Semiconductor News & Analysis Feed
239 articles
2026-07-07
www.investing.com
2026-07-07
Investing.com
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2026-07-07
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2026-07-07
Seeking Alpha
2026-07-06
digitimes.com
2026-07-06
Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods.
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-06
news.google.com
2026-07-06
thelec.net
2026-07-05
news.google.com
2026-07-05
Bitget
2026-07-05
news.google.com
2026-07-05
GuruFocus
2026-07-04
news.google.com
2026-07-04
Tech Times
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
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2026-07-03
blockspace.media
2026-07-03
Blockspace Media
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
Nvidia is supporting neocloud customers in purchasing its AI chips.
The chip designer is acting as a financial backstop for companies in exchange for a share in their revenue.
– Sebastian Moss
The backstop sees Nvidia agreeing to rent back unused GPUs at a fixed rate. Firmus and Sharon AI are among the first companies to have adopted the offer.
Firmus is deploying 170,000 GPUs in Batam, Indone
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
NVDA
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Quick Read
Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
www.investors.com
2026-07-02
Investor's Business Daily
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.theinformation.com
2026-07-02
The Information
How Small Firms Use Claude to Quit Salesforce
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