GPU Computing Power Chip Arms Race: NVIDIA and AMD's AI Computing Power Competition In today's era of artificial intelligence sweeping the globe, computing power has become the core drivi...
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As the Q2 2026 earnings season draws to a close, global AI computing leader NVIDIA is set to release its latest quarterly results next week (August 13) after the US market close, drawing intense at...
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On August 5, 2026, before the U.S. market open, data center infrastructure leader Vertiv released its Q2 fiscal 2026 earnings. The report showed that, thanks to explosive growth in global AI comput...
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Intel's 18A Process Secures $10B+ AI Chip Order from AWS, Introducing "Third Pole" to Foundry LandscapeIn 2026, as AI computing demand continues to surge, the foundry market is no longer j...
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In early August 2026, the global AI computing industry was rocked by major news. According to multiple authoritative media disclosures, SoftBank Group's Arm Holdings is quietly advancing a highly d...
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1. Late-Night Leak: Details of Nvidia's Rubin Architecture SurfaceOn the night of August 1, 2026, well-known semiconductor leaker @kopite7kimi dropped bombshell news on social media: Nvidi...
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On July 31, 2026, TSMC, the global wafer foundry giant, dropped a bombshell at its investor conference: the company plans to double its CoWoS advanced packaging capacity by the end of 2026 to meet ...
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On July 30, 2026, Microsoft announced an average 20% price cut for Azure AI compute rental, covering GPU instances and AI inference services. The news triggered a sell-off in US semiconductor stock...
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On July 29, 2026, the US-listed AI computing sector received major news: Broadcom announced a large-scale custom AI chip (ASIC) order from a top cloud computing client, expected to boost its data c...
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On July 28, 2026, the US semiconductor sector saw a long-awaited broad rally. At the close, the Philadelphia Semiconductor Index rose 2.7%, with AMD (Advanced Micro Devices) surging 5.3%, leading m...
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