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2026-05-11
India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion
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digitimes.com 2026-05-11
India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a
2026-05-10
Why NVIDIA (NVDA) Is Up 8.4% After New AI Infrastructure Alliances With IREN and Corning – And What's Next - simplywall.st
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simplywall.st 2026-05-10 simplywall.st
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2026-05-10
A Look At Corning (GLW) Valuation After The NVIDIA AI Infrastructure Partnership And Share Price Surge - simplywall.st
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simplywall.st 2026-05-10 simplywall.st
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2026-05-10
AI demand fills Vanguard's Singapore fab ahead of schedule
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digitimes.com 2026-05-10
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July
2026-05-09
Assessing Nvidia (NVDA) Valuation After New AI Infrastructure Deals With Corning And IREN - simplywall.st
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simplywall.st 2026-05-09 simplywall.st
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2026-05-08
AI Infrastructure Frenzy: Micron Soars 10% as HBM Shortage Fuels Data Center Supercycle - Moomoo
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www.moomoo.com 2026-05-08 Moomoo
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2026-05-08
AI Infrastructure Frenzy: Micron Soars 15% as HBM Shortage Fuels Data Center Supercycle - Moomoo
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www.moomoo.com 2026-05-08 Moomoo
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2026-05-08
IREN Stock Soars as Nvidia Drops $3.4B AI Infrastructure Deal - GuruFocus
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www.gurufocus.com 2026-05-08 GuruFocus
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2026-05-08
Nvidia: The Application Layer Could Pressure AI Infrastructure Economics - Seeking Alpha
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seekingalpha.com 2026-05-08 Seeking Alpha
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2026-05-08
NVIDIA Expands AI Infrastructure From Utility Scale Builds To Homes - Yahoo Finance
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finance.yahoo.com 2026-05-08 Yahoo Finance
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2026-05-08
NVIDIA, IREN Announce Strategic Partnership to Deploy Large-Scale AI Infrastructure - The Fast Mode
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www.thefastmode.com 2026-05-08 The Fast Mode
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2026-05-08
NVIDIA, Corning Expand U.S. Optical Manufacturing for AI Infrastructure Growth - The Fast Mode
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www.thefastmode.com 2026-05-08 The Fast Mode
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2026-05-08
Nvidia Places Massive AI Infrastructure Bet on IREN’s 5 GW Pipeline - Data Center Knowledge
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www.datacenterknowledge.com 2026-05-08 Data Center Knowledge
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2026-05-08
IREN inks AI infrastructure deal with Nvidia - CNBC
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www.cnbc.com 2026-05-08 CNBC
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2026-05-08
Nvidia to invest up to $2.1 billion in IREN in partnership that deploys as much as 5 gigawatts of its AI infrastructure - Sherwood News
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sherwood.news 2026-05-08 Sherwood News
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2026-05-08
NVIDIA and IREN Announce AI Infrastructure Partnership With Potential $2.1 Billion Investment - Quiver Quantitative
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www.quiverquant.com 2026-05-08 Quiver Quantitative
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2026-05-08
IREN partners with NVIDIA on up to 5 GW AI infrastructure buildout - Yahoo Finance
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finance.yahoo.com 2026-05-08 Yahoo Finance
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2026-05-08
IREN stock surges 27% on Nvidia partnership for AI infrastructure - Investing.com
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www.investing.com 2026-05-08 Investing.com
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2026-05-08
NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure - NVIDIA Newsroom
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nvidianews.nvidia.com 2026-05-08 NVIDIA Newsroom
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2026-05-08
NVIDIA And Corning: Long-Term Partnership Expands U.S. AI Infrastructure Manufacturing - Pulse 2.0
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pulse2.com 2026-05-08 Pulse 2.0
NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for optical connectivity products used in artificial intelligence infrastructure.Under the partnership, Corning plans to increase its U.S. optical connectivity manufacturing capacity by 10 times and expand domestic fiber production capacity by more than 50% to support
Artificial IntelligenceSemiconductor ManufacturingU.S. ManufacturingOptical ConnectivityData CentersGPUFiber OpticsSupply Chain Security