随着微软及其他云服务商将GPU储备优先供给内部团队与大型企业客户，AI初创企业正难以获取英伟达显卡资源。中小厂商只能高价争抢剩余算力服务器，处境愈发被动。

据SpaceX的S-1注册文件节选显示，该公司将“制造我们自己的GPU”列为其正在进行的“重大资本支出”之一。公司在上市前需向美国证券交易委员会提交S-1文件，以披露其风险和财务状况。 此前，SpaceX及其xAI部门宣布与 特斯拉 ( 386.42, -6.08, -1.55%) 合作，共同开发Terafab——一座位于德克萨斯州奥斯汀的先进人工智能芯片制造中心，由首席执行官埃隆·马斯克规划建设 ...

Investing in GPU stocks taps into AI tech growth, with Nvidia leading in AI-centric processing. AMD and Intel also compete in the GPU market, though Nvidia's advanced offerings dominate. GPU-focused ...

TL;DR: NVIDIA's RTX 5070 graphics card could be facing severe supply shortages, as another retailer report - on top of many others - makes it sound like supply will be seriously problematic in the ...

Micro Center suddenly has loads of stock of an Asus RTX 5090 GPU This card is stupidly expensive at 85% over MSRP, though, so rather than improved supply, this is likely more a reflection of that ...

SHANGHAI, Jan. 2, 2026 /PRNewswire/ -- Qiming Venture Partners' portfolio company Biren Technology, a leading domestic GPU developer, successfully listed on the Hong Kong Stock Exchange today, ...

TL;DR: NVIDIA is reportedly using scarcity marketing for its GeForce RTX 50 series GPUs, creating an impression of shortage despite sufficient inventory. NVIDIA is reportedly engaging in "scarcity ...

After three decades, Asus is now celebrating its 30th anniversary for its graphics cards division. To celebrate, the tech giant set up a temporary graphics card museum out in Cologne for Gamescom 2025 ...

AMD’s RX 9000 series launched with a bang, quickly competing against some of the best graphics cards, and the gamers were ready. The cards disappeared from the shelves quickly upon release, and many ...