AI Chips news and analysis on Web Pulse: 3143 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
South Korea’s Labour Minister Kim Young-hoon has called on major tech firms, including Samsung Electronics, to share excess profits from the AI-driven chip boom with suppliers, subcontractors, and workers. Kim warned tha…
Intel showcased six new thin-and-light laptop designs powered by the Intel Core Series 3 processor family at Computex 2026, offering up to 20 hours of battery life, built-in AI acceleration, and Thunderbolt 4, Wi-Fi 7, a…
Nvidia CEO Jensen Huang said robotics "is going to be the next major sector" in South Korea after arriving at Gimpo International Airport, with meetings scheduled at Hyundai Motor, LG, SK Hynix, Samsung Electronics and N…
Nvidia CEO Jensen Huang arrived in Seoul on a four-day visit Monday, declaring robotics and physical AI as Korea's next major growth sector. The visit aims to expand Nvidia's relationship with Korea beyond the high-bandw…
NVIDIA GPUs handle variable-length inference requests dynamically without recompilation, while TPUs and AWS Trainium require fixed shapes compiled ahead of time, causing crashes or stalls on mismatched inputs. This archi…
Marvell Technology is poised for inclusion in the S&P 500 after its stock tripled in value in 2026, reaching a record close of $301.65 on June 4. The chipmaker, now valued between $254 billion and $264 billion, dwarfs th…
Asian equities slid on June 5, led by South Korea's Kospi which fell more than 5% in early trading after Broadcom's disappointing AI-chip guidance triggered a broad selloff in semiconductor stocks. Samsung Electronics dr…
HKUST and Suzhou CalmCar Electronics Technology signed a strategic agreement on June 3, 2026, to establish the Physical AI Innovation Center in Hong Kong, focusing on full-stack research for autonomous driving, robotics,…
The European Commission released its Chips Act 2.0 proposal on June 3, shifting the focus from manufacturing capacity to demand-driven semiconductor policy. The new strategy aims to strengthen Europe's chip design capabi…
Intel is developing a new AI technology called "frame extrapolation" that predicts a player's next move to generate frames before they are rendered, Intel fellow Tom "TAP" Petersen confirmed in an interview. The feature,…
Nvidia CEO Jensen Huang arrived in Seoul on Friday for his second visit in seven months, signaling South Korea's growing importance to the AI boom as the country's semiconductor exports surged nearly 170% in May. The tri…
Foxconn and Intel announced a strategic partnership on June 4 in Taipei to jointly develop next-generation AI infrastructure, including data center systems, edge computing platforms, and custom chip solutions. The collab…
NVIDIA founder and CEO Jensen Huang arrived in Seoul on Friday to meet with partners and builders behind South Korea's sovereign AI infrastructure and robotics innovations. Huang emphasized aligning the AI supply chain f…
Rumble signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems, marking the video platform's largest customer commitment to date. The deal…
Nvidia CEO Jensen Huang is expected to meet Krafton executives in Seoul this week to discuss physical AI, robotics, and Nvidia's RTX Spark AI PC platform, according to industry sources. The meeting, which may include Kra…
Nvidia CEO Jensen Huang arrived in Seoul on Friday to strengthen partnerships with Korean firms in robotics, physical AI, infrastructure, and gaming, seven months after a previous visit that led to large-scale AI acceler…