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EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-21
FII challenges Broadcom and Nvidia as CPO race shifts to system integration
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digitimes.com 2026-05-21
As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.
2026-05-21
Nvidia almost doubles its data center revenue as it powers to another solid earnings beat - SiliconANGLE
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siliconangle.com 2026-05-21 SiliconANGLE
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2026-05-21
Record Data Center Demand Lifts Nvidia Up, With AI Spending To Reach $4 Trillion This Decade - inc.com
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www.inc.com 2026-05-21 inc.com
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2026-05-21
Nvidia CEO Jensen Huang on building data centers in space - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
Nvidia in charts: Data center revenue soars 92% to record $75B - MSN
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www.msn.com 2026-05-21 MSN
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2026-05-21
Nvidia reports record data center revenue, stock dips in extended trading - MSN
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www.msn.com 2026-05-21 MSN
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2026-05-21
Nvidia posts record quarterly revenue of $81.6bn as company splits reporting framework into data center and Edge computing segments - Data Center Dynamics
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www.datacenterdynamics.com 2026-05-21 Data Center Dynamics
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2026-05-21
Nvidia delivers another record quarter driven by data center growth - Proactive financial news
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www.proactiveinvestors.com 2026-05-21 Proactive financial news
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2026-05-21
NVIDIA reported Q1 revenue and EPS above expectations, with a gross margin of 75% and record-high data center revenue. - 富途牛牛
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news.futunn.com 2026-05-21 富途牛牛
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2026-05-21
Nvidia reports record data center revenue, stock dips in extended trading - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-20
Qualcomm Tenstorrent Interest Puts AI Data Center Ambitions In Focus - Yahoo Finance
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finance.yahoo.com 2026-05-20 Yahoo Finance
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2026-05-20
Silicon carbide power pact targets AI data centers, renewables - Stock Titan
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www.stocktitan.net 2026-05-20 Stock Titan
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2026-05-20
Nvidia Earnings On The Horizon — Will Jensen Huang Say 'Meta' Or 'Data Center'? Crypto Prediction Markets - Benzinga
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www.benzinga.com 2026-05-20 Benzinga
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2026-05-20
South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan
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digitimes.com 2026-05-20
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
2026-05-20
Space-Station Tech Pivots to Cool AI Data Centers
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eetimes.com 2026-05-20 Alan Patterson
Space-station cooling technologies are adapted to reduce overheating and throttling risks in AI data centers.
AI data centersLiquid coolingThermal managementSemiconductor coolingCarbon nanotubesSpace station technologyGPU thermal dissipationData center energy consumption
2026-05-20
Why Taiwan Semiconductor (TSM) Sits at the Center of AI Data Center Chip Demand - Yahoo Finance
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finance.yahoo.com 2026-05-20 Yahoo Finance
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2026-05-20
How Nvidia (NVDA) Is Building CPUs for the Agentic AI Data Center - Yahoo Finance
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finance.yahoo.com 2026-05-20 Yahoo Finance
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2026-05-19
ADI to Acquire IVR Tech to Join Data Center’s Power Gold Rush
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eetimes.com 2026-05-19
Empower Semiconductor’s integrated voltage regulators (IVRs) can be placed directly inside an AI processor package.
Analog DevicesPower Management ICData CenterAI ChipsPower SemiconductorsIntegrated Voltage RegulatorMerger & AcquisitionSemiconductor Acquisition
2026-05-19
SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
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digitimes.com 2026-05-19
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.
2026-05-19
Nvidia Q1 Preview: Data Center Backlash (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-19 Seeking Alpha
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