NVIDIA commits $1.1B to chip testing, targets 15x optics capacity for Vera Rubin

At GTC Berlin, NVIDIA disclosed six manufacturing agreements across the US, Taiwan, Japan and South Korea. It is advancing $1.1 billion to chip tester KYEC for new US facilities, while SPIL will raise optical-engine capacity for co-packaged optics 15x by mid-2027. NVIDIA's total supply commitments reached $279 billion.

• KYEC gets a $1.1B advance; US testing sites target high-volume production in April 2027
• SPIL to boost optical-engine capacity 15x by mid-2027 and 30x by end of 2028
• Three substrate suppliers — Unimicron, IBIDEN, Samsung Electro-Mechanics — to add 2.5x capacity in three years
• NVIDIA supply commitments rose to $279B from $119B a quarter earlier