Semiconductor News & Analysis Feed
7630 articles
2026-06-29
technode.global
2026-06-29
TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia.
In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
www.record-eagle.com
2026-06-29
Traverse City Record-Eagle
AP
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
By CHAN HO-HIM - AP Business Writer Jun 29, 2026
1 of 4
A worker stands near
2026-06-29
www.tdtnews.com
2026-06-29
Temple Daily Telegram
__fail__
2026-06-29
kdhnews.com
2026-06-29
The Killeen Daily Herald
__fail__
2026-06-29
www.ottumwacourier.com
2026-06-29
Ottumwa Courier
__fail__
2026-06-29
apnews.com
2026-06-29
AP News
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
Visitors pass near the Huawei booth during the MWC26 in Shanghai, China on June 24, 2026. (Chinatopix via AP)
Visitors pass near the Atlas 950 SuperPod on display at the Huawei booth during the MWC26 in Shanghai, China on June 24, 2026. (Chinatopix
2026-06-29
www.independent.co.uk
2026-06-29
The Independent
News
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
Chan Ho-Him
Monday 29 June 2026 05:39 BST
Copy link
Bookmark
Bookmark popover
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
1 / 4
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
CHAN HO-HIM
June 28, 2026 6 min read
HONG KONG (AP) — In the race between
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs
Adam Spatacco, The Motley Fool
June 28, 2026 4 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
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 in
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Data center builder says the 350-megawatt campus will be in Batam
Firmus says it will use Nvidia chips for its Indonesian data center and sell Nvidia-powered cloud services to "AI-native" customers. (Source photos by Getty and Ken Kobayashi)
SYDNEY -- Australian data center builder Firmus will partner with chip giant Nvidia to build a 350-megawatt "AI factory" in Indonesia to provide cloud compu
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
NVIDIA (NVDA) closed at $192.76, exhibiting technical oversold conditions with an RSI of 31.82 and positive divergence. While record fiscal Q1 earnings showed 85% YoY growth, the stock faces pressure from declining B200 rental rates, China-related revenue risks, and executive selling. The technical setup suggests a potential relief rally, with an entry above $196 targeting $205.70, provided it hol
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
2026-06-29
eu.36kr.com
2026-06-29
36Kr
NVIDIA has quietly dominated this type of chip
半导体行业观察
2026-06-29 10:27
NVIDIA has ranked first in the data center Ethernet switch market share, with its network business achieving high growth
When it comes to NVIDIA, we often think of their GPUs. Indeed, with its leading CUDA and hardware, NVIDIA's GPUs have become the top choice in the AI market. Through the acquisition of Groq's intellectual p
2026-06-29
english.cw.com.tw
2026-06-29
天下雜誌
english.cw.com.tw
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a17376ad985c82f3
Performance and Security by Cloudflare
Privacy
2026-06-29
carnewschina.com
2026-06-29
CarNewsChina.com
EV
BYD Seal tests new driving tech to counter Nvidia dominance
3 min to read
Jun 29, 2026 3:27 AM CEST
Adrian Leung
0
BYD saves 588 USD per EV utilizing third party automated software. Credit: BYD
Understand China EV’s Market
Real-time notifications when critical EV data is released
All important data in one place
2,000,000+ data points
Become a member
BYD Seal electric sedans have begun undergoi
2026-06-29
www.newsday.com
2026-06-29
Newsday
BUSINESS
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. Credit: AP/Ng Han Guan
By The Associated Press
June 29, 2026 12:42 am
SHARE
HONG KONG — In the race between the U.S. and China to develop artificial intelligence, the battle ove