AI Chips news and analysis on Web Pulse: 6182 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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 …
Federal Reserve Chair Kevin Warsh told Congress that the artificial-intelligence investment surge may cause a temporary price bump but does not signal long-term inflation, pushing back against panic over rising costs for…
Surging AI demand has left data center capacity 'tapped out,' even with clients willing to pay double, according to Christopher Versace, CIO of Tematica Research. Versace distinguishes the current boom from the dot-com b…
The United Arab Emirates is getting broader access to prized US artificial intelligence chips after becoming a key military partner during the conflict with Iran, under a Trump administration rule announced Friday that p…
Federal Reserve Chairman Kevin Warsh told lawmakers Wednesday that the AI investment boom will likely raise measured prices over the next 12 months, but argued those increases may not be inflationary if a supply response…
Arm architecture powers the world's most advanced and energy-efficient supercomputers, with the TOP500's new #1 system LineShine becoming the first to exceed two exaflops of sustained double-precision performance using A…
The European Union and India have formalized a sweeping technology cooperation agreement covering semiconductors, artificial intelligence, 6G telecommunications, and quantum computing under the EU-India Trade and Technol…
Kalshi, a CFTC-regulated prediction market, launched compute forward curves on July 14, allowing traders to bet on future GPU rental prices for Nvidia's B200, H200, and A100 chips. The contracts enable AI companies to he…
Apple has been in talks with bankers and semiconductor startups about potential acquisitions to strengthen its AI server chip capabilities, according to The Information. The company's next-generation server chip, code-na…
Apple is reportedly looking to acquire AI chip companies to reduce its dependence on Nvidia for demanding AI workloads, according to The Information. The company currently relies on Nvidia hardware within Google Cloud fo…
Reflection AI signed an AI compute deal worth more than $1bn with Amsterdam-based cloud provider Nebius, securing access to Nvidia's newest GB300 chips through 2029. The agreement marks Reflection's second major capacity…
ASML raised its annual sales forecast amid growing demand for AI chip equipment, a move Defiance ETFs chief investment officer Sylvia Jablonski called a 'real vote of confidence' for the AI trade.
ASML CEO Christophe Fouquet confirmed the company can ship approximately 65 Low-NA EUV lithography systems in 2026, up from 44 units in 2025, a nearly 50% year-over-year increase driven by AI chip demand. The Dutch semic…
ASML plans to cut the build cycle for its extreme ultraviolet lithography machines from 22 weeks to 15-16 weeks, CFO Roger Dassen said, as AI demand outstrips production capacity. The Dutch company is nearly fully booked…
HSBC strategist Duncan Toms says Wall Street's dialogue has shifted from concerns about an AI bubble to discussions of AI bottlenecks beginning to materialize, following ASML Holding's raised full-year sales guidance.
Barclays strategists warn that Big Tech capital expenditures as a share of sales are expected to hit an all-time peak in Q3 2026, signaling aggressive AI spending is yielding limited impact on revenue and profits. All Ma…
Nvidia's automotive head Xinzhou Wu revealed on The Verge's 'Decoder' podcast that the company's internal teams are competing for scarce GPU allocations as AI data center demand surges, with CEO Jensen Huang occasionally…
The US Commerce Department has granted licenses for ZTE's telecom subsidiary ZTE Kangxun Telecom and server maker Maginfra to purchase Nvidia's H200 AI chips, along with a Kingsoft subsidiary receiving approval for AMD's…
Google Cloud Vice President of Technology and Customer Engineering for APAC Moe Abdula said the company has not faced infrastructure supply constraints amid surging AI demand, citing strong supplier partnerships includin…
ASML posted Q2 revenue of €9.33 billion, beating the €8.80 billion consensus, and raised its full-year 2026 guidance to €43-45 billion — up 16% at the midpoint — on 'extremely strong' AI chip demand from TSMC, Samsung, a…