AI Chips news and analysis on Web Pulse: 7035 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A Shanghai firm's mass production of domestic DUV lithography machines caused ASML's market value to drop by roughly €55 billion in late July 2026, but analysts say the technology gap between China and ASML remains wide.…
Nvidia's five-year credit default swap has risen to its highest level ever at 82 points, raising concerns about the debt the chipmaker is taking on as it becomes a key player in AI infrastructure projects, according to Y…
The Nasdaq fell 1.2% Tuesday as a chipmaker rout deepened on fears of an AI bubble and Chinese competition, with Micron, AMD, Intel, Broadcom, and Nvidia slumping 10%, 8.4%, 7%, 1.8%, and 1%, respectively. The Dow Jones …
Nvidia is deepening its role in financing AI infrastructure through a $500 billion partnership with South Korea's SK Group and discussions about up to $250 billion in guarantees for a proposed OpenAI data center project …
A bipartisan group of US lawmakers is seeking a formal national security probe into Chinese memory chipmaker CXMT after its blockbuster IPO raised $8.6 billion and sent its market capitalization to nearly $500 billion, w…
Investors are rotating back into Alphabet stock after a chip stock rout, with shares closing above the key 200-day moving average on Monday and starting Tuesday above that level, according to Yahoo Finance AlphaSpace dat…
ScaleFlux will unveil two PCIe Gen 6 silicon solutions at FMS 2026: the FC6116 NVMe SSD Controller and the MC600 CXL 3.2 Type 3 Memory Controller, expanding its portfolio for AI, hyperscale cloud, and enterprise infrastr…
A new white paper details how to build a 100Gbps server-grade automated optical inspection (AOI) platform for next-generation semiconductor inspection, addressing bandwidth, scalability, thermal, and system integration c…
Global chip stocks fell roughly 13% in July, erasing over $1 trillion in market value in the worst monthly performance since 2022, as investors question whether the AI spending boom can sustain lofty valuations. The Phil…
Data center switch spending for AI back-end networks is projected to reach $1 trillion by 2030, with scale-up interconnectivity accounting for more than half the total market, according to a report from Dell'Oro Group. N…
Core Scientific announced a strategic partnership with AMD that gives the chipmaker access to over 500 megawatts of AI-ready data center capacity starting in 2027, with potential expansion to 2.5 gigawatts. AMD received …
The Nasdaq Composite fell 107.0 points, or 0.43%, to 24,825.072 at the open on Tuesday as AI worries mounted ahead of pivotal earnings, with concerns about hefty corporate spending and rising Chinese competition weighing…
Core Scientific signed a data-centre agreement with AMD that could reach 2.5 gigawatts of capacity across the American South, months after its shareholders rejected a roughly $9bn takeover by CoreWeave. The deal includes…
Alibaba Group Holding's minority stake in ChangXin Memory Technologies (CXMT) is now worth more than 140 billion yuan (US$464 billion) after CXMT's listing on Monday, nearly 20 times Alibaba's reported 7.6 billion yuan i…
Recursive Superintelligence, a six-month-old AI startup, has signed a $400 million compute deal with Amazon, committing the majority of the $500 million to $650 million it raised in a Series A round that valued the compa…
Brookfield Asset Management projects 6.5 gigawatts of AI data-centre capacity will come online in India within five years, a senior executive said Tuesday in Singapore, signaling a massive infrastructure build-out to sup…
Taiwan's prosecutors have detained an Nvidia employee in connection with the alleged illegal export of Super Micro AI servers to China, according to Bloomberg and Reuters. The detention is part of a widening probe into c…
Meta is investing $10 billion into an AI data center campus in El Paso, Texas, with plans to bring it online by 2028 at a capacity of 1 gigawatt, a sixfold increase from an initial $1.5 billion commitment. The company ha…
Nvidia has invested a substantial sum in Safe Superintelligence (SSI), the AI lab led by former OpenAI chief scientist Ilya Sutskever, as part of a long-term strategic partnership announced Monday. The deal gives SSI acc…
Semiconductor stocks tumbled Tuesday, with the PHLX Semiconductor Index falling more than 5%, as investors unwound AI-driven positions amid concerns over circular financing, Chinese competition, and massive AI spending. …