Semiconductor News & Analysis Feed
7211 articles
2026-06-04
www.zacks.com
2026-06-04
Zacks Investment Research
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2026-06-04
www.prnewswire.com
2026-06-04
PR Newswire
GMI Cloud Supports the Next Era of AI Factories with NVIDIA Vera Rubin
NEWS PROVIDED BY
GMI Cloud
Jun 03, 2026, 14:01 ET
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TAIPEI , June 3, 2026 /PRNewswire/ -- NVIDIA GTC -- GMI Cloud, an AI-native cloud infrastructure company purpose-built for production AI, today announced its support for the next era of agentic AI factories following the momentum of NVIDIA Vera Rubin
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
quantumcomputingreport.com
2026-06-04
Quantum Computing Report
Infineon Technologies AG has integrated its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA’s Jetson Thor processing platform. Designed to isolate cryptographic assets and monitor system state parameters at the silicon level, the hardware module serves as a certified root of trust for robotics and Physical AI systems. The architecture provides robotic fleet operators with cryptographic
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.proactiveinvestors.com
2026-06-04
Proactive financial news
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
www.bgr.com
2026-06-04
bgr.com
Technology
Artificial Intelligence
Nvidia Partnered With A Chinese Company To Build A 'Physical AI' Humanoid Robot
By Sead Fadilpasic June 3, 2026 12:17 pm EST
Nvidia
Nvidia has entered the humanoid robotics race. Through a partnership with Chinese startup Unitree, the U.S. chipmaker is developing a robotics system with an integrated reference design focused on academic research. The idea is to
2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
www.pcmag.com
2026-06-04
PCMag
Nvidia kicked Computex off with massive news: a full-scale consumer laptop play, powering a new class of power-user AI PCs with its RTX Spark superchip.
This isn't just about throwing an Nvidia sticker on a keyboard deck and dropping a jumped-up Arm chip inside. Nvidia’s move represents a major shift in laptop hardware. By taking the heavy-lifting AI components of Nvidia’s DGX Spark developer des
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp chief executive officer Jensen Huang (黃仁勳) touted “insane” returns for investors willing to bet on the artificial intelligence (AI) boom, seeking to dispel lingering concerns around the big sums spent on AI and its long-term profitability.
The Nvidia cofounder, who has spent much of the week at the Computex Taipei exhibition proselytizing about how AI would revolutionize economies and
2026-06-03
www.bloomberg.com
2026-06-03
Bloomberg.com
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2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia’s (NASDAQ: NVDA) launch of its RTX Spark AI PC superchip targeting Windows on Arm has raised fresh concerns about competitive pressure on Qualcomm’s (NASDAQ: QCOM) Snapdragon X processors.
The launch came in late May and early June 2026, coinciding with Qualcomm’s introduction of its Dragonfly AI data-center brand and the company’s broader push to highlight its AI ambitions.
Rep. McCaul:
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
3.62%
) and Micron Technology (
MU
+1.56%
) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications.
Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand,
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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