AI Chips news and analysis on Web Pulse: 6973 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Memory chip prices have surged nearly 400 percent since August 2024, with DRAM costs rising from 90 cents to $3.45 per gigabyte, driven by AI demand and a supply squeeze that experts call 'chipflation.' Manufacturers lik…
Goldman Sachs is steering investors toward mainland-listed Chinese stocks in power supply chains, hardware infrastructure, and humanoid robots, citing a 111% year-over-year surge in China's chip exports in May 2026. The …
The AI trade suffered a sharp valuation compression, with tech's forward price-to-earnings ratio falling about 30% from a year earlier at its July low, a drop comparable to the dot-com bust and financial crisis, yet the …
OpenAI previewed Ultrafast, a new API tier delivering GPT-5.6 Sol at 750 output tokens per second, 14 times faster than Standard mode, using Cerebras' Wafer-Scale Engine with 44 GB of on-chip SRAM. The speed enables real…
Billionaire entrepreneur Mark Cuban predicted on X that high-end AI GPUs will become the new crypto as an investable asset class, drawing swift pushback from Bitcoin advocates. Cuban, who recently sold most of his Bitcoi…
The Roundhill Memory ETF (DRAM), launched April 2, has amassed $27.44 billion in assets and returned 161.51%, with 25.42% of its portfolio concentrated in Micron Technology. The fund, which holds 24 memory-related stocks…
Frore Systems claims its LiquidJet coldplate reduces Nvidia Rubin GPU junction temperatures by 6 to 12°C compared with conventional direct-to-chip cooling, yielding a 10 to 25 percent gain in tokens per watt, and require…
Asia's AI chip startups face significant barriers to competing with Nvidia, primarily due to limited access to advanced foundries like TSMC and Samsung Foundry, according to industry experts and investors. South Korea's …
Nvidia is in talks to invest up to US$3 billion in SB Energy, a SoftBank Group subsidiary developing a planned Ohio data centre project for OpenAI, according to The Information. The investment is part of broader discussi…
NVIDIA Corporation released an interactive 3D visualization of its H100 GPU architecture using Three.js, allowing users to explore components such as CUDA cores, HBM3 memory, GPCs, SMs, Tensor Cores, and TMA. The tool is…
Nvidia is in talks to guarantee approximately $250 billion in financing for OpenAI's lease of SB Energy's planned 10-gigawatt data center in Ohio, part of the Stargate AI infrastructure initiative, according to the Wall …
Nvidia faces investor concerns over off-balance-sheet purchase obligations that reached nearly $30 billion as of April 28, 2024, including $18.8 billion in inventory purchase commitments and $8.8 billion in multi-year cl…
Nvidia announced memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize more than $500 billion for AI hardware financing, framing GPUs as an investable asset class…
NVIDIA Corp. disclosed a $21 billion stake in Elon Musk's SpaceX as of June 30, making it the sixth-largest investor in the rocket manufacturer, according to a Securities and Exchange Commission filing. The position, acq…
Google unveiled its 8th-generation Tensor Processing Unit (TPU) at Cloud Next '26, shipping in two variants for the first time: TPU 8t for training and TPU 8i for inference, both sharing Axion CPUs, liquid cooling, and t…
NVIDIA has moved its 800-VDC power architecture from concept to production, with the first MGX-compatible 800-VDC power rack scheduled for Q3 2026, delivering high-voltage DC to AI compute racks while existing AC infrast…
Nvidia (NVDA), ASML Holding (ASML), Nucor, Avnet (AVT), and Cenovus Energy are five stocks to watch near buy points this week, according to Investor's Business Daily. Nvidia, an AI chip giant, is holding just above a sho…
Google's Tensor G6 processor, powering the Pixel 11 series, prioritizes AI, efficiency, and security over raw CPU and GPU performance, featuring a seven-core CPU, PowerVR GPU, and a fifth-generation TPU that Google claim…
Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2026 revenue growth guidance to slightly more than 40%, citing relentless demand for advanced AI chips, and reported July 2026 sales of NT$467.58 billion, a 45% ye…
SMIC, China's largest chip foundry, reported record quarterly revenue exceeding $3 billion, driven by strong AI-related demand, and raised prices for its most sought-after manufacturing capacity. The company's average se…