Semiconductor News & Analysis Feed
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2026-06-11
www.cdomagazine.tech
2026-06-11
CDO Magazine
CDO AI Forum – Chicago – Westin Chicago River North – June 22, 2026 Join top AI and Data leaders in Chicago to explore the strategies, governance, and innovations driving enterprise performance. Connect, learn, and gai...
The State of AI Reliability: Why Trust Is Becoming the Biggest Barrier to Scaling AI AI adoption is accelerating across the enterprise, but reliability is lagging. In a new rese
2026-06-10
hothardware.com
2026-06-10
HotHardware
Apple Taps NVIDIA Blackwell GPUs In Google Cloud To Power Next-Gen Siri AI
by Aaron Leong — Wednesday, June 10, 2026, 10:48 AM EDT
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Apple has formed a powerful tech triumvirate by partnering with Google and NVIDIA to supercharge its next-generation AI ecosystem. Announced at this year's Worldwide Developers Conference (WWDC), the partnership integrates NVIDIA Blackwell B200 hardware in
2026-06-10
www.engineering.com
2026-06-10
Engineering.com
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2026-06-10
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2026-06-10
Stocktwits
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nebius And NVIDIA Lab Links AI Cloud Growth To Robotics Demand
Simply Wall St
Tue, June 9, 2026 at 8:15 PM PDT 3 min read
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Nebius Group (NasdaqGS:NBIS) has launched the Physical AI Living
2026-06-10
blogs.nvidia.com
2026-06-10
NVIDIA Blog
NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute
NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC.
June 9, 2026 by Avinash Ahuja
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NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute (PCC), as it expands beyond Apple’s data centers to Google Cloud.
Unveiled during
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
news.google.com
2026-06-10
CIO Dive
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
www.cnbc.com
2026-06-09
CNBC
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2026-06-09
www.computerweekly.com
2026-06-09
Computer Weekly
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NEWS
SKT teams up with Nvidia on gigawatt-scale AI cloud
The Korean telco continues its push to become a global AI powerhouse, leveraging Nvidia’s DSX architecture to build an AI factory for sovereign workloads and token generation
By
Aaron Tan, Informa TechTarget
Published: 09 Jun 2026 3:19
South Korean telecoms giant SK Telecom (
2026-06-09
www.lightreading.com
2026-06-09
Light Reading
Nvidia CEO Jensen Huang clinches AI deals with SK Group, Naver and LG Group in Seoul, following a series of partnerships announced in Taipei last week.
Another week, another slew of Nvidia AI deals with Asian partners.
Last week Nvidia boss Jensen Huang unveiled a series of partnerships on a visit to Taipei, including with SKT on physical AI.
Now he's in Seoul announcing multiple deals with Kor
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-08
www.fierce-network.com
2026-06-08
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NEWSWIRE
SK Telecom plans to use Nvidia's DSX platform for its AI Cloud
By Fierce Network Newsroom Jun 8, 2026 9:41am
SK Telecom Nvidia artificial intelligence (AI) data centers
SK Telecom plans to build a gigawatt-scale AI Cloud
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Nvidia, SK Telecom plan gigawatt-scale AI cloud in South Korea
Jun 08, 2026, 4:44 AM ETNVIDIA Corporation (NVDA) Stock, SKM Stock, HXSCL StockNHNCF, LGEIYBy: Ravikash Bakolia, SA News Editor
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Nvidia (NVDA) said SK Telecom (SKM) plans to build a gigawatt-scale AI Cloud in South Korea using the U.S. company's DSX platform, with the first AI factory plann
2026-06-08
www.eenewseurope.com
2026-06-08
eeNews Europe
SK Telecom is teaming up with NVIDIA to build a gigawatt-scale AI cloud infrastructure in South Korea, marking one of the country’s biggest AI infrastructure projects to date. SK Telecom plans to bring the first AI factory based on NVIDIA’s DSX platform online in 2027 to support growing demand for sovereign AI, robotics and industrial AI applications.
2026-06-08
nebius.com
2026-06-08
Nebius
London, June 8, 2026 — Nebius (Nasdaq: NBIS), the AI cloud company, today announced it is investing approximately £1.7 billion to build out capacity in the UK with three new deployments of NVIDIA infrastructure, as the company continues to expand its commercial and AI R&D hub in London.
Nebius launched its first UK deployment of NVIDIA Blackwell Ultra infrastructure in November 2025. The three ne
2026-06-08
news.google.com
2026-06-08
Business Wire