Semiconductor News & Analysis Feed
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2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia tops Ethernet data center switch charts by revenue as sales soar
IDC labels Spectrum-X ‘the preferred network interconnect for large-scale AI training’
June 22, 2026 By Ben Wodecki Have your say
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– Sebastian Moss
Nvidia continues its meteoric networking march with a new report suggesting it’s now the number one vendor in the Ethernet switching
2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia backs AI networking switch silicon startup Upscale in $190M raise
Upscale founding reaches $2 billion following Series A-1 extension
June 22, 2026 By Ben Wodecki Have your say
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– Upscale AI
Upscale AI, the startup developing AI-focused networking switch silicon, has raised $190 million to fuel its efforts.
The Series A-1 round was led by India
2026-06-22
www.therobotreport.com
2026-06-22
The Robot Report
www.therobotreport.com
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2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
www.hpcwire.com
2026-06-22
HPCwire
www.hpcwire.com
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Nvidia-backed Reflection lands SpaceX compute deal
Madison Mills
Mon, June 22, 2026 at 8:05 AM PDT 2 min read
NVDA
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SPCX
+0.98%
GOOGL
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Illustration: Sarah Grillo/Axios. Stock: Getty Images
Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware f
2026-06-22
thequantuminsider.com
2026-06-22
The Quantum Insider
NVIDIA said Europe is expanding its quantum-GPU computing infrastructure as part of a broader rollout of 35 new artificial intelligence supercomputers across the continent, a move aimed at strengthening the region’s capabilities in quantum research, AI development and scientific computing.
The announcements, made ahead of the ISC High Performance conference in Hamburg, highlight a growing Europea
2026-06-22
www.latimes.com
2026-06-22
Los Angeles Times
Nvidia will provide technology for robots like Agility Robotics’ Digit, allowing the machines to make their own decisions based on analysis of what’s going on around them. (Nvidia)
By Ian King
June 22, 2026 7:30 AM PT
3
Nvidia Corp. is working to make humanoid robots safer around people, arguing that they’ll need to handle split-second decisions before they can be trusted to work closely with hum
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
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SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
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The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
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NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t someone to follow into or out of stocks, even if he has been more willing to share his moves and reasons for making them with the general public. Undoubtedly, Dr. Burry’s glorious bets don’t just stop at betting against housing
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount
Joey Frenette
Mon, June 22, 2026 at 6:49 AM PDT 4 min read
NVDA
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ADBE
+1.44%
SOXX
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Quick Read
Burry holds bearish SOXX puts expiring January and is buying Adobe at 8x forward P/E in a classic contrarian value move.
Nvidia at 32x trailing P/E, with Vera Rubin GPU
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries
NVIDIA CUDA-X libraries, microservices and reference code accelerate AI for science.
June 22, 2026 by Chris Porter
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At the ISC conference running in Hamburg this week, NVIDIA is introducing new software that speeds AI for science, from chemistry and materials discovery to the search
2026-06-22
developer.nvidia.com
2026-06-22
NVIDIA Developer
Physical AI—robots working autonomously alongside people in factories, warehouses, hospitals, and homes—is arriving faster than most expected. Traditional safety which was built for structured environments can not work anymore as the spaces become more unstructured and robots move out of cages. AI-driven safety is the key.
Marking a major milestone in the arrival of physical AI, NVIDIA is today
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure
June 22, 2026 by Zoe Kessler
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For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag