AI Chips news and analysis on Web Pulse: 6179 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
China's Moonshot AI released Kimi K3 on July 16, 2026, and by the next day the model topped LMArena's Frontend Code Arena with a score of 1,679 Elo, beating Anthropic's Claude Fable 5 (1,631) and OpenAI's GPT-5.6 Sol (1,…
India's smartphone shipments fell 10 percent year over year in the second quarter of 2026, the steepest June-quarter decline in six years, according to Counterpoint Research. The drop is driven by a memory chip shortage …
The U.S. is seeking a share of Korean semiconductor companies' 'excess profits' from the AI chip boom, citing strong American demand for Korean chips, according to an industry source. Deputy USTR Rick Switzer told Korea'…
A Forrester report released last week found that technology sovereignty will grow slowly over the next five years, with the US and China scoring 79% and 82% respectively on Forrester's index while 12 other countries aver…
Meta is in talks with Anthropic to rent out compute capacity from its data centers in a deal that could be worth up to $10 billion over two years, according to the New York Times. Anthropic pitched the arrangement in Jun…
Major stock indexes fell Friday to wrap up a losing week, with the Dow dropping 380 points (0.7%), the S&P 500 falling 1%, and the Nasdaq plunging 1.4%, as shares of chipmakers plunged on mounting AI threats from China a…
Artificial intelligence infrastructure startup General Compute Inc. announced it secured $400 million in debt financing from investment firm Upper90, which will initially provide $100 million. The company's cloud platfor…
Apple closed at $4.88 trillion on Friday, overtaking Nvidia's $4.86 trillion to reclaim the title of world's most valuable company for the first time since April 2025. Nvidia fell 3.5% as investors broaden their AI focus…
India's smartphone shipments fell 10% year-over-year in the April-June quarter, the steepest June-quarter decline in six years, as AI-driven demand for memory chips pushed up handset prices, according to market research …
The S&P 500 fell 1 percent and the Nasdaq composite dropped 1.4 percent on Friday, led by a selloff in chip stocks that pushed the Philadelphia Semiconductor Index down 1.2 percent and to a weekly loss of over 9 percent,…
Marvell Technology announced its Teralynx T100 switch ASIC, a monolithic 100.4 Tb/sec chip built on TSMC's 3nm process with 512 200 Gb/sec SerDes, offering 25% lower power consumption than chiplet-based designs. The T100…
Meta Platforms is in advanced talks to lease computing power to Anthropic in a deal that could be worth $10 billion, according to a New York Times report. The agreement would make Meta a critical infrastructure provider …
Meta Platforms Inc. is in preliminary talks to lease AI computing power to rival Anthropic in a potential two-year deal valued at up to $10 billion, according to reports from The New York Times and CNBC. The agreement wo…
Zhongji Innolight, a Shenzhen-listed optical module maker supplying AI data center components for Nvidia's ecosystem, has secured approval for a secondary listing on the Hong Kong Stock Exchange that could raise up to $7…
The Compute Exchange Inc. launched a secondary marketplace for used and refurbished Nvidia H100 and A100 GPUs, connecting buyers with suppliers as enterprises and AI startups seek cost-effective AI hardware. CEO Carmen L…
Moonshot AI launched Kimi K3, a 2.8-trillion-parameter open-weight model, on Thursday, ranking alongside Claude Fable 5 and GPT-5.6 Sol on the Artificial Analysis Intelligence Index with a score of 57. Semiconductor stoc…
Taiwan Semiconductor Manufacturing Co. (TSMC) posted record Q2 revenue of over $40 billion but saw its shares fall 4%, dragging the Nasdaq 100 down 1.4%, after raising its 2026 capital expenditure forecast to $60-64 bill…
Meta is in very early talks to lease computing power to Anthropic in a potential deal worth around $10 billion, according to CNBC. The discussions follow Anthropic's recent compute deal with SpaceX and come as Meta explo…
Meta is reportedly negotiating to lease roughly $10 billion of its AI computing power to rival Anthropic, a deal that would make Mark Zuckerberg's company a landlord for one of its fiercest competitors. According to Semi…
AMD's Instinct MI350P PCIe AI accelerator, featuring CDNA 4 architecture and HBM3E memory, has been showcased at multiple trade shows including Dell Tech World, HPE Discover, and Computex 2026. The card offers 141GB of m…