AI Chips news and analysis on Web Pulse: 3122 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Daniel Sparks of The Motley Fool recommended Meta Platforms, Microsoft, and Broadcom as three AI stocks to buy and hold for the next decade, citing their ability to fund sustained AI infrastructure investment. The recomm…
Broadcom reported fiscal Q2 revenue of $22.2 billion, up 48% year over year, and AI semiconductor revenue of $10.8 billion, up 143%, triggering a share decline of up to 14% on valuation and customer concentration concern…
The AI chip sector is experiencing a surge in investment activity that is bypassing Nvidia, with capital flows increasingly directed toward smaller competitors and specialized chipmakers. This shift in money flow signals…
Tech stocks fell sharply as investor concerns over Broadcom's earnings, Google's AI spending, and upcoming AI-related IPOs triggered a broad sell-off. The downturn reflects growing unease about valuations and profitabili…
Nintendo's Switch 2 has become the fastest-selling console in history with 19.9 million units moved in its first year, but industry headwinds including tariffs, rising memory costs, and ballooning game budgets suggest it…
Nvidia has a 90% probability of ending June as the world's largest company by market capitalization, according to Polymarket pricing. The AI-chip maker's market cap is estimated between $5.2 and $5.3 trillion, with Apple…
Major stock indexes fell sharply Friday after a strong jobs report raised expectations for a Federal Reserve interest rate hike, with the Nasdaq 100 tumbling more than 3% as AI-related tech stocks led the decline. The th…
Nvidia CEO Jensen Huang unveiled a new laptop design and computing paradigm at Computex, centered on the company's RTX Spark AI hardware. The announcement, part of a broader push from Big Tech, raises questions about con…
An AI chip design stock remains 24% below its high despite reporting 42% revenue growth. Wall Street analysts are reportedly focusing on the wrong metric, overlooking the company's strong financial performance.
The Dow Jones Industrial Average reached a new high during the week, while shares of Broadcom and Ciena were impacted by developments in AI and chip stocks. Additionally, news emerged regarding a potential SpaceX initial…
Elon Musk will address ASML employees in a virtual fireside chat next Thursday to pitch SpaceX's Terafab semiconductor concept, according to internal communications seen by Business Insider. The event, held at Europe's m…
Meta is constructing six massive weatherproof tent structures near New Albany, Ohio, each spanning 125,000 square feet, to house GPU clusters for AI compute. The "rapid deployment structures" cut traditional data center …
The European Commission on June 3-5, 2026 proposed a "European Technological Sovereignty Package" including a Chips Act 2.0, Cloud and AI Development Act, and Open Source Strategy to reduce the EU's reliance on non-EU te…
TvN announced Tuesday that Nvidia CEO Jensen Huang will appear on the South Korean talk show “You Quiz on the Block,” marking another high-profile international booking for the program. Huang, who rarely appears on enter…
AI investment funds are shifting from GPU-focused semiconductor stocks to broader infrastructure sectors including power, industrial goods, and space, as profit-taking hits leading AI chipmakers like Broadcom. The U.S. m…
Technology stocks fell sharply Friday as a stronger-than-expected jobs report pushed bond yields higher, reducing the likelihood of near-term interest rate cuts and weighing on high-valuation momentum names. Broadcom sha…
Quantitative trading firm Jane Street is building and independently financing its own data center, signaling a major escalation in the race for compute power amid surging AI demand. The move follows a $6 billion commitme…
The European Commission announced an ambitious legislative package this week to boost the EU's digital sovereignty, aiming to compete with the US and China on chips, data centers, and AI while mobilizing hundreds of bill…
Alphabet CEO Sundar Pichai announced Project Suncatcher, a plan to deploy 81 solar-powered satellites carrying Google's Tensor Processing Units into a tight orbital cluster to create an AI data center in space. A two-sat…
Nvidia’s net income surged 2,900% over three years, climbing from $4.37 billion in fiscal 2023 to $120 billion in fiscal 2026, driven almost entirely by AI demand. The chipmaker reported $58.321 billion in net income for…