations provide sufficient scaling and performance benefits.

https://www.tomshardware.com/tech-industry/semiconductors/tsmc-reiterates-it-doesnt-need-high-na-euv-for-1-4nm-class-process-technology

 AMD acquires Enosemi to enter photonics race — chasing Nvidia into light-based interconnect tech

AMD has acquired photonics firm Enosemi, highlighting a desire to push into photonics and to become a full software stack supplier in the datacenter, chasing Nvidia in both respects.

https://www.tomshardware.com/tech-industry/semiconductors/amd-acquires-enosemi-to-enter-photonics-race-chasing-nvidia-into-light-based-interconnect-tech

 Windows Update will soon add app updates to its functionality

Microsoft is consolidating the update process in the new Windows Update orchestration platform which is now available in a private preview.

https://www.tomshardware.com/software/windows/windows-update-will-soon-add-app-updates-to-its-functionality


Search