Semiconductor News & Analysis Feed
20 articles
2026-08-18
tomshardware.com
2026-08-18
AMD claims its 2026 rack-scale AI solution is four times more energy efficient than its 2024 platform, a key component of its 20x2030 initiative aiming to improve efficiency by 20 times by 2030. Rather than focusing solely on CPU or accelerator performance, AMD emphasizes system-level co-design, inc
2026-07-25
simplywall.st
2026-07-25
Recent developments between SK Group and NVIDIA have unveiled a strategic partnership valued at over $500 billion, centered around a planned 2-gigawatt Vera Rubin DSX AI factory in South Korea. This move, along with additional initiatives by NAVER, Brookfield, and NVIDIA to expand sovereign AI infra
2026-07-24
2026-07-21
blogs.nvidia.com
2026-07-21
2026-07-20
tomshardware.com
2026-07-20
As AI models grow increasingly complex, demand for high-performance computing resources has reached unprecedented levels. In response, Microsoft and AMD have announced a partnership to deploy AMD's Helios rack-scale AI accelerator at scale on Azure. The system, built around next-generation Instinct
2026-07-17
news.google.com
2026-07-17
2026-07-05
news.google.com
2026-07-05
2026-07-03
letsdatascience.com
2026-07-03
SK Telecom has committed to investing 140 trillion won (~$91.5 billion) in building hyperscale AI data centers across South Korea’s Yeongnam region, marking a significant strategic move in the country’s AI infrastructure development. The project, announced by CEO Jung Jai-hun during a meeting with P
2026-07-02
seekingalpha.com
2026-07-02
2026-06-27
pulse2.com
2026-06-27
Reed Semiconductor has successfully closed a $100 million funding round, exceeding its original target and attracting participation from several leading global semiconductor companies. This financing marks a significant milestone in the company's growth trajectory, reflecting strong investor confide
2026-06-26
finance.yahoo.com
2026-06-26
NVIDIA and AWS have partnered to enhance production-scale AI capabilities through the use of NVIDIA Blackwell-powered EC2 G7 instances. These new instances deliver significantly improved AI inference and graphics performance, enabling enterprises to optimize their infrastructure without operational
2026-06-24
pulse2.com
2026-06-24
Micron Technology and Anthropic have entered into a strategic agreement to advance next-generation AI infrastructure scaling. The collaboration spans memory and storage architecture design, a supply agreement, enterprise adoption of Anthropic's Claude models, and a strategic investment in Anthropic’
2026-06-09
finance.yahoo.com
2026-06-09
Deloitte and NVIDIA have launched the Adopt 100 initiative to accelerate AI adoption among large enterprises and help AI startups gain market access. The program integrates AI products from selected startups in NVIDIA's Inception program into Deloitte’s client offerings, providing end-to-end solutio
2026-06-09
www.internationalaccountingbulletin.com
2026-06-09
Deloitte and NVIDIA have launched the 'Adopt 100' initiative to accelerate AI adoption among large enterprises and support AI startups in reaching major clients. The program integrates NVIDIA-accelerated AI products from selected startups into Deloitte’s client offerings, leveraging the NVIDIA Incep
2026-06-09
www.computerweekly.com
2026-06-09
SK Telecom has partnered with NVIDIA to build a gigawatt-scale AI cloud in South Korea, leveraging NVIDIA's DSX platform to support the country's growing demand for artificial intelligence. This initiative marks a strategic shift for SKT from a traditional telecom provider to a full-stack AI company
2026-06-09
www.upi.com
2026-06-09
Naver and NVIDIA's joint announcement of a gigawatt-scale AI factory represents a significant strategic move in the AI computing infrastructure space. This collaboration leverages NVIDIA's cutting-edge GPU technology to deliver unprecedented computational power for AI training and inference operatio
2026-06-08
seekingalpha.com
2026-06-08
NVIDIA and SK Telecom have announced plans to build a gigawatt-scale AI cloud in South Korea, leveraging NVIDIA's DSX platform. The first AI factory is expected to become operational in 2027. This initiative underscores the growing global demand for high-performance computing infrastructure to suppo
2026-06-08
pulse2.com
2026-06-08
NVIDIA and SK Telecom have announced plans to build a gigawatt-scale AI cloud in South Korea using NVIDIA's DSX platform, aimed at delivering large-scale AI infrastructure for sovereign, physical, and agentic AI services across enterprises and industries. The first AI factory is expected to come onl
2026-06-08
www.digitimes.com
2026-06-08
Naver and NVIDIA's announcement marks a significant step in South Korea's push for sovereign AI development, with Naver planning to build gigawatt-scale AI factories using NVIDIA's DSX platform. This collaboration reflects the growing importance of AI infrastructure as nations compete for technologi
2026-06-08