AI Chips news and analysis on Web Pulse: 6987 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Memory chipmakers Samsung, Micron, and SK Hynix have reportedly sold out their DRAM inventory through 2027, driven by AI companies consuming nearly 70% of DRAM production capacity, according to Taiwanese website Digitime…
AMD (NASDAQ: AMD) announced on Aug. 6, 2026, a definitive agreement to acquire Taalas, a Toronto-based pioneer in specialized AI inference silicon founded in 2023, to strengthen its long-term AI roadmap with differentiat…
SpaceX and NVIDIA announced a joint project to develop the Starmind AI1 satellite, powered by NVIDIA's Vera CPUs and Rubin GPUs, to process AI workloads in low-Earth orbit. SpaceX has petitioned the FCC to deploy up to o…
Anthropic has begun assembling an internal team to design custom chips for Claude, as disclosed in a new Silicon Engineer recruitment notice, aiming to align future hardware more closely with Claude's workloads. The team…
Yahoo Finance Markets and Data Editor Jared Blikre reports that semiconductor stocks have rebounded over the past five trading days, with Hewlett Packard Enterprise (HPE), Apple (AAPL), NXP Semiconductors (NXPI), and Ama…
Anthropic confirmed it is building an in-house silicon team to design custom AI chips for Claude, making it the last major frontier AI lab to commit to custom silicon. The company is hiring senior chip engineers with sal…
The global computer microchip market is projected to nearly triple to $74.70 billion by 2035 from $30.03 billion in 2025, growing at 9.54% annually, according to SNS Insider data released via GlobeNewswire. However, the …
Etched raised $300 million in a Series C funding round at a $10.3 billion valuation, announced in late July, less than a month after emerging from stealth, with Sequoia leading the round and participation from a16z, Jane…
Samsung Electronics warned during its Q2 2026 earnings call that AI-driven memory chip shortages will intensify in 2027 and persist through at least 2028, sending Micron Technology shares up approximately 14.9% to 18% on…
SpaceX's first quarterly report since its June 2026 IPO showed Q2 revenue of $7.8 billion, up 92% year-over-year, and a narrowed net loss of $541 million, but shares fell nearly 30% from the IPO price of roughly $135 to …
Anthropic, the developer of the Claude AI model, is building a team to design its own custom AI chips for inference, following Google, Meta, Amazon, and OpenAI. The company will take a 'multi-chip' approach, continuing t…
SpaceX's use of Nvidia's AI chips has provided a boost to Nvidia's stock, according to CNBC's Investing Club. Jim Cramer also highlighted an 'undervalued' stock during the club's Morning Meeting.
Nvidia's Blackwell B200 GPU systems are sold out with a 12-month backlog, and CEO Jensen Huang said sales are 'off the charts.' Complete 8x B200 server systems are quoted above $500,000, with individual B200 GPUs priced …
Broadcom Inc. disclosed that Anthropic will access approximately 3.5 gigawatts of additional Google TPU-based capacity beginning in 2027, with Apollo Global Management leading a $35 billion capital package and Broadcom b…
Anthropic is the reported customer behind a six-year, $10 billion compute agreement with Volta Infra, a Singapore-based cloud infrastructure startup, according to Bloomberg and The Times, though neither company has confi…
GlobalFoundries reported second-quarter revenue of $1.73 billion, beating Wall Street's consensus estimate of $1.71 billion, driven by accelerating demand for its chips in AI data centers. Net income was $148 million, or…
Amazon Web Services (AWS) announced 34 new recipients of its Build on Trainium research awards, a $110 million credit program supporting AI research on its Trainium chips. The Fall 2025 cycle focused on Responsible AI, c…
NEO Semiconductor launched NEO.AI, a next-generation AI memory platform featuring X-SRAM on-chip memory technology and 3D X-DRAM high-capacity HBM technology, to address the AI Memory Wall bottleneck. The platform target…
NVIDIA shares rose 4.3% to a two-month high, with market capitalization around $5.0 trillion, according to Tenet Research. The surge reflects renewed confidence in NVIDIA's AI infrastructure and semiconductor prospects, …
SpaceX plans to deploy 2 million Nvidia Rubin GPUs, increasing its compute capacity fivefold by the end of 2027, according to a report from The Decoder. The company's AI data center business generated $2.56 billion in Q2…