Semiconductor News & Analysis Feed

93 articles
2026-06-25
www.nytimes.com 2026-06-25 The New York Times
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2026-06-24
www.servethehome.com 2026-06-24 ServeTheHome
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2026-06-24
www.marketwatch.com 2026-06-24 MarketWatch
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia Daniel Howley · Technology Editor Wed, June 24, 2026 at 7:05 AM PDT 2 min read AVGO -0.02% NVDA -1.10% Explore stocks on Coinbase Trading disclosure OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
seekingalpha.com 2026-06-24 Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor Copy Link Save Play (3min) Comments (2) Anna Moneymaker/Getty Images News Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
www.axios.com 2026-06-24 Axios
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2026-06-24
openai.com 2026-06-24 OpenAI
June 24, 2026 Company OpenAI and Broadcom unveil LLM-optimized inference chip Share Table of contents Designed to be the best inference platform for LLMs Nine-month tape-out, accelerated by OpenAI models Building a multi-generation platform with partners Making advanced AI more broadly available Early testing shows that the first-generation accelerator will deliver performance per watt substant
2026-06-24
digitimes.com 2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
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 -10.09% Trade NVIDIA on Coinbase Trading disclosure ​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
2026-06-21
news.google.com 2026-06-21 The Motley Fool
2026-06-16
news.google.com 2026-06-16 TradingView
2026-06-15
www.tradingview.com 2026-06-15 TradingView
News / Reuters / OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9) OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9) RefinitivLess than 1 min read NVDA +0.16% 9984 +10.31% APO −0.02% BX +1.58% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create
2026-06-15
www.investing.com 2026-06-15 Investing.com
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2026-06-15
news.google.com 2026-06-15 Tech Times
2026-06-14
tomshardware.com 2026-06-14 Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
2026-06-12
tomshardware.com 2026-06-12 Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-11
www.koreatimes.co.kr 2026-06-11 The Korea Times
OpenAI CEO Sam Altman will meet with executives of Samsung Electronics in Korea next week to discuss the company's efforts to integrate artificial intelligence (AI) into its business operations, industry sources said Thursday. Altman is scheduled to visit Samsung's office in Suwon, south of Seoul, on Monday, where he will deliver a lecture on the transformative impact of AI technologies and strat
2026-06-10
sherwood.news 2026-06-10 Sherwood News
Jon Keegan 34M Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio Fresh off scaling back ambitious plans for its Stargate data centers, OpenAI may be moving forward with a new plan: a 10-gigawatt data center in Ohio powered and backed by NvidiaNVDA $202.77 (-2.60%). According to a report by The Information, the new data center, built on federal land, would dwarf th
2026-06-10
www.networkworld.com 2026-06-10 Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership. Credit: Vitor Miranda / Shutterstock OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia. The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
www.investing.com 2026-06-10 Investing.com
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