AI Chips news and analysis on Web Pulse: 3119 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Employees of Dutch chip machine manufacturer ASML are threatening to boycott an internal event after Elon Musk was invited to speak via video link on Thursday. Workers on an internal channel said Musk’s views conflict wi…
Jim Cramer called NVIDIA Corporation the "heart" of the data center story, while warning that increased AI-related spending could cause near-term market effects. The high-profile commentary underscores NVIDIA's central r…
Staff at ASML, one of Europe’s most valuable chip machinery makers, are threatening to boycott an internal company conference after it invited Elon Musk to deliver a keynote address via video link. Employees on the compa…
Employees of Dutch chip machine manufacturer ASML are threatening to boycott an internal event after Elon Musk was invited to speak via video link on Thursday. Workers cited concerns that Musk’s views on equality and inc…
Marvell Technology Inc. and Flex Ltd. will join the S&P 500 later this month, replacing Pool Corp. and The Campbell’s Company in the index’s latest quarterly rebalance, S&P Dow Jones Indices announced Friday. The semicon…
Hitachi and Intel announced a strategic partnership on June 5 to deploy AI, advanced computing, and digital infrastructure across manufacturing, energy, and mobility sectors. The collaboration, built on five pillars incl…
Nvidia's market capitalization has fallen below $5 trillion, reversing its recent milestone as the first public company to surpass that threshold amid the global AI boom. The decline signals a potential shift in market s…
A former Meta engineer has launched a five-part series called "Unpacking AI" to explain artificial intelligence from the ground up, starting with the hardware that powers it. The first installment covers transistors, sem…
J.P. Morgan analyst Rajat Gupta upgraded Tesla from Underweight to Neutral on June 5, raising the price target from $145 to $475. The upgrade reflects a shift in valuation thesis, with Gupta projecting nearly half of Tes…
A research group led by Huawei completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model, using a cluster of at least 1,000 Huawei Ascend 910C chips. The effort, which involved the Shenz…
The S&P 500 and Nasdaq suffered a sharp pullback on Friday, but the AI-driven rally remains supported by robust earnings upgrades and persistent compute bottlenecks. AI infrastructure demand is broadening beyond semicond…
Nvidia used Computex 2025 to pitch a "reinvention of the PC" centered on AI capabilities, but the company's messaging may have misjudged the audience's readiness for such a shift. The chipmaker's vision for AI-driven com…
The S&P 500 fell 2.64% on June 5, its worst single-day decline since October, as a broad sell-off in AI-related stocks dragged markets lower. The decline puts the index's nine-week winning streak at risk, with a 10th con…
Minisforum announced two Panther Lake-based mini PCs, the M2 Pro and MS-03, designed for local AI workloads. The M2 Pro delivers up to 180 TOPS of combined compute with an Intel Core Ultra X9 388H, while the MS-03 target…
Three stocks trading below $50 per share are positioned to become major beneficiaries of the next artificial intelligence boom, according to analysts who say the companies remain largely overlooked by investors. The firm…
At Computex 2026 in Taipei, Nvidia announced RTX Spark, a version of its Blackwell GB10 superchip for Windows PCs, with Microsoft, Asus, Dell, Lenovo, HP, and MSI unveiling new devices powered by the hardware. The chip i…
Large technology companies' heavy spending on artificial intelligence development and compute hubs is contributing to price pressures on U.S. consumers, according to a Washington Post report. Federal Reserve officials an…
Google has agreed to pay SpaceX $920 million per month starting October 2026 through June 2029 for access to xAI's data centers, according to a SpaceX SEC filing. The deal, valued at $30 billion, grants Google 110,000 NV…
Equixly engineers report that GPU scarcity is a structural problem driven by hyperscaler stockpiling and rising energy costs, not a temporary supply-chain issue. The company argues that standard load-balancing methods li…
Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, in a deal worth roughly $30 billion. The agreement, disclosed in a regulatory filing Friday, comes one …