Semiconductor News & Analysis Feed
20 articles
2026-08-26
seekingalpha.com
2026-08-26
2026-08-26
finance.yahoo.com
2026-08-26
2026-08-25
www.sdxcentral.com
2026-08-25
2026-08-07
news.google.com
2026-08-07
2026-08-05
tomshardware.com
2026-08-05
The U.S. Federal Communications Commission (FCC) is considering a ban on Chinese-made optical transceivers, critical components in data centers for converting electrical to optical signals. This move reflects broader U.S. efforts to secure supply chains amid growing concerns over data security and p
2026-07-23
finance.yahoo.com
2026-07-23
2026-07-23
2026-07-22
www.networkworld.com
2026-07-22
NVIDIA has unveiled its next-generation Spectrum-X Ethernet networking platform, designed to support the next wave of 'gigascale' AI factories that connect millions of GPUs while reducing power consumption and operational costs. This platform is part of NVIDIA's broader Rubin architecture, integrati
2026-07-22
www.sdxcentral.com
2026-07-22
2026-07-20
www.odaily.news
2026-07-20
2026-07-17
siliconangle.com
2026-07-17
2026-07-17
siliconangle.com
2026-07-17
2026-07-15
ca.finance.yahoo.com
2026-07-15
2026-07-15
uk.finance.yahoo.com
2026-07-15
2026-07-10
2026-07-09
2026-06-22
www.sdxcentral.com
2026-06-22
NVIDIA has led a $190 million funding round in Upscale AI, a startup developing AI-focused networking switch silicon. This brings Upscale’s total funding to $500 million and its valuation to $2 billion. The company, founded in 2025 by executives with extensive experience in networking and semiconduc
2026-06-20
finance.yahoo.com
2026-06-20
As the artificial intelligence (AI) industry expands rapidly, the demand for high-performance computing and data transmission is increasing, yet optical networking — a critical component of AI infrastructure — is often overlooked. This article highlights how optical networking plays a vital role in
2026-06-20
www.fool.com
2026-06-20
While NVIDIA dominates the AI market as the leading producer of data center GPUs, the rapid growth of AI is also driving strong demand for optical networking technologies. This article focuses on Coherent, a photonics company backed by NVIDIA, which is emerging as a key player in AI infrastructure.
2026-06-18
blogs.cisco.com
2026-06-18
On June 18, 2026, Cisco published an article on its official blog highlighting breakthrough developments in secure AI networking in collaboration with NVIDIA. As AI evolves from experimental to large-scale deployment, organizations are demanding unprecedented network bandwidth, power, and security c