#data-center-semiconductors
#data-center-semiconductors

Gadgets

Intel's non-Ultra Core CPUs are new silicon this year for a change

fromGSMArena.com

18 hours ago

Intel launches Core Series 3 processors for more affordable laptops

Intel unveils Core Series 3 processors for budget laptops, offering significant performance improvements and advanced features for consumers and small businesses.

Intel launches new Core Series 3 chips for mainstream laptops

Intel's new Core Series 3 chips offer significant performance improvements and exceptional battery life for mainstream laptops.

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.

13 hours ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.

Apple

fromTNW | Insights

17 hours ago

Intel Core Series 3 Wildcat Lake launches to challenge Apple's $599 MacBook Neo

Intel's Core Series 3 processors, Wildcat Lake, aim to compete with Apple's MacBook Neo in the budget laptop market.

fromArs Technica

Gadgets

Intel's non-Ultra Core CPUs are new silicon this year for a change

fromGSMArena.com

18 hours ago

Intel launches Core Series 3 processors for more affordable laptops

Intel unveils Core Series 3 processors for budget laptops, offering significant performance improvements and advanced features for consumers and small businesses.

Intel launches new Core Series 3 chips for mainstream laptops

Intel's new Core Series 3 chips offer significant performance improvements and exceptional battery life for mainstream laptops.

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.

fromWIRED

44 minutes ago

They Built the 'Cursor for Hardware.' Now, Anthropic Wants In

Creativity in hardware development is being unlocked by new tools and APIs, enabling more makers and developers to innovate.

15 hours ago

A lot of you panic-bought PCs to avoid RAMaggedon 2026

AI-driven demand for memory and storage is causing pre-emptive computer purchases, leading to a 3.2% increase in global PC shipments in Q1 2026.

#quantum-computing

fromTNW | Corporates-Innovation

1 hour ago

NVIDIA didn't invest in Xanadu, but it made its CEO a billionaire anyway

Christian Weedbrook became a billionaire as Xanadu's stock surged due to NVIDIA's announcements, not through any direct investment in Xanadu.

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.

fromTNW | Corporates-Innovation

1 hour ago

NVIDIA didn't invest in Xanadu, but it made its CEO a billionaire anyway

Christian Weedbrook became a billionaire as Xanadu's stock surged due to NVIDIA's announcements, not through any direct investment in Xanadu.

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.

more#quantum-computing

The best and worst states for AI data centers

Texas is attracting data center investments with tax incentives, while Maine is implementing a moratorium to evaluate the impact of data centers.

Eaton: AI data centers need aerospace-grade engineering

AI demands require a complete overhaul of data center infrastructure, moving from traditional cooling methods to advanced systems-level designs.

SF politics

fromThe American Conservative

Data center executives fret over the industry's increasingly toxic public image

The data center industry faces backlash over environmental and economic concerns, threatening major projects and requiring better public relations efforts.

Right-wing politics

The Politics of Data Center Opposition

Environment

fromAxios

The best and worst states for AI data centers

Texas is attracting data center investments with tax incentives, while Maine is implementing a moratorium to evaluate the impact of data centers.

Eaton: AI data centers need aerospace-grade engineering

AI demands require a complete overhaul of data center infrastructure, moving from traditional cooling methods to advanced systems-level designs.

SF politics

fromThe American Conservative

Data center executives fret over the industry's increasingly toxic public image

The data center industry faces backlash over environmental and economic concerns, threatening major projects and requiring better public relations efforts.

Right-wing politics

The Politics of Data Center Opposition

Broadcom brings secure AI agent environment to VMware Tanzu

Broadcom's VMware Tanzu Platform Agent Foundations provides a secure environment for autonomous AI applications with zero-trust networking and automated management.

Toronto startup

fromTNW | Tech

Musk is asking chip suppliers to move at 'light speed' for his Terafab AI

Musk's teams are actively seeking quotes for chipmaking equipment for the Terafab AI chip fabrication project.

Software development

Scale sets edge platform's software ever more free from hardware constraints

Scale Computing is reducing hardware requirements for its software, allowing more flexibility for partners and customers in choosing hardware platforms.

DevOps

AI, energy, and the new rules of cloud sustainability competition | Computer Weekly

Cloud providers offer sustainability metrics, but lack standardization makes it difficult for enterprises to compare workloads effectively.

#nvidia

23 hours ago

European startups

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Tech industry

Why I Can't Stop Buying Nvidia Stock

Artificial intelligence

Jensen Huang says it's 'lunacy' to compare selling chips to China to selling nukes to North Korea

Tech industry

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

Artificial intelligence

Nvidia's Stephen Jones on the toolkit powering GPUs: 'A wild ride'

Artificial intelligence

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

European startups

23 hours ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.

Jensen Huang says it's 'lunacy' to compare selling chips to China to selling nukes to North Korea

Nvidia's CEO defends selling advanced chips to China, opposing Anthropic's CEO's nuclear weapons analogy.

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.

Nvidia's Stephen Jones on the toolkit powering GPUs: 'A wild ride'

Nvidia's CUDA toolkit is foundational for AI advancements and is driving innovations in quantum computing, robotics, and autonomous vehicles.

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Nvidia leads the AI chip market but faces competition from Alphabet and others investing heavily in AI technology.

This Tech Investor Hasn't Touched a Laptop or Desktop Computer Since 2010. Here's Why.

Keith Rabois has operated without laptops since 2010, using only mobile devices for increased focus and productivity.

Business intelligence

fromInfoWorld

17 hours ago

Oracle delivers semantic search without LLMs

Oracle's Trusted Answer Search prioritizes control and predictability in enterprise search, using vector search over generative models for reliable outcomes.

#meta

Wearables

Meta raises Quest 3 and Quest 3S prices due to RAM shortage | TechCrunch

fromTNW | Meta

Meta and Broadcom extend their AI chip deal to 2029

Meta expands partnership with Broadcom to develop custom AI processors, committing over one gigawatt of computing capacity for a multi-gigawatt rollout.

Wearables

Meta raises Quest 3 and Quest 3S prices due to RAM shortage | TechCrunch

fromTNW | Meta

fromTNW | Artificial-Intelligence

Meta and Broadcom extend their AI chip deal to 2029

Meta expands partnership with Broadcom to develop custom AI processors, committing over one gigawatt of computing capacity for a multi-gigawatt rollout.

London startup

Could a digital twin make you into a 'superworker'?

Business intelligence

Athena wants to bring agentic AI to the semiconductor factory floor

Tech industry

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Artificial intelligence

AI Compute Demand is Running Way Ahead of Supply - A Stock I'd Buy on That Signal

AMD Is Where Nvidia was 4 Years Ago -- This Is Where It Begins To Catch Up

AMD is positioned to capitalize on the evolving AI market, shifting focus from GPUs to CPUs for processing tasks.

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.

London startup

fromwww.bbc.com

fromTNW | Artificial-Intelligence

Could a digital twin make you into a 'superworker'?

Digital Richard is an AI twin that assists Richard Skellett in business and personal decision-making, serving as a model for digital twins at Bloor Research.

Business intelligence

Athena wants to bring agentic AI to the semiconductor factory floor

FabOrchestrator is an AI platform that automates various tasks in semiconductor and electronics manufacturing, enhancing efficiency and support.

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.

AI Compute Demand is Running Way Ahead of Supply - A Stock I'd Buy on That Signal

AI-driven power demand is outpacing supply, creating a significant energy shortfall that may impact top energy producers.

AMD Is Where Nvidia was 4 Years Ago -- This Is Where It Begins To Catch Up

AMD is positioned to capitalize on the evolving AI market, shifting focus from GPUs to CPUs for processing tasks.

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.

The Cadence-Nvidia robotics deal

Cadence and Nvidia expand partnership to enhance robot training data accuracy for faster real-world deployment of AI systems.

#broadcom

19 hours ago

Artificial intelligence

Broadcom's New AI Partnership With Google and Anthropic Could Supercharge the Next Leg of the Rally

Tech industry

Cramer says Broadcom is the real play in Meta's chip partnership

19 hours ago

Broadcom's New AI Partnership With Google and Anthropic Could Supercharge the Next Leg of the Rally

Broadcom's partnerships and AI chip designs position it for significant growth amid rising demand for custom silicon solutions.

Cramer says Broadcom is the real play in Meta's chip partnership

Broadcom is positioned to benefit significantly from Meta's aggressive AI infrastructure spending.

Tech industry

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

Venture

CoreWeave's Winning Streak Goes to 3: Jane Street to Spend $6 Billion for AI Cloud Access

fromFortune

Venture

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.

CoreWeave's Winning Streak Goes to 3: Jane Street to Spend $6 Billion for AI Cloud Access

Tech giants are investing heavily in AI infrastructure, with CoreWeave emerging as a key player through significant commitments from firms like Jane Street and Meta.

fromFortune

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

CoreWeave secured significant funding through customer commitments and debt, highlighting aggressive financing in the AI infrastructure sector.

more#ai-infrastructure

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for investor dollars in 2026, each with different strategies for growth in the chip industry.

Information security

fromArs Technica

Recent advances push Big Tech closer to the Q-Day danger zone

Organizations are transitioning to new algorithms to replace RSA and elliptic curves due to vulnerabilities exposed by quantum computing threats.

European startups

NodeWeaver: Perpetual licensing beats VMware nickel-and-dime

Nodeweaver offers a cost-effective alternative for VMware customers, focusing on edge computing solutions without the complexity of traditional virtualization.

DevOps

Oracle's New AWS Partnership Just Put It Ahead of Azure and Google Cloud

Multicloud setups are essential for enterprise AI, enabling seamless data movement and integration across different cloud providers.

fromFast Company

Inside NTT Research's push to commercialize deep tech

NTT Research is evolving to balance long-term scientific discovery with market-driven commercialization through its NTT Research 2.0 initiative.

London startup

Data dive: A new American Century in the datacentre pipeline? | Computer Weekly

US datacentre capacity is projected to triple, while the UK will slip in global rankings for datacentre capacity.

2 hours ago

Cloudflare can remember it for you wholesale

Agent Memory enhances AI by providing persistent memory for better recall and smarter interactions.

Science

fromNature

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.

#amd

Business

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

Chipmakers AMD, Arm, and Qualcomm are all investing in this buzzy self-driving tech startup | TechCrunch

Chipmakers AMD, Arm, and Qualcomm invested $60 million in Wayve's self-driving technology, enhancing its $1.2 billion Series D funding round.

fromTNW | Quantum-Tech

Sygaldry Technologies has raised $105M in a Series A

Sygaldry Technologies raised $105M for quantum-accelerated AI servers targeting a $5.2T AI infrastructure investment by 2030.

fromThe Verge

Intel will help build Elon Musk's Terafab AI chip factory

Terafab will close the gap between today's chip production and the future's demand - a future among the stars. This reflects the ambitious vision behind the project, aiming to meet the growing needs of AI technology.

Toronto startup

DevOps

fromBusiness Matters

5 days ago

The Role of Dedicated Servers in Scaling Modern Businesses

Infrastructure investment is crucial for SMEs to ensure reliability, performance, and user experience in a competitive digital landscape.

Business intelligence

fromInfoWorld

The hyperscalers are pricing themselves out of AI workloads

AI is challenging traditional cloud pricing models, as buyers seek exceptional value beyond brand recognition and familiar pricing strategies.

Stifel Raises Marvell's Target to $140: Is This AI Chip Dark Horse Ready to Break Out?

Marvell Technology's stock is gaining bullish analyst attention, with price targets raised due to strong growth in AI-levered semiconductor markets.

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.

Stifel Raises Marvell's Target to $140: Is This AI Chip Dark Horse Ready to Break Out?

Marvell Technology's stock is gaining bullish analyst attention, with price targets raised due to strong growth in AI-levered semiconductor markets.

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.

more#marvell-technology

The memory shortage is driving up the cost of laptops

Memory chip shortages are driving up prices and affecting supply chains across the consumer electronics market.

Mozilla takes on enterprise AI providers with Thunderbolt

Mozilla launches Thunderbolt AI client as an open-source alternative to proprietary enterprise AI platforms, emphasizing data privacy and control.

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.

IOWN targets datacenter interconnects to spread AI infra

IOWN Global Forum focuses on datacenter interconnect use cases to enhance AI infrastructure connectivity and reduce costs for users.

fromTESLARATI

Tesla finalizes AI5 chip design, Elon Musk makes bold claim on capability

Tesla's AI5 chip focuses on future projects, while AI4 suffices for Full Self-Driving safety.

6 days ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.

5 days ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.

Moving away from mainframes using AI proves unfeasible for many companies

Phasing out mainframes is often unfeasible for large organizations due to overestimated AI capabilities in modernization projects.

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.

CoreWeave Just Locked In $21 Billion From Meta. Here's Who Else Wins.

CoreWeave secured a $21 billion commitment from Meta, solidifying its role as a key AI cloud infrastructure partner.

#microsoft

Tech industry

Global RAM shortage prompts Microsoft to hike Surface prices

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.

Tech industry

Global RAM shortage prompts Microsoft to hike Surface prices

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.

fromFast Company

Here's every cool tech thing the AI RAM crunch is ruining

AI data-center demand is diverting DRAM production to server RAM, causing consumer RAM shortages, device delays, and steep price increases through 2028.

fromThe Verge

3 weeks ago

Arm's first CPU ever will plug into Meta's AI datacenters later this year

Arm AGI CPU features up to 136 cores and claims double the performance per watt compared to x86 chips.

Nvidia GPU availability near zero, AI compute demand off the charts

GPU availability is near zero, indicating demand from hyperscalers and enterprises far exceeds supply, validated by Nvidia's 73% revenue growth and 75% data center revenue increase.

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.