AI Chips news and analysis on Web Pulse: 6989 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Moonshot AI is running its Kimi models on a 20,000 Nvidia GPU cluster provisioned through Alibaba, which holds a 36% stake in the company. The Chinese AI startup's valuation has surged from $4.8 billion to between $20 bi…
Amazon stock soared 10% in premarket trading on Friday after the company topped second-quarter expectations, with AWS revenue up 36.7% to $42.2 billion and AI and custom chip businesses each surpassing a $25 billion annu…
Apple CEO Tim Cook said on a late Thursday earnings call that the company faces a '100-year flood' in memory chip pricing, with exponential increases, prompting Apple to raise prices by $150 to $300 across Mac, iPad, and…
Qualcomm's handset revenue fell 20% in the June quarter, contributing to a 4% overall revenue decline to $9.95 billion and a net income drop to $2 billion from $2.67 billion, with shares down 7.6% in after-hours trading.…
Taiwan's GDP grew 13.72% in the first half of 2026, the fastest pace since 1976, driven by surging demand for AI chips from Taiwan Semiconductor Manufacturing Company (TSMC) and its supply chain. Q1 2026 GDP rose 14.55% …
AMD shares surged more than 13% to near $500 after Microsoft Corp. reported Azure crossed $100 billion in annual revenue, providing evidence that AI infrastructure spending is generating real returns. The rally followed …
NVent Electric has doubled its liquid cooling manufacturing capacity with a new 117,000-square-foot facility in Blaine, Minnesota, dedicated to producing liquid cooling systems for AI data centers. The expansion, announc…
Amazon.com Inc. reported AWS revenue rose 37% to $42.2 billion in the second quarter, its fastest growth in 18 quarters, and raised its 2026 capital expenditure plan to about $220 billion from roughly $200 billion, citin…
SK Hynix surged nearly 13% and Samsung Electronics climbed approximately 8% on July 15, lifting the KOSPI index by 6.24% to close at 7,284.41, as renewed optimism around high-bandwidth memory chips for AI infrastructure …
In the last two weeks, AI capabilities have surged while economic and political support has weakened, with Alphabet's free cash flow turning negative for the first time, Meta's stock plunging nearly 10 percent, and a maj…
Asia's AI boom, driven by tangible chip demand from U.S. tech giants, is fundamentally different from the dot-com bubble, with TSMC and Samsung Electronics joining the trillion-dollar market cap club. TSMC's AI-related c…
The World Artificial Intelligence Conference, in its ninth year, concluded on 20 July in Shanghai, featuring an exhibition area exceeding 1 million square feet and over 1,100 companies unveiling more than 300 world-debut…
US stock futures rose Friday, with Nasdaq-100 contracts up 1.2%, as Big Tech earnings revived optimism in the AI trade after South Korea's KOSPI jumped 14% overnight. Amazon shares jumped 10% in premarket after its earni…
Kioxia Holdings issued a disappointing earnings outlook after its June-quarter operating income of ¥1.27 trillion missed analysts' estimates, signaling that the AI-driven surge in flash memory prices may be moderating. T…
Kioxia Holdings reported a 46-fold surge in profit attributable to owners of parent to ¥842.2 billion for the June quarter, with revenue rising to ¥1.767 trillion, but shares fell 18% on July 28 amid concerns about Chine…
South Korean stocks surged a record 17.91 percent on Friday, with the KOSPI closing at 6,595.45, as better-than-expected Microsoft earnings eased concerns over AI spending and drove a chip rally. Samsung Electronics jump…
South Korea's KOSPI index surged 18% as investors returned to AI-related stocks, led by SK Hynix and Samsung Electronics, which staged strong recoveries after a punishing sell-off earlier in the week, according to the Fi…
Nvidia's $750 billion AI infrastructure spending wave faces a potential bubble due to revenue concentration among a few cloud providers, but real demand from AI tools like Claude Code suggests a 'messy middle' outcome. T…
Samsung Electronics and SK Hynix, whose revenues make up 80% of the global memory sector, generated a combined operating profit of 150 trillion won (US$104 billion) in the June quarter, driven by AI demand, yet their sha…
KT Corp. has signed a three-way collaboration agreement with on-device AI chipmaker DeepX and edge computing firm Sesol to jointly develop NPU-based AI edge systems for transportation and industrial sites. The companies …