Semiconductor News & Analysis Feed
140 articles
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA Blackwell GPUs continue to see massive optimizations, leading to a 5x drop in token cost in DeepSeek v4 AI models.
"Cost Per Token" is the fundamental metric for AI TCO, as NVIDIA highlighted this a few months back, and now, the company is delivering the lowest-ever token cost in DeepSeek v4.
Today, NVIDIA announced that its full-stack inference software has brought further optimizations
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost
Baseten, Cognition, Deep Infra, Digital Ocean, Hippocratic AI, Together AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem.
June 30, 2026 by Amr Elmeleegy
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As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specific
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost
Baseten, Cognition, Deep Infra, Digital Ocean, Hippocratic AI, Together AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem.
June 30, 2026 by Amr Elmeleegy
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As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specific
2026-06-30
news.crunchbase.com
2026-06-30
Crunchbase News
news.crunchbase.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
PLTR
+2.51%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a
2026-06-29
channellife.co.uk
2026-06-29
ChannelLife UK
VIRTUALISATION
DATA PROTECTION
DC
SUSE & Openchip back European RISC-V software stack
Mon, 29th Jun 2026
SEAN MITCHELL
Publisher
SUSE and Openchip have signed a memorandum of understanding to develop a European RISC-V hardware and open source software stack, centred on software support for processors designed in Europe.
The work will focus on tuning SUSE Linux and Kubernetes products for Openchi
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity.
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2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Software/NasdaqGM:FIVN
Micron Stock Has Investors Looking At 3 AI Software Names
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock
2026-06-25
www.hpcwire.com
2026-06-25
HPCwire
www.hpcwire.com
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2026-06-24
wtvbam.com
2026-06-24
WTVB
By Anhata Rooprai
June 24 (Reuters) – Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips without having to write code for each processor.
Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia’s AI dominance by tying millions of develop
2026-06-24
www.constellationr.com
2026-06-24
Constellation Research
Qualcomm acquires Modular to add open software chops
PUBLISHED JUNE 24, 2026
Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio.
The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that
2026-06-24
www.cnbc.com
2026-06-24
CNBC
Qualcomm
on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out.
The deal will better position Qualcomm in the inference market and help companies run AI more efficiently.
“We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g
2026-06-24
qz.com
2026-06-24
qz.com
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2026-06-24
www.wsj.com
2026-06-24
WSJ
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2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
thequantuminsider.com
2026-06-24
The Quantum Insider
PRESS RELEASE — The Eclipse Qrisp developer community has integrated Eclipse Qrisp – the open-source framework for quantum programming initiated by Fraunhofer FOKUS – with the NVIDIA CUDA-Q platform for hybrid quantum-classical computing. The integration will be made publicly available later this year.
The integration enables a straightforward workflow: developers write quantum programmes in Qris
2026-06-24
www.bloomberg.com
2026-06-24
Bloomberg
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2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
tech.yahoo.com
2026-06-22
Yahoo Tech
TechAI
Nvidia debuts AI humanoid software
Axios
Nathan Bomey
Add us on Google
UpdatedMon, June 22, 2026 at 11:24 PM GMT+8
Humanoid robots are on display at the booth of Nvidia during the 4th Supply Chain Expo in China on Monday. Photo: Johannes Neudecker/picture alliance via Getty Images
Nvidia's vision for humanoid robots is becoming increasingly clear as the AI giant rolls out what it calls a "