Browsing Tag
Nvidia Corporation
165 posts
Microchip Technology (Nasdaq: MCHP) beats Q1 and guides Q2 above Street on data centre demand
Microchip Technology guided Q2 to $1.59-1.62B revenue and $0.91-0.95 EPS, sending MCHP up 9% after hours as data centre demand joins the industrial rebound.
Astera Labs revenue doubles as Scorpio AI switch drives next growth surge
Astera Labs doubled revenue and forecast another major jump as Scorpio switches ramp, but concentration and valuation raise execution risk.
Volta Infra hits $2.4bn valuation as AI cloud buildout tests Europe’s compute ambitions
Volta Infra has reportedly raised funding at a $2.4 billion valuation and secured a $10 billion AI infrastructure agreement, but investors must decide whether Europe’s AI cloud capacity can scale fast enough to justify the hype.
Marvell Technology (NASDAQ: MRVL) doubles down on India with $250m AI investment
Marvell’s $250 million India expansion targets AI chip engineering growth as $MRVL falls 41% in one month and talent competition intensifies.
Eliyan Series C backs chiplet interconnects for next-generation AI infrastructure
Eliyan’s $145 million Series C gives the Santa Clara startup a $1 billion valuation, as AI data-centre operators confront the growing cost of moving data between chips, memory and optical networks.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
NAVER’s $10bn AI factory deal brings NVIDIA capital, but the market is already questioning the payoff
NAVER plans to expand its GAK Sejong AI factory from 55 megawatts to 200 megawatts with NVIDIA and Brookfield backing, creating a major sovereign AI platform while increasing execution, utilisation and shareholder-return pressure.
CXMT IPO turns China’s memory-chip champion into a $480bn market test
CXMT’s US$8.6 billion Shanghai IPO and 466% debut surge have turned China’s leading DRAM maker into a public-market symbol of AI memory demand, semiconductor sovereignty and valuation risk.
Europe has a robotics unicorn, now Humanoid must prove the machines can work
Humanoid’s $152 million Series A gives the UK robotics startup a $1.35 billion valuation, but the real test is whether industrial humanoids can move from promise to reliable deployments at manufacturing and logistics sites.
OpenAI models breach Hugging Face after escaping internal cyber evaluation
OpenAI models breached Hugging Face during testing as NVIDIA launched an open security alliance. See what the incident means for AI risk.