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.
Apollo Global Management co-president Marc Rowan warns that a multi-layered compute shortage is reshaping corporate strategy and market leadership, with constraints emerging simultaneously across GPUs, memory, TSMC capac…
Goldman Sachs led a $100 million Series D round for Spectro Cloud, a Santa Clara startup whose PaletteAI software manages GPU clusters across different chip vendors and clouds, bringing total funding to $260 million. The…
NVIDIA announced it will expand its Jetson Thor lineup with two new mid-range modules, the Jetson Thor T3000 and T2000, set for release in Q1 2027. The T3000 offers 8 Arm Neoverse V3AE CPU cores, 1536 CUDA cores, 32GB of…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the United States, bringing its total U.S. investment to $265 billion, as the company posted a 77% surge in second-quarter …
Big Tech earnings season begins July 22 with Google and Intel, as investors scrutinize AI spending and returns, with Microsoft and Meta facing pressure over heavy data center investments while Google and Amazon have avoi…
Xpeng launched the L03 coupe-SUV across 65 markets on Wednesday in Munich, making it the first Chinese EV to ship proprietary Turing AI chips as standard on every trim. The vehicle carries up to three Turing processors f…
Apple confirmed at WWDC on June 8 that its Apple Foundational Model Cloud Pro, the backbone of its cloud AI capabilities, runs on Nvidia Blackwell B200 GPUs hosted inside Google Cloud infrastructure. The arrangement uses…
Astera Labs reported record quarterly revenue of $191.9 million in Q2 2025, a 150% year-over-year increase, driven by demand for its AI connectivity hardware from hyperscalers like Amazon, Google, and Microsoft. CEO Jite…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced Thursday it will invest an additional $100 billion to expand its U.S. chip manufacturing capacity, bringing its total U.S. pledges to $265 billion. The world's larg…
NVIDIA announced that its BlueField platform, including BlueField-4 DPUs and Vera BlueField-4 STX storage processors, is designed to offload, accelerate, and isolate infrastructure services for agentic AI factories, addr…
NVIDIA and Noetra Corp. launched a 27,500-GPU Vera Rubin AI factory in Japan, a 140-megawatt data center for trillion-parameter multimodal models under METI's FRONTia Project. The strategy includes localized models like …
Apple is actively pursuing acquisitions of semiconductor startups to develop its own AI server chips and reduce dependence on Nvidia for high-performance AI workloads, according to a report. The iPhone maker has engaged …
Industrial Development Funding and Oaktree Capital Management are investing $1.7 billion to deploy Bloom Energy fuel-cell systems for AI cloud infrastructure, including dedicated power for Nebius AI computing operations.…
Micron Technology has signed long-term supply agreements with Qualcomm, Harman, and six other automotive suppliers to provide memory and storage components for AI-powered vehicles. The deals aim to ensure stable access t…
South Korea's government has posted a tender for a universal basic AI chatbot and an AI agent for government services, aiming to provide every resident with free access to a locally hosted AI service. The government will…
Micron Technology reported strong quarterly results, reinforcing its role in the AI infrastructure buildout. The company's memory and storage solutions are critical for AI workloads, driving demand for its high-bandwidth…
TSMC reported second-quarter earnings that beat analyst expectations, with earnings per share rising 77% year-over-year and revenue growing 36%, but shares fell as the company raised its 2026 capex forecast to $60-$64 bi…
AMD has appointed Alan Smith as its newest Corporate Fellow, recognizing his contributions to GPU architecture and technical leadership that advanced AMD AI computing. Mark Papermaster, AMD's executive vice president and…
STMicroelectronics is ramping its PIC100 silicon photonics platform on 300-mm wafers to address the growing demand for optical interconnects in AI data centers, where copper links are reaching limits in reach, power effi…
Taiwan Semiconductor Manufacturing Company (TSMC) reported record second-quarter net income of NT$706.6 billion ($22 billion), a 77.4% year-over-year increase, driven by surging AI chip demand. CEO C.C. Wei announced an …