Nvidia Locks In Substrate and Testing Supply, Launches Minerva AIOps

Minerva, Nvidia's AIOps platform for AI factory infrastructure, officially launched on October 23, 2026, available to enterprise customers via Nvidia AI Enterprise subscription as either a managed cloud service or on-premises software, with tiered pricing based on monitored GPU node count and volume discounts for deployments exceeding 1,000 GPUs. On the supply chain side, Samsung Electro-Mechanics and Nvidia confirmed a strategic partnership under which Samsung will supply ABF substrates for Nvidia's AI processors and networking chips from dedicated facilities in Sejong and Busan; the deal is valued at KRW 360.5 billion. Nvidia announced at GTC Berlin that agreements with Samsung Electro-Mechanics, IBIDEN, and Unimicron will increase its substrate capacity 2.5 times over three years. Amkor plans to grow interposer capacity in Korea by more than 300% by end of 2028. Nvidia is providing a $1.1 billion advance to KYEC to fund new U.S. chip-testing facilities, with high-volume production targeted for April 2027; KYEC's board approved the plan in July 2025. KYEC separately announced plans to invest up to $1.4 billion in a U.S. facility, though no state or city has been disclosed. Samsung Electro-Mechanics expects its substrate volumes supplied to Nvidia to grow at a double-digit annual rate, and by 2028 Nvidia is projected to account for a significant portion of Samsung Electro-Mechanics' total annual package substrate capacity.