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On July 2, 2026, NVIDIA announced a new revenue-sharing model aimed at helping artificial intelligence startups access high-performance computing resources. By partnering with cloud providers who use NVIDIA's technology to build AI data centers, the initiative lowers financial barriers for emerging

This article delves into the fundamental reasons behind NVIDIA's dominant position in the AI chip market, emphasizing that its success is not merely due to raw computing power but rather stems from a powerful software ecosystem and developer lock-in. While AMD has shown strong performance in revenue

In Q1 2026, while overall equity markets performed poorly, Micron Technology benefited from surging global demand for computing power. According to Burke Wealth Management's investor letter, despite the quarter being the worst for growth equities since 2022, companies like Micron and ASML delivered

As generative AI computing power demand surges, the power density of AI data centers is approaching the megawatt level, driving demand for power semiconductors. Xinlian Power, a subsidiary of Corelink Integration Holding, has launched a 3300V SiC MOSFET device, filling a critical gap in domestic hig

This article delves into the profound transformation in the current AI industry landscape, highlighting NVIDIA's dominant position as the largest 'landlord' in the AI era, controlling the entire industry's computing power infrastructure. Meanwhile, once-celebrated large model companies like OpenAI a

NVIDIA's confidential computing-enabled GPUs are now being utilized by Apple for confidential inference in Apple's Private Cloud Compute, extending beyond Apple's own data centers to Google Cloud. This integration brings NVIDIA Blackwell GPUs into Apple's security architecture supporting server-side