Semiconductor News & Analysis Feed
81 articles
2026-07-08
analyticsindiamag.com
2026-07-08
Analytics India Magazine
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
2026-07-07
www.ft.com
2026-07-07
Financial Times
2026-07-06
news.google.com
2026-07-06
MarketWatch
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-02
tomshardware.com
2026-07-02
Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
2026-07-02
aws.amazon.com
2026-07-02
Amazon Web Services (AWS)
Run NVIDIA Nemotron and OpenAI GPT OSS models on Amazon Bedrock in AWS GovCloud (US)
by Zohreh Norouzi, Heather Crawford, and Saurabh Trikande on 01 JUL 2026 in Amazon Bedrock, Announcements, AWS GovCloud (US), Intermediate (200) Permalink Share
Government agencies running workloads in AWS GovCloud (US) need AI capabilities that keep pace with the commercial sector. At the same time, they can’t
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Bailey Pemberton
June 28, 2026 4 min read
CRWV
+5.77%
NVDA
+0.37%
META
+2.98%
MSFT
-0.96%
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Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
CoreWeave (NasdaqGS:CRWV) has discl
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Shares of chipmaker Nvidia (
NVDA
1.39%
) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.
On June 24, OpenAI and Broadcom (
AVGO
2.47%
) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piec
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
techcrunch.com
2026-06-27
TechCrunch
0 seconds of 36 minutes, 3 secondsVolume 90%
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clea
2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.
2026-06-26
news.google.com
2026-06-26
The New York Times
2026-06-26
www.fastcompany.com
2026-06-26
Fast Company
__fail__
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
easternherald.com
2026-06-26
The Eastern Herald
OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost
OpenAI says its new custom chip cuts inference costs by 50%. The company has not published the benchmarks to prove it.
BY TECHNOLOGY DESK
JUNE 25, 2026
OpenAI CEO Sam Altman and Broadcom CEO Hock Tan at the Jalapeño chip announcement. [Image Source: CNBC]
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