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NVIDIA dominates the AI chip and software landscape driving the artificial intelligence boom, while Meta is challenging this dominance by opening models and building custom hardware to reduce reliance on NVIDIA. This escalating rivalry could fundamentally reshape industry economics, with each compan

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Did Nvidia’s Jensen Huang just make the AI buildout too big to fail? - SiliconANGLE

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siliconangle.com 2026-08-15

NVIDIA CEO Jensen Huang has announced partnerships with major financial institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create a financing platform mobilizing over $500 billion for AI infrastructure. This move signifies NVIDIA's evolution beyond a chip sup

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Interview: Acrab CEO Ken Phua on building agentic AI silicon in Singapore

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digitimes.com 2026-08-15

Applied Materials delivers earnings above estimates, but Wall Street isn’t impressed - SiliconANGLE

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siliconangle.com 2026-08-14

Applied Materials delivered better-than-expected earnings and revenue in its third quarter, with revenue rising 25% year-over-year to $9.12 billion and adjusted earnings per share reaching $3.50, surpassing the consensus estimate of $3.40. The company also issued strong guidance for the current quar

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US to impose floor prices and tariffs for polysilicon and derivatives - cen.acs.org

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cen.acs.org 2026-08-13

Silicon Carbide Companies Expand Wafer Capacity and Vertical Integration as SiC Discrete Devices Reach USD 2.5 Billion - Yahoo Finance

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finance.yahoo.com 2026-08-12

The global silicon carbide (SiC) market is experiencing rapid growth driven by increasing demand for electric vehicles, fast-charging infrastructure, and renewable energy systems. According to a report from Research and Markets, the SiC market was valued at $5.6 billion in 2025 and is projected to r

Silicon Carbide Semiconductor Materials Electric Vehicles Fast Charging Renewable Energy Smart Grid Power Devices Wafer Capacity

Nvidia’s great silicon showdown - The Economist

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www.economist.com 2026-08-12

NVIDIA faces an unprecedented silicon chip competition that extends beyond its AI leadership position to encompass the entire semiconductor industry's future trajectory. As the core engine of AI computing, NVIDIA's GPU products dominate data center and cloud computing markets, but rising competitors

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