AI Chips news and analysis on Web Pulse: 3139 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology lost approximately $94 billion in market capitalization on June 4 after Broadcom's disappointing AI chip guidance triggered a sector-wide sell-off. Micron shares fell 7.7% in the company's steepest sing…
Gigabyte has unveiled a prototype server that packs 40 Intel Lunar Lake processors into a chassis the size of a pizza box. The compact system, demonstrated at an industry event, is designed for edge computing and AI work…
NVIDIA's RTX Spark chip combines Arm CPU cores, a powerful RTX Blackwell GPU, and up to 128GB of unified memory, positioning Windows PCs to rival Apple Silicon's performance and efficiency for the first time. The chip, e…
NVIDIA announced its RTX Spark system on a chip, an integrated CPU/GPU/RAM unit designed to deliver unprecedented AI computing power in low-power Windows notebooks and desktops. The chip, which combines a MediaTek ARM CP…
Raspberry Pi reported profits well ahead of expectations, driven by strong demand for its single-board computers. However, the company's rising DRAM costs are cutting into margins, prompting it to tap credit facilities t…
A new empirical study of Pearl's Proof-of-Useful-Work blockchain found that its network of approximately 320,000 GPU-equivalents, consuming an estimated 112 megawatts of power, produced zero useful AI computation. Resear…
Seeking Alpha assigned Alphabet Inc. a Buy rating, citing the company's proprietary TPU chip stack that reduces dependence on NVIDIA and strengthens its infrastructure moat. The analysis reported Google Cloud holds a $46…
The European Commission released a multi-pronged strategy to achieve technological sovereignty, introducing four interconnected initiatives including the Chips Act 2.0, the Cloud and AI Development Act, an EU Open Source…
Canonical announced that Ubuntu 26.04 LTS will include single-command installations for NVIDIA CUDA, AMD ROCm, and NVIDIA DOCA-OFED, aiming to reduce deployment friction for AI infrastructure. The company is also partner…
Bank of America director Michael Hartnett warned that the artificial intelligence investment bubble is nearing its breaking point and advised investors to prepare for a potential market crash. Hartnett outlined a strateg…
Broadcom CEO Hock Tan said Thursday the company is deprioritizing acquisitions because its AI business is growing faster than any deal could deliver. Speaking at the Bloomberg Tech conference in San Francisco, Tan explai…
Trump administration officials fear a loophole in U.S. export rules allowed Chinese companies to legally acquire Nvidia's advanced Blackwell AI chips by routing purchases through overseas subsidiaries in Singapore and Ma…
AMD executive Frank Azor stated the company has made "no such decision" on FSR 4.1 support for RDNA 3.5 architecture, following reports that the upscaling technology was not planned for the mobile chip. The clarification…
Analysts are evaluating Broadcom's latest AI revenue guidance after the company reported fiscal fourth-quarter results that beat expectations, with AI-related revenue surging 220% year-over-year to $12.2 billion. The sem…
An analyst upgraded Cisco Systems, citing expectations that the company will generate $6 billion in artificial intelligence-related revenue by fiscal year 2027. The upgrade reflects growing confidence in Cisco's ability …
Taiwan Semiconductor Manufacturing Company (TSMC) has signed a major artificial intelligence deal with Nvidia, solidifying its role as the primary chip manufacturer for Nvidia's advanced AI processors. The agreement ensu…
Sandisk (SNDK) reported a 251% year-over-year revenue increase in Q3 FY26, driven by AI-related data-center storage demand, and posted a 78.4% gross margin with a zero-debt balance sheet. The company holds $41.6 billion …
Yahoo Finance published an article identifying five AI stocks positioned to benefit from the "inference age," the next phase of artificial intelligence where models are deployed and used in real-world applications. The p…
NVIDIA at GTC 2026 presented the full-stack confidential computing capabilities of the Vera Rubin architecture, emphasizing that future AI chips must keep data encrypted throughout computation to prevent access by cloud …
NVIDIA and Apple have resolved the hardware bottleneck for on-device AI, with NVIDIA's RTX Spark (Blackwell GPU, Grace CPU, 128GB unified memory) and Apple's M-series chips enabling 4B+ parameter models to run locally. T…