AI Chips news and analysis on Web Pulse: 6168 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nokia reported comparable operating profit of €434mn for the second quarter of 2026, up 18% year-on-year and beating analyst forecasts of €382mn, as AI data-centre demand drove a doubling of cloud sales to €446mn. The Fi…
Intel and AMD have signed multi-year supply commitments with Chinese data centre customers as server CPU prices surge, with some products posting month-on-month increases of more than 10% and certain lines up over 40% si…
AMD confirmed a sweeping deal with Anthropic on July 22, 2026, involving up to $5 billion in equity investment from AMD in exchange for Anthropic deploying up to 2 gigawatts of AMD Instinct MI450 Series GPUs, one of the …
Alphabet CEO Sundar Pichai pushed back against claims that Google is losing the AI race during the company's Wednesday earnings call, arguing that Google remains at the frontier on many attributes even as the next Gemini…
STMicroelectronics NV plunged as much as 17% after forecasting third-quarter sales of $3.7 billion, below the $3.79 billion analyst estimate, despite a 119% year-to-date stock gain driven by AI data center demand. The Fr…
South Korea's Science Minister Bae Kyung-hoon will travel to Silicon Valley on Thursday to promote investments from U.S. big tech firms, including Broadcom, OpenAI, Anthropic and Nvidia, with discussions centered on arti…
STMicroelectronics reported Q2 2026 revenue guidance of $3.45 billion, up 24.9% year-over-year, driven by a multi-year, multi-billion-dollar commercial agreement with Amazon Web Services that has doubled its data center …
Intel is preparing new job cuts in its Data Center and AI Group, the latest in a years-long reduction that has eliminated about 40% of its workforce, dropping global headcount from roughly 132,000 in 2022 to about 81,000…
Samsung Electro-Mechanics has booked 750 billion won ($510 million) in AI server MLCC orders with two long-term contracts, the second worth 300 billion won signed Thursday with an unnamed global company. The company's st…
BE Semiconductor Industries (Besi) reported that its orders more than doubled in the latest quarter, driven by demand for AI and hybrid bonding technology. The Dutch company's order intake surged to €1.5 billion, up from…
Apple is preparing major updates across its entire MacBook lineup within the next six months, including the MacBook Pro, MacBook Air, and MacBook Neo, as part of a strategy to better support AI computing, according to a …
Intel and AMD are pushing Chinese server customers into multi-year CPU purchase commitments as server CPU prices in China have surged more than 40% since the start of 2026, according to Reuters. The price increases and s…
MSCI:s Asien-Stillahavsindex steg över 1 procent med det halvledartunga Kospi-indexet upp 3,7 procent, drivet av Alphabet som guidade för investeringsutgifter på upp till 205 miljarder dollar i år, vilket överträffade pr…
Texas Instruments beat every estimate on July 22, with revenue up 23% year-over-year to $5.46 billion and EPS of $2.14, yet TXN shares dropped roughly 4% in after-hours trading, signaling that investors are concentrating…
At AMD Advancing AI 2026 in San Francisco, AMD announced the EPYC "Venice" server chip, the Instinct MI450 series, and the Helios rack-scale system, with Meta and OpenAI committing approximately 12 gigawatts of AMD compu…
Apple's M5 generation introduces a dedicated Neural Accelerator on every GPU core, and BaseRT, a native Metal inference runtime, exploits these units to deliver up to 6.4× higher prompt-processing throughput than llama.c…
Alphabet CEO Sundar Pichai defended Google's AI strategy during Wednesday's earnings call, acknowledging delays in the Gemini 3.5 Pro model but highlighting the release of Gemini 3.6 Flash, which improved by more than 10…
Alphabet, the parent company of Google, raised its 2025 capital expenditure forecast to between $195 billion and $205 billion, up from a previous range of $180 billion to $190 billion, to invest in AI data centers. The c…
Dell Technologies (DELL) shares surged 9.3% on booming demand for Nvidia-powered AI servers, according to the company. The rally reflects strong enterprise adoption of Dell's AI infrastructure solutions.
Asian stocks rose on Thursday after US technology firms outlined significant capital spending plans that are likely to benefit chipmakers in the region, with South Korea's Kospi jumping 3% led by Samsung and SK Hynix. Al…