Semiconductor News & Analysis Feed
42 articles
2026-07-09
www.storagereview.com
2026-07-09
StorageReview.com
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-04
news.google.com
2026-07-04
Tech Times
2026-07-03
blockspace.media
2026-07-03
Blockspace Media
blockspace.media
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
__fail__
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.
2026-06-17
news.google.com
2026-06-17
Stock Titan
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
SharonAI NVIDIA Deal Reshapes Australian AI Cloud Capacity And Economics
Simply Wall St
Sat, June 13, 2026 at 1:07 AM PDT 3 min read
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SharonAI Holdings (NasdaqCM:SHAZ) has entered into a six year AI infrastructure
2026-06-11
www.barchart.com
2026-06-11
Barchart.com
Hands of robot and human touching on big data network connection by PopTika via Shutterstock
Nebius Group (NBIS) is the AI cloud company, delivering a unified, full-stack platform spanning the complete AI journey, from data ingestion, model training, and fine-tuning to production deployment and inference. Amsterdam-headquartered and Nasdaq-listed, Nebius was born from Yandex's non-Russian assets
2026-06-10
www.engineering.com
2026-06-10
Engineering.com
www.engineering.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nebius And NVIDIA Lab Links AI Cloud Growth To Robotics Demand
Simply Wall St
Tue, June 9, 2026 at 8:15 PM PDT 3 min read
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Nebius Group (NasdaqGS:NBIS) has launched the Physical AI Living
2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
www.computerweekly.com
2026-06-09
Computer Weekly
TAWATCHAI1990 - STOCK.ADOBE.COM
TAWATCHAI1990 - STOCK.ADOBE.COM
NEWS
SKT teams up with Nvidia on gigawatt-scale AI cloud
The Korean telco continues its push to become a global AI powerhouse, leveraging Nvidia’s DSX architecture to build an AI factory for sovereign workloads and token generation
By
Aaron Tan, Informa TechTarget
Published: 09 Jun 2026 3:19
South Korean telecoms giant SK Telecom (
2026-06-09
www.lightreading.com
2026-06-09
Light Reading
Nvidia CEO Jensen Huang clinches AI deals with SK Group, Naver and LG Group in Seoul, following a series of partnerships announced in Taipei last week.
Another week, another slew of Nvidia AI deals with Asian partners.
Last week Nvidia boss Jensen Huang unveiled a series of partnerships on a visit to Taipei, including with SKT on physical AI.
Now he's in Seoul announcing multiple deals with Kor
2026-06-08
www.fierce-network.com
2026-06-08
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SK Telecom plans to use Nvidia's DSX platform for its AI Cloud
By Fierce Network Newsroom Jun 8, 2026 9:41am
SK Telecom Nvidia artificial intelligence (AI) data centers
SK Telecom plans to build a gigawatt-scale AI Cloud