Semiconductor News & Analysis Feed
41 articles
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems
Renato Neves, CFA
June 29, 2026 1 min read
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This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NASDAQ:NVDA) to deploy Nemotron open
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
Trefis Team
June 29, 2026 5 min read
MU
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NVDA
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Image by u_8t3emw1yia from Pixabay
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.
The AI infrastru
2026-06-29
www.trefis.com
2026-06-29
Trefis
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
June 29th, 2026 · by Trefis Team
NVDAYTD+5.0%
SPYYTD+10.5%
QQQYTD+17.8%
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Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn’t.
The AI infrastructure buildout has been one of the most aggressive capital deployment cycles in tech histo
2026-06-23
www.musicbusinessworldwide.com
2026-06-23
Music Business Worldwide
NVIDIA HIT WITH US COPYRIGHT SUIT CLAIMING IT TRAINED AI MODELS ON WINAMP SUBSIDIARY JAMENDO’S MUSIC WITHOUT PERMISSION
19
SHARES
JUNE 23, 2026
BY MANDY DALUGDUG
Photo credit: gguy / Shutterstock.com
Jamendo, the music licensing platform owned by Belgium-headquartered Winamp Group, has filed a lawsuit in the United States against tech giant Nvidia. Jamendo accuses the chipmaker of using copyrig
2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
A Chinese AI lab is allegedly catching up with Anthropic.
2026-06-19
techxplore.com
2026-06-19
Tech Xplore
__fail__
2026-06-17
www.scmp.com
2026-06-17
South China Morning Post
Artificial intelligence
TechTech Trends
Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips
A growing number of Chinese AI labs are experimenting with shifting earlier model training phases onto domestic chips
3-MIN READ
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Make SCMP preferred on Google
Xinmei Shen
Published: 2:30pm, 17 Jun 2026
Chinese artificial intelligence models have become increasingly co
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-13
news.google.com
2026-06-13
Fierce Healthcare
2026-06-12
news.google.com
2026-06-12
HealthExec
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-12
news.google.com
2026-06-12
Semiconductor Engineering
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)
Fiona Craig
Thu, June 11, 2026 at 5:36 AM PDT 2 min read
ABRI.PVT
NVDA
+0.82%
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nvidia screen NEW SIZE ©Shutterstock
Nvidia (NASDAQ:NVDA) has entered into a partnership with Abridge to develop a specialised artificial intelligence model tailored for healthcare use cases, acc
2026-06-11
news.google.com
2026-06-11
Investing.com
2026-06-11
www.indexbox.io
2026-06-11
IndexBox
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