AI Chips news and analysis on Web Pulse: 6974 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Nvidia Jetson chips, commercial off-the-shelf hardware, are appearing in Russian cruise missiles, enabling AI-powered autonomous guidance through Terrain Contour Matching and Digital Scene Matching Area Correlation. The …
Nvidia is pursuing a $500 billion market valuation target by integrating its InfiniBand networking, CUDA software, and Blackwell architecture into a proprietary full-stack ecosystem, creating high switching costs for clo…
Lam Research Corp. announced plans to invest more than $3 billion over the next five years to expand its global lab network and increase innovation velocity in the AI era. The initiative is expected to grow the company's…
Nvidia disclosed a nearly $21 billion stake in SpaceX as of June 30, alongside an Intel position worth about $30 billion, according to the Financial Times. The SpaceX holding stems from xAI's acquisition by SpaceX, while…
Nvidia has scaled back its funding guarantee for a proposed OpenAI data center project in Ohio to less than $120 billion, down from the previously discussed $250 billion, the Wall Street Journal reported on Friday, citin…
Nvidia has reduced its proposed financial guarantee for OpenAI's 10-gigawatt Ohio data center project from roughly $250 billion to below $120 billion, according to a report from Crypto Briefing. The revised backstop cove…
The United States is pushing its allies to commit to a single AI ecosystem, a shift that is making the 'play both sides' approach untenable due to export controls on high-end GPUs and diverging software standards. This f…
The semiconductor sector lost more than $1 trillion in market value on June 6, a roughly 14% decline from its $1.4 trillion valuation, but by June 8 traders bought the dip, sending chip stocks and AI-linked equities shar…
Nvidia disclosed in an SEC filing that it holds approximately 122.8 million SpaceX Class A shares valued at about $21 billion as of June 30, 2026, making it one of the largest known corporate cross-investments in tech hi…
Nvidia Corp. disclosed a $21 billion stake in SpaceX, according to a regulatory filing, following Elon Musk's announcement of an exclusive arrangement for Nvidia to equip SpaceX's data centres. The investment underscores…
Nvidia has secured commitments from Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to raise more than $500 billion in third-party capital for financing purchases of its GPUs, formalized through memoran…
David Tepper's Appaloosa Management trimmed its AI memory-chip positions and boosted holdings in megacap tech giants, according to its latest 13F filing. The hedge fund, which posted 32% gross returns in the first half o…
The United States is warning allied nations against joining Chinese-led artificial intelligence initiatives, a pressure campaign backed by export controls on semiconductors and AI chips that have been in effect since 201…
Citadel Advisors, the hedge fund led by Ken Griffin, disclosed new Q2 2026 stakes in SpaceX, Cerebras Systems, and Quantinuum, while its 13F equity portfolio grew 41.5% to $875.1 billion from $618.5 billion in Q1. The fi…
Altimeter Capital Management added a new position in Cerebras Systems worth approximately $2 billion and cut its Meta Platforms stake by 31%, shedding around 20,000 shares in early 2026, according to its latest 13F filin…
Bridgewater Associates, the macro hedge fund managing an estimated $150B to $170B in assets, disclosed a US equity portfolio worth approximately $22.4B in its Q1 2026 13F filing, with top positions in S&P 500 ETFs SPY an…
Nvidia has reportedly disclosed ownership of 122.8 million Class A shares in SpaceX, a stake worth roughly $16.6 billion at SpaceX's June 12, 2026 IPO price of $135 per share. The reported holding follows SpaceX's public…
Soros Fund Management increased its Nvidia stake by approximately 407,530 shares in Q1 2026, bringing total holdings to about 1.07 million shares, a 61.2% jump from the prior quarter. The position now represents about 2.…
Ukraine's Defence Intelligence said on August 12 that investigators found an Nvidia Jetson Orin computer module inside Russia's S-71M Monochrome cruise missile, indicating possible use of artificial intelligence in the w…