Semiconductor News & Analysis Feed

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

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

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