SemiPulse — Semiconductor Intelligence

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI...The article requires paid subscription.Subscribe Now

Artificial Intelligence Data Center Semiconductor NVIDIA AI Chip Infrastructure Investment IREN Clean Energy

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion - digitimes

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www.digitimes.com 2026-05-11 digitimes

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI...The article requires paid subscription.Subscribe Now

India semiconductor policy Mini LED technology Micro LED technology AI infrastructure Semiconductor manufacturing Display technology Tata Electronics Yotta Data Services

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

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digitimes.com 2026-05-11

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

0.92

digitimes.com 2026-05-11

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a

Phison targets AI storage and edge computing growth through Phison 3.0 strategy

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digitimes.com 2026-05-11

Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market would push average selling prices higher and sustain tight supply conditions into the second half of the year. He said the company is accelerating a strategic shift into AI storage infrastructure and edge AI computi

CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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Nvidia Drives AI Factory Buildouts and Infrastructure - Let's Data Science

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letsdatascience.com 2026-05-11 Let's Data Science

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Why NVIDIA (NVDA) Is Up 8.4% After New AI Infrastructure Alliances With IREN and Corning – And What's Next - simplywall.st

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simplywall.st 2026-05-10 simplywall.st

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AI data centers face increasing complaints about inaudible but 'felt' infrasound

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tomshardware.com 2026-05-10 Jowi Morales

Residents living near data centers are raising concerns about noise pollution, as these massive sites operate 24/7 and generate low-frequency sounds that disturb the neighborhood's peace.

AI data centers Infrasound Noise pollution Data center construction Community opposition Energy infrastructure Environmental impact Health effects

Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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A Look At Corning (GLW) Valuation After The NVIDIA AI Infrastructure Partnership And Share Price Surge - simplywall.st

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simplywall.st 2026-05-10 simplywall.st

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AI demand fills Vanguard's Singapore fab ahead of schedule

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digitimes.com 2026-05-10

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July

Assessing Nvidia (NVDA) Valuation After New AI Infrastructure Deals With Corning And IREN - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

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AI Infrastructure Frenzy: Micron Soars 10% as HBM Shortage Fuels Data Center Supercycle - Moomoo

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www.moomoo.com 2026-05-08 Moomoo

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AI Infrastructure Frenzy: Micron Soars 15% as HBM Shortage Fuels Data Center Supercycle - Moomoo

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www.moomoo.com 2026-05-08 Moomoo

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