Semiconductor News & Analysis Feed
7151 articles
2026-06-19
investorplace.com
2026-06-19
InvestorPlace
He Quietly Sold Nvidia. Now We Know Why
One billionaire just left Big Tech – but Louis Navellier says this is the best market in 30 years
3d ago · By sdesimoni and Jeff Remsburg
Listen to the audio version of this article (generated by AI).
The “Fab 10” reshapes the AI trade… a connected billionaire’s quiet exit… why oil isn’t done yet… this bull market is broader than you think… why Louis say
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
siliconangle.com
2026-06-19
SiliconANGLE
CoreWeave Inc. wants to step in before the infrastructure stack buckles under the weight of agentic artificial intelligence.
The company recently announced the industry’s first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. This suggests that AI infrastructure is entering a new stage, according to Rob Strechay, principal analyst for theCUBE Research, who sees CoreWeave as one of multip
2026-06-19
www.benzinga.com
2026-06-19
Benzinga
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Nvidia’s Next Huge Bet: Drill, Baby, Drill!
Danielle Liverance
Thu, June 18, 2026 at 1:27 PM PDT 4 min read
SLB
-0.84%
NVDA
-0.67%
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Quick Read
SLB and NVDA deepened their 20-year GPU partnership into a joint AI Factory for Energy, with data center solutions up 45% year over year.
SLB's autonomous drilling halved well time in Libya while digital annual
2026-06-19
www.businessreport.com
2026-06-19
Baton Rouge Business Report
THURSDAY, JUNE 18, 2026
Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
By Daily Report Staff
Amazon is exploring a major expansion of its artificial intelligence chip business by considering direct sales of its custom AI processors to outside companies, Bloomberg reports.
The initiative centers on Trainium, a family of chips designed to provide a lower-cost alternativ
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
2026-06-19
zamin.uz
2026-06-19
Zamin.uz
Amazon Prepares to Compete with NVIDIA in the AI Chip Market
23:28 / 18.06.2026
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82
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Technology
Amazon Web Services (AWS), the world's largest cloud service provider, plans to launch a serious challenge to NVIDIA's dominance in the semiconductor market. The company is considering not only keeping its proprietary Trainium chips for its own servers but also selling them to other companies. This
2026-06-19
techcrunch.com
2026-06-19
TechCrunch
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.
Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the
2026-06-19
www.marketbeat.com
2026-06-19
MarketBeat
Qualcomm Goes All-In: The $10B Bet to Crush NVIDIA
Written by Jeffrey Neal Johnson | Reviewed by Jessica Mitacek
June 18, 2026
KEY POINTS
Qualcomm is reportedly in talks to acquire RISC-V AI chip startup Tenstorrent for up to $10 billion, accelerating its push into data center infrastructure.
Qualcomm unveiled its Dragonfly brand at COMPUTEX to target power-constrained hyperscale data centers with
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Nvidia Supply Chain Gets A Boost As Coherent Expands Texas AI Manufacturing Facility
Nvidia Supply Chain Gets A Boost As Coherent Expands Texas AI Manufacturing Facility
radhikanadig@benzinga.com
Thu, June 18, 2026 at 11:01 AM PDT 5 min read
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NVDA
-0.40%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the
2026-06-19
www.xtb.com
2026-06-19
XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia.
Open your account quickly and without unnecessary formalities — completely free of charge. Enjoy free deposits and withdrawals.
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2026-06-19
www.benzinga.com
2026-06-19
Benzinga
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2026-06-19
www.cnbc.com
2026-06-19
CNBC
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Nvidia (NVDA) Expands AI Reach With Vultr Buildout And Europe Manufacturing
Bailey Pemberton
Thu, June 18, 2026 at 10:16 AM PDT 3 min read
NVDA
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Vultr Holdings is rolling out NVIDIA GB300 NVL7
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
Submit a Press Release or News Tip
An initial 125-
2026-06-19
stocktwits.com
2026-06-19
Stocktwits
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
Daniel Howley · Technology Editor
Updated Thu, June 18, 2026 at 9:43 AM PDT 3 min read
AMZN
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AMD
+0.60%
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Amazon (AMZN) CEO Andy Jassy released his annual shareholder newsletter on Thursday, outlining the company's approach to AI and indicating that Amazo
2026-06-19
www.manufacturingdive.com
2026-06-19
Manufacturing Dive
Nvidia and ABB Robotics advance partnerships, Standard Bots raises $200M
In other news, robotics firms preview their products ahead of the Automate trade show next week in Chicago.
Published June 18, 2026
Nathan Owens
Reporter
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A robot demonstration on the trade show floor at Automate 2025. Courtesy of Automate
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6 min
Automation is top of mind
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.51%
) has a great investing track record, which makes sense considering its position in the tech world. Because of the central role it plays in the artificial intelligence (AI) industry, it has to interact with many companies to ensure that its products are compatible, and it even forms partnerships when the situation is right. One company it recently promoted was Marvell Technolog