Semiconductor News & Analysis Feed
20 articles
2026-08-12
finance.yahoo.com
2026-08-12
NVIDIA, as a key supplier of accelerated computing platforms for AI, is facing unprecedented growth opportunities and risks. Elon Musk's plan to scale SpaceX data centers to 10 gigawatts by 2027, exclusively using NVIDIA hardware, could generate up to $300 billion in new orders. If realized, this 'm
2026-08-12
247wallst.com
2026-08-12
At $218.10, NVIDIA trades in a range where risk and reward are closely balanced. As the designer of the accelerated computing platform powering most frontier AI models, NVIDIA dominates the data center segment, with clients including Meta, OpenAI, Google Cloud, Microsoft, Oracle, and others. The com
2026-08-11
www.datacenterdynamics.com
2026-08-11
2026-08-11
seekingalpha.com
2026-08-11
2026-08-11
stocktwits.com
2026-08-11
2026-08-11
finance.yahoo.com
2026-08-11
Following a partnership with major Wall Street firms to launch a $500 billion financing venture for AI infrastructure, NVIDIA CEO Jensen Huang positioned the company's AI chips and hardware as 'investable assets.' Although NVIDIA stock dropped nearly 3% on the day the deal was announced, it rebounde
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
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news.google.com
2026-08-10
2026-08-10
tomshardware.com
2026-08-10
Recent data reveals that local politicians in the U.S. are increasingly opposing new data center developments, with over 500 bans enacted nationwide by July. These restrictions are not limited to Republican-controlled areas, as Democratic-led states are also enacting similar measures. The primary dr
2026-08-10
news.google.com
2026-08-10
2026-08-10
tomshardware.com
2026-08-10
According to *The Telegraph*, sea drones used by the UK’s Royal Navy, specifically the K3 Scout models, contain components that may have been secretly transmitting data to China. These drones were procured by defense contractor Kraken Technology Group, which sourced cameras from a third party that p
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
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2026-08-09
tomshardware.com
2026-08-09
According to a report by The New York Times on August 8, Amazon is constructing a new natural gas power plant in Pecos County, Texas, to supply electricity for its newly built AI data center. The facility, capable of generating up to 7.65 gigawatts, is projected to emit 33 million tons of CO₂ annual
2026-08-09
tomshardware.com
2026-08-09
The city council of Emporia, Kansas, moved its meetings online and canceled public comment periods after receiving death threats, citing public safety concerns. The decision follows a controversial arrest of a teacher who clapped in support of the opposition during a previous meeting. The meetings w