Semiconductor News & Analysis Feed
56 articles
2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
2026-07-05
news.google.com
2026-07-05
Insider Monkey
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
2026-06-30
www.telecomtv.com
2026-06-30
telecomtv.com
DIGITAL PLATFORMS AND SERVICES
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives
Via Firmus
Jun 30, 2026
Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.
The NVIDIA and Firmus partnership provides a new pathway that unlocks access f
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Data center builder says the 350-megawatt campus will be in Batam
Firmus says it will use Nvidia chips for its Indonesian data center and sell Nvidia-powered cloud services to "AI-native" customers. (Source photos by Getty and Ken Kobayashi)
SYDNEY -- Australian data center builder Firmus will partner with chip giant Nvidia to build a 350-megawatt "AI factory" in Indonesia to provide cloud compu
2026-06-28
aimagazine.com
2026-06-28
AI Magazine
Dell revealed the Dell PowerEdge XE8812 server, which joins the Dell AI Factory with NVIDIA portfolio.
Dell positions the system as designed specifically for organisations handling the most intensive high performance computing (HPC) and AI workloads, equipped with NVIDIA Vera Rubin NVL4 architecture.
With capacity for up to 144 GPUs per rack, the XE8812 could represent what Dell describes as "a
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
June 28, 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
28 June 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became an NVIDIA AI Factory Specialized Partner, which
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-23
www.rutlandherald.com
2026-06-23
Rutland Herald
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Penguin Solutions Becomes an NVIDIA AI Factory Specialize
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
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The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
Business Wire
Mon, 22 June 2026 at 6:00 am GMT-7 6 min read
DELL
+3.44%
NVDA
-2.89%
Dell PowerEdge XE8812
New Dell PowerEdge server brings next-generation density and efficiency to t
2026-06-22
news.google.com
2026-06-22
Business Wire
2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
www.hpcwire.com
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Privacy
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is developing and operating a data-sharing platform with semiconductor materials, components and equipment suppliers, according to a report by South Korea's ETNews, which cited industry sources.
2026-06-17
www.eenewseurope.com
2026-06-17
eeNews Europe
Hewlett Packard Enterprise (HPE) has unveiled a major expansion of its AI portfolio aimed at helping enterprises move agentic AI from experimentation into full-scale production. Announced at HPE Discover 2026 in Las Vegas, the new offerings enhance the HPE AI Factory with NVIDIA and introduce new capabilities focused on security, governance, scalability, and AI sovereignty.
2026-06-17
www.investing.com
2026-06-17
Investing.com
www.investing.com
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2026-06-15
www.designworldonline.com
2026-06-15
Design World
www.designworldonline.com
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2026-06-15
ca.finance.yahoo.com
2026-06-15
Yahoo! Finance Canada
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 p.m. PDT 2 min read
NVDA
+0.16%
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exceptional growth, while NVIDIA continues to carry
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 PM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exception