AI Chips news and analysis on Web Pulse: 3221 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia and Microsoft will launch the first Windows PCs powered by Nvidia chips next week, marking the GPU maker's entry into the PC processor market. The Arm-based processors, designed to run AI workloads locally, will d…
The S&P 500 Momentum Index surged 31.7% over two months through May 2026, its largest gain since inception in 1994, driven almost entirely by AI and semiconductor stocks. Technology stocks generated roughly 85% of S&P 50…
A developer has outlined a comprehensive engineering strategy for maximizing battery life in Edge AI devices, emphasizing that power must be treated as a system-level interface rather than a post-development checkbox. Th…
A pick-and-shovel AI stock has joined Meta, Tesla, and Broadcom as the newest member of the $1 trillion market capitalization club. The company's valuation milestone reflects surging investor demand for infrastructure pr…
Nvidia CFO Colette Kress declared that artificial intelligence is "no longer a nice-to-have" but a "necessity for enhancing productivity across all industries," as the company reported record quarterly revenue of $81.6 b…
Hyperscalers are spending billions on AI chips for data centers, with a single Nvidia Blackwell GPU costing as much as a Tesla Model 3, while token consumption is forecast to surge 24-fold by 2030. Microsoft canceled mos…
Nvidia paid Groq $20 billion in December to license its chip technology and hire several senior engineers, leaving the AI startup to rebuild around its inference cloud business. Groq is now raising $650 million from exis…
Seeking Alpha published an investment note on May 30, 2026, framing Nvidia as a "Quality Growth" stock with Q1 FY2027 revenue of $81.6 billion and a market capitalization of $5.19 trillion. The note identifies "Physical …
Acer announced three new gaming devices at its latest event: the Predator Helios 18 AI laptop with up to an RTX 5090 GPU and Core Ultra 9 processor, the Nitro 16 as its first X3D-powered laptop featuring an AMD Ryzen 9 9…
Dan Loeb's Third Point hedge fund has accumulated over 2.9 million shares of Nvidia across four consecutive quarters, betting on what he calls an AI "super-cycle" that remains in its early stages. Loeb argues the chipmak…
Nvidia CEO Jensen Huang is scheduled to visit South Korea to meet with Samsung and SK Hynix, with analysts expecting discussions to focus on High Bandwidth Memory procurement for next-generation AI GPUs. Meta Platforms h…
Nvidia announced it has largely conceded China's artificial intelligence chip market to Huawei, citing U.S. export restrictions that have made it increasingly difficult to compete. CEO Jensen Huang acknowledged that Huaw…
Vertiv Holdings reported Q1 2026 revenue of $2.65 billion, a 30.1% year-over-year increase, with Americas revenue surging 53% driven by strong AI data center demand. The company's operating leverage and efficiency initia…
Qualcomm unveiled the Snapdragon C platform ahead of Computex 2026, targeting entry-level Arm Windows laptops starting near $300. The 6nm chip features an eight-core 1+3+4 CPU, an Adreno GPU at 900MHz, LPDDR5 memory supp…
Goldman Sachs Research predicts an unprecedented upcycle in multi-layer ceramic capacitors (MLCCs) driven by AI data center demand, extending through 2030. The bank revised its 2026 MLCC pricing forecast upward to 0-5% g…
SpaceX has nearly completed version 1.0 of a proprietary AI training stack written in C, designed to exact-map to 220,000 GB300 processors with 800G network interface cards. The system, which leverages heavy pipeline par…
A developer replaced five 64MP cameras in a wall-mounted sensor network with 12MP cameras, calling the downgrade the best decision of the year after the higher-resolution sensors caused thermal throttling and driver conf…
A used RTX 3090, now three generations old and costing under $900, remains the best value for running 30B+ parameter LLMs locally in 2026, as its 24GB of VRAM is the only single-GPU solution that fits models like CodeLla…
Nvidia, Microsoft, and Arm launched a coordinated social media campaign on May 29 teasing Nvidia's first Arm-based laptop processors, the N1 and N1X, ahead of Computex 2026 in Taipei. The chips, rumored to feature up to …
Nvidia and Microsoft posted coordinated social media teasers ahead of Computex 2026, using the phrase "A new era of PC" and coordinates for the Taipei Music Center, where Nvidia CEO Jensen Huang is scheduled to keynote. …