AI Chips news and analysis on Web Pulse: 6171 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Supermicro reported a record $60 billion in new orders for its fiscal fourth quarter ended June 30, sending shares surging roughly 20% in after-hours trading. The company's preliminary update, released July 21, also reve…
Google Cloud grew 82% year-over-year to $24.8 billion in Q2 2026, beating the $22.3 billion consensus, and its growth rate now mirrors NVIDIA's. CFO Anat Ashkenazi said Google began recognizing revenue from TPU system sa…
Wistron opened its first U.S. manufacturing facility in Fort Worth, Texas, a 324,000-square-foot plant producing NVIDIA GB300 Grace Blackwell Ultra and Vera Rubin superchips for AI systems. The $700 million facility has …
Supermicro stock jumped 18% in after-hours trading Tuesday after the AI server maker announced it expects gross margins to nearly double, citing a record order backlog. The company reported total new orders in excess of …
Google is reportedly developing a server chip called 'Frozen v2' that hardwires parts of its Gemini AI model architecture into silicon, aiming to cut inference costs by producing six to 10 times as many tokens per unit o…
Advanced Micro Devices Inc. has grown its x86 server processor revenue share from 8% five years ago to 46% today, driven by a deliberate strategy to transition from chip designer to rack-level system optimizer. AMD's foc…
Forbes contributor Jason Kirsch identifies five semiconductor stocks to buy amid the AI boom and one to ignore to protect capital. The article highlights the reshaping of tech portfolios driven by AI demand for chips.
AMD launched Helios, its first rack-scale AI system with 72 MI455X GPUs and 31TB of HBM4 memory delivering 2.9 exaflops of FP4 compute, and announced Microsoft as a customer for Azure deployment starting H2 2026. The sys…
Alphabet is developing an inference chip code-named 'Frozen v2' that hardwires Gemini's architecture into silicon, according to a report by The Information. Google engineers project the chip will deliver 6-to-10x more AI…
The Nasdaq Composite led US stocks to daily gains on Tuesday as chip stocks began recovering from last week's sell-off, with investors focused on Big Tech earnings this week. Prime Capital Financial CIO Will McGough told…
The Dell Pro 5 16 (AMD) is a desk-first productivity machine that leads the Pro line on value, with a starting price of $4,648 as configured, featuring an AMD Ryzen AI 9 HX PRO 470 processor and 64 GB of DDR5-5600 RAM. I…
Intel confirmed on Tuesday that it will cut an unspecified number of jobs in its data center and AI group as part of a broader restructuring under CEO Lip-Bu Tan, with shares rising up to 8 percent in early trading. The …
Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 and SN6800 versions w…
SK Hynix completed the largest U.S. share sale by a foreign company in history, raising $26.5 billion as its American depositary receipts began trading on Nasdaq, with shares surging 13% on the first day and valuing the …
Analysts at Bank of America and UBS advise investors to stick with AI hardware stocks despite a volatile July that briefly pushed chip stocks into a bear market. BofA says new open-source models like China's Kimi K3, lau…
SpaceX is in talks with the US Department of Defense to lease AI computing capacity in a potential multi-billion-dollar deal that would extend the company's AI infrastructure business beyond existing customers Google and…
Nvidia's new Vera CPU is strategically positioned to target the $200 billion server CPU market, extending the company's leadership beyond GPUs, according to Forbes contributor Karl Freund.
TheCUBE Research Chief Analyst Dave Vellante said enterprises must get on the AI curve faster to enable more AI projects and drive 10x productivity gains, as Advanced Micro Devices Inc. CEO Lisa Su noted the GPU-to-CPU r…
Former Intel CEO Pat Gelsinger has joined Playground Capital as a general partner to help semiconductor startups revive Moore's Law through advances in lithography, taking a board seat at xLight, a portfolio company deve…
NVIDIA detailed its new "Rubin" GPU architecture, which delivers 50 PetaFLOPS at sparse NVFP4 operations, features 224 streaming multiprocessors, 288 GB of HBM4 memory, 336 billion transistors, and 896 Tensor Cores with …