Semiconductor News & Analysis Feed
20 articles
2026-08-17
www.datacenterdynamics.com
2026-08-17
2026-08-15
news.google.com
2026-08-15
2026-08-15
datacenters.economictimes.indiatimes.com
2026-08-15
As artificial intelligence continues to advance rapidly, the demand for high-efficiency power devices in data centers is growing significantly, with gallium nitride (GaN) technology expanding beyond traditional charger applications into broader markets. The National Data Centers Summit 2026, themed
2026-08-11
seekingalpha.com
2026-08-11
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-07-30
hackaday.com
2026-07-30
This article explores the application of older datacenter GPUs, such as NVIDIA Tesla V100s, in desktop-level local inference tasks. Despite being released in 2017, these cards retain sufficient memory bandwidth to support modern large language models (LLMs), including Gemma 4 26B and Qwen3 35B. By b
2026-07-30
www.theregister.com
2026-07-30
2026-07-16
cryptobriefing.com
2026-07-16
2026-07-11
www.thestreet.com
2026-07-11
2026-07-07
newsletter.semianalysis.com
2026-07-07
This article analyzes the growing demand for capital in the AI industry, particularly the rise of debt financing to fund AI infrastructure. As hyperscalers like Google, Amazon, Meta, and Microsoft shift toward debt financing to support their AI initiatives, NVIDIA is stepping in to backstop GPU rent
2026-07-03
www.theregister.com
2026-07-03
NVIDIA has introduced a novel datacenter financing model aimed at helping emerging AI cloud providers secure funding more easily. The scheme operates on a 'double-dipping' principle, where NVIDIA earns revenue both from hardware sales and a share of the operational income generated by supported clou
2026-06-21
wccftech.com
2026-06-21
As NVIDIA's next-generation AI chip Vera Rubin enters the data center space, the unprecedented compute power it delivers comes with a steep price tag. According to Foxconn Chairman Young Liu, the cost of building a gigawatt-level data center based on Vera Rubin could reach up to $47 billion per giga
2026-06-16
wccftech.com
2026-06-16
As datacenter power demands surge beyond current grid capabilities, major players like NVIDIA and Google are accelerating the adoption of next-generation 800V DC infrastructure to meet escalating energy needs. This shift toward High-Voltage Direct Current (HVDC) systems is driven by the necessity to
2026-06-13
simplywall.st
2026-06-13
Coherent's recent $2.0 billion investment with NVIDIA focuses on next-generation optical and photonics technologies for AI datacenters, reinforcing its strategic position in the rapidly expanding AI infrastructure market. Simultaneously, the company is navigating geopolitical and supply chain pressu
2026-06-11
blog.adafruit.com
2026-06-11
This technological development demonstrates the continuous breakthroughs in computing performance within the semiconductor industry, particularly the penetration of data center-level GPU technology into the consumer market. By introducing high-performance computing chips originally designed for data
2026-06-04
www.theregister.com
2026-06-04
Following NVIDIA's shelving of its Rubin CPX accelerator, Intel unveiled its next-generation datacenter GPU, codenamed Crescent Island, at COMPUTEX 2026. Unlike most high-end GPUs that use socketed designs, Crescent Island ships in a PCIe form factor and employs LPDDR5x memory—commonly found in high
2026-06-03
www.nextplatform.com
2026-06-03
NVIDIA is expanding its dominance in the AI datacenter space by introducing the DSX OS software platform, extending control from individual servers to entire facilities and even power grids. This platform integrates hardware and software across multiple levels, from GPU accelerators to high-level ma
2026-05-30
tomshardware.com
2026-05-30
Entrepreneur Kevin O'Leary has claimed that Chinese propaganda is behind the growing anti-datacenter sentiment in the U.S., alleging that hundreds of millions of dollars are being spent to undermine American dominance in AI. His assertions, first made in a Fox News interview and later amplified on s
2026-05-30
virtualizationreview.com
2026-05-30
As artificial intelligence continues to advance, cloud providers are facing a dual challenge: they must invest heavily in infrastructure to meet rising AI demand, while also offering enterprise customers granular cost controls for AI workloads. This has led to a new phase in cloud AI, where provider