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.
Amazon, Microsoft, and Alphabet have collectively guided their 2026 capital expenditure to roughly $725 billion, a 77% jump from the $410 billion projected for 2025, signaling massive demand for AI chips and infrastructu…
Samsung Electronics and SK Hynix, whose revenues make up 80% of the global memory sector, generated a combined operating profit of 150 trillion won ($104 billion) in the June quarter, driven almost entirely by AI demand …
Samsung Electronics and SK Hynix posted a combined 150 trillion won in operating profit for the quarter ended June 30, with Samsung reporting 89.5 trillion won and SK Hynix 60.5 trillion won, both records driven by AI-se…
Xsight Labs Ltd., an Israeli network chip startup, has raised $300 million in a funding round led by Fidelity Management & Research Co., bringing its valuation to $2.8 billion. The company plans to use the funds to expan…
Xscape Photonics, a startup with offices in Fort Lee, New Jersey, and Santa Clara, California, raised $37 million in new funding on March 11, 2026, bringing its Series A total to $81 million, with participation from Nvid…
Singapore chip stocks AEM and UMS Integration led a tech surge on Friday (Jul 31) as confidence returned to the artificial intelligence trade, with AEM rising as much as 12.5% to S$8.52 and UMS adding up to 7.4% to S$2.3…
Asia-Pacific equities rose on strong U.S. tech earnings, with South Korea's KOSPI climbing over 3% and the MSCI Asia-Pacific index outside Japan gaining about 1%, driven by AI and semiconductor sectors. Market pricing su…
South Korea's Kospi index jumped 13.1% to 6,330.59 on Friday, led by a surge in AI-related stocks after a sharp sell-off earlier in the week. Samsung Electronics shares rose 19.3% and SK Hynix soared 22.6%, while Tokyo's…
AWS has reached a $169 billion annualized revenue run rate, with its AI business alone now exceeding $25 billion and growing triple-digit percentages year over year, according to Amazon CEO Andy Jassy. The company's cust…
The Department of Commerce announced letters of intent with 7 companies to provide $874 million in federal incentives under the CHIPS and Science Act for semiconductor R&D, aiming to accelerate advanced computing and AI …
AI token processing demand is surging far beyond forecasts, with Google seeing a 330X increase from May 2024 to May 2026, and Nvidia's upcoming Vera Rubin systems are designed to deliver up to 10X more agentic throughput…
Asian stocks rose Friday, with South Korea's Kospi Index surging over 14% as chip majors SK Hynix and Samsung Electronics rallied, reviving confidence in the artificial intelligence trade. The yen held gains after Japane…
Amazon.com Inc. reported second-quarter earnings of $5.75 per share, crushing the $1.82 forecast, on revenue of $200.61 billion, up 20% year-over-year, driven by surging cloud growth and AI demand. Amazon Web Services re…
Amazon lifted its full-year capital expenditure forecast to $220 billion on July 30, driven by higher memory costs and surging demand for AI compute, as AWS clocked its fastest revenue growth in 18 quarters. AWS revenue …
Amazon reported better-than-expected second-quarter earnings with net sales up 20% and AWS revenue rising 37% year over year to $42 billion, sending its stock up nearly 10% in after-hours trading. The company raised its …
Amazon beat expectations for quarterly cloud sales growth, with AWS revenue jumping 37% to US$42.2 billion in Q2, and shares rose over 8% after hours. CEO Andy Jassy said AWS is booming and that capital expenditures will…
IDC raised its AI infrastructure spending forecast for 2026 and beyond, reporting that global spending on AI servers and storage reached $89.7 billion in Q1 2026, up 33.1% from Q1 2025. Arm-based AI server revenues surpa…
AMD launched the Ryzen Embedded AI X100, a high-end embedded SoC based on Strix Halo silicon, as part of its physical AI strategy. The chipmaker announced the new product at its Advancing AI keynote, alongside Kria syste…
Microsoft, Micron, and Nvidia each gained over $100 billion in market cap today, driven by strong demand in AI and semiconductor industries. Microsoft's market cap surged by nearly $450 billion following projections of s…
Nexus Data Centers is in advanced talks to secure $15 billion in bank financing for a Texas data center campus tied to Anthropic, with Alphabet's Google providing financial guarantees and supplying TPU chips, the Wall St…