Semiconductor News & Analysis Feed

2 articles
2026-08-27
news.google.com 2026-08-27
NVIDIA's AI-driven surge has significantly boosted its data center revenue, highlighting the strain on global data center infrastructure. The company reported $89 billion in data center revenue, up 117% year-over-year, driven by strong demand from hyperscalers and emerging AI-native enterprises. AWS
2026-08-27
tomshardware.com 2026-08-27
Nvidia reported record-breaking results for its second fiscal quarter of 2027, with GAAP revenue reaching $96.2 billion, up 106% year-over-year. The surge was driven by strong demand for its AI hardware, particularly in data centers, where sales hit $88.3 billion, up 114% YoY. Nvidia also committed