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.
Intel and Lens Technology are in early discussions about a potential partnership focused on glass substrate packaging, a technology that could enable chip packages with up to 1 trillion transistors by 2030. No agreement …
AMD CEO Lisa Su unveiled next-generation Epyc CPUs at the Advancing AI 2026 event in San Francisco on Thursday, splitting Zen 6 Epyc into four classes: Venice SP7, Venice SP8, Venice-X, and Verano, with different core co…
Qualcomm will raise smartphone processor prices by a double-digit percentage after September 1, driven by rising manufacturing and memory costs that have increased smartphone bill-of-materials costs by 10-30% across the …
Intel Corporation and Lens Technology announced a strategic collaboration to develop glass substrate-based packaging solutions for AI and datacenter workloads, combining Intel's advanced packaging expertise with Lens Tec…
OpenAI expects to spend $750 billion on AI infrastructure by 2030, a 25% increase from earlier estimates, and is planning a 3.2 gigawatt data center in Georgia costing $20-30 billion, while rival Anthropic has committed …
AMD announced that its Lux supercomputer, built with AMD Instinct MI355X GPUs, EPYC CPUs, and Pensando networking at Oak Ridge National Laboratory, will become the first fully operational platform for the U.S. Department…
MACOM Technology Solutions reported fiscal Q2 2026 revenue of $289 million, a 22% year-over-year jump, driven by surging demand for its optical components in AI data centers. The company revised its full-year data center…
OpenAI president Greg Brockman said the AI industry will remain in a compute shortage no matter what, forcing hard decisions on which models to train and products to scale. Brockman spoke during a roundtable in New York …
European AI-related stocks fell on Friday after a broad selloff in the sector on U.S. exchanges, with ST Microelectronics, Infineon, and ASML declining between 1.0% and 2.0%. Software company SAP surged 10% after reporti…
Tesla closed a ~$2 billion acquisition of an unnamed AI hardware company in Q2 2026, paying $1.95 billion in stock and equity awards, according to its 10-Q filing. Only $222 million was allocated to a patent and develope…
Thomas H. Lee Partners is exploring an initial public offering for Brooks Automation, the robotics and software company it acquired for $3 billion in 2021, as semiconductor demand surges from AI chips to crypto mining ha…
AMD and Schneider Electric have jointly released the first reference design for AMD's Helios rackscale AI platform, providing a validated blueprint for data center developers covering facility power, cooling, IT space, a…
Synopsys Inc. is tackling the growing complexity of chip design for physical AI by introducing co-design methodologies and agentic workflows, as the industry races to integrate hundreds of billions of transistors into co…
Semiconductor stocks are trading near their 10-year average forward P/E of around 19.5x despite nearly 50% of S&P 500 earnings growth coming from the sector, according to a16z. Analysts expect earnings growth of 20% to 6…
AMD CEO Lisa Su said demand for AI compute is at a premium and hyperscalers are seeing returns on their AI investments, justifying increased capital expenditure. AMD unveiled its next-generation Instinct MI450 Series GPU…
Meta acquired roughly 1,039 acres in Northeast El Paso, Texas, for approximately $8.5 million to build a massive AI data center campus designed to scale up to 1 GW of capacity, with total projected investment ballooning …
Intel reported second-quarter revenue growth of 25%, its largest gain since 2011, after the federal government pushed favorable long-term contracts on the chipmaker. Monday.com announced it will cut ~20% of its staff at …
A South Korean appeals court ordered SK Group chairman Chey Tae-won to pay his ex-wife Roh Soh-yeong approximately $645 million in cash on Friday, ending the decade-long 'divorce of the century' legal saga. The ruling aw…
AMD CEO Lisa Su told Yahoo Finance that AI demand is not slowing down 'at all,' dismissing concerns about a potential slowdown in the sector. Su made the remarks during a conversation with Executive Editor Brian Sozzi, r…
SK Hynix has invested in Etched, a US-based AI inferencing startup developing rack-scale systems with Low Voltage Inference and Cluster Scale Memory to address GPU memory bottlenecks. Etched, founded in 2023 by Harvard d…