# supply chain
Latest news and articles about supply chain
Total: 59 articles found
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Nvidia Promises Unseen “New Chips” at GTC — A Fresh Leap in the AI Infrastructure Arms Race
Nvidia CEO Jensen Huang announced that the company will unveil multiple unprecedented chips at GTC 2026, positioning the firm to push the next wave of AI infrastructure innovation. The reveal matters for cloud providers, chip rivals and national tech strategies because advances will affect performance, supply chains and geopolitical access to high‑end compute.
Chinese Robot Dog Unmasks an Indian Tech Embarrassment: University Admits It Bought, Not Built, the Demo
Galgotias University displayed a robot dog at India’s AI Impact Summit that it claimed to have developed, but later admitted the device was purchased from Chinese firm Unitree. The admission raises questions about transparency at government‑hosted tech showcases and highlights the gap between aspirational claims of indigenous capability and the practical realities of hardware development.
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
From TikTok Fallout to a Billion‑Yuan Food‑Delivery Bloodbath: China’s Top Commercial Surprises of 2025
China’s 2025 commercial surprises — from the overseas success of Xiaohongshu and the blockbuster Nezha sequel to Pop Mart’s meteoric rise, Starbucks’ partial China JV and a destructive food‑delivery subsidy war — reveal a market driven by cultural momentum, geopolitical spillovers and ruthless competition. These events expose both opportunity for scalable consumer IP and persistent structural risks in margins, supply chains and valuation dynamics.
When an Egg Becomes Premium: How ‘Functional’ Labels Repriced China’s Staple
China’s egg market has fractured into multiple price tiers as producers and retailers attach nutrient and production‑process labels to ordinary eggs. The premium reflects real feed and logistics costs for some features and ambiguous, often unverifiable claims for others; regulatory tightening in 2025 is beginning to force a reckoning over which labels correspond to enduring supply‑chain investments.
Why Silver Crashed: Crowded Bets, Fragile Liquidity and the Cost to Small Investors
Silver’s dramatic surge and sudden crash in early 2026 exposed a commodity market strained by crowded speculative bets, structural liquidity limits, and a large inflow of retail money into ETFs and physical holdings. A shift in macro expectations—especially around U.S. monetary policy—and programmatic deleveraging triggered a liquidity dry‑up that caused sharp price falls and heavy losses for many investors.
Beneath the Congratulations: Trump’s Frustration over Slow $550bn Japan-to-US Investment and the High-Stakes Bargain Ahead of a March Summit
President Trump publicly congratulated Japan’s newly strengthened LDP government while privately pressing Tokyo over slow progress on a $550 billion investment package pledged to the United States. Prime Minister Sanae Takaichi’s March visit will bring proposals such as joint rare-earth development and the first tranche of investments, but deep mutual distrust and high American demands risk turning the bargain into a geopolitical lever rather than a simple economic pact.
When the Renewal Prompt Feels Risky: Why Chinese Households Are Rethinking Sam’s Club Memberships
Recurring food-safety and service lapses have turned the simple act of renewing a Sam’s Club membership in China into a fraught decision for many households. The incidents expose structural vulnerabilities in last-mile delivery, high-touch prepared-food processing and assortment strategy, threatening the trust-based business model that underpins membership retail.
When Trust Is the Product: Why Sam’s Club Members in China Are Hesitating to Renew
Sam’s Club in China faces a credibility test as a series of product and delivery mishaps have turned routine membership renewals into a calculated choice for many customers. The incidents expose vulnerabilities in last-mile delivery, high-touch food processing and product curation, forcing members to weigh emotional cost against savings.
Former A‑Share Solar Champion Faces Delisting Risk as Creditors Push for Pre‑restructuring
Yijing Photovoltaic, a once‑prominent A‑share solar module maker, has been hit by creditor applications for pre‑restructuring, prompting an immediate delisting warning under exchange rules. The company is burdened by heavy losses, mounting litigation and a local government effort to reclaim 140 million yuan tied to a stalled project, raising real prospects of restructuring or bankruptcy.
Nestlé China’s Channel Crisis: Distributors Chase Millions as ‘Push‑Stock’ Model Unravels
Nestlé China faces a widening dispute with nearly a thousand distributors over unpaid rebates and reimbursed expenses, highlighted by a pet‑products partner alleging about 19 million yuan owed. A new CEO authorised conditional repayments, but stringent retrospective audits and governance gaps have meant many claims are rejected, exposing structural weaknesses in an old ‘push‑stock’ distribution model amid a shifting Chinese retail landscape.