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.
Nvidia is leasing a 302,800-square-foot building at 5853 Rue Ferrari in San Jose's Santa Teresa district for possible AI and advanced tech work, according to sources and city filings. The facility, owned by Prologis, is …
GlobalFoundries announced a $300 million award from the CHIPS Act fund to advance next-generation silicon photonics technologies, with the U.S. Government acquiring approximately a 1% equity stake in the company. The fun…
Intel's Arc Pro B70 GPU crashes under sustained inference load in production, according to ModDog bot developer who pulled the card from his fleet after six weeks of testing. The 32GB card, priced at about $1,000, delive…
Bernstein managing director Stacy Rasgon and Lopez Research founder Maribel Lopez commented on Qualcomm's position in the AI data center market, with Rasgon suggesting the company could capture a 'tiny slice' of the pie.…
Qualcomm is expected to report Q3 earnings per share of $2.21 on revenue of $9.6 billion, down from $2.77 and $10.3 billion a year ago, as the global memory shortage and AI build-out pressure smartphone sales. The chipma…
Apple became the second company in history to reach a $5tn market value on Tuesday, touching $5.04tn, by refusing to heavily invest in AI while rivals like Alphabet, Amazon, Meta, and Microsoft spend hundreds of billions…
SK Hynix reported record quarterly revenue of 79.32 trillion won and operating profit of 60.54 trillion won for the second quarter, both missing consensus estimates by roughly 5%, sending shares down nearly 10% in Seoul.…
Mark Cuban and Michael Burry warned that the AI boom is dangerously reliant on Nvidia, comparing its financing of customer purchases to the dot-com IPO bubble. Cuban said on X that Nvidia is acting as a 'backstop' and th…
Extropic, a startup founded by physicist Guillaume Verdon, published a case for thermodynamic computing on July 29th, arguing that AI scaling will eventually be constrained by electricity and cooling demands of conventio…
Eliyan, a Santa Clara chiplet interconnect company, introduced NuLink-XD on July 24, a 224G PAM4 SerDes for chip-to-chip and chip-to-module links, claiming 50% less power than typical long-reach SerDes. The product targe…
Eliyan, led by founder Ramin Farjadrad, launched NuLink-XD on July 24, 2026, a 224G PAM4 SerDes architecture for AI scale-up interconnects, following a $50 million strategic investment round disclosed on January 28 from …
Chip interconnect startup Eliyan raised $145 million in Series C funding at a $1 billion valuation, the company announced Wednesday, to solve data transfer bottlenecks that leave AI processors idle. The round was led by …
Chip stocks are tumbling and AI bubble fears are spiraling, but a market crash rivaling 2000 or 2008 is unlikely, according to Inside AI. The Nasdaq is flirting with a 10% correction and the Philadelphia Semiconductor In…
SK hynix reported a record-breaking $55.6 billion quarter, yet the results still fell short of investors' lofty AI-driven expectations, highlighting the intense pressure on memory-chip makers to capitalize on the artific…
Intel Foundry is scaling advanced chip packaging at its Rio Rancho, New Mexico facilities to enable next-generation AI semiconductors, expanding packages to 8x the industry standard today and over 12x by 2028. Using Fove…
The number of AI chips in data centers worldwide is expected to reach about 200 million by the end of 2028, a tenfold increase from the current 20 million, according to a New York Times analysis. The computing power behi…
Worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches in Q2 2026, according to the SEMI Silicon Manufacturers Group. Shipments rose 9.1% quarter-over-quarter from 3,275 MSI in Q1 20…
SK Hynix reported second-quarter 2026 revenues of ₩79.32 trillion ($54.54 billion), up 257% year-over-year, but missed revenue expectations, causing its stock to slump 9.6%. The company's operating profit of ₩60.54 trill…
More than $1 trillion in market capitalization was erased from global semiconductor and AI-hardware stocks between July 24 and July 29, with Nvidia, SK Hynix, Samsung Electronics and Micron accounting for roughly $700 bi…
SK Hynix shares fell after the company said it expects capital expenditures to surge 50% this year to at least $31 billion, highlighting a broader rout in semiconductor stocks. All stocks in the Philadelphia Semiconducto…