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Samsung to Start HBM4 Production for Nvidia Supply

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Samsung Electronics plans to begin production of its next-generation high-bandwidth memory chips, known as HBM4, next month and supply them to Nvidia, a person familiar with the matter told Reuters.

The move marks a key step in Samsung’s efforts to close the gap with local rival SK Hynix, which has emerged as the primary supplier of advanced memory used in Nvidia’s AI accelerators. Earlier supply delays had weighed on Samsung’s earnings and share price last year.

Samsung shares rose 2.2% in morning trade, while SK Hynix shares fell 2.9%. The source declined to disclose shipment volumes. Samsung declined to comment, and Nvidia was not immediately available for comment.

South Korean newspaper Korea Economic Daily reported that Samsung recently passed HBM4 qualification tests for Nvidia and AMD, and is set to begin shipments to Nvidia next month, citing industry sources.

SK Hynix said in October it had completed supply talks with major customers for next year and plans to deploy silicon wafers at its new M15X fab in Cheongju starting next month. It has not confirmed whether HBM4 will be part of the initial output.

Both Samsung and SK Hynix are due to report fourth-quarter earnings later this week, when further details on HBM4 orders are expected. Nvidia CEO Jensen Huang has said the company’s next-generation Vera Rubin AI platform is already in full production and will be paired with HBM4 chips later this year.

Nvidia CEO Huang Plans China Visit to Reopen Market, Report Says

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Nvidia chief executive Jensen Huang is planning a trip to China in late January as he looks to revive a key market for the company’s artificial intelligence chips, Bloomberg News reported, citing a person familiar with the matter.

According to the report, Huang is expected to attend company events ahead of the Lunar New Year holidays in February and may also visit Beijing. It remains unclear whether he will meet senior Chinese officials, and the plans could change depending on whether meetings are confirmed. Nvidia declined to comment, and Reuters could not independently verify the report.

The potential visit follows recent uncertainty over Nvidia’s ability to sell advanced AI chips in China. Last week, the administration of U.S. President Donald Trump formally approved sales of Nvidia’s H200 AI chips to China under certain conditions, raising expectations that shipments could resume. However, Chinese customs authorities said shortly afterward that the chips were not permitted to enter the country, casting doubt on near-term access.

China has been a crucial market for Nvidia, and the outcome of Huang’s planned visit could signal whether progress is possible amid ongoing geopolitical and regulatory tensions surrounding advanced semiconductor exports.

AI Startup Humans& Raises $480 Million at $4.5 Billion Valuation in Seed Round

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Artificial intelligence startup Humans& has raised $480 million in a seed funding round, valuing the company at about $4.48 billion, highlighting strong investor appetite for next-generation AI labs founded by experienced researchers.

The round was led by SV Angel and co-founder Georges Harik, with participation from Nvidia, Jeff Bezos, and Alphabet’s venture arm GV. Nvidia has become a prominent backer of AI startups as demand for its chips continues to surge.

Humans& was founded by former researchers from OpenAI, Alphabet, and xAI, and is developing human-centric AI tools designed to improve communication and collaboration. The company expects to launch its first product early this year.

Chief executive Eric Zelikman said the technology is designed to coordinate with people and other AI systems to help users work more effectively together. The founding team also includes alumni from Anthropic, Google DeepMind, and Meta, underscoring the depth of expertise behind the new venture.