Semiconductor News & Analysis Feed
17 articles
2026-08-14
capacityglobal.com
2026-08-14
NVIDIA's latest announcement of a novel compute leasing strategy reflects the evolving semiconductor industry landscape in the AI and cloud computing era. When customer demand for GPU capacity falls short, NVIDIA will rent back unused compute resources from new cloud operators, demonstrating a shift
2026-08-13
app.dealroom.co
2026-08-13
Nebius has launched its first auction of unsold Blackwell GPU capacity, achieving record prices that exceeded the company's previous highest pricing by 15%. This development signals strong market demand for available AI compute capacity and establishes a market pricing signal for high-end GPU infras
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-07-24
ng.investing.com
2026-07-24
2026-07-23
za.investing.com
2026-07-23
2026-07-23
www.investing.com
2026-07-23
2026-07-23
ca.investing.com
2026-07-23
2026-07-07
news.google.com
2026-07-07
2026-06-06
cryptonews.net
2026-06-06
Rumble has secured its largest customer deal to date, signing a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA's HGX Blackwell B300 systems. The announcement triggered a 7% stock surge. Together AI, focused on open-source AI models, will gain ex
2026-06-05
www.datacenterdynamics.com
2026-06-05
Together AI has entered a multi-year cloud capacity agreement with Rumble Inc., an AI compute provider, to secure Nvidia HGX B300 systems for dedicated cloud capacity. While the financial details remain undisclosed, the contract has potential for expansion based on performance. Rumble, previously kn
2026-06-05
cryptobriefing.com
2026-06-05
Rumble has signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA Blackwell systems, marking a major strategic pivot into AI infrastructure. The deal centers on NVIDIA's HGX Blackwell B300 hardware, representing the cutting edge of AI compute.