Semiconductor News & Analysis Feed
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2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
Agentic systems turn model reasoning into action through multi-step workflows that combine inference, tool use, code execution, retrieval, orchestration, and result handling. As these systems scale across the AI factory, performance depends not only on GPU acceleration, but also on the CPU work that happens between model steps.
Across the creation and deployment of an agentic system, the CPU ensu
2026-07-01
tradersunion.com
2026-07-01
Traders Union
Nebius Group (NBIS) stock is trading at $276.17, marking a strong session with a daily rise of 5.75%. The price stands firmly above its key moving averages, signaling persistent momentum relative to recent averages.
The launch of full production for NVIDIA's Vera Rubin platform on June 1, 2026, with shipments this fall to eight cloud partners including Nebius, is a pivotal development, according
2026-07-01
siliconangle.com
2026-07-01
SiliconANGLE
Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems.
In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation of Nv
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform
Noor Ul Ain Rehman
June 27, 2026 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringin
2026-06-23
www.networkworld.com
2026-06-23
Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout.
Credit: AntonKhrupinArt / Shutterstock
Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans.
The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
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
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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
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Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
PR Newswire
Mon, June 22, 2026 at 6:05 AM PDT 5 min read
SMCI
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Total solution includes
2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure USA - English
NEWS PROVIDED BY
Super Micro Computer, Inc.
Jun 22, 2026, 09:05 ET
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Total solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation perf
2026-06-22
nvidianews.nvidia.com
2026-06-22
NVIDIA Newsroom
News Summary:
NVIDIA Vera Rubin accelerates the world’s most demanding HPC workloads including climate modeling, computational fluid dynamics and energy exploration.
NVIDIA Vera Rubin and Vera CPU to bring agentic AI to scientific computing.
Leibniz Supercomputing Centre, National Energy Research Scientific Computing Center and Los Alamos National Laboratory next-generation supercomputers based o
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NVIDIA Vera CPU Opens the Way for Agentic Scientific AI at Los Alamos National Laboratory
Mission, Vision and Veritas supercomputers with Vera CPUs to advance materials simulation, scientific AI agents and molecular design.
June 22, 2026 by Chris Porter
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Mission, Vision and Veritas — new Los Alamos National Laboratory (LANL) supercomputers to be built with HPE and NVIDIA — are tapping NV
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NVIDIA Vera CPU Opens the Way for Agentic Scientific AI at Los Alamos National Laboratory
Mission, Vision and Veritas supercomputers with Vera CPUs to advance materials simulation, scientific AI agents and molecular design.
June 22, 2026 by Chris Porter
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Mission, Vision and Veritas — new Los Alamos National Laboratory (LANL) supercomputers to be built with HPE and NVIDIA — are tapping NV
2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-19
www.phoronix.com
2026-06-19
Phoronix
How NVIDIA Vera CPU Performance Compares To The Ampere Altra Max
Written by Michael Larabel in Processors on 18 June 2026 at 02:43 PM EDT. Page 1 of 4. 14 Comments.
Last month on Phoronix was an exclusive first look at the NVIDIA Vera CPU performance compared to prior-generation NVIDIA Grace as well as the current AMD EPYC and Intel Xeon competition. Following that was looking at how the ARM Linu
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
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Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
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NVDA
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Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio