Semiconductor News & Analysis Feed
20 articles
2026-09-08
news.google.com
2026-09-08
2026-09-08
2026-09-03
ca.finance.yahoo.com
2026-09-03
2026-09-03
www.tradingview.com
2026-09-03
2026-09-03
sg.finance.yahoo.com
2026-09-03
2026-09-03
finance.yahoo.com
2026-09-03
2026-09-02
seekingalpha.com
2026-09-02
NVIDIA's August 2026 financial results highlight a shift in the AI infrastructure landscape, moving beyond traditional GPU constraints toward memory, power efficiency, and advanced packaging. This evolution signals that AI infrastructure development is transitioning from a single technology focus to
2026-08-27
2026-08-27
global.morningstar.com
2026-08-27
2026-08-27
www.morningstar.com
2026-08-27
2026-08-27
www.bloomberg.com
2026-08-27
2026-08-27
2026-08-26
seekingalpha.com
2026-08-26
2026-08-22
finance.biggo.com
2026-08-22
2026-08-20
www.tradingview.com
2026-08-20
2026-08-17
tomshardware.com
2026-08-17
Alibaba has agreed to sell its gaming studio Lingxi Games to Asian private equity firm Trustar Capital for over $2 billion, aiming to fund its ambitious AI infrastructure buildout, which has already exceeded its original $53 billion budget. The deal marks Alibaba's complete exit from in-house game d
2026-08-15
siliconangle.com
2026-08-15
NVIDIA CEO Jensen Huang has announced partnerships with major financial institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create a financing platform mobilizing over $500 billion for AI infrastructure. This move signifies NVIDIA's evolution beyond a chip sup
2026-08-13
www.investing.com
2026-08-13
2026-08-13
virginiabusiness.com
2026-08-13
NVIDIA's partnership with major Wall Street financial institutions to raise $500 billion for AI infrastructure development represents a significant convergence of semiconductor industry and financial capital. This strategic financing initiative demonstrates market confidence in AI technology develop
2026-08-12
www.bloomberg.com
2026-08-12
Bloomberg reports that despite NVIDIA's dominant position in artificial intelligence, the company faces significant challenges in addressing two major AI infrastructure deployment issues. The article analyzes that while NVIDIA leads in GPU design, it struggles with meeting the exponential demand for