Semiconductor News & Analysis Feed
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
voice.lapaas.com
2026-06-02
Lapaas Voice
HomeUncategorizedMicrosoft Unveils Surface Laptop Ultra With NVIDIA Blackwell RTX GPU
MICROSOFT UNVEILS SURFACE LAPTOP ULTRA WITH NVIDIA BLACKWELL RTX GPU
UNCATEGORIZED
PUBLISHED ON
JUNE 2, 2026
BY
ROHAN
Unveiled at the Computex trade show in Taipei, Microsoft has officially announced the Surface Laptop Ultra—its most powerful Surface device ever built.
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2026-06-02
www.bloomberg.com
2026-06-02
Bloomberg.com
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-02
newsroom.arm.com
2026-06-02
Arm Newsroom
For decades, PCs were designed around people using applications. Agentic AI changes that model as apps become more autonomous, with users prompting their agents to observe, reason, plan, and act across workflows.
This evolution is creating demand for two broad classes of AI-enabled computing:
Nothing demonstrates this transformation more powerfully than the new Arm-based NVIDIA RTX Spark.
Arm i
2026-06-02
www.investing.com
2026-06-02
Investing.com
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2026-06-02
www.benzinga.com
2026-06-02
Benzinga
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2026-06-02
press.asus.com
2026-06-02
ASUS Pressroom
● Accelerating token generation: ASUS delivers rack-scale AI infrastructure and deployment capabilities designed to reduce time to first token
● Strengthening context memory: High-performance storage and data architectures optimized for scalable AI inference and more
● Enabling enterprise AI adoption: Integrated multi-turn and agentic AI workflows supporting secure operation
2026-06-02
blogs.nvidia.com
2026-06-02
NVIDIA Blog
NVIDIA Jetson Brings Agentic AI to the Physical World
With NVIDIA JetPack 7.2 and NVIDIA NemoClaw support, Jetson is agentic-ready, giving developers a production-grade stack to deliver next-level intelligence to robotics, inspection and industrial automation.
June 1, 2026 by Chen Su
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Agentic AI is getting physical.
At COMPUTEX on Tuesday, NVIDIA announced NVIDIA JetPack 7.2 and NVIDIA
2026-06-02
developer.nvidia.com
2026-06-02
NVIDIA Developer
As AI agents move from the digital world to the physical environment, they can readily use NVIDIA Jetson to accelerate real-world deployment with optimized memory and performance.
NVIDIA JetPack 7.2 directly supports one-command deployment of NVIDIA NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. It introduces NVIDIA agent skills for Jetson—Jetson device-side
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
kfgo.com
2026-06-02
The Mighty 790 KFGO
By Wen-Yee Lee and Max A. Cherney
TAIPEI, June 2 (Reuters) – Nvidia CEO Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth in central processing units (CPUs) and graphics processing units (GPUs) as it rides an AI boom.
The company, considered a barometer for the AI market’s health as its semiconductors are used in virtually every major data center in the wo
2026-06-02
news.google.com
2026-06-02
Business Wire
2026-06-02
developer.nvidia.com
2026-06-02
NVIDIA Developer
As AI agents move from the digital world to the physical environment, they can readily use NVIDIA Jetson to accelerate real-world deployment with optimized memory and performance.
NVIDIA JetPack 7.2 directly supports one-command deployment of NVIDIA NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. It introduces NVIDIA agent skills for Jetson—Jetson device-side
2026-06-02
www.reuters.com
2026-06-02
Reuters
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
The next-generation technology is already generating significant interest from customers.
*Stock prices used were the afternoon prices of May 25, 2026. The video was published on May 27, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may
2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
Nvidia's AI expansion into PC chips fueled market gains, with NVDA up over 6% and impacting competitors and PC manufacturers. Software stocks continued to rally, and HPE surged post-earnings. Crude oil prices rose due to geopolitical tensions, while US manufacturing data pressured gold and silver. Nvidia announced new AI models and PC processors, partnering with Microsoft. Alphabet plans an $80 bi
2026-06-02
www.nvidia.com
2026-06-02
NVIDIA
Visit your regional NVIDIA website for local content, pricing, and where to buy partners specific to your country.
Build AI factories optimized for lowest cost tokens per megawatt
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Architecture for data centers that transform data into intelligence
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Leading plat
2026-06-02
en.bloomingbit.io
2026-06-02
bloomingbit
SK, Nvidia Deepen Alliance in Taiwan as Huang Cites Close HBM Cooperation
Published 5:11 PM Jun 1, 2026
Source
Korea Economic Daily
Summary
About STAT AI
SK Group said it discussed strengthening a long-term partnership with Nvidia in AI infrastructure and AI memory through a series of meetings.
SK hynix said it congratulated Nvidia on reaching a $1 trillion market capitalization, reflected on th