SemiPulse — Semiconductor Intelligence

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.

Baidu says AI is now the majority of its business

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digitimes.com 2026-05-19

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

This Nvidia-Backed Artificial Intelligence (AI) Infrastructure Company Is Solving a Key Problem. It Could Easily Become a Multibagger Stock in the Next 3 Years - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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New Mexico SIC Commits $400M to Power, Digital Infrastructure - connectmoney.com

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www.connectmoney.com 2026-05-19 connectmoney.com

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Micron: Why The Crash May Be Coming (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-19 Seeking Alpha

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Navitas to Showcase Breakthrough GaN and SiC Based Solutions for AI Data Center, Energy and Grid Infrastructure, and Industrial Electrification at PCIM 2026 - Yahoo Finance

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finance.yahoo.com 2026-05-18 Yahoo Finance

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New Pressure Builds On Nvidia As Cerebras Redefines AI Chip Design - NDTV

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www.ndtv.com 2026-05-18 NDTV

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NVIDIA (NVDA) vs. Cerebras (CBRS): A Growing Competition in AI C - GuruFocus

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www.gurufocus.com 2026-05-18 GuruFocus

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ARK Invest boosts Cerebras stake with $46.4M buy, trims TSMC - MSN

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www.msn.com 2026-05-18 MSN

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Prosperity Dielectrics sees AI server power customers chasing MLCC supply

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digitimes.com 2026-05-18

Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.

Nvidia vs Cerebras: AI Chip Stock Battle After Cerebras' Record IPO - News and Statistics - IndexBox

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www.indexbox.io 2026-05-18 IndexBox

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Nvidia vs. Cerebras: Better AI Stock to Buy Now - AOL.com

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www.aol.com 2026-05-18 AOL.com

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Nvidia vs. Cerebras: Better AI Stock to Buy Now - Yahoo Finance

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finance.yahoo.com 2026-05-18 Yahoo Finance

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Nvidia vs. Cerebras: Better AI Stock to Buy Now - The Motley Fool

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www.fool.com 2026-05-18 The Motley Fool

Nvidia(NVDA4.39%)has been the "go-to" artificial intelligence (AI) stock since the start of this technology revolution. Why? Because the company offers the most powerful chips that fuel the most essential of AI operations, such as training models and guiding them through their work. Other chip designers -- market giants such asAdvanced Micro DevicesandIntel-- also are benefiting from the AI boom,

AI chips NVIDIA Cerebras AI investment Semiconductor industry Chip design Market leadership IPO

Weekend Round-Up: Nvidia's China Chip Sales, Cerebras' Market Debut, Musk Vs OpenAI And More - Benzinga

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www.benzinga.com 2026-05-17 Benzinga

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Cerebras Systems IPO Raises $5.5 Billion in One of the Largest Semiconductor Offerings - News and Statistics - IndexBox

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www.indexbox.io 2026-05-17 IndexBox

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How can an employee strike at Samsung Electronics crash global AI chip market in 18 days? | Disagreement is over bonus payments by Samsung | Inshorts - Inshorts

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inshorts.com 2026-05-17 Inshorts

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