SemiPulse — Semiconductor Intelligence

Anthropic has signed a deal with SpaceX to access the latter's massive data center, which has over 220,000 Nvidia GPUs and 300 megawatts of computing power.

SpaceX Anthropic Nvidia GPU AI Compute Supercomputer Rental Artificial Intelligence Data Center Compute Power Sharing

After a $16 billion Stargate AI data center was built despite being voted down, Michigan towns rush to block new buildouts

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tomshardware.com 2026-05-07 Luke James

Backlash now covers county resolutions, bipartisan state legislation, and a regional water authority refusing to serve proposed facilities.

AI data center data center development Michigan Stargate project OpenAI Oracle electricity consumption local opposition

Should Corning–NVIDIA U.S. Fiber Partnership Reshaping AI Data Centers Require Action From NVIDIA (NVDA) Investors? - 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 7,478.89 +33.17 +0.45% Dow 30 50,621.86 +336.20 +0.67% Nasdaq 26,366.79 +73.69 +0.28% Russell 2000 2,864.74 +21.29 +0.75% VIX 16

NVIDIA Corning Fiber Optics AI Data Centers Semiconductor Industry Investment Analysis Technology Stocks Data Transmission

Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration - digitimes

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www.digitimes.com 2026-05-07 digitimes

Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh City People's Committee and cited byThe Investorand VN Economy,...The article requires paid subscription.Subscribe Now

Intel data center chips Vietnam manufacturing chip packaging EMIB semiconductor manufacturing supply chain relocation semiconductor industry

Marvell’s AI Data Center Ambitions Grow With Nvidia, Alphabet And Polariton - simplywall.st

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simplywall.st 2026-05-07 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:MRVL Marvell’s AI Data Center Ambitions Grow With Nvidia, Alphabet And Polariton May 07, 2026 Simply Wall St Reviewed by Bailey Pemberton Nvidia agreed to invest $2 billion in Marvell Technology (NasdaqGS:MRVL) and deepen collaboration around custom AI chips. Marvell is in tal

AI Data Center Semiconductor Chips NVIDIA Investment Marvell Technology Optical Technology AI Chip Data Processing Technology Investment

News | Race to build AI data centers prompts Nvidia, Corning to partner on fiber optics - CoStar

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www.costar.com 2026-05-07 CoStar

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AI data centers Fiber optics Semiconductor industry NVIDIA partnership Corning Inc Data center construction Optical modules Semiconductor equipment

Micron begins shipping its 245TB Micron 6600 ION SSD - Data Center Dynamics

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www.datacenterdynamics.com 2026-05-06 Data Center Dynamics

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AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture

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tomshardware.com 2026-05-06 Anton Shilov

AMD plans to expand its portfolio of CPUs for data centers that will be targeted at different workloads.

AMD EPYC CPU architecture Zen 7 Artificial Intelligence Data Center Server Chip Semiconductor Industry

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand

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tomshardware.com 2026-05-06 Anton Shilov

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

AMD Data Center CPU EPYC processors AI infrastructure Instinct accelerators Server market Artificial Intelligence Semiconductor industry

Data Center Chip Market Size to Reach USD 18.8 Billion by 2034 | With a 5.00% CAGR - openPR.com

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www.openpr.com 2026-05-06 openPR.com

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