AI Chips news and analysis on Web Pulse: 3112 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Space-based data centers face significant economic and physical hurdles that Silicon Valley proponents often overlook, according to an aerospace analyst at ABI Research. A total-cost-of-ownership comparison found that la…
Ben Bajarin discussed Apple's artificial intelligence strategy and the broader AI compute industry in a Stratechery interview, focusing on developments from WWDC. The conversation examined how Apple is positioning itself…
The Dutch government and state-backed investor Invest-NL are injecting an additional €360 million into the Deep Tech Fonds, bringing its total to €610 million, as the Netherlands seeks to reduce reliance on foreign criti…
Xbox CEO Asha Sharma announced in a memo that storage component costs have more than doubled since February and are expected to rise to five times their original price by the 2027 holiday season, which may signal the lau…
Fermi (FRMI) shares surged 22.6% after securing backing from a major artificial intelligence company. The endorsement signals growing confidence in Fermi’s technology and positions the firm for expanded AI-related applic…
Applied Optoelectronics (AAOI) shares surged on renewed investor enthusiasm tied to artificial intelligence growth prospects. The stock's rally reflects market optimism that the company's optical components will benefit …
China's new export controls on indium phosphide, a critical material for high-speed semiconductors, threaten to disrupt the global rollout of AI data centers. The restrictions limit foreign access to a compound essential…
Nvidia Corp is strengthening its artificial intelligence platform by integrating Micron's HBM4 memory technology. The partnership aims to enhance AI computing performance and efficiency for next-generation data centers a…
AMD, Intel, Nvidia, Arm, and Qualcomm are competing in the datacenter CPU market driven by agentic AI, which has shifted the CPU-to-GPU ratio from 1:4 toward 1:1. The market sees these CPUs as commodities, but they serve…
Broadcom (AVGO) is emerging as a key player in the artificial intelligence sector, positioning itself as a potential alternative AI trade alongside Nvidia. The semiconductor and infrastructure software company has seen i…
Supermicro shares fell after the company disclosed financing agreements to fund artificial intelligence server orders, raising investor concerns about debt levels and dilution. The server maker secured new credit facilit…
Super Micro Computer (SMCI) shares plunged 28% in a single trading session, marking the steepest drop for the AI server maker in recent months. The selloff signals growing investor skepticism about the sustainability of …
Oracle reported fiscal fourth-quarter earnings that beat analyst expectations, with revenue of $19.2 billion and adjusted earnings per share of $2.11, while also announcing plans to raise $40 billion in debt and equity i…
Bank of America double-upgraded Intel to "buy" from "underperform," raising its price target to $135 per share, citing the company's opportunity to address industry constraints in leading-edge wafers and packaging. The b…
Intel is the most mispriced hedge in the AI market, according to a new analysis. The chipmaker's valuation does not reflect its potential to benefit from the artificial intelligence boom, creating a significant opportuni…
Iren Ltd (IREN) is shifting its business focus from cryptocurrency mining to artificial intelligence data centers, reflecting a broader industry pivot toward high-performance computing. The company is repurposing its ene…
Amazon is investing $225 billion in a proprietary artificial intelligence chip, a bet that could reshape the company's cloud computing dominance and its reliance on external suppliers. The massive expenditure positions A…
Seagate Technology shares rose Monday as the company reported unprecedented demand driven by the rapid expansion of artificial intelligence applications. The data storage provider is benefiting from AI workloads that req…
Helion kernels were integrated into vLLM for FP8 inference using Qwen3 models and evaluated across NVIDIA H100 and B200 GPUs. The experiments demonstrated that Helion provides a productive PyTorch-native workflow for dev…
PALO ALTO, Calif. — Startup Ricursive, founded by the former leads of Google's AlphaChip project, announced plans to develop an end-to-end AI model for chip design, aiming to transform the industry by enabling custom chi…