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26.06.26 - 18:24
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Micron Grew 10X in 12 Months. Can It Do It Again? (24/7 Wall St.)
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The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed. Last year, Nvidia (NASDAQ:NVDA) dominated headlines as demand for AI accelerators exploded. This year, the spotlight has shifted to a different bottleneck: memory. ... Micron Grew 10X in 12 Months. Can It Do It Again?...
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26.06.26 - 16:24
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Why Cerebras′ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap (24/7 Wall St.)
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NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity. One Sells Platforms. The ... Why Cerebras' Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia's Massive Software Trap...
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26.06.26 - 15:48
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Live Nasdaq Composite: OpenAI IPO Delay Fears Send Markets Out on Sour Note (24/7 Wall St.)
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Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today. U.S. Trade Deficit Grows Just now Live The U.S. goods trade deficit widened sharply in May, hitting $105.8 billion against a forecast of $85 billion ... Live Nasdaq Composite: OpenAI IPO Delay Fears Send Markets Out on Sour Note...
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26.06.26 - 11:45
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Nvidia-Aktie: Plötzlich ein Leckerbissen für Dividendenjäger? (Sharedeals)
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Die Nvidia-Aktie befindet sich seit ihrem Mitte Mai aufgestellten Allzeithoch auf Talfahrt. Könnte sie nun ausgerechnet für Dividendenanleger zum Leckerbissen werden? Eine gewaltige Dividendenerhöhung Nvidia trat im Gegensatz zu anderen Technologiekonzernen bislang nicht als interessanter Dividendenzahler in Erscheinung. Die vierteljährlich gezahlte Gewinnausschüttung betrug zuletzt mickrige 0,01 US$ je Aktie und die Dividendenrendite lag in den […]
The post Nvidia-Aktie: Plötzlich ein Leckerbissen für Dividendenjäger? first appeared on sharedeals.de....
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26.06.26 - 09:06
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AuthenX targets AI data center interconnects with plug-and-play FAU for CPO (Digitimes)
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AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS)....
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26.06.26 - 04:42
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NASA Awards AiRANACULUS $5M CCRPP Contract to Advance Lunar and Space Communications Networks (Business Wire)
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AiRANACULUS to partner with NASA Ames, Nokia Federal Solutions, NVIDIA, Dell Technologies, Curtiss-Wright, Supermicro and Radisys to advance autonomous heterogeneous networking technologies through space flight testing.LOWELL, Mass.--(BUSINESS WIRE)--#AiRANACULUS--AiRANACULUS, a Massachusetts-based deep technology company focused on intelligent RF and autonomous networking systems, today announced that it has been awarded a $5 million Civilian Commercialization Readiness Pilot Program (CCRPP) contract from NASA. The effort will support technology development enabling next-generation heterogeneous communication networks for lunar and deep-space missions.
AiRANACULUS will enhance its Cross Layer Spectrum Aware Cognitive Control Plane and Intelligent Routing Engine (CLAIRE) and Intelligent Network Slicing and Policy-based Routing Engine (INSPiRE) technologies. These platforms are designed to improve performance, resilience and adaptability across complex communication environments. The work will be conducted...
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26.06.26 - 02:00
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Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration (Digitimes)
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The robotics industry is moving from proof-of-concept projects to large-scale deployment. During Computex 2026, IPC maker Nexcom showcased its edge AI solutions at booths of major tech companies including Nvidia, Intel, and Qualcomm. Through product demonstrations, the company strengthened its positioning as a full-spectrum edge AI deployment partner, attracting interest from industry players seeking deeper collaboration and investment opportunities....
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26.06.26 - 02:00
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Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26 (Digitimes)
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Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners race to keep up with orders. The upbeat view points to solid momentum in the second half of the year, even as Nvidia's key component suppliers say they have been pushed "almost to the limit" by the pace of shipments....
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