Semiconductor News & Analysis Feed
20 articles
2026-09-10
blogs.nvidia.com
2026-09-10
2026-09-08
www.barchart.com
2026-09-08
2026-09-02
www.digitimes.com
2026-09-02
2026-09-01
stocktwits.com
2026-09-01
2026-09-01
finance.yahoo.com
2026-09-01
NVIDIA and MediaTek have expanded their partnership, aiming to advance NVIDIA's rack-scale AI strategy by enabling MediaTek to develop custom XPUs that integrate with NVIDIA's AI systems using the NVLink Fusion platform. This collaboration allows NVIDIA to extend its dominance in AI infrastructure w
2026-09-01
2026-08-30
www.servethehome.com
2026-08-30
Cisco has expanded its Secure AI Factory with NVIDIA to include rack-scale systems from Supermicro, aiming to accelerate AI infrastructure deployment. This collaboration integrates Cisco's networking, validation services, and management platforms with Supermicro's liquid-cooled and air-cooled rack s
2026-08-27
blogs.cisco.com
2026-08-27
2026-08-26
siliconangle.com
2026-08-26
2026-08-26
siliconangle.com
2026-08-26
2026-08-25
siliconangle.com
2026-08-25
The artificial intelligence infrastructure market is entering a new phase, shifting from merely acquiring GPUs to building complete AI factories capable of generating tokens reliably and at scale. This evolution marks a critical transition from hardware procurement to system-level integration and op
2026-08-25
siliconangle.com
2026-08-25
Cisco and NVIDIA have extended their 'Secure AI Factory' solution into the rack-scale era, delivering enhanced full-stack operational capabilities for enterprises. This advancement supports high-performance AI workloads such as reasoning, agentic AI, and trillion-parameter training, leveraging NVIDI
2026-08-25
newsroom.cisco.com
2026-08-25
2026-08-25
www.prnewswire.com
2026-08-25
2026-08-25
www.servethehome.com
2026-08-25
2026-08-18
tomshardware.com
2026-08-18
AMD claims its 2026 rack-scale AI solution is four times more energy efficient than its 2024 platform, a key component of its 20x2030 initiative aiming to improve efficiency by 20 times by 2030. Rather than focusing solely on CPU or accelerator performance, AMD emphasizes system-level co-design, inc
2026-07-24
2026-07-24
www.forbes.com
2026-07-24
2026-07-20
tomshardware.com
2026-07-20
As AI models grow increasingly complex, demand for high-performance computing resources has reached unprecedented levels. In response, Microsoft and AMD have announced a partnership to deploy AMD's Helios rack-scale AI accelerator at scale on Azure. The system, built around next-generation Instinct
2026-06-03
finance.yahoo.com
2026-06-03