AI Chips news and analysis on Web Pulse: 3222 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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. …
Dell Technologies shares surged the most since 2018 after the company issued a bullish outlook driven by strong demand for its artificial intelligence servers. The stock rally reflects investor confidence in Dell's abili…
Lenovo shares surged 109% in May, the company's best monthly performance in 27 years, after AI-related revenue accounted for 38% of quarterly sales. Goldman Sachs more than doubled its price target for the world's larges…
Super Micro Computer has issued a direct challenge to competitors in the AI server market, signaling aggressive pricing and capacity expansion. The company's move aims to capture greater market share amid surging demand …
Super Micro Computer (SMCI) shares surged 11.67% to $46.12 on May 29, 2026, on volume of over 62 million shares, driven by strong AI demand and a company announcement that its collaboration with Taiwanese authorities led…
Dell Technologies reported quarterly revenue up nearly 88% year over year, driven by AI server revenue that surged 757% to $16.1 billion, according to CNBC. Adjusted earnings per share of $4.86 beat consensus estimates o…
Nvidia CEO Jensen Huang teased new hardware announcements including Grace Blackwell, Vera Rubin, and a mystery "surprise new product" during his appearance at the Taipei Music Center ahead of Computex 2026. Huang's keyno…
Micron Technology crossed $1 trillion in market value this week, joining Samsung and SK Hynix as memory-chip makers reach historic valuations amid surging AI demand. The industry's consolidation to three dominant players…
OpenAI is developing an AI-first smartphone designed for continuous, agent-style interactions rather than traditional app-based workflows, with mass production expected around 2028. The device will use a customized Media…
AI chip startup Groq is seeking $650 million in new funding from existing investors to expand its inference cloud business, according to Axios. The fundraising follows a $20 billion not-an-acquisition agreement with Nvid…
AI chip startup Groq is reportedly raising $650 million from existing investors to expand its inference cloud business, following a $20 billion agreement with Nvidia in December that involved employee departures and tech…
Broadcom and fiber optic leader Ciena reported strong earnings, driving a surge in AI-related stock gains. The companies' financial results exceeded analyst expectations, reinforcing investor confidence in the AI infrast…
Apollo Global Management and Blackstone are competing to raise $36 billion to acquire chips from Google for use by Anthropic, the AI startup backed by Google. The deal would provide Anthropic with critical computing powe…
GraniteShares filed paperwork with the SEC on May 28 for the Speed of Light AI ETF, a fund targeting photonics and AI infrastructure. The leveraged ETF specialist is betting on optical computing technology that uses ligh…
OpenAI is developing a smartphone designed to compete directly with the iPhone, marking a reversal from its previously stated hardware strategy focused on non-phone form factors. The device, described as an "AI agent pho…
The Nikkei Stock Average closed above 65,000 on May 25 for the first time, accelerating a rally that moved the benchmark from 50,000 to 60,000 in six months and then to 65,000 in weeks. The advance was driven by easing M…
ON1 (G116 V8) has introduced a virtual chip ISA that achieves 38-microsecond black-box AI memory retrieval by separating vector search into three observable latency stages: fetch, compute, and ANN search. The system, des…
Dell Technologies reported $43.8 billion in first fiscal quarter 2027 revenue, an 88 percent year-over-year increase driven by surging AI server demand, with GAAP net income soaring 256 percent to $3.44 billion. The comp…
Dell Technologies Inc. shares surged 30% in trading after the company reported a sharp increase in sales driven by demand for its artificial intelligence data center infrastructure. The revenue growth signals that enterp…
Nvidia has partnered with smart electrical panel maker SPAN and homebuilder PulteGroup to deploy compact AI compute nodes, called XFRA, on residential properties. The pilot program targets around 100 nodes for 2026, tapp…