AI Chips news and analysis on Web Pulse: 6175 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Advanced Micro Devices (AMD) is expected to unveil new AI customers, with the key detail for AMD stock being the nature of those customer relationships. The announcement could signal AMD's progress in the AI chip market,…
Nebius Group's stock rose after disclosing a stake in Nvidia, even as the broader AI cloud sector declined.
SK Group Chairman Chey Tae-won warned that demand for AI memory chips, specifically high-bandwidth memory (HBM), is exceeding supply by 60% to 100%, and governments are beginning to treat memory access as a national comp…
Quantum processing units (QPUs) are moving from physics experiments to data center infrastructure, with organizations like the Open Compute Project and the U.K.'s Quantum Data Centre of the Future program treating quantu…
Chelsio Communications introduced its seventh-generation AI Interconnect Platform, the T7, which brings 400GbE RDMA SmartNICs, storage controllers, and DPUs to AI fabrics. The platform supports Ethernet speeds from 1GbE …
Moonshot AI's open-weight Kimi K3 model, released in mid-2025, ranks near the top of intelligence benchmarks but suffers from severe performance issues, including throughput dropping from 30 to 13 tokens per second and t…
Intel Foundry has secured a custom ASIC design win with Fortinet for the Fortinet Security Processor 6 (SP6), marking a significant customer acquisition outside the AI space. Fortinet, which previously used TSMC for its …
Intel has secured Fortinet as a customer for its Intel Foundry business, marking a significant step in the chipmaker's efforts to expand its contract manufacturing operations. The deal involves Fortinet using Intel's 18A…
Chinese AI firm Z.ai (Zhipu) shares surged 37% in Hong Kong on Tuesday to close at HK$1,219 after completing a 1-gigawatt data centre powered entirely by domestic chips, according to sources. The Beijing-based company al…
Wall Street futures pointed higher Tuesday, with the S&P 500 up 0.4%, the Dow up 0.3%, and the Nasdaq climbing 1.3%, as AI-focused companies recovered some losses. Chipmakers Marvell Technology and Intel rose 6.2% and 5.…
Alphabet plans to spend between $175 billion and $185 billion on capital expenditures in 2026, more than double last year, with the vast majority directed toward AI compute capacity, data centers, and Google Cloud infras…
Micron Technology reported fiscal third-quarter revenue of $41.5 billion, nearly quadrupling from $9.3 billion a year earlier, driven by record demand for high-bandwidth memory chips used in AI data centers. Shares surge…
The Punjab government in Pakistan has approved a Rs7.4 billion state-owned cloud infrastructure project to accelerate AI adoption and digital governance, with the Punjab Information Technology Board drafting the formal p…
US stock futures climbed on Monday as Asian equity markets staged a sharp recovery led by semiconductor stocks, with South Korea's Kospi surging 3.6% and Japan's Nikkei 225 rallying 3.3%. Samsung Electronics gained 6.2%,…
Microsoft will deploy AMD's Helios rackscale solution to power model inference and Azure AI services, part of an expanded partnership spanning GPUs, CPUs, networking, and software. The double-wide Helios rack, featuring …
Tesla's accelerating cash burn is set to test investor confidence in the company's heavy spending on artificial intelligence and autonomous driving technology, according to Reuters. The automaker's capital expenditures a…
AMD launched Helios, its first complete open rackscale AI infrastructure system integrating Instinct GPUs, EPYC CPUs, Pensando networking, and ROCm software, marking its biggest push yet to challenge Nvidia's dominance i…
Intel has officially listed support for its Arc G3 non-extreme processor in the latest beta graphics driver (version 32.0.101.8864), following Acer's announcement of the Predator Atlas 8 handheld, which will be the first…
Alphabet will report Q2 earnings on Wednesday as investors assess AI monetization, with expected EPS of $2.95 on revenue of $116.98 billion. Google Cloud Platform revenue is projected to hit $22.4 billion, up 64% year-ov…
IREN Limited reported that demand for its GPU cloud services now exceeds supply, with contracts pricing above $15 million per megawatt. The company, formerly known as Iris Energy, has secured a multi-year deal with Micro…