Semiconductor News & Analysis Feed
7173 articles
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.”
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Data Center revenue hit $75.25 billion in Q1 FY27, up 92% year over year. Yet shares are up just 13.11% year to date and trading at $210.69. Can NVIDIA reach $400 per share by 2029? The path exists, but i
2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
tech.yahoo.com
2026-06-22
Yahoo Tech
TechAI
Nvidia debuts AI humanoid software
Axios
Nathan Bomey
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UpdatedMon, June 22, 2026 at 11:24 PM GMT+8
Humanoid robots are on display at the booth of Nvidia during the 4th Supply Chain Expo in China on Monday. Photo: Johannes Neudecker/picture alliance via Getty Images
Nvidia's vision for humanoid robots is becoming increasingly clear as the AI giant rolls out what it calls a "
2026-06-22
developer.nvidia.com
2026-06-22
NVIDIA Developer
When AlphaFold2 revolutionized drug discovery in 2020, its success relied entirely on the roughly 170,000 protein structures collected by scientists since 1971 and preserved in the Protein Data Bank. Measured data is the backbone for all AI models and workflows that process data as it’s created, act on what matters in real time, and analyzes data for deep insights. With the current rise of modern
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
-0.98%
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Trading disclosure
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
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
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
-5.67%
SMCIP
-4.87%
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Quick Read
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
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
NVDA
-3.32%
9984.T
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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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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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