AI Chips news and analysis on Web Pulse: 6181 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
IBM's preliminary Q2 2026 results, released July 14, showed revenue of $17.2 billion (up just 1% year-over-year) and adjusted earnings per share of $2.93, missing the consensus estimate of $3.01, triggering a 25% stock d…
Two AI chip startups, Groq and Cerebras, achieved massive financial outcomes in the past year—Groq was acquired for $20 billion and Cerebras IPO'd to a $40 billion-plus market cap—but their pre-LLM architectures have sho…
ASML raised its full-year 2026 revenue guidance to between €43 billion and €45 billion, the second upward revision this year, as AI infrastructure spending drives demand for its extreme ultraviolet lithography machines. …
Apple is hunting for AI chip acquisitions after its own M2 Ultra-based AI servers proved inadequate, forcing it to rely on Nvidia chips inside Google's cloud for the new Gemini-powered Siri. The company has talked to ban…
IBM shares crashed 25% on Tuesday, the worst single-day decline in the company's 115-year history, after CEO Arvind Krishna admitted in a letter to investors that the company 'did not adapt and move quickly enough' and r…
Siemens Canada is expanding its R&D hub in Saskatoon by 10,000 square feet to advance industrial AI for semiconductor development, bringing its presence at Innovation Saskatchewan Research and Technology Park to roughly …
Micron Technology stock, up over 650% in the past year despite a recent pullback, is raising concerns about a possible bubble in the AI semiconductor trade, according to The Bahnsen Group CIO David Bahnsen, who discussed…
Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, has unveiled Inkling, its first open-weights model, after 18 months of stealth development. The model is designed for customization and targets developer a…
TYL Semi has raised $43 million in seed funding to launch a fabless chiplet business model that de-risks AI infrastructure builders' large chiplet-based designs by handling surrounding chiplets, packaging, and test. The …
SK Hynix's American Depositary Receipt began trading on Nasdaq around July 10 under ticker SKHY, and within days GraniteShares, ProShares, and Direxion launched 2x leveraged ETFs tied to the stock, underscoring the AI se…
Morgan Stanley analysts led by Joseph Moore defended Broadcom's role in Google's TPU supply chain, projecting TPU shipments will reach 3.2 million units in 2026 and 5 million in 2027, with the partnership extended throug…
Cloudera and VAST Data have partnered to build a unified AI factory architecture that combines Cloudera's containerized data services with the VAST AI Operating System, targeting GPU starvation in enterprise AI deploymen…
ASML Holding reported €9.3 billion in Q2 2026 net sales, crushing analyst estimates of €8.8 billion, and raised its full-year guidance for the second time to €43-45 billion, driven by surging demand for AI chip productio…
Crypto markets are already offering pre-IPO trading for ChangXin Memory Technologies (CXMT), China's most anticipated AI chip IPO, according to Scott Melker of The Daily Wolf on Yahoo Finance.
Micron Technology lost $110 billion in market value after its shares dropped 10%, extending a sector-wide selloff that also hit SK Hynix, Samsung Electronics, SanDisk, Western Digital, and Seagate. The decline, which era…
Aehr Test Systems shares surged up to 29% after the company reported fiscal Q4 2026 revenue of $18.8 million, a 34% year-over-year jump, and record quarterly bookings of $60.7 million, driven by surging demand for AI chi…
Alternative GPU cloud providers Together AI, Runpod, and Nebius are gaining market share as AWS faces GPU shortages, with Together AI offering H100 clusters at $6.79 per hour on-demand and reportedly seeking a $7.5 billi…
ASML, the Dutch company that holds a near-monopoly on advanced chipmaking equipment, is reportedly planning a 10% price hike on its lithography systems, but its largest customer TSMC is pushing back against the increase.…
Apple's M2 Ultra chip delivers only 31.6 TOPS in machine learning performance, compared to Nvidia's RTX 4090 at 1,321 TOPS, a gap the company is addressing with a $30 billion Broadcom partnership and a $2 billion acquisi…
The United States has granted the United Arab Emirates expanded access to AI chips and servers in recognition of its military support against Iran, the Bureau of Industry and Security announced on Friday. The upgrade in …