SEMICON Taiwan 2026 opens September 2-4 in Taipei with more than 1,300 exhibitors and 4,300 booths, as the global semiconductor industry gathers to navigate AI-era demand pushing 300mm fab equipment spending toward $150 billion.
Tag: Nvidia
Posted inTech
Nvidia Closes In on a $12.9 Billion Hugging Face Deal
Nvidia is in advanced talks to acquire Hugging Face for $12.9 billion, a deal that would give the chip giant control over the open-source AI hub used by more than a million developers worldwide.
Posted inMarkets
Nvidia Posts $96 Billion Quarter and Guides to $108 Billion Ahead
Nvidia posted $96.2 billion in second-quarter revenue, up 106% year-on-year, and guided the next quarter to $108 billion on sustained data center demand.
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Nvidia Guarantees $105 Billion for OpenAI’s 8-Gigawatt Ohio Data Centre
Nvidia guaranteed $105 billion for OpenAI’s Ohio data centre campus on Monday, finalising a deal that came in $145 billion below early public estimates.
Posted inMarkets
Nvidia Mobilizes $500 Billion in AI Infrastructure Financing With Six Wall Street Firms
Nvidia signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create AI compute financing platforms targeting over $500 billion in third-party capital.
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South Korea Closes $950 Billion in AI Deals at San Francisco Summit
South Korean companies struck $950 billion in semiconductor and AI deals with Nvidia, Anthropic and Broadcom at a San Francisco summit hosted by President Lee Jae-myung on July 24.
Posted inMarkets
Chip Stocks Slide as AI Capex Fears Grip Markets Ahead of FOMC
Semiconductor shares led Monday’s market decline, with Nvidia down 5%, AMD off 5.2%, and Sandisk shedding 11% on fears that circular AI financing could unravel if hyperscalers scale back data-centre spending.
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Nvidia Cuts More Than Half Its Approved Asian AI Chip Buyers in Diversion Crackdown
Nvidia has more than halved its whitelist of approved Asian buyers for advanced AI chips, introducing on-site data-center inspections after Blackwell processors were found flowing to Chinese entities through third-country subsidiaries.
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Qualcomm closes $3.9 billion Modular deal and advances Tenstorrent talks in $14 billion AI chip push
Qualcomm confirmed the $3.9 billion acquisition of AI software startup Modular on 24 June while continuing talks to buy chip designer Tenstorrent for up to $10 billion.
Posted inTech
Reflection AI takes $6.3bn SpaceX compute deal as AI infrastructure concentrates
Reflection AI will pay SpaceX $150 million a month for Nvidia GPU access at Colossus 2, in a contract worth up to $6.3 billion through 2029.