AI Chips news and analysis on Web Pulse: 3148 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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 …
Netrasemi has begun supplying engineering samples of its A2000 edge AI chip to select customers, marking the first full-feature system-on-chip developed by the startup. The 12-nanometer chip, built on TSMC’s process, del…
Penguin Solutions received a "strong buy" rating from a Seeking Alpha analysis published June 4, 2026, citing growing AI inference demand that increases memory and system-architecture requirements. The analysis set a $10…
SpaceX submitted proposals to build the first phase of its Terafab semiconductor factory in Grimes County, Texas, a project that would cost at least $55 billion and could reach $119 billion. Grimes County commissioners v…
On June 3, 2026, the European Commission launched the European Technological Sovereignty Package, a legislative bundle including Chips Act 2.0, a Cloud and AI Development Act, and an open source strategy targeting 30 mil…
Broadcom is emerging as a potentially dominant but overlooked player in the artificial intelligence chip market, with analysts pointing to its custom AI accelerator chips and networking technology as key growth drivers. …
Taiwan Semiconductor Manufacturing Co. (TSMC) forecast sustained demand for its advanced chips used in artificial intelligence applications, signaling continued growth in the AI sector. The world's largest contract chipm…
Residents of Grimes County, Texas, are protesting SpaceX's proposed $55 billion Terafab semiconductor facility, citing concerns over its size, environmental impact, and lack of transparency. The Grimes County Commissione…
The S&P 500 rose Thursday while the Nasdaq 100 fell as Broadcom's failure to raise its AI chip revenue forecast dragged semiconductor stocks lower. Information technology was the worst-performing sector, while healthcare…
Broadcom shares plunged over 13% in after-hours trading on June 3, wiping out more than $250 billion in market value, after the company's third-quarter AI chip revenue forecast of $16 billion fell short of Wall Street ex…
Blaize Holdings and Taiwan-based Winmate announced a strategic partnership to integrate Blaize's programmable AI chips into Winmate's rugged drones, handhelds, vehicle-mounted units and embedded devices. The companies se…
Nvidia Corporation reported Q1 FY2027 revenue of $81.6 billion, an 85% year-over-year increase driven by AI infrastructure demand, with Data Center revenue rising 92% and networking revenue surging 199%. The company issu…
Meta has constructed six tent-like "rapid deployment structures" outside New Albany, Ohio, to house AI data centers, cutting construction time in half by borrowing tactics from Tesla and xAI. The 125,000-square-foot tent…
Unicorn valuations have surged 70% since September 2024, driven by a fivefold increase in AI funding per unicorn compared to 2021, according to Coatue co-founder Thomas Laffont. Laffont also stated that SpaceX’s valuatio…
American Superconductor CEO Daniel McGahn provided a market perspective on AI data-center growth, stating that the company's technology is essential for meeting the surging power demands of these facilities. McGahn empha…
Pinterest committed $4 billion to Amazon Web Services for cloud and AI infrastructure through 2031, marking the company's largest infrastructure deal to date. The agreement expands Pinterest's use of AWS custom Trainium …
SoftBank Group committed €75 billion ($87 billion) to build AI data center capacity in France by 2031, sending its stock up 14% in a single day. The investment, combined with massive stakes in OpenAI and Arm Holdings, ha…
Apple will use Google's cloud servers powered by Nvidia's Blackwell B200 chips to run advanced Siri requests, according to a report from The Information. The multi-year collaboration, announced earlier this year, will ba…
Amazon is offering the PNY GeForce RTX 5080 Epic-X ARGB OC Triple Fan graphics card at a $180 discount, bringing the price down from its normal retail cost. The factory-overclocked GPU features 16GB of GDDR7 memory, DLSS…