MiTAC showcased a 52U liquid-cooled AMD Instinct MI355X server rack at Computex 2026, packing 96 accelerators and offering 50% more density than standard AI configurations. The company also displayed …
Samsung Electronics reviewed plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers at its global strategy meeting last week, as tightening memo…
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, Napier, on TSMC's 3nm process, claiming up to 17x more tokens per watt and 13x higher throughput than Nvidia's Blac…
Google is using Nvidia's own tactics—financial guarantees and circular financing—to challenge Nvidia's dominance in AI chips. The Wall Street Journal reports Google has provided a $3.2bn guarantee for…
Architect Labs, a Palo Alto startup, emerged from stealth with a $24 million seed round to develop an AI system that designs and verifies custom chips end-to-end. The company aims to democratize chip …
A Broadcom survey of 1,800 senior IT leaders reveals that 56% of enterprises now run or plan to run production AI inference in private cloud, up from 41% using public cloud. Cost has overtaken securit…
US stock index futures rose on Monday as semiconductor stocks extended their rally, with Nvidia, AMD, and Broadcom leading gains. Dow futures gained 0.2%, S&P 500 futures rose 0.4%, and Nasdaq 100 fut…
BE Semiconductor Industries raised its long-term revenue target to €1.5-1.9 billion from over €1 billion and lifted gross margin guidance to 64-68%, citing surging demand for hybrid bonding from AI da…
A Seeking Alpha contributor upgraded Applied Materials to a "Buy" on June 18, 2026, citing record Q2 results and strong AI-driven wafer fab equipment demand. The company's strategic moves, including t…
JPMorgan raised its price target on Broadcom stock to $580, implying over 46% upside, citing the company's dominance in AI chips and accelerating AI revenue growth past 200% year-over-year. The bank r…
Tensordyne, a Sunnyvale startup, announced its Napier (TDN) AI inference processor on June 15, claiming its TDN72 rack system delivers 13 times higher throughput and 17 times more tokens per watt than…
Billionaire investor Dan Loeb's Third Point hedge fund sold oil and steel holdings in Q1 2026 and bought $40.8 million worth of Hut 8 Corp shares, betting on the former Bitcoin miner's pivot to AI dat…
Spring AI, an official Spring project, reached 1.0 GA in May 2025 and shipped 1.1 in November 2025 with 850+ improvements, including full Model Context Protocol integration. The framework integrates A…
HPE at Discover 2026 announced a self-driving network, new ProLiant Gen12 servers with NVIDIA, and Juniper networking integration. The company also unveiled the AMD Helios AI rack solution with liquid…
AI chip startup Tensordyne unveiled its Napier inference engine, which converts matrix multiplication to logarithmic addition to dramatically boost performance and efficiency. The company claims the a…
Six months after mapping the AI value chain, the compute supply chain and operational infrastructure layers show strong revenue growth and stability, but the intelligence layer faces uncertainty as en…
GlobalFoundries expects to be the first chipmaker to support the Optical Compute Interconnect Multi-Source Agreement (OCI MSA), an open standard enabling AI data center operators to connect GPUs from …
The US stock market added $1 trillion in market capitalization at the open on June 5, 2026, driven by optimism over a potential US-Iran peace deal. The S&P 500 surpassed $65 trillion in total market c…
Broadcom released the largest set of Spring security updates in the framework's history on June 8, 2026, prompted by a 1,700% jump in CVE reports driven by AI-assisted vulnerability scanning. The most…
Google Cloud announced an expansion of its co-engineered infrastructure with NVIDIA, including early access to the Vera Rubin platform in the second half of 2026, while also advancing its custom TPU r…