AI Chips news and analysis on Web Pulse: 6184 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Meta Platforms announced on July 1, 2026, a new business unit called Meta Compute to sell surplus GPU and AI processing power to external clients, sending its stock up roughly 9%. The company plans $115 billion to $135 b…
AI chip infrastructure spending is projected to reach $1.6 trillion by 2030, according to a report cited by Crypto Briefing, signaling significant growth opportunities for Nvidia, AMD, Broadcom, TSMC, and Micron Technolo…
ASML raised its 2026 revenue forecast to €43-45 billion, up from €36-40 billion, marking the second increase this year on surging AI chip demand. The Veldhoven, Netherlands-based company reported Q2 net sales of €9.3 bil…
IBM on July 8, 2025, unveiled its Power11 server family, promising 55% core performance gains, 99.9999% uptime via autonomous operations, and on-chip AI acceleration for enterprise workloads. The systems integrate the Sp…
Nokia claims to have launched the industry's first commercial AI radio access network (AI-RAN) platform, built with Nvidia's computing power, promising carriers significantly more uplink and downlink capacity from existi…
Meta Platforms is strengthening its AI infrastructure with custom chips and a massive computing expansion, according to a recent analysis. The company is developing its own silicon to reduce reliance on external supplier…
IBM plunged 25% on Tuesday, its worst day since at least 1968, after reporting preliminary second-quarter revenue of $17.2 billion, roughly $660 million short of the $17.9 billion consensus, and adjusted earnings of $2.9…
CoreWeave is exploring financial derivatives to hedge against a potential drop in memory chip prices, which have roughly doubled this year, according to a Reuters report citing a person familiar with the matter. The AI c…
Samsung Electronics is reportedly in consideration to handle back-end design work for Google's next-generation 2nm Tensor Processing Unit, a potential deal that would reshape the semiconductor supply chain for AI infrast…
ASML, the world's sole supplier of EUV lithography machines, reported Q2 2026 net sales of €9.326 billion and net profit of €2.9 billion, with a gross margin of 54%, and raised its full-year 2026 revenue forecast to betw…
Nvidia is investing $1 billion in Nokia at $6.01 per share to co-develop AI-RAN technology, with commercial products expected in 2027 and field trials in 2026. The partnership, announced at GTC Washington, D.C. on Octobe…
Nvidia trades at roughly 28x forward earnings with analysts suggesting 30% upside to intrinsic value near $323 per share, while Cerebras Systems reported $510 million in 2025 revenue and a $24.6 billion backlog but faces…
IBM shares collapsed 25.2% on Tuesday, wiping out more than $65 billion in market value in the technology giant's worst trading day since 1987, after customers redirected spending from software and mainframes to AI hardw…
Nvidia has resumed H200 chip shipments to China, a strategic pivot that could boost sales and reshape global chip dynamics. The move taps into high demand from China's AI research and consumer electronics sectors, potent…
ASML raised its 2026 revenue forecast for the second time this year to between €43 billion and €45 billion, driven by booming AI chip demand, after second-quarter sales and profit beat expectations. The Veldhoven-based c…
ASML raised its full-year 2026 revenue forecast to €36 billion-€40 billion, up from €34 billion-€39 billion, driven by surging demand from AI-focused clients. The Dutch chip-equipment maker reported Q1 2026 net sales of …
ASML CEO Christophe Fouquet announced during the company's Q1 2026 earnings call on April 15 that ASML will boost its Low-NA EUV lithography system capacity by roughly 30% for 2027, targeting at least 80 units and possib…
ASML announced Wednesday that Intel Foundry has entered high-volume manufacturing on a subset of its Core Ultra Series 3 chips (Panther Lake) using High NA extreme ultraviolet lithography, the first time any chipmaker ha…
ASML, Europe's biggest tech firm by market capitalisation, raised its 2025 sales forecast to between 43 and 45 billion euros and reported a gain in second-quarter profits, driven by strong demand for AI systems. CEO Chri…
ASML's Q2 2026 results beat guidance with €9.3 billion in net sales and a 54% gross margin, and the company raised its full-year sales forecast to €43-45 billion, up from €36-40 billion in April. CEO Christophe Fouquet c…