Semiconductor News & Analysis Feed

NVIDIA and AWS have partnered to enhance production-scale AI capabilities through the use of NVIDIA Blackwell-powered EC2 G7 instances. These new instances deliver significantly improved AI inference and graphics performance, enabling enterprises to optimize their infrastructure without operational

In a recent segment, financial commentator Jim Cramer questioned how many times Amazon (AMZN) has announced competitors to NVIDIA's chips, highlighting the recurring claims from tech giants like Google and Amazon that they have competitive offerings. While Amazon's cloud and advertising businesses a

Amazon's stock rose nearly 3% amid reports that senior executive Peter DeSantis is targeting NVIDIA clients with an AI chip initiative, marking a significant strategic move in the competitive semiconductor landscape. This development reflects the growing demand for AI chips as artificial intelligenc

As the AI era accelerates, Wall Street traders are significantly increasing hedges against credit risk in major tech firms, pushing credit default swap (CDS) volumes to record highs. According to The Kobeissi Letter, the total notional value of outstanding CDS on major tech companies reached $12.5 b