SemiPulse — Semiconductor Intelligence

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

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digitimes.com 2026-05-23

Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

OpenAI smartphone leaked: ChatGPT cell phone with 2nm chip and AI agents to be released in 2027 - Basic Tutorials

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basic-tutorials.com 2026-05-21 Basic Tutorials

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NVIDIA-Verified Agent Skills Provide Capability Governance for AI Agents | NVIDIA Technical Blog - NVIDIA Developer

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developer.nvidia.com 2026-05-20 NVIDIA Developer

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Mastering Agentic Techniques: AI Agent Evaluation - NVIDIA Developer

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developer.nvidia.com 2026-05-20 NVIDIA Developer

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TSMC SVP: better AI days lie ahead, remember the keyword 'COUPE'

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digitimes.com 2026-05-14

Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far faster than anticipated and is reshaping the industry from generative AI and AI agents to inference computing.

Hermes Unlocks Self-Improving AI Agents, Powered by NVIDIA RTX PCs and DGX Spark - NVIDIA Blog

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blogs.nvidia.com 2026-05-13 NVIDIA Blog

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Hermes Unlocks Self-Improving AI Agents, Powered by NVIDIA RTX PCs and DGX Spark - NVIDIA Blog

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blogs.nvidia.com 2026-05-13 NVIDIA Blog

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How to Build In-Vehicle AI Agents with NVIDIA: From Cloud to Car - Gasgoo

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autonews.gasgoo.com 2026-05-13 Gasgoo

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China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

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digitimes.com 2026-05-13

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

Shaping the Future of Secure AI Agents: How SAP and NVIDIA Are Co-Defining Enterprise-Grade Agent Execution - SAP News Center

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news.google.com 2026-05-12 SAP News Center

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Qualcomm CEO Cristiano Amon says 2026 is the year AI agents go mainstream—and the smartphone's and the smartphone's reign as your primary device is ending - Fortune

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fortune.com 2026-05-11 Fortune

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ServiceNow And NVIDIA Project Arc Puts AI Agents At Center Stage - Yahoo Finance

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finance.yahoo.com 2026-05-07 Yahoo Finance

Skip to navigation Skip to main content Skip to right column Yahoo Finance Yahoo Finance Search query News Finance Sports More Mail Sign in My Portfolio News Markets Research Community Personal Finance Videos Watch Now AlphaSpace Network Try AlphaSpace US Markets S&P 500 7,480.19 +34.47 +0.46% Dow 30 50,604.84 +319.18 +0.63% Nasdaq 26,379.11 +86.01 +0.33% Russell 2000 2,867.74 +24.29 +0.85% VIX 16

AI Agents Cloud Computing Artificial Intelligence NVIDIA ServiceNow Enterprise Services Digital Transformation Automation

ServiceNow and NVIDIA are launching an autonomous AI agent that lives on your work desktop - qz.com

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qz.com 2026-05-06 qz.com

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Using AI To Monitor Dashboards In Chips And Systems

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semiengineering.com 2026-05-06 Ed Sperling

AI agents can be used to identify potential issues during operation and react before it...

AI monitoring Chip design System-level design Thermal management Power optimization Data visualization Dashboard technology Semiconductor manufacturing

NVIDIA And ServiceNow Push Enterprise AI Agents With Project Arc - simplywall.st

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