AI Chips news and analysis on Web Pulse: 3087 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Google has invested over $2 billion to expand its data center campus in Jackson County, Alabama, a facility that first opened in 2018. The expansion reflects the growing demand for AI and cloud computing infrastructure, …
NVIDIA CEO Jensen Huang outlined a 10-point AI roadmap during a recent talk, emphasizing that agentic AI has crossed a critical threshold requiring 1,000 times more compute than generative AI. He highlighted that NVIDIA …
NVIDIA's new RTX Spark for Windows on Arm offers 273 GB/s memory bandwidth, but Apple's MacBook still outperforms it with 614 GB/s for local LLM inference, highlighting the continued advantage of unified memory architect…
Nvidia launched a $20 billion investment-grade bond offering, its largest ever, to fund growth and AI infrastructure without diluting equity. The sale spans seven maturities and is four times larger than its 2021 bond sa…
BUZZ HPC, a subsidiary of HIVE Digital Technologies, announced plans to build a CAD $3.5 billion AI gigafactory in the Greater Toronto Area with 320 MW capacity to house over 100,000 GPUs. The facility, one of Canada's l…
A new ETF allows investors to buy shares of memory chip makers Micron, Sandisk, SK Hynix, and Samsung for under $100, addressing the AI memory bottleneck.
Kazakhstan signed a $10bn AI deal with Nvidia-backed Firebird to build Data Center Valley in Ekibastuz, aiming to become a regional computing hub. The first phase is set at $5bn, including $1bn from state-owned Kazakhtel…
Nvidia plans to raise at least $20 billion in its first bond sale since 2021, with maturities ranging from 2 to 30 years, according to Bloomberg. The chipmaker, now the world's most valuable company, is tapping the corpo…
India and the UAE partnered to deploy an AI supercomputer in India using Cerebras chips, bypassing Amazon, Microsoft, and Google. The deal, signed by G42 and India's Centre for Development of Advanced Computing, aims to …
Nvidia unveiled the RTX Spark Superchip at Computex 2026, an ARM-based processor developed with MediaTek that promises to revolutionize Windows PCs for AI developers, creators, and gamers. The chip, featuring a 20-core G…
The UK Semiconductor Centre (UKSC) signed a memorandum of understanding with Rapidus Corporation to give British innovators access to 2-nm chip technology by 2027, announced as UK and Japanese prime ministers met in Lond…
HBM costs have grown from 52% of AI chip component costs in Q1 2024 to 63% in Q4 2025, with total AI chip component spending rising from $22B to $52B. Reasonix is an open-source terminal coding agent optimized for DeepSe…
TD Cowen raised its price target on Micron Technology to $1,500 from $660, citing surging demand for AI memory chips. The analyst maintained a Buy rating as Micron's high-bandwidth memory supply for 2026 is fully sold ou…
Nvidia plans to raise at least $20 billion through a high-grade bond sale, its largest debt offering ever, to finance AI chip production amid surging demand. The move follows similar debt financing by Alphabet, Microsoft…
Agentic AI workloads are shifting the compute ratio, making CPUs the critical coordination substrate rather than a support component for GPUs. This inversion is exposed by current Xeon supply tightness, which reveals tha…
Tencent-backed AI chip startup Enflame won approval for a 6 billion yuan ($888m) IPO on Shanghai's STAR board, becoming the last of China's 'four AI chip dragons' to go public. The company, which relies on Tencent for 84…
Astera Labs (ALAB) received a 'Buy' rating from Seeking Alpha on June 15, 2026, based on the thesis that networking is becoming a critical bottleneck in AI data centers. The analysis highlights the Scorpio X-Series, P-Se…
AT&S, an Austrian maker of printed circuit boards and chip substrates, will invest €1.5bn to €2bn expanding capacity at its plants in Malaysia and China to meet demand for high-end IC substrates used in AI and high-perfo…
Nvidia invested in Hydra Host's Series A funding round, which raised approximately $70 million, to expand AI compute resources. The startup operates bare metal GPU clusters across 40-50 locations and aims to convert data…
A 10-year PC-building veteran reports that building your own PC is no longer cheaper than buying a prebuilt system, due to AI-driven price surges in RAM, storage, and GPUs. Across budget, midrange, and high-end configura…