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Nvidia’s $150B Taiwan investment supercharges the silicon shield as Computex puts AI center stage
Jensen Huang's tenfold spending increase in Taiwan reinforces the island's position as the world's mos
2026-06-06
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Advanced Micro Faces Fresh AI Chip Market Attention
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AMD
6 min read | June 06, 2026 01:20 AM PDT | By Anmol Khazanchi
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NVIDIA’s Jensen Huang used his Computex keynote to push back on fears that AI will make software businesses obsolete. He argues this is an “incredible time” to build software that AI agents can use.
He says: “A lot of people have said: ‘Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business.’ I said it is exactly the opposite.
“This i
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SpaceX signs $920 million per month deal with Google for 110,000 Nvidia AI chips ahead of IPO
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 6, 2026
SpaceX signed a $920 million per month contract with Google, according to an SEC filing. The deal runs from October 2026 through June 2029, potentially
2026-06-06
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2026-06-06
TIKR.com
Key Fundamental Metrics for CDNS Stock
52-Week Range: $262.75 to $416.69
Current Stock Price: $376.19
Street Consensus Target Price: ~$384
Q1 2026 Revenue: $1.474B (+20% YoY)
Q1 2026 Non-GAAP Operating Margin: 44.7%
Q1 2026 Non-GAAP EPS: $1.96 (+25% YoY)
Record Backlog: $8.0B
FY2026 Revenue Guidance: ~17% YoY growth
Mid-Case 10-Year Forward Stock Price Target: ~$848
Now Live: Discover how much up
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TSMC expects demand for artificial intelligence chips to outpace supply for an extended period, with CEO C. C. Weiindicating it will take “a long time” before the company can fully meet global needs.
The outlook underscores how deeply Al has reshaped the semiconducto
2026-06-06
www.ad-hoc-news.de
2026-06-06
AD HOC NEWS
Infineons, Correction
Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Trade Fair Looms
06.06.2026 - 07:35:41 | boerse-global.de
Infineon's 13% sell-off after 95% YTD rally tests uptrend; 50-day MA at €58 holds. PCIM Europe fair to validate AI product story. RSI at 55.1 signals normalisation, not panic.
Infineons - Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Tr
2026-06-06
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2026-06-06
The Motley Fool
Nvidia still dominates the market for chips used in artificial intelligence (AI) data centers. But AI is such a tremendous opportunity that second place isn't so bad in this case. Statista estimates that the AI chip market will continue to grow, reaching $333 billion by the end of the decade.
That leaves plenty of room for other companies to make investors quite a bit of money over the coming yea