Semiconductor News & Analysis Feed
19 articles
2026-09-13
simplywall.st
2026-09-13
Palantir Technologies' deepening partnership with NVIDIA represents a significant strategic move in the AI landscape, though current valuations suggest the stock may already be fully priced. The collaboration leverages NVIDIA's leadership in AI chip technology to enhance Palantir's data processing c
2026-09-11
finance.yahoo.com
2026-09-11
2026-09-11
www.tradingview.com
2026-09-11
At the Goldman Sachs Communacopia + Technology Conference, NVIDIA CEO Jensen Huang emphasized cybersecurity as the next major application area for artificial intelligence. As AI compute demand continues to outpace supply, Huang highlighted cybersecurity as a key growth vector, noting that AI-driven
2026-09-11
stocktwits.com
2026-09-11
At the Goldman Sachs Communacopia + Technology Conference, NVIDIA CEO Jensen Huang emphasized that while AI compute demand continues to outpace supply, cybersecurity is poised to become the next major growth area for AI. He highlighted how AI-driven automated programming accelerates vulnerability di
2026-08-27
finance.yahoo.com
2026-08-27
2026-08-27
stocktwits.com
2026-08-27
2026-08-04
www.benzinga.com
2026-08-04
2026-07-25
finance.yahoo.com
2026-07-25
On July 24, 2026, NVIDIA CEO Jensen Huang and Palantir Technologies co-signed an open letter advocating for open-weight AI models, urging policymakers to avoid restrictive regulations that could hinder their development and use. This move underscores both companies' strategic positioning in the AI l
2026-07-18
www.foreignpolicyjournal.com
2026-07-18
2026-07-18
finance.yahoo.com
2026-07-18
2026-07-07
finance.yahoo.com
2026-07-07
Palantir Technologies Inc. (PLTR) has partnered with NVIDIA Corp. (NVDA) to deliver secure AI services to U.S. government agencies, allies, and global enterprises. The collaboration addresses concerns over intellectual property protection in frontier AI models, particularly among warfighters and pri
2026-07-06
news.google.com
2026-07-06
2026-07-05
news.google.com
2026-07-05
2026-07-02
news.google.com
2026-07-02
2026-06-30
finance.yahoo.com
2026-06-30
On June 29, 2026, Palantir (PLTR) stock surged following a strategic partnership announcement with NVIDIA (NVDA) to deploy open AI models within classified and air-gapped U.S. government systems. The collaboration integrates NVIDIA’s Blackwell Ultra GPU architecture and Nemotron open-source models w
2026-06-30
news.google.com
2026-06-30
2026-06-30
news.google.com
2026-06-30
2026-06-29
seekingalpha.com
2026-06-29
2026-05-12
www.foreignpolicyjournal.com
2026-05-12