AI Chips news and analysis on Web Pulse: 6169 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Chile aims to attract roughly $100 billion in copper mining investments over the next decade to expand output for data centers and AI infrastructure while reducing dependence on China, which absorbs over 70% of its coppe…
Anthropic has signed a deal with AMD worth tens of billions of dollars for up to 2 gigawatts of AMD's Instinct MI450 AI chips, with deployment starting in the first half of 2027, and AMD will invest up to $5 billion in A…
AMD and Anthropic announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rackscale solutions, with the first gigawatt deployment beginning in the first half of 2027.…
Atlanta-based QumulusAI announced a two-year, take-or-pay deal worth more than $18 million to supply Nvidia Blackwell B300 GPU nodes to a global GPU cloud marketplace, making QumulusAI one of its primary Blackwell infras…
Qualcomm and Samsung expanded their three-decade chip partnership to cover the Galaxy AI ecosystem, announced at Galaxy Unpacked on July 22, 2026. The Galaxy Z Fold8 series runs on the Snapdragon 8 Elite Gen 5 with up to…
OpenAI is accelerating its Stargate AI infrastructure initiative, targeting $500 billion in investment over four years, with a $16 billion campus groundbreaking in Saline Township, Michigan in June 2026. The company clos…
Needham & Company reaffirmed its Buy rating on Super Micro Computer with a $46 price target, citing a record $60 billion order backlog driven by surging AI server demand and sharply improved margin guidance. The analyst …
AMD is set to invest up to $5bn in AI group Anthropic, which has committed to buying tens of billions of dollars of AMD's latest AI server chips, according to the Financial Times.
Taiwan's Wistron Corporation opened its $700 million D1 AI smart facility in Fort Worth, Texas on July 21, already mass-producing Nvidia's GB300 Grace Blackwell Ultra Superchips in the first U.S. production site for Nvid…
AMD and Anthropic announced July 22 a sweeping agreement including up to $5 billion in AMD investment and a multi-year chip supply deal worth tens of billions of dollars for Instinct MI450 accelerators across a 2-gigawat…
KPMG's report 'Silicon Isle' projects that Ireland could support up to 34,500 new semiconductor roles by 2040, driven by surging global demand for AI, data centres, and electric vehicles. The country's R&D tax credit inc…
Taiwan Semiconductor Manufacturing Co. (TSMC) has doubled down on the AI megatrend, signaling strong demand for its advanced chips used in artificial intelligence applications. The company's aggressive expansion plans an…
The iPhone 18 Pro range launching this September could cost $200 to $300 more than current models, driven by a global shortage of memory chips that are also in high demand for AI data centers, according to analysts and r…
AMD has agreed to invest up to $5 billion in Anthropic and supply up to 2 gigawatts of its next-generation Instinct MI450 AI accelerators, according to the Wall Street Journal. The chips, worth tens of billions of dollar…
AMD is investing up to $5 billion in Anthropic to build 2GW of AI infrastructure, with deployment starting in the first half of 2027. The deal makes Anthropic one of AMD's largest AI customers alongside Meta and OpenAI, …
AMD will sell Anthropic tens of billions of dollars in AI servers and invest up to $5 billion in the startup, according to a report. The deal underscores AMD's push to challenge Nvidia in the AI chip market.
Alphabet's earnings report later today will test whether investors stick with the Magnificent Seven or buy the sell-off in semiconductor stocks, as the performance gap between the two groups has widened over the past mon…
Global capital expenditure on data center infrastructure is projected to hit $3 trillion by 2028, with hyperscalers including Google, Meta, Amazon, Microsoft, Alibaba, Oracle, IBM, and Tencent planning to spend $650 bill…
Nvidia's upcoming Rubin AI server architecture will use solid-state drives in a new way that one analyst says will 'soak up NAND supply like a sponge absorbs water,' potentially driving a surge in SSD demand. The comment…
Intel reports Q2 2026 earnings on July 23, with its stock up roughly 200% year-to-date and more than 400% over the past 12 months, driven by AI chip demand and a revitalized foundry strategy after a blockbuster order fro…