AI Chips news and analysis on Web Pulse: 6978 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nebius Group N.V. announced an agreement with Vantage Data Centers to deploy NVIDIA-powered AI infrastructure at the Newport facility in Wales, part of a £1.7 billion ($2.26 billion) commitment to establish 65 MW of NVID…
Dow Jones futures and S&P 500 rose slightly early Thursday, while Nasdaq futures were little changed, after a tame CPI report helped the S&P 500, Nasdaq, and Russell 2000 post modest gains. Cisco Systems and optical play…
Microsoft has formally accepted Horizon 1, the first phase of IREN Limited's AI cloud deployment under a five-year contract worth approximately $9.7 billion, with IREN on track to deliver 50 MW of IT load by Q4 2025. The…
SMIC and Hua Hong Grace reported triple-digit profit growth in the June quarter, with net profits up 261.7% to US$479.2 million and 385.9% to US$38.6 million respectively, driven by surging AI demand. SMIC's revenue rose…
Semiconductor Manufacturing International Corporation (SMIC) reported Q2 2026 net profit attributable to shareholders of $479.2 million, more than tripling year-over-year and nearly doubling analyst expectations of $253–…
Qualcomm's Snapdragon C entry-level Arm SoC outperforms Intel's Processor N250 Twin Lake CPU by up to 67 percent in unplugged benchmarks, according to a new 'Snapdragon C Platform Overview' document released by Qualcomm.…
Cerebras Systems Inc. shares fell 17.8% in premarket trading on August 13, 2025, to $215.50, despite reporting Q2 core revenue of $209.9 million, up 103% year over year, and raising its full-year 2026 core revenue guidan…
Yangtze Memory Technologies Co., Ltd. (YMTC) entered the global NAND flash market's top three by shipment share in Q2 2026, holding a reported 14% of shipments, according to Counterpoint Research data cited by CNBC. The …
SK Hynix, the leading maker of high-bandwidth memory, is investing $720 billion in memory factories to meet AI demand, according to an exclusive CNBC report. The buildout is transforming South Korea's industrial landscap…
A Hacker News user argues that US sanctions on China, which prohibit NVIDIA chips from being sold there, are counterproductive, as they compel China to develop independent, affordable alternatives and flood the market wi…
CME Group, the Chicago-based exchange, announced it will launch futures contracts tied to the cost of renting Nvidia's H100 and B200 AI chips starting October 5, pending regulatory approval. The contracts, based on an in…
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Group Corp. announced a partnership to build a new chip plant in Japan, a move that strengthens the global semiconductor supply chain. Meanwhile, Chinese AI-related …
SK hynix will break ground on Aug. 27 on its $3.87 billion advanced chip packaging plant in West Lafayette, Indiana, for high-bandwidth memory used in AI processors. The South Korean memory maker, which has received up t…
Nvidia CEO Jensen Huang said on August 13th that the A100 fleet remains 'mission-capable' through 2029, citing CUDA's role in extending the lifespan of AI accelerators. The statement amplifies a CoreWeave contract signed…
Nvidia Corp. has become indispensable to the technology industry, with demand for its AI chips so high that companies have no choice but to buy them, according to a Financial Times analysis. The report highlights that Nv…
South Korea's Kospi index surged as much as 4.8% on Thursday, extending its gain from a July 30 low to about 22% and putting it on track for a technical bull market, driven by a global rebound in AI trade and heavy buyin…
Cerebras Systems Inc. reported a second-quarter adjusted loss of 5 cents per share, beating the forecast of a 17-cent loss, and core revenue of $210 million, up 50% year-over-year and above the $201 million expected, but…
South Korea's Kospi index rose as much as 4.8% on Thursday, extending its gain from a July 30 low to about 22% and putting it on track for a technical bull market, driven by a rebound in AI-related chip stocks. Samsung E…
OpenAI previewed GPT-5.6 Sol Ultrafast on August 13, 2026, a Cerebras-powered speed tier for its most capable model, claiming up to 14x faster processing than Standard and up to 750 output tokens per second. The tier lau…
Cisco Systems Inc. raised its full-year AI infrastructure order target to $9 billion, nearly doubling its previous estimate of $5 billion, and projected fiscal Q4 2026 revenue of $16.7 billion to $16.9 billion, surpassin…