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2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack.
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Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewardin
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
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MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
Call
2026-06-12
www.constructionequipmentguide.com
2026-06-12
Construction Equipment Guide
Micron Technology Inc. announced that it has selected Bechtel to partner on the engineering, procurement and construction of the first phase of Micron's historic leading-edge memory manufacturing complex in Clay, N.Y., which is planned to become the nation's largest semiconductor manufacturing facility.
Bechtel will mobilize at the White Pine Commerce Park site in Onondaga County immediately and
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
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Samsung Electronics has expanded its collaborations with S
2026-06-12
www.statnews.com
2026-06-12
statnews.com
Mario Aguilar/STAT
By Mario Aguilar
June 11, 2026
Health Tech Correspondent
NEW YORK — Health care artificial intelligence company Abridge on Thursday announced new deals with two trillion-dollar companies, pharma giant Eli Lilly and chipmaker Nvidia, as it aims to gain an edge in the competitive market that supports doctors and streamlines hospital billing and operations.
Draped head-to-toe
2026-06-12
www.msn.com
2026-06-12
MSN
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2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
NVIDIA RTX 5000 Super GPU refreshes could arrive Q4 2026, complete with 5060 Super - but don't expect RTX 6000 until 2028
Moore's Law is Dead has reduced his performance uplift estimates very slightly with the Super variants, but they should be around 10% quicker on average.
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Darren Allan
Tech Reporter
Published Jun 11, 2026 11:53 AM CDT
2 minutes & 15 seconds read time
TL;DR: NVID
2026-06-12
www.theinformation.com
2026-06-12
The Information
Developers of OpenAI’s Stargate Data Center Face Higher Costs
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2026-06-12
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2026-06-12
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2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
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2026-06-12
Benzinga
2026-06-12
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2026-06-12
CNBC
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2026-06-12
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2026-06-12
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2026-06-12
Zhiye Liu
Graphics card manufacturer Manli adds new GeForce RTX 3060 and GeForce RTX 3050 SKUs to its portfolio.
2026-06-12
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2026-06-12
Seeking Alpha
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2026-06-12
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Nvidia Deepens Microsoft AI Alliance
Nvidia Deepens Microsoft AI Alliance
Less than 1 min read
NVDA
+1.04%
MSFT
−2.30%
NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI.
The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si
2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-12
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2026-06-12
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