AI Chips news and analysis on Web Pulse: 3213 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia announced new AI-powered PCs, positioning Dell as a potential major beneficiary due to its strong partnership and distribution network. The move is expected to boost demand for Dell's hardware, potentially driving…
Salesforce published a research paper acknowledging that approximately 30% of AI tasks do not require expensive GPU-based processing, contradicting the industry's prevailing assumption that all AI workloads demand high-c…
Nvidia shares rose after investor Cathie Wood expressed favor for the AI chip stock, signaling continued confidence in the company's growth prospects. The stock's performance is being closely watched by investors evaluat…
Intel's first 18A data center CPU, the Xeon 6+, delivers enhanced performance for server consolidation, according to a sponsored post featuring Intel's Kira Boyko. The chip aims to improve efficiency and total cost of ow…
Mizuho raised its price target on Arm Holdings plc following an analysis of the memory market and the growing impact of agentic artificial intelligence. The firm's updated assessment reflects expectations that Arm's chip…
A persistent memory chip shortage is driving further price increases for DRAM, with analysts warning consumers and businesses should expect more hikes in the coming months. The ongoing supply constraints are impacting ev…
Alphabet plans to sell $80 billion in stock, including a $10 billion private placement to Berkshire Hathaway, to finance AI infrastructure and global compute spending as its free cash flow falls short of projected capita…
ChatGPT recommended investors buy Amphenol (APH) stock, calling it "a cleaner way to ride AI CapEx." The AI chatbot's endorsement highlights Amphenol as a key beneficiary of artificial intelligence infrastructure spendin…
Hewlett Packard Enterprise shares surged after the market began treating the company as a direct beneficiary of the artificial intelligence boom. Investors piled into HPE stock on the view that its server and networking …
Microsoft unveiled Majorana 2, its next-generation quantum chip, at the Microsoft Build Live keynote, achieving qubits that are 1,000 times more reliable than the previous generation with a mean lifetime of 20 seconds. T…
Alphabet announced an $80 billion equity raise, including a $10 billion investment from Berkshire Hathaway, to fund AI infrastructure and data center expansion. The move signals that major tech firms are willing to tap a…
Nvidia CEO Jensen Huang told reporters in Taipei on Tuesday that he pays his employees "as much as possible," aiming to share the wealth generated by the AI boom. Huang, whose net worth is approximately $186 billion, sai…
Warren Buffett's Berkshire Hathaway is investing $10 billion in Alphabet's $80 billion capital raise to expand AI infrastructure. The funds will be used to scale computing capacity amid unprecedented customer demand, wit…
Arm Holdings CEO Rene Haas stated that the United States would face significant challenges in banning exports of AI CPU chips to China, citing the complexity of enforcing such restrictions across global supply chains. Th…
Intel and partners have packed 36,864 CPU cores into a single 100-kilowatt rack, targeting the growing demand for agentic AI workloads. The high-density system is designed to support autonomous AI agents that require mas…
U.S. technology companies including Alphabet, Amazon, Meta, and Microsoft are expected to spend roughly $650 billion on AI-related infrastructure in 2026, up from $410 billion in 2025, as the demand for physical infrastr…
Countries outside the U.S. must adapt AI models to local languages and cultures while navigating global semiconductor supply-chain challenges to compete in the international AI landscape. Songyee Yoon, managing partner a…
Intel announced new AI innovations at Computex 2026, including rackscale AI infrastructure with SambaNova and Foxconn, a disaggregated inference cloud with Vector Core Compute, and next-gen Xeon 6+ processors on Intel 18…
NVIDIA launched Cosmos 3, a family of open-weight omnimodal world models using a Mixture-of-Transformers architecture, alongside the Nemotron 3 Ultra 550B open-weight LLM at Computex in Taiwan. The Cosmos 3 models achiev…
Hewlett Packard Enterprise shares surged Wednesday after the company reported a record backlog and booming demand for its AI server business. The strong performance underscores the growing corporate appetite for artifici…