Semiconductor News & Analysis Feed
7302 articles
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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14 min read
·
6 hours ago
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun
2026-05-28
news.google.com
2026-05-28
Yahoo Finance
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To a
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
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NVIDIA
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Shares of artificial intelligence (AI) chipmaker Nvidia (
NVDA
0.99%
) have struggled lately. The stock closed at about $213 on Wednesday, down about 6% over the past week and off about 10% from an all-time high of $236.54 earlier this month.
That weakness comes despite a fiscal first-quarter report on May 20 that, by almost any measure, was outstanding. Revenue rose 85% year over year to a recor
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.startuphub.ai
2026-05-28
StartupHub.ai
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Nvidia's AI Demand Fuels Earnings Blowout
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Google News
Nvidia's AI Demand Fuels Earnings Blowout
Nvidia reported a blowout quarter driven by surging AI demand, with revenue reaching $85.5 billion. CEO Jensen Huang sees AI as a computing paradigm shift.
May 28 at 2:03 AM
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Bloomberg Podcast
In a
2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Nvidia, ON Semi Lead AI Chip Rally to New Highs
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Nvidia Sets New Benchmark for AI Demand
ON Semiconductor Bets on EV and Data Center Silicon
Sources
Gotrade News - Semiconductor stocks pushed to fresh highs after Nvidia delivered record fiscal Q1 2027 revenue of $81.6 billion. ON Semicond
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
news.google.com
2026-05-28
Reuters
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.ft.com
2026-05-28
Financial Times
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2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Investors are surprised that Nvidia stock is not moving higher following excellent results.
Nvidia's (
NVDA
0.99%
) management is optimistic about its prospects.
*Stock prices used were the afternoon prices of May 22, 2026. The video was published on May 24, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nv
2026-05-28
developer.nvidia.com
2026-05-28
NVIDIA Developer
The cold-start problem
In production inference deployments, demand fluctuates over time, requiring inference replicas to scale elastically. However, cold-starting inference workloads on Kubernetes can take several minutes. During that time, GPUs are allocated but idle, generating no tokens and serving no requests.
This delay increases the risk of service level agreement (SLA) violations during t
2026-05-28
www.barrons.com
2026-05-28
Barron's
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
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