AI Chips

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…

Nvidia CEO Jensen Huang made a four-day visit to South Korea from June 5 to June 8, appearing on a popular talk show and throwing a ceremonial first pitch at a baseball game to strengthen AI supply chain ties. The trip i…

Broadcom shares fell 14-15% after the company reported fiscal Q2 2026 earnings on June 3, despite beating revenue and earnings estimates, as an unchanged full-year AI revenue target of $100B disappointed traders. Multipl…

Broadcom shares fell sharply despite the company reporting record quarterly revenue, as investors focused on a revenue forecast that fell short of the highest expectations in the AI-driven semiconductor sector. The sello…

Phoronix.com, the Linux hardware testing and benchmarking site, marks 22 years since its founding today. Founder Michael Larabel launched the site in 2004 to focus on Linux hardware reviews, a space that has since evolve…

Researchers have developed TTT-RTL, the first per-design test-time training framework that uses reinforcement learning to optimize hardware designs generated by large language models. The system closes the loop between a…

Microsoft shares held relatively steady as AI chip stocks sold off, positioning the tech giant as a potentially safer megacap bet amid sector volatility. The company's diversified business model and cloud computing stren…

Seoul shares fell nearly 4% late Friday morning as investors locked in profits from a recent tech-led rally, with the Korea Composite Stock Price Index (KOSPI) losing 334.97 points, or 3.88%, to 8,304.44. The decline was…

Asian technology stocks fell on Friday, June 5, 2026, after Broadcom's disappointing artificial intelligence revenue outlook triggered a sell-off in U.S. chip shares that spread to Asian markets. Broadcom dropped more th…

Marvell Technology surged approximately 30% in a single day after Nvidia CEO Jensen Huang identified the company as a potential "next trillion-dollar" player, highlighting the intense market focus on AI infrastructure. T…

The European Commission has unveiled its tech sovereignty package aimed at reducing Europe's reliance on U.S. cloud services, chips, AI infrastructure and digital tools. Former MEP Marietje Schaake and POLITICO’s Laurens…

Seoul shares plunged sharply Friday, with the KOSPI falling 5.2 percent to 8,190.25, driven by a tech sector selloff and uncertainty over the U.S.-Iran peace deal. Program trading was suspended after the KOSPI 200 Future…

Seeking Alpha estimated in an investing column that Meta, Microsoft, Apple, Nvidia, Google, and Amazon are committing roughly $600 billion to $700 billion or more to AI and related infrastructure. The analysis named Gemi…

Microsoft dropped the Copilot+ PC branding during the June 2026 unveiling of the Surface Laptop Ultra, instead highlighting RTX Spark and local AI compute powered by NVIDIA. The omission marks a shift from Microsoft's or…

Memory chip makers are running at full capacity and unable to significantly expand production, placing a governor on AI spending growth that will slow the pace of upward revenue revisions seen in recent years. Gartner's …

The best-performing artificial intelligence exchange-traded fund this year is not a pure semiconductor fund, according to Yahoo Finance data. The AI-powered ETF has outperformed chip-focused rivals by diversifying across…

Poet Technologies shares rose on Tuesday, bucking a broader trend of pressure on AI-related stocks. The company's performance raises questions about whether the stock is a buy at current levels.

Arm Holdings' stock surged nearly 100% in weeks, pushing its market capitalization to approximately $218 billion as demand for AI chips drives investor enthusiasm. The SoftBank-owned chip architecture company's American …