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Ardian announced that Ardian Semiconductor has completed a minority investment in VSORA. VSORA is a France-based fabless semiconductor company designing next-generation AI inference accelerators for data center applications. Financial terms of the transaction were not disclosed. The investment represents Ardian Semiconductor’s fourth investment. It also expands Ardian Semiconductor’s exposure acro

Semiconductor Investment AI Inference Accelerator French Semiconductor Company Data Center AI Chips European AI Consortium AI Chip Architecture 3nm Process AI Infrastructure Optimization

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030 - The Futurum Group

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futurumgroup.com 2026-06-29 The Futurum Group

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Qualcomm Artificial Intelligence AI Inference Data Center Automotive Chips Edge Computing 6G Semiconductor

SambaNova targets US$10B valuation as demand rises for cheaper AI inference

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digitimes.com 2026-06-25

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.

AI chips Artificial Intelligence Funding round Semiconductor industry Inference computing Data center Cloud computing Technology development

ByteDance's reported AI chip orders mark breakthrough for Chinese GPU maker Iluvatar CoreX

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digitimes.com 2026-06-25

ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.

AI chip Semiconductor Chinese chip GPU Artificial Intelligence Chip procurement Domestic replacement ByteDance

Cerebras bets on speed as a product, racing to add data center capacity through 2027

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digitimes.com 2026-06-24

Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.

This Company Could Become the Nvidia of AI Inference - Yahoo Finance

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finance.yahoo.com 2026-06-21 Yahoo Finance

This Company Could Become the Nvidia of AI Inference Lee Samaha, The Motley Fool Sat, June 20, 2026 at 2:20 PM PDT 4 min read ON +8.16% NVDA -0.97% Explore stocks on Coinbase Trading disclosure It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come. That said, the nat

AI Inference Semiconductor Industry NVIDIA ON Semiconductor Data Center Power Semiconductor Artificial Intelligence Electric Vehicles

This Company Could Become the Nvidia of AI Inference - The Motley Fool

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www.fool.com 2026-06-21 The Motley Fool

It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come. That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years. That's why a stock like power semiconductor company ON Semiconductor ( ON

AI Inference Semiconductor Industry NVIDIA Partner Power Semiconductors Data Centers AI Spending Trends ON Semiconductor Inference Computing

Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

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digitimes.com 2026-06-19

Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.

Nvidia's AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector - Crypto Briefing

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cryptobriefing.com 2026-06-17 Crypto Briefing

Nvidia’s AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector The chipmaker expanded its lead from 66% as the AI inference market races toward $100 billion, wi

AI inference chips NVIDIA market share artificial intelligence GPU Blackwell architecture CUDA ecosystem computing economy

Rebellions Aims to Take on Nvidia in AI Inference Chip Battle - AI Business

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aibusiness.com 2026-06-16 AI Business

The South Korean startup sees itself as capable of competing with the biggest AI infrastructure providers. The origin story of this young AI chipmaker’s name captures its ambitious goals. “Everybody's looking for an alternative to the big incumbent in every industry. And here we are to lead one of the rebellions against the big incumbent in this AI industry -- Nvidia,” said Marshall Choy, chief

AI chip Inference computing NVIDIA Semiconductor Artificial Intelligence Chip design South Korean startup AI infrastructure

NAND: The 'Next Big Thing' in Memory After HBM! AMD (AMD.US) Moves Decisively to Acquire MEXT—Flash Memory Is Driving the Economics of AI Inference - Moomoo

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www.moomoo.com 2026-06-16 Moomoo

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