Semiconductor News & Analysis Feed
20 articles
2026-09-22
tomshardware.com
2026-09-22
2026-09-16
2026-09-16
news.google.com
2026-09-16
2026-09-07
www.ecoustics.com
2026-09-07
2026-09-04
thequantuminsider.com
2026-09-04
2026-08-30
www.theglobeandmail.com
2026-08-30
NVIDIA's Q2 2027 earnings reveal a significant shift in demand dynamics, with its AI chip sales growing faster from a new class of customers—AI-native enterprises, sovereign governments, and specialist clouds—than from traditional hyperscalers like Microsoft, Amazon, and Google. While these cloud gi
2026-08-30
www.fool.com
2026-08-30
NVIDIA's Q2 2027 earnings report highlights strong growth in its data center business, with revenue reaching $89 billion, up 117% year-over-year. While hyperscale customers like AWS, Azure, and GCP remain key buyers, their growth rate has slowed. A more significant shift is occurring in the AI Cloud
2026-08-25
www.nature.com
2026-08-25
2026-08-25
2026-08-24
nvidianews.nvidia.com
2026-08-24
NVIDIA's Groq 3 LPX processor has entered full production, delivering world-class computing speed for agentic AI applications. This represents a significant breakthrough in AI computing, particularly for complex agent-based AI tasks. The product's advanced chip architecture significantly enhances AI
2026-08-24
news.google.com
2026-08-24
2026-08-24
2026-08-20
www.infrastructureinvestor.com
2026-08-20
2026-08-18
news.google.com
2026-08-18
2026-08-18
eetimes.com
2026-08-18
NVIDIA is positioning itself at the center of hybrid quantum-classical computing by emphasizing the role of classical computing infrastructure in the emerging quantum landscape. At the Barcelona Supercomputing Center, its GPU-powered supercomputer MareNostrum 5 is connected to multiple quantum syste
2026-08-17
www.infrastructureinvestor.com
2026-08-17
2026-08-17
scienceblog.com
2026-08-17
In December 2025, startup Starcloud achieved a milestone by training the first large language model in orbit using an NVIDIA H100 GPU — the same high-performance chip used in terrestrial AI data centers. The experiment took place aboard the Starcloud-1 satellite, launched on 2 November 2025 aboard S
2026-08-15
www.barchart.com
2026-08-15
NVIDIA is leading a wave of artificial intelligence (AI) investment, with CEO Jensen Huang asserting that AI computing has evolved into an 'investable asset class.' This move positions NVIDIA beyond being just a chipmaker, as it builds a financial ecosystem around AI infrastructure. The company is p
2026-08-13
www.datacenterfrontier.com
2026-08-13
2026-08-13
blogs.nvidia.com
2026-08-13
NVIDIA has unveiled significant enhancements to its GeForce NOW cloud gaming platform, focusing on improving support for Linux and Chromebooks. The native Linux app has officially exited beta, incorporating months of community feedback to enhance performance, stability, and user experience, while ma