Xsight Labs, an Israeli fabless chipmaker building networking silicon for AI data centers, raised over $300 million in a funding round led by Fidelity Investments and Atreides Management at a post-mon…
Corning CEO Wendell Weeks outlined a $10 billion opportunity for co-packaged optics (CPO) to bring optics inside the server or rack, driven by AI demand for optical fiber per GPU. Corning reported Q2 …
VMware customers must migrate to VMware Cloud Foundation (VCF) 9 by October 2027, a deadline that could force infrastructure changes and push organizations to reconsider platform strategy amid rising …
A senior software engineer compared Spring AI and LangChain4j for adding an AI assistant to a Spring Boot application, finding that Spring AI offers tighter Spring ecosystem integration while LangChai…
Samsung Electronics' semiconductor business posted record second-quarter revenue and operating profit driven by AI server memory demand, but its foundry operations lag TSMC and its mobile business swu…
Nokia is endorsing OpenAI's Multipath Reliable Connection (MRC) protocol as an important evolution in Ethernet transport for large-scale AI training networks, with foundational capabilities already in…
Bull, the supercomputing giant, has partnered with fabless data processing unit developer Kalray to develop Ultra Ethernet-based interconnect technologies for AI infrastructure, aiming to support very…
Nutanix expanded its Dell partnership with integration of Dell PowerStore into Dell Private Cloud, enabling automated deployment and lifecycle management via Nutanix Cloud Platform. The move targets V…
South Korea's KOSPI dropped more than 10% on Tuesday, on track for its worst month in over 30 years, as investors dumped shares of Samsung and SK Hynix, dragging down US chip stocks. The sell-off has …
The Nasdaq fell 1.2% Tuesday as a chipmaker rout deepened on fears of an AI bubble and Chinese competition, with Micron, AMD, Intel, Broadcom, and Nvidia slumping 10%, 8.4%, 7%, 1.8%, and 1%, respecti…
Global chip stocks fell roughly 13% in July, erasing over $1 trillion in market value in the worst monthly performance since 2022, as investors question whether the AI spending boom can sustain lofty …
Semiconductor stocks tumbled Tuesday, with the PHLX Semiconductor Index falling more than 5%, as investors unwound AI-driven positions amid concerns over circular financing, Chinese competition, and m…
Moonshot AI's release of the 2.8 trillion parameter open-source Kimi K3 model on July 17 triggered a 10% weekly decline in the PHLX Semiconductor Index (SOXX), its steepest since April 2025, pushing t…
South Korea and global technology firms plan semiconductor partnerships valued at $950 billion following the San Francisco AI Summit, the presidential office said Saturday. Samsung Electronics and Bro…
Broadcom's Platform Engineering 2.0 blueprint addresses AI security and compliance risks by evolving platform engineering 1.0 to natively govern and isolate AI workloads, treating them as first-class …
Investors are weighing whether to buy Nvidia or Broadcom this week as both companies are key players in AI infrastructure spending. The article examines the investment case for each semiconductor firm…
Samsung Electronics and Broadcom signed a memorandum of understanding for a chip production collaboration potentially worth $200 billion over five years, covering memory, foundry, and advanced packagi…
SK Group and NVIDIA signed letters of intent for a potential $500 billion AI infrastructure partnership, including a 2GW AI cloud project in Korea using NVIDIA's DSX design and SK hynix HBM4 memory, w…
Samsung Electronics and Broadcom signed a memorandum of understanding to expand strategic collaboration across memory and foundry technologies, targeting AI infrastructure. The companies expect the co…
Foxconn has adopted Singaporean hyperconverged infrastructure vendor Arcfra's Neutree platform for GPU virtualization workloads and to replace VMware in some remote offices, citing high costs and mana…