AI Chips news and analysis on Web Pulse: 7040 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Elon Musk said on Tesla's recent earnings call that the Terafab project, a massive vertically integrated semiconductor manufacturing facility producing over 1 terawatt of AI compute annually, will announce its final loca…
Nvidia is reportedly discussing a $250 billion financing guarantee to support OpenAI's leasing of a 10-gigawatt data center campus in Ohio from SoftBank's SB Energy, raising concerns about AI capital expenditures and pot…
AMD CEO Lisa Su announced new data center GPUs and CPUs at the Advancing AI conference, including the Helios 72-GPU rack system with MI455 GPUs delivering up to 18× more tokens per dollar versus MI355. Anthropic will buy…
Micron Technology shares fell 8% to around $903.50 on July 15 as Chinese memory chip rival ChangXin Memory Technologies (CXMT) captured 8% of the global DRAM market in Q1 2026, up from 3% a year earlier, and reports emer…
SK Hynix is developing 3D stacked DRAM-on-logic for AI workloads, recruiting design engineers in San Jose, California, as part of a strategic hiring exercise to collaborate with U.S.-based customers. The company also ann…
SK Group and NVIDIA signed letters of intent for a potential $500 billion AI infrastructure partnership, including a 2GW AI cloud project in Korea using NVIDIA's DSX design and SK hynix HBM4 memory, with the first AI fac…
Wall Street is financing a $7 trillion to $7.5 trillion AI infrastructure buildout over five years, with debt covering about 75% of the funding, according to McKinsey and JPMorgan estimates. Microsoft, Google, and Amazon…
AMD's data center division posted $5.78 billion in revenue for Q1 2026, a 57% year-over-year jump, putting the company on track to exceed CEO Lisa Su's $100 billion annual data center revenue target by 2028, two years ah…
NVIDIA is in talks to provide a financing guarantee of up to $250 billion to help OpenAI lease capacity at a massive AI data center campus in southern Ohio developed by SoftBank subsidiary SB Energy, which is designed to…
ASRock Rack's 4U16X-GNR2 server, powered by two Intel Xeon 6 'Granite Rapids' processors and eight NVIDIA Blackwell Ultra GPUs with NVLink, targets high-end AI training and inference workloads. The system offers 12x 2.5"…
Nvidia's $750 billion in deals reignite concerns about a circular AI market, where the company's chips are used to train AI models that then demand more Nvidia chips, raising questions about sustainable demand.
A state-backed Shanghai company broke ASML's lithography monopoly by producing advanced chip-making machines, spooking AI stocks and dragging the S&P 500 lower on Monday. Bitcoin slipped below $64,600 while Ethereum post…
ASUS announced a new server portfolio based on 6th Gen AMD EPYC 9006 processors built around the efficiency-optimized SP8 socket, including dual-socket RS700A/720A systems for high-density compute and single-socket RS500…
Bloomberg published an interactive guide revealing circular financing in the AI industry, where chip makers, cloud providers, and AI developers engage in deals that see investors fund companies contractually obligated to…
The cost of insuring Nvidia's debt against default surged to a record high, with its 5-year credit default swap spreads widening to 57.25 basis points from roughly 42 basis points in late June, driven by reports that hyp…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year-over-year, and non-GAAP EPS of $0.42, beating Wall Street estimates of $14.43 billion and $0.21, but shares fell 7.9% to $92.32 after the company raised its 20…
VAST Data and AMD announced a collaboration claiming 9x faster time-to-first-token for AI inference by offloading KV cache to AMD Instinct GPUs, combining the VAST AI Operating System with 6th Gen AMD EPYC processors, AM…
Nvidia has made a substantial investment in Safe Superintelligence (SSI), the AI lab founded by Ilya Sutskever after he left OpenAI, which has no product, no revenue, and no plans to sell anything soon. The investment, d…
Safe Superintelligence (SSI), the AI lab founded by former OpenAI co-founder Ilya Sutskever, announced a long-term partnership with Nvidia that includes a multi-billion-dollar investment and access to Nvidia's Vera Rubin…
Nvidia is accelerating financing deals, partnerships, and equity stakes that could collectively exceed $750 billion, including over $500 billion tied to SK Hynix's parent and up to $250 billion in guarantees for OpenAI's…