AI Chips news and analysis on Web Pulse: 6979 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
CoreWeave, an AI-focused cloud infrastructure provider, warned investors in a regulatory filing that transitioning away from Nvidia's GPUs would require significant time and financial resources, as its entire operation c…
The S&P 500 rose 0.26% to 7,748.50 points on Wednesday, lifted by upbeat results from CoreWeave and other AI infrastructure firms, while mild inflation data reinforced bets the Federal Reserve will hold rates steady in S…
Google launched the Pixel 11, Pixel 11 Pro, and Pixel 11 Pro XL, featuring the new Google Tensor G6 chip and the latest Gemini Nano model, along with major camera upgrades and enhanced durability. The devices are designe…
Lumentum Holdings Inc. reported fiscal fourth-quarter revenue up 109% year-over-year and 24.5% sequentially, marking its third consecutive quarter of 20%+ sequential growth, with adjusted gross margin crossing 50% earlie…
Cerebras Systems reported Q2 2026 core revenue of roughly $210 million, more than 100% year-over-year growth, and raised its full-year 2026 revenue guidance to $880 million to $890 million. CEO Andrew Feldman expects cor…
Private capital firms are wagering that Nvidia's AI chips will hold their value for years, defying the typical rapid depreciation of technology hardware. The Financial Times reports that these investors are betting on th…
Wall Street banks and Nvidia are developing a new financial pipeline to fund the AI boom, according to a Wall Street Journal report. The pipeline involves exotic financing structures, such as asset-backed securities tied…
Cisco Systems Inc. CEO Chuck Robbins announced five new hyperscaler design wins for its Silicon One chips and Acacia optics, with hyperscaler AI infrastructure orders on track to hit a $9 billion run-rate by the end of F…
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., completed a $926 million leveraged-loan deal to finance the purchase and installation of graphics processing units and other infrastructure as part of a…
Coherent Corp. reported fiscal Q4 2026 revenue of approximately $2 billion, beating analyst consensus of $1.99 billion and exceeding its own guidance of $1.91 billion to $2.05 billion. The company guided Q1 FY2027 revenu…
Cerebras Systems (CBRS) reported a 103% jump in core revenue to $209.9 million for the second quarter, beating Wall Street's adjusted sales target, but the AI chipmaker lost $2.98 per share and its stock fell in extended…
Cerebras Systems reported Q2 2026 core revenue of $210 million, beating analyst expectations of approximately $194 million, and raised its full-year 2026 guidance. The wafer-scale AI chipmaker, founded in 2015 in Sunnyva…
Nvidia stock (NVDA) rose about 3% to $223 in early trading Wednesday after six major investment firms—Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR—signed memorandum…
CoreWeave CFO Nitin Agrawal said the AI cloud company recently signed a contract to rent out Nvidia A100 GPUs into 2029, suggesting the 2020-era chips remain economically useful about nine years after launch. The deal ch…
Nvidia signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for AI infrastructure, a move that sent Alphabet's st…
Nvidia is profiting from AI infrastructure spending while the AI labs it supplies face an unsustainable economic model, according to an analysis of the hardware capex trap. The report warns that if labs cannot monetize t…
AMD's Instinct MI455X accelerator, unveiled at the 2026 Advancing AI event, introduces the CDNA 5 architecture, delivering 4x peak FP4/FP8 matrix performance and 2x other compute versus the MI355X, built on TSMC's 2nm pr…
Nvidia has become the most actively traded stock in the US, accounting for 3.0% of total notional trading volume year-to-date, according to Goldman Sachs. The chipmaker's market capitalization approaches $5.4 trillion, a…
Google unveiled the Pixel 11, Pixel 11 Pro, and Pixel 11 Pro XL, featuring the new Google Tensor G6 chip with the latest Gemini Nano model, a 40% thinner camera bar, and a 48-megapixel main sensor with 56% more light sen…