Semiconductor News & Analysis Feed
239 articles
2026-06-04
www.cloudmagazin.com
2026-06-04
Cloudmagazin
RATGEBER
**Reducing GPU Costs for AI Inference: FP8, FP4, and vLLM**
3 Juni 2026
8 min read
Training costs for a model are one-time, but inference costs accrue every day. That’s where the math is shifting: with native FP4 Tensor Cores on NVIDIA Blackwell and a serving layer like vLLM that leverages these formats, GPU hours and latency can be significantly reduced-without retraining the model. Fo
2026-06-04
www.prnewswire.com
2026-06-04
PR Newswire
GMI Cloud Supports the Next Era of AI Factories with NVIDIA Vera Rubin
NEWS PROVIDED BY
GMI Cloud
Jun 03, 2026, 14:01 ET
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TAIPEI , June 3, 2026 /PRNewswire/ -- NVIDIA GTC -- GMI Cloud, an AI-native cloud infrastructure company purpose-built for production AI, today announced its support for the next era of agentic AI factories following the momentum of NVIDIA Vera Rubin
2026-06-04
news.google.com
2026-06-04
Demócrata
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.ynetnews.com
2026-06-03
Ynetnews
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Intel tries to loosen Nvidia’s AI grip with chips that keep computing off the public cloud
At Computex 2026, Intel unveiled an ambitious AI chip offensive spanning PCs, robotics and edge devices, promoting local AI ov
2026-06-03
www.upi.com
2026-06-03
upi.com
June 2 (Asia Today) -- Naver Cloud is moving to expand its presence in the global artificial intelligence infrastructure market through a deeper partnership with Nvidia.
The company aims to combine its HyperCLOVA X large-scale AI model and sovereign AI capabilities with Nvidia's AI infrastructure platform to become a key player in the era of AI factories.
Industry officials said Tuesday that Nav
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Partners With Microsoft on Unified Stack for Agentic AI Deployment, From Windows Devices to Cloud to Local
At Microsoft Build, the companies showcased how developers can build, run and scale agentic and physical AI across Windows devices, Azure cloud and local deployments through a unified accelerated computing stack.
June 2, 2026 by Dave Salvator
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The agentic AI moment has arrive
2026-06-02
www.pymnts.com
2026-06-02
PYMNTS.com
Nvidia and Microsoft Bet the PC Can Beat the Cloud
BY PYMNTS | JUNE 1, 2026
|
For years, enterprise artificial intelligence has lived in the cloud.
Employees typed prompts into browser windows, queries traveled to data centers and responses came back. That model suited hyperscalers. It suited corporate IT and security teams less.
Nvidia and Microsoft moved to change that at GTC Tapei, un
2026-06-01
tomshardware.com
2026-06-01
Luke James
A University of Toronto experiment showing that photons can spend a negative amount of time inside a cloud of atoms has been published in Physical Review Letters.
2026-06-01
blogs.nvidia.com
2026-06-01
NVIDIA Blog
NVIDIA AI Cloud Ecosystem Expands Worldwide to Meet Global AI Compute Demand
Fast-growing ecosystem helps enterprises, startups, nations, AI labs and developers scale agentic AI applications.
May 31, 2026 by Dion Harris
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The NVIDIA AI Cloud ecosystem is accelerating the global buildout of AI factory infrastructure. Partners are expanding capacity to meet growing demand from enterprises,
2026-06-01
news.google.com
2026-06-01
IndexBox
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
__fail__
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Iren (
IREN
0.87%
) has rallied by more than 45% year to date, and its recently announced deal with Nvidia (
NVDA
1.00%
) added to the momentum. The GPU leader will support Iren in deploying AI chips for up to 5 gigawatts of its data centers. That sets the stage for substantial revenue growth for Iren.
Image source: Getty Images.
The terms of the deal
Iren was already a heavy buyer of Nvidia's
2026-05-30
virtualizationreview.com
2026-05-30
Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable.
The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
At its recent I/O conference, Alphabet (
GOOGL
+0.34%
) (
GOOG
+0.36%
) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone.
While in its early stages, this new company could impact Nvidia's (
NVDA
+0.80%
) AI hardware business and
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.