AI Chips news and analysis on Web Pulse: 3184 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia confirmed at Computex 2026 in Taipei that it has at least two additional RTX Spark generations planned beyond the current release, publicly referred to as N2X and N3X. CEO Jensen Huang stated he wants conversation…
Broadcom reported second-quarter earnings of $2.44 per share on revenue of $22.19 billion, exceeding analyst expectations of $2.40 per share and $22.13 billion, respectively. The company also issued third-quarter revenue…
Broadcom's quarterly sales and artificial intelligence chip forecast fell short of Wall Street expectations, sending shares tumbling in after-hours trading. The chipmaker reported revenue of $11.96 billion for the fiscal…
Nvidia CEO Jensen Huang confirmed at Computex 2026 that the company is already planning at least two additional generations of its RTX Spark chips, called N2X and N3X. Huang stated the long-term goal is to create Star Tr…
Microsoft unveiled the Surface RTX Spark Dev Box, a compact developer PC powered by Nvidia's Arm-based RTX Spark chips with 128GB of unified memory and a 100-watt thermal envelope. The device can run AI models up to 120 …
Marvell Technology unveiled a new AI-optimized switch silicon capable of 102.4 terabits per second, a breakthrough that positions the company to capture significant market share in the rapidly expanding data center netwo…
CrowdStrike Holdings appointed a former Nvidia executive as its new chief artificial intelligence officer, signaling a deeper push into AI-driven cybersecurity. The move aims to strengthen the company's competitive edge …
Anthropic has selected Morgan Stanley and Goldman Sachs to lead its initial public offering, with JPMorgan Chase also on the deal, targeting an October listing at a $965 billion valuation. SpaceX's own IPO filing reveale…
Central processing units remain essential for handling real-time decision-making and low-latency tasks in AI agent systems, despite the rise of specialized accelerators like GPUs. CPUs provide the flexibility and control…
Michael Burry warned that Nvidia's top three customers now account for 64% of its accounts receivable, up from 33% in 2020, calling the concentration "off the charts." The "Big Short" investor highlighted that a 20% cut …
Infineon is hosting a practical webinar on July 9, 2026, to help engineers and procurement professionals navigate the AI-driven memory super cycle. The session will address supply challenges like longer lead times and al…
Nvidia CEO Jensen Huang announced a blueprint for a 6-foot, 150-pound humanoid robot called H2 Plus, combining a Chinese-made body from robotics startup Unitree with an American Nvidia Thor chip and advanced software. Th…
Marvell has been selected to design a custom networking chip for Google's TPUv8e accelerators, with production expected on Intel's 18A or 18AP process and volume manufacturing slated for the end of 2027. MediaTek is hand…
Amkor Technology (AMKR) trades at roughly 2.35 times forward revenue while delivering 27.5% year-over-year growth, positioning the semiconductor packaging firm as a potential chokepoint in the AI supply chain. Management…
Credo Technology shares surged Monday as investors responded to growing demand for copper connectivity in AI data centers and the company's ramp-up of optics production. The stock move reflects market expectations that C…
Broadcom shares plunged 15% after the company released an AI chip forecast that fell short of market expectations. The disappointing outlook raised concerns about slowing demand for the company's custom AI processors, wh…
Alphabet Inc. upsized its equity offering to $84.75 billion from $80 billion to fund growing artificial intelligence spending, making it the largest equity capital markets transaction of all time. The offering includes a…
Intel's 18A process node has proven more challenging than anticipated, with CFO David Zinsner acknowledging the company overextended itself on the technology. Zinsner characterized the troubled node as a one-off misstep …
The European Union proposed a "tech sovereignty package" on Tuesday, including the Cloud and AI Development Act and Chips Act 2.0, to triple data center capacity and boost domestic semiconductor production. The legislati…
The European Union published a set of measures Wednesday to reduce reliance on US and Chinese suppliers for AI, cloud, and semiconductors, including rules that would restrict the use of US hyperscalers for certain public…