AI Chips news and analysis on Web Pulse: 6159 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
TSMC reported a fifth straight record gross margin of 67.7% in Q2 2026, but guided Q3 down to 66.0%, while gross profit rose to roughly $27.2 billion. Despite calling AI demand unbounded, TSMC is spending only 34-36% of …
Real-world assets (RWAs) accounted for 54% of Hyperliquid's weekly trading volume during July 13–19, the first time non-crypto assets have dominated the exchange, according to ARK Invest director of digital assets resear…
AMD at its Advancing AI event in San Francisco unveiled ROCm.AI, a platform that uses frontier AI models to automatically optimize GPU kernels and inference performance on AMD Instinct hardware, claiming a 38 percent per…
Verizon CEO Dan Schulman disclosed a dark fiber agreement worth more than $1 billion with Google on the company's Q2 2026 earnings call today, July 24, and promised additional deals before year-end that could collectivel…
Roku is raising prices on its streaming players by up to 60%, with the Roku Streaming Stick 4K jumping from $50 to $80 and the Roku Ultra and Streambar SE rising from $100 to $150. The company blames the increases on a g…
AMD and Cerebras Systems announced a technical partnership to deliver a disaggregated AI inference solution combining AMD Helios rackscale solutions with the Cerebras Wafer-Scale Engine, unveiled at Advancing AI 2026. Th…
AMD stock received price-target hikes from analysts following news related to its AI computer technology. The upgrades reflect growing confidence in AMD's position in the AI chip market.
Qualcomm has informed customers that it will raise prices on Snapdragon chips by double-digit percentages starting September 1, citing exhausted ability to absorb higher supplier costs, a move that will likely increase A…
Google has developed a new custom AI chip designed specifically for its Gemini large language model, aiming to drastically reduce inference costs and latency by addressing the memory wall and power inefficiencies of gene…
Gartner forecasts global data center spending will reach $653 billion in 2026, a 31.7% increase over last year, as AI infrastructure drives companies to rethink asset ownership across different economic timelines. Rising…
Intel and Micron shares fell more than 7% after Broadcom's AI chip forecast missed Wall Street expectations, triggering a semiconductor selloff that erased roughly $1.3 trillion in sector market value. The rout raises qu…
Samsung Electronics and SK Hynix will announce multi-year memory chip supply contracts with US technology companies on July 24 during South Korean President Lee Jae Myung's visit to San Francisco, driven by surging deman…
Advanced Micro Devices Inc. CEO Lisa Su used the Advancing AI 2026 keynote to reposition AMD as a full-stack AI infrastructure vendor, unveiling the Helios rack and Instinct MI450 with claims of up to 30% more tokens per…
Nvidia CEO Jensen Huang told US policymakers on July 23 that fears about artificial intelligence ending humanity are 'complete nonsense,' urging the Trump administration to avoid overcorrecting on AI regulation. Huang ar…
AMD CEO Lisa Su said AI training compute needs have increased 5X annually since 2020, with inference expected to account for 60% of the AI accelerator market in 2025 versus 40% for training, up from a 50-50 split in 2024…
Intel posted second-quarter 2026 revenue of more than $16 billion, a 25 percent jump from a year earlier, with adjusted earnings per share of 42 cents doubling the 21-cent consensus estimate. The data centre and AI divis…
AMD CEO Lisa Su dismissed concerns about a potential AI industry bubble, arguing that the intertwined ecosystem of tech companies, including Nvidia, Microsoft, and OpenAI, is necessary for large-scale investments and lon…
AMD CEO Lisa Su announced the Venice series CPUs at the Advancing AI event, projecting the AI accelerator market will reach $1.4 trillion by 2030 as agentic AI drives demand. The sixth-generation EPYC 9006 Series, launch…
NVIDIA CEO Jensen Huang's new X account signals a shift toward real-time, decentralized communication with the developer community, potentially accelerating feedback loops on AI hardware and software roadmaps. The move i…
The DAC 2026 Engineering Track will feature ~90 peer-reviewed presentations from engineers designing AI accelerators, memory systems, and interconnects, with keynotes from Qualcomm EVP and CTO Baaziz Achour, Nvidia's Tim…