Semiconductor News & Analysis Feed
7144 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest Winner
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 3:21 AM PDT 3 min read
NVDA
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Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
HOUSTON, June 22, 2026 (GLOBE NEWSWIRE) --
Fervo Energy
(Nasdaq: FRVO), the global pioneer of next-generation geothermal energy, NVIDIA, and Pacific Northwest National Laboratory (PNNL) today announced an agreement to develop a next-generation digital twin platform for Enhanced Geothermal Systems (EGS) technology, known as EGS-Twin.
EGS-Twin is designed to deliver real-time insight into subsurfa
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
www.citybiz.co
2026-06-22
citybiz
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Former Nvidia Leaders’ EverGreen Backs AI Startups Linked to Chipmaker
JUNE 22, 2026
A community of former Nvidia employees has launched EverGreen, a platform for mentoring a
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Nvidia claims AI’s water challenge is largely solved with new cooling tech
The chipmaker says its next-gen liquid cooling systems achieve 300x water efficiency, but experts aren't ready to declare victory
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Jun. 22, 2026
Nvidia is making a sweeping claim: the water problem plaguing AI data centers is basically handled. A top executive at the company says its
2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
news.google.com
2026-06-22
Yahoo Tech
2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
16,480 Shares in NVIDIA Corporation $NVDA Purchased by S Harris Financial Group LLC
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
S Harris Financial Group LLC opened a new position in NVIDIA in Q4, buying 16,480 shares valued at about $3.07 million. NVIDIA now makes up roughly 2.9% of the firm’s portfolio.
Wall Street remains broadly bullish on NVIDIA, with analy
2026-06-22
www.techpowerup.com
2026-06-22
TechPowerUp
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2026-06-22
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2026-06-22
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2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Baidu pushes for full-stack AI capabilities as Nvidia chip access expands
China's search giant is building its own chips, models, and cloud infrastructure while simultaneously gaining access to restri
2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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NVIDIA CORP (NASDAQ:NVDA) Balances Low Yield with Stellar Dividend Growth and Financial Strength
By Mill Chart – Last update: Jun 22, 2026
Quotes Stocks Mentioned
Article Mentions:
NVDA
(208.65 ▼ -0.97%)
The approach behind a "Best Dividend" screen is not simply to hunt for the highest possible yield. Instead, it seeks a balance: companies that demonstrate a st
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-22
www.trefis.com
2026-06-22
Trefis
Texas Instruments vs NVIDIA: Which Stock Could Rally?
June 22nd, 2026 by Trefis Team
-23.68%
Downside
332
Market
254
Trefis
TXN
Texas Instruments
Texas Instruments surged 6.9% during the past day. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives y
2026-06-22
devops.com
2026-06-22
DevOps.com
NVIDIA Research Bets on Code, Not Tool Calls, to Fix AI Spatial Reasoning
BY: TOM SMITH ON JUNE 22, 2026
NVIDIA Research has released SpatialClaw, an open-source framework that rethinks how AI agents handle one of the hardest problems in computer vision: Determining where things are in physical space. The project, published by NVIDIA’s research labs and hosted on GitHub under the NVlabs account,
2026-06-22
www.gamingonlinux.com
2026-06-22
GamingOnLinux
The open source NVIDIA Vulkan driver (NVK) now has experimental DLSS support
22 Jun 2026 at 7:22 am UTC
By Liam Squires-Hand
1 comments
The open source community-made NVIDIA Vulkan driver (NVK) for Linux now has experimental support for DLSS.
Something that has been in progress for a while, started off by Valve contractor Autumn with a Mesa merge request that was sent back in October 2025. That