Semiconductor News & Analysis Feed

8 articles
2026-07-06
news.google.com 2026-07-06 Deccan Herald
2026-06-19
www.fool.com 2026-06-19 The Motley Fool
For years, Amazon ( AMZN 3.94% ) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.xtb.com 2026-06-19 XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia. Open your account quickly and without unnecessary formalities — completely free of charge. Enjoy free deposits and withdrawals. According to availa
2026-06-18
www.bloomberg.com 2026-06-18 Bloomberg.com
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2026-06-17
finance.yahoo.com 2026-06-17 Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In. Daniel Sparks, The Motley Fool Tue, June 16, 2026 at 8:52 PM PDT 4 min read NVDA -2.37% GOOGL +1.06% Explore stocks on Coinbase Trading disclosure Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com 2026-06-17 The Motley Fool
Nvidia ( NVDA 2.16% ) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software. The clearest example is Alphabet, whose Google
2026-05-05
finance.yahoo.com 2026-05-05 Yahoo Finance
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2026-05-05
www.fool.com 2026-05-05 The Motley Fool
Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet ( GOOG +0.41% ) ( GOOGL +0.66% ). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products. While Google continues to use its TPUs internally, it's