Semiconductor News & Analysis Feed

Investor Larry Goldberg believes that the partnership between SpaceX and NVIDIA may extend far beyond conventional chip procurement, signaling a deep integration in AI infrastructure. Following SpaceX's August 4 earnings call, CEO Elon Musk stated that the company will exclusively adopt NVIDIA's Ver

Amkor Technology reported strong Q2 2026 results with revenue of $1.90 billion and net income of $173.75 million, while issuing Q3 guidance and refraining from share repurchases. The company also announced a multi-year partnership with NVIDIA to co-develop advanced AI packaging technologies and expa

Following a major security incident at Hugging Face, NVIDIA has launched the Open Secure AI Alliance, a coalition of industry leaders including Microsoft and IBM, to promote open-source AI tools for enhancing AI system security and auditability. The initiative emerged in response to the Hugging Face

Equinix has expanded its strategic alliance with Cisco and NVIDIA to accelerate the transition of artificial intelligence from pilot projects to full-scale production deployment. This partnership integrates Cisco's secure AI Factory architecture with NVIDIA's computational capabilities to create mor

Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to develop AI-focused data center solutions, including an 800-volt DC power architecture and a production-grade digital twin designed to model and optimize AI infrastructure, often referred to as 'AI factories.' These developme