Semiconductor News & Analysis Feed
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2026-05-29
news.google.com
2026-05-29
Moomoo
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
It's not easy being on top. Nvidia (
NVDA
+0.80%
) has certainly done well as the world's leading artificial intelligence (AI) play. It's a 12-bagger over the past five years. It's beaten the market over the past year, rising 57%. However, its 14% climb so far in 2026 is just marginally ahead of the market averages.
Adding insult to injury, several companies providing memory and infrastructure so
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models.
AI researcher-turned-investor Leopold Asch
2026-05-29
ktxs.com
2026-05-29
KTXS
ABILENE, Texas — A major expansion in West Texas is now taking shape.
IREN, a digital infrastructure company, has partnered with NVIDIA to help build out its Sweetwater data center campus in Fisher County.
“What this brings to the partnership is the ability to apply that architecture to our Sweetwater campus," said David Shaw, chief operating officer for IREN. "The benefits of that is the abilit
2026-05-29
ktxs.com
2026-05-29
KTXS
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IREN partners with NVIDIA to develop AI-ready architecture for West Texas data center
IREN partners with NVIDIA to develop AI-ready architecture for West Texas data center campus (IREN)
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2026-05-29
www.tweaktown.com
2026-05-29
TweakTown
NVIDIA's Arm-based 'Vera' CPU benchmarked, beats Intel Xeon and AMD EPYC CPUs
NVIDIA's upcoming 'Vera' CPU delivers a 1.63x performance uplift over last-gen Grace and is also faster than the top EPYC and Xeon CPUs.
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Hassam Nasir
Tech Reporter
Published May 28, 2026 1:25 PM CDT
2 minutes & 45 seconds read time
TL;DR: NVIDIA's Vera CPU, featuring 88 custom Armv9.2 cores and advanced
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
news.google.com
2026-05-29
Quiver Quantitative
2026-05-29
blogs.nvidia.com
2026-05-29
NVIDIA Blog
Sidney Knowles Puts AI to Work Inside NVIDIA
May 28, 2026 by Matthew Leib
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The eve of GTC, NVIDIA’s annual AI conference — and after a full day helping teach a workshop about large language models — Sidney Knowles got a message that changed the shape of her week: NVIDIA was looking for employees to help support Build-a-Claw, an event focused on giving developers hands-on experience with
2026-05-29
www.moomoo.com
2026-05-29
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
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2026-05-29
www.prnewswire.com
2026-05-29
PR Newswire
Linux Foundation Releases OpenMDW-1.1; NVIDIA Adopts OpenMDW for Cosmos, Isaac GR00T, Ising and Nemotron, AI Model Families
NEWS PROVIDED BY
The Linux Foundation
May 28, 2026, 12:00 ET
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Updated OpenMDW-1.1 license advances open model ecosystem through permissive licensing and intellectual property protections
SAN FRANCISCO, May 28, 2026 /PRNewswire/ -- The Linux Founda
2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
www.datacenterdynamics.com
2026-05-28
Data Center Dynamics
AI cloud firm Iren has signed a $1.6bn contract with Dell to acquire air-cooled Blackwell systems.
The hardware will be deployed across Iren's existing data centers in Childress, Texas, to enable the neocloud to meet a five-year $3.4bn AI cloud contract the company signed with Nvidia earlier this month.
– Iren
The contract with Nvidia will see Iren provide the chip designer with access to 60MW
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.blocksandfiles.com
2026-05-28
Blocks & Files
Qumulo teaser.
Qumulo and Nvidia support
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 28 May 2026 // 16:19 UTC
Virtually all filesystem storage suppliers are supporting Nvidia's STX KV Caching scheme - yet Qumulo is not, saying this last mile optimization is not fixing the overall delays in AI Training/Infrencing that come from having to stage information to tightly-coupled, all-flash storage