AI Chips news and analysis on Web Pulse: 6988 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD reported $11.5 billion in revenue for the quarter, up 50% year-over-year, driven by AI demand, with data center revenue more than doubling and now representing 58% of total revenue. CEO Lisa Su reiterated that the da…
SpaceX CEO Elon Musk announced during the company's first earnings call that SpaceX will build its AI services exclusively on Nvidia systems, citing the Vera Rubin architecture as the best AI computer. SpaceX expects to …
Advanced Micro Devices (AMD) forecast third-quarter revenue of roughly $13 billion, surpassing analyst expectations of $12.52 billion, driven by surging demand for its AI data-center chips. The company's data-center segm…
AMD's data center segment revenue reached $6.7 billion in Q2 2026, more than doubling from $3.2 billion a year earlier, while gaming revenue fell 31% to $779 million. The surge is driven by AI infrastructure demand, with…
AMD's data center revenue more than doubled year-over-year to $6.7 billion in Q2 2026, driven by AI demand, while gaming revenue fell 31% to $779 million. Overall revenue rose 50% to a record $11.5 billion, with data cen…
SpaceX reported quarterly capital expenditures of $15.8 billion for its xAI unit, which runs the Grok AI service, exceeding analyst expectations of $13.09 billion and nearly doubling from the prior quarter, contributing …
AMD reported record second-quarter revenue of $11.54 billion, up 50% year-over-year, with data center revenue more than doubling to $6.7 billion, yet shares fell 7.63% in extended trading after the company's third-quarte…
AMD reported Q1 2026 revenue of $10.3 billion, up 38% year-over-year, and earnings per share of $1.37, beating estimates by 9-10%, yet its stock declined in after-hours trading. The data-center segment surged 57% to $5.8…
Samsung Electronics has surpassed $1 billion in sales of its next-generation high-bandwidth memory (HBM) 4 chips within about four months of mass production, which began on February 12, 2026. The company has signed a mem…
Advanced Micro Devices reported record revenue of $11.5 billion for the second quarter ended June 30, up 50% year-over-year, driven by AI demand, with data center revenue of $6.7 billion, up 107%. CEO Lisa Su said the AI…
SpaceX and Nvidia announced on August 4, 2026, that they are jointly developing the compute payload for the Starmind AI1 satellite, a spacecraft designed to run AI workloads in low Earth orbit using Nvidia's Vera Rubin N…
Samsung Electronics showcased its latest AI memory innovations at the Future of Memory and Storage (FMS) 2026 in Santa Clara, California, including previews of zHBM and zNAND-O concept models, the industry-first V10 BV-N…
Samsung Electronics unveiled its 3D memory roadmap for AI infrastructure at the Future of Memory and Storage (FMS) 2026 conference, introducing zHBM, zNAND-O, V10 BV-NAND, HBM4E, HBM5, and LPDDR5X-PIM. The company claims…
Samsung Electronics introduced zHBM and zNAND-O 3D-memory concepts and a more-than-400-layer V10 BV-NAND prototype on August 4 at FMS 2026 in Santa Clara. Samsung says a next-generation zHBM interface could deliver about…
At the Flash Memory Summit on August 4-6, 2024, DDN and Nvidia announced a collaboration to advance GPU-initiated data access using Nvidia's SCADA architecture with DDN's Infinia platform, aiming to reduce GPU idle time …
At Flash Memory Summit 2026, Nvidia announced it is open sourcing its cuFile APIs and the vertical storage software stack, enabling GPUs to directly read from and write to storage, and introduced Storage-Next, an initiat…
Semiconductor stocks and the 'Magnificent Seven' are again driving markets higher, according to Yahoo Finance Markets and Data Editor Jared Blikre, who highlighted the resurgence of the AI trade in a Chart of the Day seg…
Lamb Labs, a Y Combinator-backed startup founded by Niki Kotecha and Thomas Lanning, announced on August 4th that its planned custom inference chips could generate more than 20,000 tokens per second and deliver 63 times …
Spot rental prices for the same GPU cluster doubled from under $2 per hour to nearly $4 per hour over seven months, according to Gavin Baker, CIO of Atreides Management, who flagged the surge on August 4, 2026. Baker not…
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Flash Memory Summit 20…