AI Chips news and analysis on Web Pulse: 6180 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
IBM warned on July 14 that its second-quarter revenue would land at roughly $17.2 billion, a full $660 million below Wall Street expectations, sending its stock down approximately 25% in its worst single-day decline in a…
ON Semiconductor (onsemi) agreed to buy Synaptics in an all-stock deal valued at roughly $7 billion, its largest acquisition ever, to boost edge AI capabilities. The transaction, which will give Synaptics shareholders ab…
Asian stocks tumbled this week even after Taiwan's TSMC reported blockbuster numbers, with Korea's KOSPI plunging 6% on Thursday amid concerns about AI capex durability and unwinding of leveraged positions. The Philadelp…
Alphabet and Intel are set to report earnings next week that could reshape the dominant AI trade, with investors watching for signs that profit growth can sustain a stock market navigating uncertainty from the Iran war. …
International Business Machines Corp.'s warning that sales are falling short of expectations due to customers shifting spending to AI infrastructure caused its shares to plunge 25%, their worst day since the 1960s, highl…
Nasdaq 100 futures dropped roughly 2% on July 17 as a brutal selloff in semiconductor stocks deepened, with Bitcoin falling about 2% to $62,790.91 amid growing doubts about AI hardware valuations. The PHLX Semiconductor …
Global markets weakened on Friday as US-Iran tensions and a sell-off in semiconductor stocks drove investors away from risk assets, according to Anadolu Agency. Chip stocks remained under pressure as markets questioned w…
Average GPU utilization in production Kubernetes clusters is just 5%, according to the Cast AI 2026 State of Kubernetes Optimization Report, meaning 95 cents of every GPU dollar goes to idle silicon. Fractional GPUs via …
Nvidia has become the world's largest public company with a market capitalization of approximately $5.1 trillion, surpassing Apple and Microsoft. Its tokenized stock, the NVIDIA Robinhood Token (NVDA), is now the top ass…
Tech stocks led a steep global sell-off as investors lost faith in the AI chip trade, with U.S. futures down 0.66% following declines in Asia and Europe. Chipmaker TSMC fell 2.63% and Netflix dropped 9.24% after disappoi…
TSMC shares fell 6% on Thursday after the chipmaker raised its AI-spending forecast, marking the latest instance where investors punished an AI-linked company for overspending despite beating earnings estimates. The Phil…
Average GPU utilization across tens of thousands of production Kubernetes clusters is just 5%, according to the Cast AI 2026 State of Kubernetes Optimization Report. Default Kubernetes scheduling uses LeastAllocated scor…
Chinese startup Dongfang Suanxin (DFSX) unveiled its first AI accelerator, the DF1000, built on 14nm process technology through a domestic supply chain, claiming 520 TFLOPS at BF16 and performance approaching 4nm-class p…
Nvidia hired 26-year Microsoft veteran Nick Parker to replace retiring billionaire sales chief Jay Puri, signaling a strategic shift from selling AI chips to helping customers deploy AI. Parker, who will lead Nvidia's gl…
Japan's Ministry of Economy, Trade and Industry (METI) launched the FRONTia Project, a state-backed physical AI initiative led by Noetra and AIST, securing direct access to Nvidia's Blackwell architecture through massive…
Eoptolink Technology, a Chinese maker of optical parts for AI data centers, has filed for a Hong Kong listing that could raise up to $5bn, according to Bloomberg. The company, already listed in Shenzhen, reported 2025 re…
Asia's AI chip rally is unraveling as Japan's Kioxia has lost half its value since its June peak, wiping about 30 trillion yen ($185 billion) off its market value, while Samsung Electronics and SK Hynix have each shed ro…
Chinese President Xi Jinping declared at the World Artificial Intelligence Conference in Shanghai that AI development should be a global collaboration, not dominated by a single country, and announced plans to provide AI…
Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will rise 76% this year to…
Global stocks lost $1.3 trillion in value as the artificial intelligence trade reversed, hitting AI and semiconductor stocks including Micron Technology, SK Hynix, and Samsung Electronics. The Nasdaq Composite and S&P 50…