Omdia & Nvidia
9 shared events · Importance 7 · Last updated Aug 02, 2026
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Tech
Omdia: Omdia, represented by Remy Pascal, provided analyst commentary validating the significance of Nokia's AI-RAN launch.
Nvidia: NVIDIA provides the accelerated computing platform (Aerial) for Nokia's AI-RAN, expanding its presence in the telecom infrastructure market and reinforcing its AI leadership.
Jul 15, 2026 · 6 articles
International
Omdia: Omdia provided shipment data for humanoid robots, illustrating China's dominance.
Nvidia: Nvidia partnered with Unitree Robotics to use its Blackwell chips in robots, but the ban may limit this collaboration. Nvidia's broader AI business is likely unaffected, but its robotics partnerships may face constraints.
Jul 28, 2026 · 183 articles
Business
Omdia: Analyst firm commented on AI demand being structural, not a bubble.
Nvidia: As a major TSMC customer, Nvidia benefits from expanded U.S. capacity and robust AI chip demand. Its demand is a key driver of TSMC's growth.
Jul 16, 2026 · 85 articles
Business
Omdia: Omdia expects average smartphone selling prices to rise around 20% in 2026 to a record high.
Nvidia: Nvidia's orders for high-bandwidth memory have prioritized supply from memory makers, contributing to shortages for consumer electronics.
Jun 17, 2026 · 199 articles
Business
Omdia: Omdia is the analyst firm that published the Cybersecurity Leadership Matrix, naming TrendAI as a Champion. Its evaluation criteria influence industry perception.
Nvidia: Nvidia is mentioned as a co-selling alliance partner of TrendAI, but no specific actions or impacts are detailed.
Jul 15, 2026 · 8 articles
Tech
Omdia: Omdia analyst Lian Jye Su expects Chinese vendors to use open-source to expand globally.
Nvidia: Nvidia signed an open letter backing open AI models, reflecting industry support for open-source approaches.
Jul 25, 2026 · 35 articles
Tech
Omdia: Omdia is mentioned as Lian Jye Su's affiliation.
Nvidia: Nvidia faces potential reduced demand from China due to US export restrictions and the rise of domestic alternatives like Huawei's systems.
Jul 17, 2026 · 73 articles
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