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Mon, Aug 17
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TECH/AI>AI & SEMICONDUCTORS

54 headlines · 20260817
MIDNIGHT_TRADER21:281h ago

Coherent Starts Supplying New Heat-Management Material for AI Chips

Coherent Starts Supplying New Heat-Management Material for AI Chips | 05:28 PM EDT, 08/17/2026 (MT Newswires) -- Coherent (COHR) has begun supplying a new heat-management material to AI chipmakers, moving the technology from internal development to customer testing. The 300mm wafers are designed to…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA19:532h agobullish

Nvidia Is the Best S&P 500 Stock of the Past 10, 15, 20 Years — but 4 Stocks Beat It Over the Past 5 Years

Nvidia Is the Best S&P 500 Stock of the Past 10, 15, 20 Years — but 4 Stocks Beat It Over the Past 5 Years | 3:53 PM EDT, August 17, 2026 (Benzinga Newswire) NVIDIA Corp (NASDAQ:NVDA) stock has been one of the top gainers over the past five years, with the company becoming the ninth public company…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE19:023h agobullish

AI/R Compass UOL Named Amazon Quick SI Partner by AWS Generative AI Innovation Center

AI/R Compass UOL Named Amazon Quick SI Partner by AWS Generative AI Innovation Center | SAN FRANCISCO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- AI/R Compass UOL, a subsidiary of AI/R—a technology company specialized in agentic AI—has been named as an Amazon Quick SI Partner by the AWS Generative AI Innova…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES18:583h agobullish

MW SpaceX's stock is rising, and that's a good sign for Nvidia and Google

MW SpaceX's stock is rising, and that's a good sign for Nvidia and Google | Some big names saw sizable paper gains on their SpaceX stakes when the stock went public, but trading has been volatile since then SpaceX stock is now trading above the company's initial public offering price. But most shar…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA18:413h ago

Shares of semiconductor companies are trading higher. Nvidia's $105 billion of an Ohio data center and comments regarding OpenAI commitments of approximately $600 billion for its compute capacity may help support the demand outlook across the sector.

Shares of semiconductor companies are trading higher. Nvidia's $105 billion of an Ohio data center and comments regarding OpenAI commitments of approximately $600 billion for its compute capacity may help support the demand outlook across the sector. |
TECH/AI / AI & SEMICONDUCTORS
BENZINGA17:015h ago

Shares of SpaceX are trading higher after multiple institutional investors disclosed multibillion-dollar stakes in 13F filings last week, including Google, Nvidia, Harvard Management, Saudi Arabia’s Public Investment Fund, Peter Thiel's Founders Fund, Fidelity Investments, Gigafund Management and BlackRock.

Shares of SpaceX are trading higher after multiple institutional investors disclosed multibillion-dollar stakes in 13F filings last week, including Google, Nvidia, Harvard Management, Saudi Arabia’s Public Investment Fund, Peter Thiel's Founders Fund, Fidelity Investments, Gigafund Management and B…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES16:006h agobullish

MW Apple's stock could rise 30% if it strikes an Nvidia deal for AI, this analyst says

MW Apple's stock could rise 30% if it strikes an Nvidia deal for AI, this analyst says | A Rothschild analyst suggests Apple could improve upon its 'subpar' AI efforts by deploying Nvidia's open-source models Apple currently has an AI partnership with Google, but a Rothschild analyst thinks an Nvid…
TECH/AI / AI & SEMICONDUCTORSECONOMY & JOBS / STRIKE/LABOR
BENZINGA15:526h agobullish

Nvidia Could Become the ‘Federal Reserve Of AI,’ Gavin Baker Says: Will ‘Dark GPUs’ Become Its First Test?

Nvidia Could Become the ‘Federal Reserve Of AI,’ Gavin Baker Says: Will ‘Dark GPUs’ Become Its First Test? | 11:52 AM EDT, August 17, 2026 (Benzinga Newswire) Nvidia (NASDAQ:NVDA) is building what could become the “Federal Reserve of AI,” Atreides Management CIO Gavin Baker said on Friday’s All-In…
MACRO & CENTRAL BANKS / FED/RATESTECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER15:486h agobullish

Top Midday Stories: Nvidia Investing $1.5 Billion in SB Energy; L3Harris Names Sam Mehta as CEO, Replacing Christopher Kubasik

Top Midday Stories: Nvidia Investing $1.5 Billion in SB Energy; L3Harris Names Sam Mehta as CEO, Replacing Christopher Kubasik | 11:48 AM EDT, 08/17/2026 (MT Newswires) -- The Nasdaq Composite was up, while the Dow Jones Industrial Average and S&P 500 Index were down in late-morning trading Monday,…
EXECUTIVE CHANGES / CEO APPOINTEDTECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER14:398h ago

Nvidia Blackwell Demand Uptrend to Drive a Q2 Beat and Raise, Morgan Stanley Says

Nvidia Blackwell Demand Uptrend to Drive a Q2 Beat and Raise, Morgan Stanley Says | 10:39 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) Blackwell demand uptrend will drive a fiscal Q2 beat and raise, but it is less likely to be a catalyst as the drivers of more significant multiple expansion a…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER14:318h agoneutral

Nvidia Among Investors Backing $350 Million Funding Round for Groq

Nvidia Among Investors Backing $350 Million Funding Round for Groq | 10:31 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) is expected to be among the investors backing a $350 million series A funding round for Groq, giving the artificial intelligence startup a $3.5 billion valuation, Groq said…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA14:308h agobullish

$1000 Invested In Taiwan Semiconductor 20 Years Ago Would Be Worth This Much Today

$1000 Invested In Taiwan Semiconductor 20 Years Ago Would Be Worth This Much Today | 10:30 AM EDT, August 17, 2026 (Benzinga Newswire) Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 20 years by 11.96% on an annualized basis producing an average annual return of 21.32%. Cu…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES14:138h agobearish

Stock Markets Risk Correction after AI Boom, ECB Blog Says -- Market Talk

Stock Markets Risk Correction after AI Boom, ECB Blog Says -- Market Talk | 1413 GMT - With stock-market valuations sky-high as investors make big bets on artificial-intelligence technology, a market correction looks probable, European Central Bank economists say in a blogpost. The rally in the tec…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA13:598h agobullish

Trane Tech and Eaton Plug Into Nvidia AI Data Center Boom

Trane Tech and Eaton Plug Into Nvidia AI Data Center Boom | 9:59 AM EDT, August 17, 2026 (Benzinga Newswire) Trane Technologies plc (NYSE:TT) on Monday disclosed a collaboration with Eaton Corporation (NYSE:ETN) for an integrated design for the NVIDIA DSX AI Factory Reference Design. The company ai…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:539h ago

NVIDIA Says OpenAI Committed To Substantial Deployments Of NVIDIA AI Infrastructure Through 2030; Each Generation Of NVIDIA AI Factory Systems Deployed At Ports-Pike Could Represent About 1.5M NVIDIA GPUs, Or About $150B To $200B In NVIDIA Revenue; Guarantee At Ports-Pike Effective In Phases As Data Centers Open 2028-2030; OpenAI Commitments Represents Roughly $600B Of NVIDIA Compute Through 2030

NVIDIA Says OpenAI Committed To Substantial Deployments Of NVIDIA AI Infrastructure Through 2030; Each Generation Of NVIDIA AI Factory Systems Deployed At Ports-Pike Could Represent About 1.5M NVIDIA GPUs, Or About $150B To $200B In NVIDIA Revenue; Guarantee At Ports-Pike Effective In Phases As Dat…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER12:519h agobullish

--Nvidia to Invest $1.5 Billion in SB Energy as Part of Partnership Agreement

--Nvidia to Invest $1.5 Billion in SB Energy as Part of Partnership Agreement | 08:51 AM EDT, 08/17/2026 (MT Newswires) -- http://www.mtnewswires.com Copyright © 2026 MT Newswires. All rights reserved. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES12:489h agobullish

OpenAI Locks In Lease for Huge Data Center in Ohio With Backing From Nvidia -- WSJ

OpenAI Locks In Lease for Huge Data Center in Ohio With Backing From Nvidia -- WSJ | OpenAI has signed a 10-gigawatt data-center deal in Ohio with SoftBank's SB Energy that's partly backed by Nvidia, a project expected to become one of the largest artificial-intelligence hubs to date. The deal is b…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES12:469h agobullish

Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises -- Barrons.com

Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises -- Barrons.com | Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7%…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:449h agoneutral

'Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal' - Bloomberg News

'Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal' - Bloomberg News | 8:44 AM EDT, August 17, 2026 (Benzinga Newswire) https://www.bloomberg.com/news/articles/2026-08-17/groq-valued-at-3-5-billion-in-funding-round-after-nvidia-deal Write to Benzinga at editorial@benzinga.com
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:449h agoneutral

'Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal' - Bloomberg

'Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal' - Bloomberg | 8:44 AM EDT, August 17, 2026 (Benzinga Newswire) https://www.bloomberg.com/news/articles/2026-08-17/groq-valued-at-3-5-billion-in-funding-round-after-nvidia-deal Write to Benzinga at editorial@benzinga.com
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:3910h agobullish

Nvidia Secures Land, Power And Shell Capacity To Host Compute Capacity Via Partnership With SB Energy At The PORTS-Pike Technology Campus In Ohio For Customer OpenAI

Nvidia Secures Land, Power And Shell Capacity To Host Compute Capacity Via Partnership With SB Energy At The PORTS-Pike Technology Campus In Ohio For Customer OpenAI | 8:39 AM EDT, August 17, 2026 (Benzinga Newswire) SB Energy will build, own and operate the data center under a 20-year lease to Ope…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE12:3010h agobullish

Trinity Biotech’s Trinovium Subsidiary Agrees to Collaborate with Echelon Data Centres to Develop Advanced Liquid Cooling Solutions for AI Infrastructure

Trinity Biotech’s Trinovium Subsidiary Agrees to Collaborate with Echelon Data Centres to Develop Advanced Liquid Cooling Solutions for AI Infrastructure | - Collaboration with leading hyperscale data center company will support Trinovium's technical and commercial readiness through development of…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE12:1510h agobullish

VivoPower Approves Independent Listing of 2.2GW Non-Nordic AI Infrastructure Platform, Transferring Capital Expenditure Requirements Whilst Retaining De Facto Control

VivoPower Approves Independent Listing of 2.2GW Non-Nordic AI Infrastructure Platform, Transferring Capital Expenditure Requirements Whilst Retaining De Facto Control | VivoPower team has assembled a non-Nordic portfolio and pipeline in excess of 2.2GW across the GCC and ASEAN regions through sover…
REGULATORY & CLINICAL / FDA/APPROVALTECH/AI / AI & SEMICONDUCTORS
BENZINGA11:5410h agobearish

Cantor Fitzgerald Reiterates Neutral on ON Semiconductor, Maintains $110 Price Target

Cantor Fitzgerald Reiterates Neutral on ON Semiconductor, Maintains $110 Price Target | 7:54 AM EDT, August 17, 2026 (Benzinga Newswire) Cantor Fitzgerald analyst Matthew Prisco reiterates ON Semiconductor (NASDAQ:ON) with a Neutral and maintains $110 price target. Write to Benzinga at editorial@be…
ANALYST ACTIONS / TARGET/MAINTAINTECH/AI / AI & SEMICONDUCTORS
DOW_JONES08:3114h agobullish

Semiconductor Manufacturing International Stock Advances 6.1% in Hong Kong

Semiconductor Manufacturing International Stock Advances 6.1% in Hong Kong | This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of Semiconductor Manufacturing International Corp. rose 6.1% to 75.15 Hong Kong dollars on what proved to be an all-aro…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER08:1914h agobullish

Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data Center

Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data Center | 04:19 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworked the structure so that Nvidia's financial guarantee for the project would be lowered…
TECH/AI / AI & SEMICONDUCTORS