Semiconductors

Nvidia's $750B Deals Spark Circular AI Financing Debate

Nvidia's massive $750B in deals, particularly with SK Hynix, are raising questions about the transparency and nature of AI financing.

Nvidia's Huang: AI Will Require 10x Chip Industry Growth

Nvidia CEO Jensen Huang anticipates a tenfold increase in the semiconductor industry to meet AI demands and details a $500B investment with SK Group.

Nvidia CEO Jensen Huang on AI, Korea, and Open Models

Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.

AMD, Cerebras Target Low-Latency AI

AMD and Cerebras announce a new partnership to deliver ultra-low latency AI inference solutions by combining AMD Helios and Cerebras Wafer-Scale Engine.

AMD Unveils Helios AI Rack

AMD launches its first rack-scale AI solution, AMD Helios, alongside new CPUs and GPUs, aiming to dominate the agentic AI era.

AMD & Anthropic Ink 2GW GPU Deal

AMD and Anthropic partner for massive AI hardware deployment, integrating AMD GPUs and AI optimization.

Nvidia: Rubin AI Chips Shipping Amidst Production Scrutiny

Nvidia confirms its new Vera Rubin AI chips are shipping, addressing production concerns and highlighting rapid deployment capabilities.

Nvidia's AI Chip Rollout & China's AI Race

Nvidia's new AI chips, TSMC's price hikes, and U.S.-China AI talks dominate this Bloomberg Tech episode.

AMD's Helios: A Make-or-Break AI System

AMD unveils its first rack-scale AI system, Helios, aiming to challenge Nvidia with a powerful, integrated solution backed by major tech clients like Microsoft and Meta.

AMD Helios Powers Azure AI Inference

Microsoft is deploying AMD's Helios AI inference platform on Azure, integrating new EPYC CPUs and Instinct GPUs to power frontier models and AI services.

AMD Elevates AI Chip Architect With Corporate Fellow Honor

AMD promotes Alan Smith to Corporate Fellow, recognizing his pivotal role in advancing GPU architecture and driving the company's AI computing initiatives.

AMD Sets Q2 2026 Earnings Date

AMD has scheduled its Q2 2026 earnings release for August 4, 2026, with a post-market conference call.

AI Chip Selloff Hits Global Markets

Markets are witnessing an AI chip selloff, with Samsung's record profits failing to impress and Amazon raising $25B for AI infrastructure.

Chip Stocks Rally as AI Trade Revival Continues

Chip stocks are rallying, signaling a revival in the AI trade after a period of decline, with a renewed focus on the underlying technologies driving artificial intelligence.

Valar Atomics Powers Nvidia Chip with Nuclear Reactor

Valar Atomics has achieved a US first by powering an Nvidia AI chip with a 100kW nuclear reactor, showcasing a new path for sustainable AI infrastructure.

AI Memory Chip Costs Spark Asian Tech Stock Sell-off

Asian tech stocks face pressure as AI memory chip costs surge, driven by high demand for HBM. Apple's price hikes reflect this trend.

Micron, Qualcomm Show Strong AI Demand

Micron and Qualcomm report strong AI demand, with Micron forecasting record revenue and Qualcomm highlighting custom silicon growth. Apple faces rising component costs, leading to hardware price increases.

Micron, Qualcomm Rally on AI Boom, Businessweek Reports

Micron and Qualcomm stocks are surging as AI demand drives forecasts for memory and data center chips, according to Bloomberg Businessweek Daily.

Micron Shares Surge on AI Demand, Apple Hikes Prices

Bloomberg Money Minute reports Micron shares surging due to AI demand, while Apple raises Mac and iPad prices citing AI-driven memory chip shortages.

OpenAI's Custom AI Chip Plans Revealed

OpenAI unveils its first custom AI chip, Raptor, developed with Broadcom, aiming for 50% cost reduction in AI inference.

OpenAI's Custom AI Chip with Broadcom

OpenAI unveils its first custom AI chip, 'Jalapeno', co-developed with Broadcom, aiming for 50% cost savings and enhanced AI inference performance.

Lip Bu Tan on Re-engineering Intel's Semiconductor Supply Chain

Intel CEO Lip Bu Tan discusses re-engineering the semiconductor supply chain, the impact of AI, and Intel's strategic focus on innovation and customer needs.

Taiwan Considers AI Chip Export Curbs Amid China's AI Push

Taiwan may impose stricter export controls on AI chips to China amid Beijing's growing AI ambitions and US-led tech restrictions.

D-Matrix Claims 10x AI Speed Advantage Over GPUs

D-Matrix unveils its new 'Corsair' AI chip, claiming a 10x speed advantage over GPUs for AI inference by integrating SRAM directly onto the chip.

AMD Invests £2B in UK AI

AMD announces a £2 billion investment over five years to boost UK AI innovation, research, and computing infrastructure through new partnerships.

Broadcom CEO on AI Chip Bets and Competition

Broadcom CEO Hock Tan discusses the company's AI chip strategy, competition, and the importance of custom silicon and partnerships in the rapidly evolving AI market.

Arm CEO Haas on Agentic AI and Taiwan's Ecosystem

Arm CEO Rene Haas discusses Agentic AI's rapid growth and Taiwan's vital role in the AI hardware ecosystem.

Nvidia Targets PC Market with New AI Chip

Nvidia is challenging Intel and AMD with its new AI chip for PCs, aiming to bring advanced AI capabilities directly to personal computers and expand its footprint in the vast PC market.

AMD EPYC Venice Hits TSMC 2nm

AMD Invests $10B in Taiwan for AI

AMD pledges over $10 billion to Taiwan's tech sector, aiming to accelerate AI infrastructure development through advanced packaging and strategic partnerships.

Nvidia CEO: China Market to Open for AI Chips

Nvidia CEO Jensen Huang believes China's market will open to US AI chips amid high global demand, while Dell Technologies highlights the importance of scalable infrastructure for AI.

Dell Scales Up AI Supply Chain Amidst Demand Surge

Dell Technologies is scaling its AI supply chain to meet soaring demand, with CEO Michael Dell highlighting the need for robust infrastructure and workflow transformation.

Cerebras Eyes $4.8B IPO Amid AI Chip Demand

AI chipmaker Cerebras is looking to raise $4.8 billion in an upsized IPO, signaling strong investor demand for AI infrastructure.

AMD 2026 Shareholder Meeting Details

AMD announces its 2026 Annual Meeting of Stockholders will be a virtual event on May 13th, covering key voting matters and future outlook.

Arm CEO Sees AI Demand Outpacing Smartphone Slump

Arm CEO Rene Haas discusses the company's surge in AI chip demand, projecting $2 billion in orders for its ARM AGI CPU, while the smartphone business faces a slowdown.

AI Designs Its Own Chips with Ricursive

Ricursive Intelligence's Anna Goldie and Azalia Mirhoseini discuss how AI is revolutionizing chip design, enabling faster and more efficient creation of specialized silicon.

AMD's AI Demand Fuels Blockbuster Forecast

Bloomberg Intelligence Senior Semiconductor Analyst Kunjian Sobhani discusses AMD's stock rally, driven by AI demand and the company's strategic investments in data center GPUs and supply chain components.

Corning & Nvidia AI Fiber Deal Powers Data Centers

Corning and Nvidia are partnering on a massive deal to supply advanced fiber optics for AI data centers, aiming to boost speed and efficiency.

AMD's AI Push Fuels Strong Q1 2026 Results

AMD reports a strong Q1 2026 with $10.3B revenue, driven by AI infrastructure demand, and sees accelerating growth prospects for its MI450 Series.

Claude's Corner: Inviscid AI, Real-Time CFD for Data Centers Is Suddenly Plausible

Inviscid AI (YC W2026) builds physics-informed neural networks for real-time CFD on data centers and buildings. 240x faster than traditional CFD, 40% airflow improvement. The technical bet on PINNs, the moats, and what could kill them.

Intel and AMD power AI chip rally on Q1 blow-out, SOXX +2.6%

$INTC ripped +12.1% on a Q1 2026 blow-out (EPS $0.29 vs $0.01 expected, revenue $13.58B vs $12.42B). $AMD +4.3% on DA Davidson upgrade. $NVDA -1.8% into May 20 print. SOXX +2.6% as semis decouple from flat S&P.

New on StartupHub: AI stocks daily, Nvidia, Broadcom, AMD recap every market close

StartupHub.ai now publishes a daily AI-stocks recap, automatically generated 30 minutes after every NYSE close. 25 tickers, end-of-day data, named-source context, TradingView embeds.

AMD Plans Major AI Event for 2026

AMD announces its flagship "Advancing AI 2026" global conference for July 23, 2026, focusing on AI solutions and ecosystem development.

Intel's AI Push: Analysts Weigh in on Growth and Challenges

Intel's stock surged on strong earnings, driven by AI demand. Analysts discuss Intel's competitive position and the challenges of meeting the booming AI chip market.

Intel's AI Chip Push: Betting on 14th Gen CPUs

Intel CEO Pat Gelsinger discusses the company's strategy to capitalize on the AI boom with its 14th Gen CPUs and integrated AI solutions.

Intel's AI Chip Demand: A Boon for Semiconductor Stocks?

Intel CEO Pat Gelsinger discusses the surging demand for Intel CPUs in AI inference and the company's strategy to leverage its integrated hardware offerings and partnerships for growth.

Intel CEO: AI Demand is Driving PC Market Recovery

Intel CEO Pat Gelsinger discusses the company's strong performance, driven by surging AI demand, and how it's outperforming competitors like Nvidia.

Intel's AI Push: Focus on Efficiency and Market Share

Intel CEO Pat Gelsinger discusses the company's strategy to capture AI market share with efficient processors like Gaudi 3 and integrated PC AI.

Intel's AI Push: What's Driving the Chip Giant's Turnaround?

Intel is making a strong push into the AI market, leveraging its manufacturing capabilities and foundry services to compete with industry leaders. Analysts discuss the company's strategy and its potential for growth.

Intel's AI Push: Demand Surge and Future Challenges

Intel CEO Pat Gelsinger discusses surging demand for AI accelerators and server CPUs, the PC market's AI-driven outlook, and the company's strategic positioning.