Semiconductor News & Analysis Feed
7532 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
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Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
stocktwits.com
2026-07-02
Stocktwits
stocktwits.com
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Less than 1 min read
NVDA
+0.05%
NVIDIA unveils GPU monetization: takes a share of revenue from cloud deployments using its chips and offers financing/backstops for GPU purchases, targeting cloud customers and deployments.
1
NVIDIA’s Nemo
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
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KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
Nvidia’s official careers website shows a Seoul-based opening for a Simulation Engineer, Industrial Physics and Robotics. Job-listing information embedded in the page shows the posting was dated June 30. (Screenshot from Nvidia Careers)
Nearly a month after Jensen Huang said Nvidia had begun hiring for a Korea R&D center, the company’s latest local job postings suggest the US chipmaker is buildin
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
www.theinformation.com
2026-07-02
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-07-02
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
siliconangle.com
2026-07-02
SiliconANGLE
Physical security company Verkada Inc. has taken an investment from Nvidia Corp. and signed a technical partnership with the chipmaker, the two said today, in a deal meant to speed up the artificial intelligence running across Verkada’s 2.4 million connected devices.
The size of the investment was not disclosed but comes seven months after Verkada raised funding at a $5.8 billion valuation in a r
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around