AI Chips news and analysis on Web Pulse: 6981 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SpaceX and Tesla announced plans for a joint semiconductor factory in Grimes County, Texas, spanning over 100 million square feet, with an initial investment of $16.8 billion and potential full buildout cost of $119 bill…
A new paper from Google DeepMind, co-authored by Turing Award winner David Patterson and Xiaoyu Ma, argues that the biggest obstacle to scaling large language model inference is memory, not raw computing power. The paper…
CME Group will launch two compute futures contracts on October 5, 2026, enabling AI companies and investors to hedge against volatile GPU rental costs. The contracts, developed with Silicon Data, track hourly rental rate…
Nvidia's stock surged more than 10% in the week ending August 8, 2026, easing market fears about AI infrastructure spending, according to analysts. The rally followed SpaceX's announcement of plans to build terrestrial a…
SpaceX and Tesla Inc. announced plans to build Terafab, a 100-million-square-foot semiconductor facility in Grimes County, Texas, with an initial $16.8 billion investment that could reach $119 billion. The facility will …
AMD reported $6.7 billion in data center revenue for Q2 2026, up 107% year-over-year, and projects data center sales will exceed $13 billion in Q3 2026, with CEO Lisa Su forecasting the segment will more than double agai…
Elon Musk said during SpaceX calls in 2026 that global memory supply is growing at roughly 20% per year while AI demand expands at 200% or more annually, making memory the biggest bottleneck for AI. The US currently has …
Synopsys announced the release of its 3DIC tool at AMD's Advancing AI event, with AMD as a co-partner, according to Ravi Subramanian, a Synopsys executive. The tool addresses thermal and power challenges in multi-die chi…
Wall Street lenders are seeking an additional $500 billion to finance the artificial intelligence boom, according to a New York Times report. The funding push, which targets AI infrastructure including data centers and c…
Nvidia has secured $500 billion in backing for AI infrastructure, signaling investor confidence that the AI boom is not a bubble but a response to a massive deficit in physical compute capacity. The funding will accelera…
Nvidia Corp. is seeking $500 billion to fund AI infrastructure, partnering with financial giants to bridge the financing gap for customers building large-scale GPU clusters. The investment targets data center power and c…
VanEck's JP Lee said China is pushing domestic chip purchases to counter US sanctions, implementing a 50% domestic sourcing requirement for semiconductor manufacturing equipment and restricting Nvidia chip purchases to '…
Volta, a vertically integrated AI infrastructure platform founded by CEO Ricard Boada and Chief Corporate Development Officer Sofia Gumuzio, emerged from stealth with a $10 billion strategic partnership with an unnamed A…
ON Semiconductor reported Q2 2026 revenue of $1.604 billion, a 9% year-over-year increase, beating Wall Street estimates with non-GAAP EPS of $0.74, driven by a 19% surge in its Power Solutions Group to $829 million amid…
Nvidia is becoming the 'central bank of AI' as demand for its chips and compute surges, according to Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance Tech Editor Dan Howley. Jensen Hua…
IBM and Together AI have signed a $240 million multi-year deal to build an AI inference cluster on IBM Cloud powered by Nvidia's HGX B300 systems with Blackwell processors and Spectrum-X Ethernet networking, targeting op…
ARK Invest has acquired shares in Nvidia and sold its holdings in Deere, reflecting confidence in Nvidia's AI-chip market dominance, while Broadcom's stock has dipped following recent earnings disappointments and guidanc…
SK Hynix's $26.5 billion Nasdaq listing, the largest ever by a non-US company, saw shares fall over 50% from their post-listing peak to around $135-$140, below the $149 IPO price, after a Q2 earnings report that set reco…
Fermi Inc. announced a binding 15-year lease with TensorWave for a 222 MW facility at its Project Matador campus in Carson County, Texas, expected to generate roughly $6.5 billion in contracted revenue, sending Fermi sha…
Nvidia is collaborating with major Wall Street firms to orchestrate a financing initiative that could channel as much as $500 billion into AI infrastructure, according to a report from Inside AI. The plan, still in its f…