Semiconductor News & Analysis Feed

NVIDIA's AI-driven surge has significantly boosted its data center revenue, highlighting the strain on global data center infrastructure. The company reported $89 billion in data center revenue, up 117% year-over-year, driven by strong demand from hyperscalers and emerging AI-native enterprises. AWS

Qualcomm announced a comprehensive strategy to enter the data center and AI infrastructure market during its Investor Day on June 24, 2026, unveiling its new 'Dragonfly' infrastructure suite. The company aims to capture over $15 billion in revenue by leveraging next-generation high-bandwidth computi

TensorWave, a U.S.-based AI infrastructure startup, has raised $350 million in Series B funding to challenge NVIDIA's dominance in the AI chip market. Led by Magnetar and AMD Ventures, the round brings TensorWave's valuation to $1.55 billion. The company uniquely avoids using NVIDIA’s GPUs, instead