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NVIDIA outlines supply-chain capacity expansion for AI systems

NVIDIA says partners are planning capacity expansions across substrates, advanced packaging, semiconductor testing and optical engines. The targets include a 2.5× expansion in substrate capacity over three years and new production capacity scheduled from 2027.

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NVIDIA Pushes AI Tools Into Chip Design and Fab Workflows

NVIDIA says semiconductor companies are adopting its CUDA-X libraries to accelerate simulation, inspection and other chip-manufacturing work. Its new cuPotential library is in early access, with NVIDIA reporting 2–3x acceleration in early tests of already GPU-optimized workflows.