Semiconductor News & Analysis Feed
17 articles
2026-07-27
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2026-07-27
2026-07-27
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2026-07-27
2026-07-21
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2026-07-21
2026-07-20
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2026-07-20
2026-07-16
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2026-07-16
2026-06-18
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2026-06-18
HPE has unveiled new innovations to help enterprises transition into agentic enterprises and deploy AI into production with enhanced security, governance, and control. The integration with NVIDIA introduces tools such as the NVIDIA Agent Toolkit, Nemotron open models, NemoClaw, and OpenShell, formin
2026-06-17
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2026-06-17
Equinix, a global digital infrastructure company, has expanded its collaboration with Cisco and NVIDIA to accelerate enterprise AI adoption. The partnership enables customers to deploy the Cisco Secure AI Factory with NVIDIA across Equinix's global network of high-performance data centers, offering
2026-06-16
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2026-06-16
QumulusAI has secured over $124 million in long-term customer subscriptions with Hyperbolic and another leading AI inference platform for NVIDIA Blackwell GPU deployments. The agreements support a total of 1,280 NVIDIA Blackwell GPUs and include nearly $21.9 million in upfront commitments. These dep
2026-06-15
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2026-06-15
NVIDIA, together with KKR, the Kuwait Investment Authority (KIA), and Vistra, has launched Helix Digital Infrastructure, a new entity designed to deliver integrated and scalable AI infrastructure solutions for hyperscalers. As AI demands grow, the complexity of building data centers, power systems,
2026-06-11
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2026-06-11
According to new research from Omdia, global semiconductor revenue reached $31.9 billion in Q1 2026, surging 27% quarter-over-quarter, marking the highest growth since Omdia began tracking the market in 2002. The surge was primarily driven by a sharp rise in memory revenue, with DRAM and NAND flash
2026-06-11
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2026-06-11
SDG&E, Qualcomm Technologies, and the University of California San Diego’s Scripps Institution of Oceanography have launched Edge Alert Sentinel (EAS), an innovative initiative leveraging edge AI to enhance wildfire and extreme weather response. By integrating environmental sensors, edge computing,
2026-06-08
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2026-06-08
NVIDIA and SK hynix have announced a multiyear technology partnership aimed at advancing next-generation memory for global AI factory expansion. Beyond supply, the collaboration integrates AI into chip design and manufacturing processes, leveraging NVIDIA's CUDA-X libraries and PhysicsNeMo framework
2026-05-26
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2026-05-26
Stellantis and Qualcomm have expanded their multi-year collaboration to power next-generation vehicles with Qualcomm’s Snapdragon® Digital Chassis™ system-on-chips (SoCs). The integration with Stellantis’ STLA Brain platform enhances cockpit, connectivity, and ADAS capabilities, aiming to accelerate
2026-05-26
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2026-05-26
Dell Technologies, in collaboration with NVIDIA, has launched Dell Deskside Agentic AI, a new offering within the Dell AI Factory with NVIDIA ecosystem. This solution enables enterprises to deploy and scale agentic AI workflows locally, overcoming the limitations of cloud-only approaches such as cos
2026-05-08
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2026-05-08
2026-05-08
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2026-05-08
2026-05-07
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2026-05-07