Let’s take them in reverse order, as always, according to Google Analytics…
5. Onward and upward for Nvidia
At Computex in Taiwan, Nvidia CEO Jensen Huang announces that the upgraded Grace Blackwell chip, GB300 Blackwell Ultra, will ship in Q3. “When new markets have to be created, they have to be created starting here, at the centre of the computer ecosystem,” said Huang. He also announced volume production of an upgraded RTX Pro Server system with 4x better performance than H100 running DeepSeek and 1.7x better running Llama models.
4. Nvidia and Infineon to establish new architecture for power chips in AI datacentres
Nvidia and Infineon are getting together to establish a new architecture for power chips in AI data centres. The aim is to focus on creating a new architecture for power systems using centralised, HVDC distribution, specifically at 800V. At present, the power supply in AI data centers is decentralized. This means that the AI chips are supplied with power by a large number of PSUs. The new architecture will be centralised, making the best possible use of the constrained space in a server rack.
3. Micro-LED display with all-over photodetection
CEA-Leti revealed GaN micro-LED displays incorporating an array of organic photodetectors. “MicroLED’s high radiance allows us to free up space on the display panel to incorporate photodetectors,” said Leti’s project leader Michaël Pelissier. “Demonstrating the integration of microLEDs with photodetectors paves the way for multi-functional displays that combine imaging, gesture recognition and even biometric scanning.”
2. Infineon wins Rivian traction inverter power module deal
US car maker Rivian has signed up Infineon to supply traction inverter power modules, microcontrollers and power ICs for its ‘R2’ vehicle platform, expecting to start in 2026. The power modules will be in Infineon’s HybridPack Drive G2 format and include both silicon and silicon carbide components. Along with these, Rivian has picked infineon’s established TC3x MCUs, not its new TC4x family – both of which have its proprietary TriCore CPUs rather than x86, Arm or RISC-V.
1. Wolfspeed expected to file for bankruptcy
The company is said to have about $6.5 billion of debt and has rejected various restructuring proposals from creditors. The plan is now to apply for a pre-packaged Chapter 11 bankruptcy procedure. The company ran into trouble when it lost both Tesla and Volkswagen as customers which resulted in a loss of about 15% in revenue. Wolfspeed’s 32% share in the SiC market has now dropped to 19% because…
