SemiPulse — Semiconductor Intelligence

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July

Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

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digitimes.com 2026-05-10

As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major constraint.

Amazon CEO Andy Jassy Has Good News and Bad News for Nvidia Investors - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Few companies have benefited more from the artificial intelligence megatrend thanNvidia(NVDA1.38%). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It's built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.AndAmazon(AMZN+0.21%)is one of its largest

Artificial Intelligence NVIDIA Cloud Computing AWS GPU Semiconductor Data Center AI Accelerator

Amazon CEO Andy Jassy Has Good News and Bad News for Nvidia Investors - The Globe and Mail

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www.theglobeandmail.com 2026-05-10 The Globe and Mail

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Iren Stock Jumps After Multi-Year Nvidia Deal and AI Cloud Plans - News and Statistics - IndexBox

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www.indexbox.io 2026-05-10 IndexBox

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Daiwa Just Upgraded Qualcomm Stock. Can a Data Center Pivot Justify the 80% Rally? - TIKR.com

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www.tikr.com 2026-05-10 TIKR.com

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Jensen Huang Just Made a Major Announcement. Here's What It Means for Nvidia Investors. - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Over the past few years,Nvidia(NVDA1.38%)has gone from a mid-tier tech company to the world's most valuable public company, with a market cap of over $5.1 trillion as of May 7. It has the artificial intelligence (AI) boom to thank, but you could make the strong case that the AI boom wouldn't have happened without Nvidia.Nvidia isn't just stopping at its highly sought-after GPUs, either. Its CEO,Je

NVIDIA Quantum Computing Artificial Intelligence GPU AI Chips Semiconductor Industry Technology Investment Jensen Huang

Jensen Huang Just Made a Major Announcement. Here's What It Means for Nvidia Investors. - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill

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tomshardware.com 2026-05-09 Bruno Ferreira

Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill. The company announced it will be cutting 1,100 jobs and has increased its usage of AI sixfold over the past few months.

Cloud Computing Artificial Intelligence Layoffs Technology Stocks AI Data Processing Corporate Transformation Employee Benefits Financial Performance