Semiconductor News & Analysis Feed
20 articles
2026-08-30
pulse2.com
2026-08-30
Blue Owl Capital has led a $2.4 billion financing deal to support IREN’s expansion of its AI cloud infrastructure powered by NVIDIA Blackwell Ultra GPUs. The funding, structured as a $1.2 billion senior secured term loan and $1.2 billion senior secured notes, will be used to procure air-cooled NVIDI
2026-08-30
simplywall.st
2026-08-30
With central banks signaling that interest rates may remain elevated to combat persistent inflation, investors are under increased pressure, especially on overvalued stocks. Cash flow and valuation have become more critical as borrowing costs rise. Simply Wall St's article highlights three stocks th
2026-08-29
www.bloomberg.com
2026-08-29
2026-08-28
finance.yahoo.com
2026-08-28
2026-08-28
2026-08-28
finance.yahoo.com
2026-08-28
2026-08-28
www.hpcwire.com
2026-08-28
2026-08-27
www.detroitnews.com
2026-08-27
2026-08-27
wtvbam.com
2026-08-27
On August 27, U.S. stock indexes opened higher, with the Nasdaq leading the gains, driven by a strong performance forecast from chip giant NVIDIA, which helped ease investor concerns about the AI sector. NVIDIA’s robust outlook significantly boosted the technology sector, lifting the broader market
2026-08-27
news.google.com
2026-08-27
2026-08-27
www.forbes.com
2026-08-27
2026-08-27
news.google.com
2026-08-27
2026-08-27
www.crossroadstoday.com
2026-08-27
NVIDIA delivered a strong earnings report, with revenue doubling year-over-year to $96.2 billion, driven by a 117% surge in data center sales to $89 billion. While these figures were impressive, it was the CFO's forecast of a 70% fiscal 2028 income growth—exceeding analysts’ expectations of 45%—that
2026-08-26
www.ynetnews.com
2026-08-26
2026-08-26
www.ad-hoc-news.de
2026-08-26
2026-08-26
www.digitimes.com
2026-08-26
2026-08-26
2026-08-26
2026-08-25
www.engineering.com
2026-08-25
2026-08-25
tomshardware.com
2026-08-25
SpaceXAI plans to deploy NVIDIA's standalone Vera CPU in its data centers and future Starmind satellites to support Grok's agentic workloads. This move marks NVIDIA's expansion into space computing and edge AI applications. The Vera chip features 88 custom Olympus cores and up to 1.2 TB/s memory ban