Semiconductor News & Analysis Feed

Dell revealed the Dell PowerEdge XE8812 server, which joins the Dell AI Factory with NVIDIA portfolio. Dell positions the system as designed specifically for organisations handling the most intensive high performance computing (HPC) and AI workloads, equipped with NVIDIA Vera Rubin NVL4 architecture. With capacity for up to 144 GPUs per rack, the XE8812 could represent what Dell describes as "a

AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.

NVIDIA's Blackwell GB300 has posted record performance in AA-AgentPerf, a new benchmark that measures Agentic AI workflows. Artificial Analysis has a new benchmark out called AA-AgentPerf, which measures how many active agents an inference deployment can support under realistic workloads, which include: The AA-AgentPerf benchmark is used to measure three key metrics, which form the basis of mode

Apple's M5 Pro signals a broader shift in laptop processors, with implications for global device makers, developers, and AI users. A teardown suggests Apple is combining chiplet-style packaging, higher memory bandwidth, and GPU-based AI acceleration to strengthen on-device computing while reshaping how premium PCs approach local AI workloads.

Nutanix Unified Storage Earns Enterprise-Level NVIDIA Certification for Production AI Workloads by Harold Fritts on June 5, 2026 Enterprise  ◇  Enterprise Storage Nutanix announced that its Nutanix Unified Storage (NUS) solution is now NVIDIA-Certified at the enterprise level, validating the platform for enterprise and cloud provider deployments running large-scale production AI workloads. The ce

C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.

SAN JOSE, Calif., May 27, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced that Verda, a leading European AI cloud provider, has selected Supermicro's NVIDIA GPU-accelerated, rack-scale systems to power its modern AI cloud infrastructure across

Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo

As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race.