Semiconductor News & Analysis Feed
108 articles
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial intelligence (AI). At the time, Nvidia (
NVDA
+0.38%
) had a first-mover advantage in the GPU landscape. As a result, the company's revenue skyrocketed to record levels seemingly overnig
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
www.kitguru.net
2026-06-25
KitGuru
Nvidia “Blackwell-Next” GPUs mentioned in Linux kernel patch
João Silva 12 hours ago Graphics
A new Linux kernel patch for the NVGrace-GPU VFIO driver has revealed references to Nvidia's upcoming “Blackwell-Next” graphics architecture.
Spotted by Phoronix (via VideoCardz), this change adds a readiness check for the supposed new architecture via CXL (Compute Express Link) DVSEC-based (Designated
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.tweaktown.com
2026-06-24
TweakTown
Valve is working with NVIDIA to make GeForce GPUs compatible with SteamOS
Valve is reportedly building a dedicated team to bring NVIDIA GeForce support to SteamOS, but full compatibility is likely still a year or more away.
VIEW GALLERY - 4
Hassam Nasir
Tech Reporter
Published Jun 23, 2026 3:10 PM CDT
3-minute read time
TL;DR: Valve is collaborating closely with NVIDIA to develop full GeForce GP
2026-06-23
siliconangle.com
2026-06-23
SiliconANGLE
Realizing value from AI investment has become the ultimate prize for most enterprises today. This requires the ability of data and compute to work together, a key mission for the partnership between Nvidia Corp. and DataDirect Networks Inc.
Both companies have been collaborating on solutions that facilitate consumption of AI across an organization, with a focus on optimizing the use of GPUs insid
2026-06-23
www.theverge.com
2026-06-23
The Verge
GAMING
NEWS
PC GAMING
Valve confirms it’s working with Intel and Nvidia on SteamOS for more GPUs
Some people have already gotten SteamOS running on Intel.
by
Jay Peters
Jun 23, 2026, 9:00 PM GMT+8
0
0
Comments
If you buy something from a Verge link, Vox Media may earn a commission. See our ethics statement.
A YouTuber got SteamOS running on an MSI Claw 8 AI Plus like this one. Photo by Sean H
2026-06-23
www.networkworld.com
2026-06-23
Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout.
Credit: AntonKhrupinArt / Shutterstock
Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans.
The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
2026-06-23
tomshardware.com
2026-06-23
Hassam Nasir
If you own an RX 7000 series GPU, you can update your graphics driver today and enjoy native FSR 4.1 in over 300 games thanks to INT8 fallback.
2026-06-22
www.datacenterdynamics.com
2026-06-22
Data Center Dynamics
A new GPU-as-a-Service provider has launched in the US.
Dubbed Mantle DC, the company launched its offering last week, announcing it had 144 Blackwell GPUs "live and ready" on LinkedIn.
– Mantle DC via LinkedIn
According to the company, its offering has been in the works for just five months.
"In January, we assembled the engineering team. In February, we finalized the data center design. In M
2026-06-22
www.weex.com
2026-06-22
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2026-06-22
tomshardware.com
2026-06-22
The Editors of Tom's Hardware
Find the very best PC hardware deals during Amazon Prime Day.
2026-06-22
www.tweaktown.com
2026-06-22
TweakTown
NVIDIA's AI agents taught robots to install GPUs into motherboards without any human help
Three AI coding agents, including Claude Code and Codex, trained on real hardware, achieving 99% success on tasks like GPU installation and pin sorting.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 21, 2026 11:08 PM CDT
2-minute read time
TL;DR: NVIDIA's ENPIRE framework enables AI coding agent
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-21
tomshardware.com
2026-06-21
Luke James
NVK, the community-built open-source Vulkan driver for Nvidia GPUs in Mesa, has gained experimental DLSS support.
2026-06-21
www.bgr.com
2026-06-21
bgr.com
Technology
Computers
China's Own Graphics Cards Simply Can't Compete With New Nvidia GPUs In Tests
By Aaron Greenbaum June 21, 2026 7:47 am EST
RSplaneta/Shutterstock
Nvidia may be widely considered the king of the GPU industry, but some customers may prefer to seek alternatives. Nvidia's flagship RTX 5090 is amazing, but surely there must be a cheaper option out there? Well, China has tried to
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
AMD vs. NVDA: Which Artificial Intelligence (AI) Semiconductor Stock Dominates the Next Phase of CPUs, GPUs, and Robotics?
Adria Cimino, The Motley Fool
Fri, June 19, 2026 at 1:22 AM PDT 5 min read
NVDA
-0.97%
AMD
+2.65%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) both are winning in this artificial intelligence (AI) revolution. The
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Nvidia (
NVDA
1.13%
) and Advanced Micro Devices (
AMD
+2.58%
) both are winning in this artificial intelligence (AI) revolution. These companies each make the graphics processing units (GPUs) needed to power the most crucial of AI tasks, such as the training of models. And this has translated into spectacular earnings growth and stock performance.
For example, in the latest quarter, Nvidia and A
2026-06-19
aws.amazon.com
2026-06-19
Amazon Web Services
Announcing Amazon EC2 G7 instances accelerated by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs
by Daniel Abib on 18 JUN 2026 in Amazon EC2, Compute, Launch, News Permalink Comments Share
Today, we’re announcing the general availability of Amazon Elastic Compute Cloud (Amazon EC2) G7 instances, delivering high performance GPU acceleration for AI inference, graphics, and data analytics workl
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
NVIDIA launches ACE Game Agent SDK Beta for in-game AI companions that run on RTX GPUs
NVIDIA unveils the ACE Game Agent SDK Beta At Unreal Fest 2026, enabling developers to add AI companions to games running on GeForce RTX GPUs.
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Kosta Andreadis
Senior Editor
Published Jun 18, 2026 1:29 AM CDT
1 minute & 30 seconds read time
TL;DR: NVIDIA has released the Beta of its ACE Game Ag