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.
AMD reported that its data centre revenue doubled in the second quarter of 2026, positioning the company as a stronger competitor to NVIDIA in the AI data centre market, according to an analysis by The Stack's Kiera Fiel…
The Nasdaq 100 has surged by $3.5 trillion in market capitalization over four days, driven by strong earnings from major tech firms and enthusiasm for AI and semiconductors. The Philadelphia Semiconductor Index advanced …
Foxconn, formally known as Hon Hai Precision Industry Co., Ltd., reported record July revenue of T$900 billion ($27.93 billion), driven by surging AI server demand, marking the first time monthly revenue crossed that thr…
Advanced Micro Devices (AMD) shares fell 8% in premarket trading on Thursday despite the company beating Wall Street expectations for its latest quarterly results. The chipmaker, a major beneficiary of the AI boom, has s…
Advanced Micro Devices shares fell 7.4% in premarket trading Wednesday, erasing about $61.1 billion in market value, after the company's third-quarter revenue forecast of about $13 billion, while above analysts' estimate…
Former Intel CEO Pat Gelsinger, now a general partner at Playground Global, said at Ai4 2026 that today's GPUs are power inefficient and computationally limited, arguing that AI's future depends on improving infrastructu…
Morgan Stanley strategists mapped three possible AI market scenarios and found that Nvidia, Amazon, Google, and Microsoft are positioned to benefit across all outcomes, with Nvidia emerging as the clearest constant winne…
Broadcom and Nvidia have moved co-packaged optics (CPO) into production, with Broadcom's Tomahawk 5-Bailly as the first volume-production CPO solution and Nvidia's Spectrum-X Ethernet Photonics switches entering producti…
Indonesia's second-largest mobile carrier Indosat is seeking around US$2 billion in loans to purchase advanced chips for its local operations, with Citigroup arranging the deal and approaching other banks to gauge intere…
SpaceX CEO Elon Musk announced on Wednesday's earnings call that the company will exclusively use Nvidia GPUs, citing the Vera Rubin architecture as the best AI computer. SpaceX reported Q2 revenue of $7.8 billion, up 92…
SpaceX announced a partnership with Nvidia to design the compute payload for its Starmind AI1 satellite, the first in a planned constellation for in-orbit AI workloads, with each satellite carrying Nvidia's Rubin GPUs an…
SpaceX announced on August 4 that it is partnering with Nvidia to design the compute payload for its Starmind AI1 satellite, which will use Nvidia Rubin GPUs and Vera CPUs. On the same day's earnings call, Elon Musk said…
Samsung Electronics unveiled zHBM, an industry-first 3D architecture that stacks high-bandwidth memory atop AI processors, promising up to eight times the performance and threefold energy efficiency gains over HBM5. The …
TSMC is on track to reach a monthly capacity of nearly 100,000 2nm wafers by the end of this year, driven by strong demand from AI customers such as Nvidia, AMD, and Broadcom, according to Taiwan's Economic Daily News. T…
AMD reported record second-quarter revenue of $11.5 billion, up 50% year over year, with data center revenue of $6.7 billion, up 107%, but shares fell nearly 8% in after-hours trading despite beating estimates. CEO Lisa …
South Korean AI chip startup FuriosaAI will supply more than 8,800 RNGD inference accelerators for a 15-megawatt AI data center in Stockholm, developed with US AI infrastructure company I/ONX HPC and data center operator…
SpaceX is grappling with rising AI compute costs as it expands its Starlink satellite network, which now includes one of the world's largest private AI computing networks. The company is investing in custom chip design a…
Goldman Sachs is maintaining its bullish stance on South Korean equities, reiterating an overweight rating and a 12-month Kospi target of 12,000, which implies about 80% upside, despite a recent selloff that has left mar…
SpaceX has committed to using Nvidia's Vera Rubin architecture exclusively for its AI data centers, with plans to expand AI capacity to over 2 GW by the end of 2026 and around 10 GW by the end of 2027, according to Elon …
FuriosaAI said on August 4 that it will supply 1,800 RNGD inference accelerators for the first phase of a Stockholm AI data center developed with I/ONX HPC and Velox, with the first 2 MW of compute expected online in ear…