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2026-05-21
Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN
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digitimes.com 2026-05-21
Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.
2026-05-21
Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
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digitimes.com 2026-05-21
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.
2026-05-21
Nvidia almost doubles its data center revenue as it powers to another solid earnings beat - SiliconANGLE
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siliconangle.com 2026-05-21 SiliconANGLE
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2026-05-21
NVIDIA Corporation 2027 Q1 - Results - Earnings Call Presentation (NASDAQ:NVDA) 2026-05-20 - Seeking Alpha
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seekingalpha.com 2026-05-21 Seeking Alpha
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2026-05-21
Reassessment of semiconductor and AI-related stocks following NVIDIA's earnings release. - 富途牛牛
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news.futunn.com 2026-05-21 富途牛牛
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2026-05-21
Stock market today: Dow, S&P 500, Nasdaq futures slip as Wall Street shrugs off Nvidia earnings - Yahoo Finance
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news.google.com 2026-05-21 Yahoo Finance
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2026-05-21
US Stocks Rebound as Treasury Yields, Oil Slide; Nvidia Tops Estimates - bloomingbit
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en.bloomingbit.io 2026-05-21 bloomingbit
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2026-05-21
Watch CNBC's full interview with Nvidia CEO Jensen Huang - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
Record Data Center Demand Lifts Nvidia Up, With AI Spending To Reach $4 Trillion This Decade - inc.com
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www.inc.com 2026-05-21 inc.com
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2026-05-21
Nvidia's Jensen Huang on stock performance: Concerns around company have been clearly addressed - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
NVIDIA Q1 Earnings Call Highlights - MarketBeat
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www.marketbeat.com 2026-05-21 MarketBeat
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2026-05-21
Cadence Design Systems (NASDAQ:CDNS) VP Sells $369,559.26 in Stock - MarketBeat
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news.google.com 2026-05-21 MarketBeat
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2026-05-21
NVIDIA Q1 Earnings Call Highlights - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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2026-05-21
Nvidia CEO Jensen Huang on building data centers in space - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
NVIDIA Beats Estimates After Market Session Surges - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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2026-05-21
Review: Z10 100W GaN charger - Movies Games and Tech
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moviesgamesandtech.com 2026-05-21 Movies Games and Tech
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2026-05-21
Nvidia: The AI Factory Is Open, And Demand Keeps Exploding (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-21 Seeking Alpha
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2026-05-21
Why Micron Stock Jumped Today - The Motley Fool
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www.fool.com 2026-05-21 The Motley Fool
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2026-05-21
Nvidia CEO Jensen Huang: With Anthropic we are scaling very quickly, we have big plans for them - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
Nvidia’s revenue hits record $81B — easily topping Wall Street estimates — on massive demand for AI chips - New York Post
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nypost.com 2026-05-21 New York Post
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