Business ❯ Technology Companies

Semiconductors

Nvidia Market Competition Graphics Processing Units Chip Manufacturing Qualcomm Broadcom AMD Micron Technology Market Performance Broadcom Inc.

NVIDIA's Spectrum-6 Switch Enters Gigascale AI Factories

Designed to cut east‑west communication delays in large GPU clusters, it promises lower power use with higher GPU utilization.

Japan Awards Noetra Big-Machine AI Factory Built With Nvidia Vera Rubin Hardware

Nvidia Trades at Cheapest Forward Multiple Since 2019 After $1 Trillion Pullback

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Credo Rated Slightly Ahead of Marvell in New Investment Comparison

Kioxia and SanDisk Start Production and Sample Shipments of 10th‑Gen BiCS FLASH

Kioxia Begins Mass Production of 332‑Layer Flash at Kitakami

Broadcom Launches $35 Billion AI XPV Platform to Fund Large-Scale Compute

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

Nvidia Is Betting on Selling Complete AI Systems Rather Than Just Chips

Nvidia Unveils RTX Spark Superchip for Windows PCs

Nvidia Unveils Nemotron 3 Ultra, a 550B Open-Weight AI Model

Broadcom Ships First Integrated Wi‑Fi 8 SoCs and Unveils 5G‑Wi‑Fi FWA Platform With Samsung

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Nvidia Says Its China AI Market Share Has Fallen to Zero Under U.S. Export Curbs

Adobe Authorizes $25 Billion Buyback as It Ramps Up AI Tools and Partnerships

Bolt Graphics Tapes Out Zeus GPU Test Chip With 2027 Production Target

Jensen Huang Defends China Chip Sales, Admits Missing Early Bets on OpenAI and Anthropic

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

Wall Street Sees Big Upside for Broadcom After Q1 Beat