Semtech (NASDAQ:SMTC) shares surged more than 8% on Friday after UBS initiated coverage on the semiconductor firm with a Buy rating due in part to a key product win in Nvidia's (NASDAQ:NVDA) Blackwell.

Applied Digital CEO Wes Cummins talks about the demand signals in the data center space, the progress of the company’s massive North Dakota build-out and the opportunities he sees in 2025.

Notably, Nvidia can push a new GPU iteration every 12 to 18 months. Meanwhile, it uses “whole cow” methods — ensuring that every salvageable die has a place in its portfolio (data center ...

Nvidia CEO Jensen Huang also announced new AI tools for creating autonomous agents during a keynote address at CES.

The facility will include 10,000 square meters of AI data center infrastructure, and will be among the largest and most powerful data center labs in Israel, the company said.

As reported by Globes and confirmed to DCD, Nvidia is developing a 30MW data center - making it one of the largest in the country. Local press report the facility is close to the Elyakim Interchange near Yokne’am, in the north of the country.

The Information notes that Blackwell GB200 racks, crucial components in data centers, have exhibited problems during initial deployments. The unprecedented power consumption of these cutting-edge GPUs,

If Cosmos plays out as the company is intending, it could be a launch-pad for rocketing Nvidia’s robotics and autonomous vehicle businesses.

On Wednesday, NVIDIA ( NVDA, Technology) announced plans to expand its research and development operations in Israel and build a cutting-edge research and engineering data center. The new 10,000-square-meter facility worth around $500 million will be among the largest and most advanced data center labs in Israel.

Utilities, the lowest-performing S&P 500 sector in 2023, rebounded strongly in 2024, reflecting a major shift in electricity consumption as AI, electrification and decarbonization drive demand. The Energy Information Agency predicts that global electricity use could rise as much as 75% by 2050.

Apple has joined a consortium, the Ultra Accelerator Link Consortium, developing next-gen technology to link together chips in AI data centers.

When it comes to semiconductor stocks, odds are that companies such as Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) are the first that come to mind. Over much of the last two years,