SemiPulse — Semiconductor Intelligence

53 articles

2026-05-24

NVIDIA AI Releases Gated DeltaNet-2: A Linear Attention Layer That Decouples Erase and Write in the Delta Rule - MarkTechPost

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www.marktechpost.com 2026-05-24 MarkTechPost

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2026-05-23

Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 - AI: Reset to Zero

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michaelparekh.substack.com 2026-05-23 AI: Reset to Zero

AI: Reset to Zero Subscribe Sign in WEEKLY ROUNDUP Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 ...weekly roundup ending 5/22/26 MICHAEL PAREKH MAY 23, 2026 Share 1. Nvidia Q1 2027 Reigns On — Sans China: Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even

Artificial Intelligence NVIDIA Semiconductor Industry AI Chips Earnings Report Investment Rating Tech Stocks AI Development

2026-05-23

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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digitimes.com 2026-05-23

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

2026-05-23

Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-23 Yahoo! Finance Canada

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2026-05-23

Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Proactive financial news

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www.proactiveinvestors.com 2026-05-23 Proactive financial news

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2026-05-22

NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. - 富途牛牛