Semiconductor News & Analysis Feed
18 articles
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems
Renato Neves, CFA
June 29, 2026 1 min read
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This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NASDAQ:NVDA) to deploy Nemotron open
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
Trefis Team
June 29, 2026 5 min read
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Image by u_8t3emw1yia from Pixabay
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.
The AI infrastru
2026-06-29
www.trefis.com
2026-06-29
Trefis
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
June 29th, 2026 · by Trefis Team
NVDAYTD+5.0%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze NVDA →
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn’t.
The AI infrastructure buildout has been one of the most aggressive capital deployment cycles in tech histo
2026-06-23
www.musicbusinessworldwide.com
2026-06-23
Music Business Worldwide
NVIDIA HIT WITH US COPYRIGHT SUIT CLAIMING IT TRAINED AI MODELS ON WINAMP SUBSIDIARY JAMENDO’S MUSIC WITHOUT PERMISSION
19
SHARES
JUNE 23, 2026
BY MANDY DALUGDUG
Photo credit: gguy / Shutterstock.com
Jamendo, the music licensing platform owned by Belgium-headquartered Winamp Group, has filed a lawsuit in the United States against tech giant Nvidia. Jamendo accuses the chipmaker of using copyrig
2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-17
www.scmp.com
2026-06-17
South China Morning Post
Artificial intelligence
TechTech Trends
Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips
A growing number of Chinese AI labs are experimenting with shifting earlier model training phases onto domestic chips
3-MIN READ
0
Listen
Make SCMP preferred on Google
Xinmei Shen
Published: 2:30pm, 17 Jun 2026
Chinese artificial intelligence models have become increasingly co
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-12
news.google.com
2026-06-12
HealthExec
2026-06-12
news.google.com
2026-06-12
Semiconductor Engineering
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-09
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
__fail__
2026-06-04
www.engineering.com
2026-06-04
Engineering.com
The open model combines vision reasoning, world generation and action prediction for robots, AVs and vision agents.
NVIDIA launched NVIDIA Cosmos 3, an open world foundation model for physical AI built on a breakthrough mixture-of-transformers architecture that combines vision reasoning, world generation and action prediction in a single system.
Cosmos 3 is the world’s first fully open omnimodel
2026-05-21
www.investing.com
2026-05-21
Investing.com
__fail__
2026-05-19
stocktwits.com
2026-05-19
Stocktwits
__fail__
2026-05-04
news.google.com
2026-05-04
Moneycontrol.com