Semiconductor News & Analysis Feed
10822 articles
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
2026-06-11
www.tomshardware.com
2026-06-11
Tom's Hardware
PC Components CPUs
AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks
News
By Jake Roach published 4 hours ago
Mind the footnotes on this one.
(Image credit: AMD)
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2026-06-11
www.taipeitimes.com
2026-06-11
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported record revenue of NT$416.975 billion (US$13.17 billion) for last month, putting the world’s largest contract chipmaker on track to set a record for quarterly revenue.
Last month’s figure surpassed March’s record NT$415.19 billion and represented increases of 1.5 percent from April and 30.1 percent from a year earlier.
For the f
2026-06-10
www.cnbc.com
2026-06-10
CNBC
U.S. tech giants have backed a German company in its latest fundraising round to develop its humanoid robotics tech.
Neura Robotics’ Series C financing, which is worth up to $1.4 billion, featured Tether, Qualcomm, Amazon and Nvidia, alongside European industrial companies Bosch and Schaeffler and the European Investment Bank.
The company hit a valuation of around $7 billion, according to a sour
2026-06-10
www.chicagostarmedia.com
2026-06-10
Chicago Star Media
www.chicagostarmedia.com
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2026-06-10
sherwood.news
2026-06-10
Sherwood News
Jon Keegan
34M
Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio
Fresh off scaling back ambitious plans for its Stargate data centers, OpenAI may be moving forward with a new plan: a 10-gigawatt data center in Ohio powered and backed by NvidiaNVDA $202.77 (-2.60%).
According to a report by The Information, the new data center, built on federal land, would dwarf th
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.53%
) could be moving beyond GPUs and deeper into semiconductor manufacturing. As advanced fabs need more simulation, process control, and scheduling power, Nvidia's platform may become even more critical. But after a massive run, investors still need to ask whether the upside is already priced in.
Stock prices used were the market prices of June 3, 2026. The video was published o
2026-06-10
sifted.eu
2026-06-10
Sifted
German startup Neura Robotics has raised a $1.4bn Series C round from investors including crypto group Tether, Qualcomm, Amazon and Nvidia.
Founded in 2019, Neura builds “cognitive” robots capable of seeing, walking and manipulating objects.
The new funding brings Neura’s valuation to $7bn, the Financial Times reported, citing people familiar with the deal. Other investors in the new round inclu
2026-06-10
datacentremagazine.com
2026-06-10
Data Centre Magazine
NVIDIA and SK Telecom are bringing data centre infrastructure to the forefront of their AI ambitions through plans for a gigawatt-scale AI Cloud in South Korea.
Powered by NVIDIA’s DSX platform, the project will support the development of AI factories capable of handling AI training, inference and enterprise workloads.
It will also expand the country’s computing capacity for future AI services.
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
AI factories are changing what data-center infrastructure must do.
Unlike traditional data centers, AI factories are built to manufacture intelligence at scale. They run power-dense training and inference workloads, increasingly support agentic and reasoning models, and must deliver predictable performance even as compute demand shifts rapidly. In this environment, electrical infrastructure is no
2026-06-10
hothardware.com
2026-06-10
HotHardware
Apple Taps NVIDIA Blackwell GPUs In Google Cloud To Power Next-Gen Siri AI
by Aaron Leong — Wednesday, June 10, 2026, 10:48 AM EDT
Comments
Apple has formed a powerful tech triumvirate by partnering with Google and NVIDIA to supercharge its next-generation AI ecosystem. Announced at this year's Worldwide Developers Conference (WWDC), the partnership integrates NVIDIA Blackwell B200 hardware in
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
www.forbes.com
2026-06-10
Forbes
INNOVATION
CLOUD
Nvidia Buys Kumo AI To Take Foundation Models To Enterprise Data
ByJanakiram MSV,
Senior Contributor.
I cover emerging technologies with a focus on infrastructure and AI
Follow Author
Jun 10, 2026, 10:31am EDT
0
Nvidia HQ
NVIDIA
Nvidia has acquired Kumo AI, a four-year-old startup that builds foundation models for making predictions from business data, Fortune reported on Jun
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
/
Zacks
/
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
3 min read
ON
−5.94%
ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
www.foreignpolicyjournal.com
2026-06-10
foreignpolicyjournal.com
Nebius Group (NASDAQ: NBIS) shares climbed more than 5% on Tuesday after the AI cloud company unveiled a new Physical AI Living Lab developed in partnership with NVIDIA (NASDAQ: NVDA).
The initiative marks a significant expansion of the existing relationship between the two companies, targeting the fast-growing market for AI-driven robotics applications across the UK and Europe.
Iran launches re
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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GuruFocus
/
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
www.hpcwire.com
2026-06-10
HPCwire
www.hpcwire.com
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