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Nvidia CEO Jensen Huang recently highlighted a shift from copper to optical interconnects for AI data center connectivity, citing physical limits to c...

In recent days, Siemens and Nvidia announced a three-way collaboration with Fluence Energy to create an AI data center reference architecture that int...

In late May and early June 2026, Nvidia’s launch of its RTX Spark AI PC superchip targeting Windows on Arm prompted concern about increased competitio...

AMD upgraded to Strong Buy on booming AI inference demand. Valuation is justified by sustained growth and margin expansion. Read more analysis here.

Wall Street's AI trade may be expanding beyond graphics processors, with investor Gary Black arguing that custom chipmakers Broadcom, Inc. (NASDAQ:AVG...

On 2 June 2026, Aptiv PLC announced an expanded collaboration with NVIDIA to evolve Jetson platforms, including next-generation Jetson Thor, into comm...

In recent days, Coherent Corp. reported strong growth in its Data Center & Communications segment and secured a multibillion‑dollar AI datacenter infr...

Microsoft's diversified, subscription-heavy revenue base and minimal advertising exposure enhance stability compared to peers. Read why MSFT stock is ...

NVIDIA (NasdaqGS:NVDA) introduced the RTX Spark superchip for Windows PCs, aimed at bringing agentic AI capabilities directly to consumer and professi...

Super Micro Computer launched its rack-scale AMD Helios platform at Computex 2026, built on AMD’s Instinct MI455X GPUs and EPYC CPUs. The Helios platf...

Verizon Communications enters this update cycle with no changes to its current analyst price targets, leaving the existing expectations in place for n...

Investors are betting that optical components and photonic networks will become essential for moving massive amounts of data between AI chips, servers...

Cathie Wood, chief of Ark Investment Management, has spent much of the past several months trimming positions in some of the market's biggest winners,...

Apple (NasdaqGS:AAPL) is expected to introduce a rebuilt AI powered Siri, co developed with Google Gemini, at WWDC 2026. The AI Siri launch is describ...

Broadcom's returns have outpaced Nvidia's in recent months.

On Monday, Nvidia Corp. CEO Jensen Huang used the Computex 2026 stage in Taipei to outline a sweeping vision for artificial intelligence infrastructur...

SANTA CLARA, Calif. & TAIPEI, Taiwan, June 03, 2026--Netris expands NAAM — Network Automation, Abstraction, & Multi-Tenancy — on NVIDIA DSX Air across...

Broader developments in the field of artificial intelligence (AI) gave the semiconductor and data center specialist a boost.

TAIPEI, Taiwan, June 03, 2026--Lightmatter, the leader in photonic (super)computing, today announced it has joined the NVIDIA NVLink Fusion ecosystem ...

SAN JOSE, Calif., June 03, 2026--Ayar Labs, the leader in co-packaged optics (CPO) solutions for AI scale-up, announced it has joined the NVIDIA NVLin...