AI Chips news and analysis on Web Pulse: 3231 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Dell Technologies shares surged in postmarket trading after the company reported fiscal first-quarter revenue of $43.8 billion, far exceeding analyst estimates of $35.5 billion, and adjusted earnings per share of $4.86 v…
GPU utilization rates on major clouds average just 5 percent, meaning most paid GPU hours produce no useful work, while egress fees of up to $0.12 per GB and data gravity lock-in add hidden costs that can dwarf the headl…
A structural shortage in the RAM and storage market is reshaping the semiconductor industry in 2026, driven by a deliberate reallocation of production capacity toward AI-focused high bandwidth memory (HBM). Major manufac…
Canonical and Google Cloud announced the availability of certified Ubuntu images for Cloud TPU virtual machines on Google Cloud, with the operating system now preinstalled by default when setting up the VMs. The integrat…
The European Union is pursuing new crisis powers that would allow authorities to seize control of semiconductor supply chains during emergencies. The bloc is also seeking to impose new restrictions on Chinese imports of …
Snowflake reported $1.39 billion in revenue for the first quarter of fiscal 2027, a 33% year-over-year increase, with product revenue reaching $1.33 billion. The company also announced a $6 billion multi-year infrastruct…
Nvidia CEO Jensen Huang is traveling to Taiwan this week, where he is expected to provide updates on a proposed "AI Semiconductor Triangle Alliance" linking the U.S., Taiwan, and Japan. The visit comes as Nvidia seeks to…
The Shanghai Futures Exchange is designing a derivatives market for AI tokens, joining the CME Group and the Intercontinental Exchange in developing futures contracts for GPU compute and AI services. The new financial in…
Hedge fund manager Dan Loeb said oil prices and artificial intelligence developments are currently the dominant forces shaping the global economy, outweighing traditional macroeconomic factors. Loeb highlighted the semic…
The AI trade has become overcrowded, prompting investors to seek alternatives like the iShares Semiconductor ETF for more targeted exposure. The ETF offers a focused bet on chipmakers that supply the hardware powering ar…
Solar stocks are gaining attention as surging energy demand from artificial intelligence data centers drives a need for additional power generation. Analysts point to solar companies as potential beneficiaries of this tr…
Intel has introduced two new Arc G-series processors designed specifically for handheld gaming PCs, marking the company's first attempt at silicon marketed for that purpose. The chips, which leverage Intel's Arc B-series…
Fabrinet is trading at approximately 19.5x forward earnings with 36% revenue growth and nearly 200% EPS growth, according to a Seeking Alpha analysis. The report sets a 12-month base-case price target of $750 and a proba…
Advanced Micro Devices, Inc. (AMD) captured a 46.2% share of x86 server CPU revenue in Q1 2026 and doubled its server CPU total addressable market estimate to over $120 billion by 2030, according to Seeking Alpha. The co…
Snowflake Inc. shares surged as much as 36% on Thursday, their biggest intraday gain since September 2020, after the software maker raised its annual product revenue outlook to $5.84 billion and signed a $6 billion multi…
Super Micro Computer shares surged Tuesday on heavy call option volume after management announced collaboration with Taiwanese authorities to prevent illegal chip smuggling into China, resulting in three arrests and the …
The Kog AI team implemented a single-kernel LLM inference engine on AMD MI300X GPUs, achieving over 3,000 output tokens per second per request for a 2B-parameter model in FP16 precision. The monokernel approach eliminate…
Epoch AI projects that compute power for running AI models will surpass compute power for building them by 2030, with nearly half of inference operations shifting to specialized ASICs while training compute holds steady …
Corsair Gaming launched a lineup of AI workstations and servers under the Corsair Pro brand on May 22, built around NVIDIA's Blackwell architecture and targeting enterprise customers. The flagship FlexPrime V80B features…
SpaceX has agreed to a six-month lease granting Anthropic exclusive access to the 220,000-GPU Colossus 1 supercomputer in Memphis, Tennessee, for AI inference workloads. The deal, which includes mutual 90-day cancellatio…