Semiconductor News & Analysis Feed
7210 articles
2026-06-04
www.theinformation.com
2026-06-04
The Information
Anthropic’s Mythos Is a Security Powerhouse. It’s Also a Budget Buster
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2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Super Micro Computer launched its rack-scale Helios platform at Computex 2026, built on Advanced Micro Devices’ (NASDAQ: AMD) Instinct MI455X GPUs and EPYC CPUs.
The Helios platform targets hyperscale AI infrastructure designed for large language model training, inference, and broader AI workloads at scale.
White House launches UFO-themed Aliens.gov: An ICE arrest tracker
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2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-04
news.google.com
2026-06-04
EE Times Asia
2026-06-04
asiatimes.com
2026-06-04
Asia Times
Washington has moved to close a one-year-old loophole that allowed Chinese technology companies to acquire banned high-end Nvidia graphics processing units (GPUs) by routing purchases through subsidiaries based in Singapore and Malaysia.
The US Commerce Department’s Bureau of Industry and Security (BIS) issued guidance on May 31 clarifying that export licenses are required for advanced computing
2026-06-04
www.theinformation.com
2026-06-04
The Information
Anthropic’s Mythos Is a Security Powerhouse. It’s Also a Budget Buster
Save 25% to unlock this story
Unlimited access to our journalism, newsletters, charts and data library, and event discounts.
Annual + Deep Research, 60+ org charts, proprietary databases and survey results.
Search, find and engage with others who are serious about tech and business.
Follow and be a part of discussions abou
2026-06-04
www.marketbeat.com
2026-06-04
MarketBeat
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Your personal portfolio doesn't necessarily need to mirror a billionaire investor's holdings. But let's face it -- they manage billion-dollar portfolios for a reason.
And that's what makes Stanley Druckenmiller's current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn't own the obvious and usual suspects, such as Nvidia or Alphabet, even thoug
2026-06-04
fortune.com
2026-06-04
Fortune
Nvidia has acquired Kumo AI, a small, four-year-old startup that develops foundation models designed to make accurate business predictions, according to two sources familiar with the deal.
Kumo’s three co-founders, Vanja Josifovski, Hema Raghavan, and Jure Leskovec, transitioned to Nvidia last month, the sources said. While the founders’ LinkedIn profiles have been updated, and now describe them
2026-06-04
www.theverge.com
2026-06-04
The Verge
TECH
NEWS
MICROSOFT
Nvidia is already planning N2X and N3X chips — the goal is the Star Trek computer
“It’s like Scotty talking to that mouse,” says Nvidia’s CEO.
by
Sean Hollister
Jun 4, 2026, 4:03 AM GMT+8
18
18
Comments (All New)
Jensen Huang, chief executive officer of Nvidia Corp. Bloomberg via Getty Images
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Computex 2026: All the news and announcements
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Sean Holliste
2026-06-04
www.semiconductor-today.com
2026-06-04
Semiconductor Today
Navitas collaborates with NVIDIA MGX Ecosystem to accelerate 800VDC AI infrastructure
On 29 May at the Taipei Nangang Exhibition Center, gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA participated in NVIDIA’s Partner Ceremony, which brought together key ecosystem partners supporting the NVIDIA AI Factory MGX platform, highl
2026-06-04
www.barchart.com
2026-06-04
Barchart.com
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2026-06-04
www.cnbc.com
2026-06-04
CNBC
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2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
www.msn.com
2026-06-04
MSN
Navitas Semiconductor stock spiked on Wednesday after the power-chip maker showcased its partnership with Nvidia.
Navitas is working within Nvidia’s MGX artificial-intelligence infrastructure.
Last week, Navitas participated in an Nvidia partner ceremony at a trade conference in Taiwan, the company said in a statement. This week, it is showing off one of its power-delivery boards at Nvidia’s MGX
2026-06-04
www.barrons.com
2026-06-04
Barron's
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2026-06-04
www.bgr.com
2026-06-04
bgr.com
Technology
Artificial Intelligence
This Tech Startup Wants To Put A Mini Nvidia Data Center In Your Home - Here's Why
By Joshua Hawkins June 3, 2026 2:47 pm EST
Span
Massive data centers are popping up everywhere across the U.S. these days, including Meta's newest data center in Louisiana that's as big as 70 football fields. As AI expands its reach, the need for these data centers is only going
2026-06-04
www.investors.com
2026-06-04
Investor's Business Daily
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2026-06-04
www.barchart.com
2026-06-04
Barchart.com
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2026-06-04
www.zacks.com
2026-06-04
Zacks Investment Research
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