Semiconductor News & Analysis Feed
23 articles
2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity.
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2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
A fine-tuned model brings frontier-level AI performance to chip design.
By Tanay Biradar, Surya Gunukula, Tengxiao Liu, and Kexun Zhang
ChipAgents has introduced Renoir, an agentic large language model (LLM) whose name means “renew.” In early chip design benchmarks, Renoir outperforms the base model it was trained on and cuts costs by more than half. Furthermore, it can run entirely on-premises,
2026-06-24
openai.com
2026-06-24
OpenAI
June 24, 2026
Company
OpenAI and Broadcom unveil LLM-optimized inference chip
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Table of contents
Designed to be the best inference platform for LLMs
Nine-month tape-out, accelerated by OpenAI models
Building a multi-generation platform with partners
Making advanced AI more broadly available
Early testing shows that the first-generation accelerator will deliver performance per watt substant
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-21
thenewstack.io
2026-06-21
The New Stack
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2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
A $200 ChatGPT subscription could cost as much as $14,000 in API pricing.
2026-06-13
wccftech.com
2026-06-13
Wccftech
AMD has officially launched its Ryzen AI Halo AI PC, which offers super-fast token throughput at a $3999 price point.
The first AMD Ryzen AI Halo platforms are now available on retail, and are listed at the official MSRP of $3999. These systems pack the Ryzen AI MAX+ 395 SoC, 128 GB of memory, and lots of AI horsepower within a compact form factor that challenges NVIDIA's DGX Spark at a much lowe
2026-06-10
news.google.com
2026-06-10
CNX Software
2026-06-04
www.cloudmagazin.com
2026-06-04
Cloudmagazin
RATGEBER
**Reducing GPU Costs for AI Inference: FP8, FP4, and vLLM**
3 Juni 2026
8 min read
Training costs for a model are one-time, but inference costs accrue every day. That’s where the math is shifting: with native FP4 Tensor Cores on NVIDIA Blackwell and a serving layer like vLLM that leverages these formats, GPU hours and latency can be significantly reduced-without retraining the model. Fo
2026-05-27
developer.nvidia.com
2026-05-27
NVIDIA Developer
Large language models (LLMs) are revolutionizing the financial trading landscape by enabling sophisticated analysis of vast amounts of unstructured data to generate actionable trading insights. These advanced AI systems can process financial news, social media sentiment, earnings reports, and market data to predict stock price movements and automate investment strategies with unprecedented accurac
2026-05-27
semiengineering.com
2026-05-27
Semiconductor Engineering
Researchers from Micron Technology and Argonne National Laboratory have released “Understanding Inference Scaling for LLMs: Bottlenecks, Trade-offs, and Performance Principles”.
Abstract
“The transition from standard generative AI to reasoning-centric architectures, exemplified by models capable of extensive Chain-of-Thought (CoT) processing, marks a fundamental paradigm shift in system requireme
2026-05-26
digitimes.com
2026-05-26
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.
2026-05-22
www.tomshardware.com
2026-05-22
Tom's Hardware
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AI is starting to out-design chip engineers in narrow areas as LLMs accelerate software chip design tool
2026-05-21
semiengineering.com
2026-05-21
Semiconductor Engineering
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2026-05-20
www.benzinga.com
2026-05-20
Benzinga
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2026-05-17
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2026-05-17
MarketBeat
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2026-05-11
wccftech.com
2026-05-11
Wccftech
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2026-05-10
videocardz.com
2026-05-10
VideoCardz.com
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