Semiconductor News & Analysis Feed

19 articles
2026-08-20
www.datacenterdynamics.com 2026-08-20
2026-08-13
finance.yahoo.com 2026-08-13
2026-08-13
www.globenewswire.com 2026-08-13
IREN Limited (NASDAQ: IREN) announced on August 13, 2026 that its first AI cloud deployment, Horizon 1, has been delivered and accepted by Microsoft, and that IREN has achieved NVIDIA Exemplar Cloud status on the NVIDIA GB300 NVL72 platform. This milestone underscores IREN's capability in AI infrast
2026-08-13
developer.nvidia.com 2026-08-13
2026-07-28
news.google.com 2026-07-28
2026-07-23
news.google.com 2026-07-23
2026-07-23
www.dvidshub.net 2026-07-23
2026-07-23
www.dvidshub.net 2026-07-23
2026-07-23
www.dvidshub.net 2026-07-23
2026-07-23
www.dvidshub.net 2026-07-23
2026-07-21
developer.nvidia.com 2026-07-21
2026-07-16
www.nscale.com 2026-07-16
2026-07-01
www.tradingview.com 2026-07-01
A significant development in the AI landscape has emerged with Anthropic's Claude models now generally available in Microsoft Foundry, running on NVIDIA GB300 Blackwell Ultra GPUs. This integration enables Azure-native enterprises to build autonomous and domain-specific AI agents with enhanced perfo
2026-06-24
finance.yahoo.com 2026-06-24
NVIDIA's recent performance in agentic AI benchmarking underscores the growing demand for high-bandwidth memory (HBM) in artificial intelligence applications. The company's Blackwell Ultra GB300 NVL72 platform outperformed the HGX H200 system by up to 20 times in the AgentPerf benchmark, demonstrati
2026-06-14
wccftech.com 2026-06-14
NVIDIA's Blackwell GB300 has demonstrated a 20x performance leap over its predecessor H200 in the new AA-AgentPerf benchmark, which evaluates how many active agents an AI inference system can support under realistic workloads. This advancement highlights GB300's ability to sustain up to 60,000 concu
2026-05-18
www.digitimes.com 2026-05-18
NVIDIA's GB300 AI server is becoming the mainstream product in Q1 2026, driving ODM revenue and profit globally. With Vera Rubin servers approaching third-quarter ramp and aggressive ASIC deployments by cloud providers, the global AI computing market is entering a new growth phase. This trend indica
2026-05-10
finance.yahoo.com 2026-05-10
2026-05-07
www.benzinga.com 2026-05-07
2026-05-05
sumersports.com 2026-05-05