AI Chips news and analysis on Web Pulse: 7026 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A Jevons paradox analysis suggests cheaper open-source AI models will expand total usage and raise spending on chips, data centers, and applications rather than shrink the market, according to a report mapping winners ac…
Nvidia invested roughly $5 billion in Ilya Sutskever's Safe Superintelligence Inc. (SSI) and committed to a 10x compute increase over the next year using its upcoming Vera Rubin platform, after reviewing SSI's internal r…
Samsung Electronics posted a record 89.5 trillion won ($61.9 billion) in operating profit for the second quarter, driven by the AI-driven memory boom, with revenue reaching 171.5 trillion won, up 28 percent from the prev…
At a YC Paper Club event in Mountain View, five researchers presented on performance optimization in AI, covering multi-GPU kernels, intelligence per watt, AI-written systems code, heterogeneous inference, and GPU-based …
Cloud revenue growth exceeding 40% signals strong GPU demand across AI and data-center sectors, benefiting companies like NVIDIA and AMD. NVIDIA's data-center revenue, driven by cloud service providers, and AMD's year-ov…
Chip stocks crashed in a $1 trillion AI valuation correction driven by a widening gap between massive hardware infrastructure spending and slower-than-expected revenue from AI applications, according to the analysis. Inv…
Microsoft has decided to keep its capital expenditure unchanged, signaling a strategic pivot from building massive AI infrastructure to maximizing the return on existing hardware, according to an analysis of the company'…
Cerebras and AMD have partnered to build what they claim will be the world's fastest disaggregated AI inference solution, combining AMD's Helios rack-scale architecture for the pre-fill phase with the Cerebras Wafer-Scal…
Wall Street closed sharply lower on Wednesday after the Federal Reserve held interest rates steady, with the Nasdaq 100 index dropping 2.1% and marking an 11% decline from its June record high as investors unloaded AI-re…
Taiwanese investigators allege a network using falsified paperwork, shell companies and staged shipping routes allowed Nvidia's most advanced AI servers, powered by the GB300 Grace Blackwell Ultra chips, to reach China d…
South Korea's push to dominate the global AI chip market with a 650 trillion won ($473 billion) semiconductor initiative has reignited debate over the country's 52-hour workweek law, which critics say stifles the product…
Arm Holdings forecast second-quarter revenue of $1.38 billion, above Wall Street's $1.34 billion estimate, driven by surging demand for its chip blueprints in AI data centers. The British chip designer also beat first-qu…
South Korean President Lee Jae Myung's government has launched an ambitious industrial policy strategy to promote semiconductors, AI infrastructure, robotics and other frontier industries, with combined public-private in…
Qualcomm issued a weak profit forecast for fiscal Q2 2026, sending shares down 11% in after-hours trading, after CEO Cristiano Amon cited surging demand from AI data centers redirecting memory chip supplies away from sma…
Meta Platforms posted Q2 2026 earnings per share of $6.18, missing the $7.14 consensus estimate, and raised its full-year capital expenditure guidance to $135-145 billion, sending shares down nearly 8% in after-hours tra…
Eliyan, a Santa Clara semiconductor startup founded by serial entrepreneur Ramin Farjadrad, has raised $145 million at a $1 billion valuation to ease data bottlenecks in AI chips, Reuters reported on July 29th. The fundi…
President Donald Trump hosted Nvidia CEO Jensen Huang and United Airlines CEO Scott Kirby at the White House on July 29 for an Oval Office meeting, signaling the administration's focus on AI chips and traditional transpo…
President Trump hosted Nvidia CEO Jensen Huang in the Oval Office and publicly praised both Huang and the company's semiconductor chips, underscoring Nvidia's influence at the intersection of AI policy and semiconductor …
Core Scientific and AMD have announced a 15-year, $14 billion infrastructure partnership, which analyst Scott Melker says underscores that AI infrastructure is proving more lucrative than bitcoin mining.
Nvidia led an $800 million investment in Reflection AI, a startup founded in March 2024 by former DeepMind researchers Misha Laskin and Ioannis Antonoglou, which has raised $2 billion at an $8 billion valuation and secur…