AI Chips news and analysis on Web Pulse: 3249 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
FastVideo has open-sourced Dreamverse, a real-time video generation workspace that enables "vibe directing" through natural-language iteration, releasing both the frontend and backend as a reference application for gener…
Micron Technology and SK Hynix both surpassed $1 trillion in stock market value this week, driven by surging demand for chips used in artificial intelligence. Micron reached the milestone just 48 days after hitting $500 …
Nvidia Corporation shares declined after the market treated the company's strong first-quarter results as already priced in. The stock fell despite the reported quarterly strength and currently holds a Sell rating.
China's industrial profits surged 24.7% year-on-year in April, driven by stronger exports tied to global AI hardware and component demand, according to National Bureau of Statistics data reported by Reuters and CNBC. Com…
Huawei's HiSilicon president Tingbo He announced a new chip optimization method called Tau's Scaling Law, claiming it will close the performance gap between Chinese and Western semiconductors within a few years. He promi…
Dell Technologies' stock has surged 107% as the company benefits from growing demand for artificial intelligence infrastructure. The AI-driven momentum suggests further upside for the computer maker's shares.
A new GPU-accelerated Bloom filter implementation, cuSBF, achieves up to 234 times faster k-mer queries and 92 times faster insertions compared to CPU-based Super Bloom filters for DNA and protein sequence analysis. Deve…
Nvidia increased its annual spending in Taiwan from $15 billion to $150 billion, a tenfold investment surge that cements the island as the central hub for global AI infrastructure. The company plans to build a new headqu…
Astera Labs is targeting a $10 billion market opportunity in AI connectivity as its Scorpio X-Series product line ramps up. The company aims to capitalize on growing demand for high-speed data links between AI accelerato…
On March 17, 2025, Elon Musk warned during a podcast with US Senator Ted Cruz that America's reliance on Taiwan for advanced AI chip manufacturing poses a critical national security risk if China invades the island. Musk…
The cost of renting Nvidia’s H100 GPUs declined after a surge in early May, according to the Ornn Compute Price Index (OCPI) published by Ornn AI Inc. The index, now accessible on the Bloomberg Terminal, tracks live-trad…
Smartphone shipments are projected to drop 12.9% in 2026, the largest annual decline on record, driven by an artificial intelligence-fueled memory chip shortage that is forcing manufacturers to prioritize high-margin AI …
A German-language cookie consent notice from Yahoo blocks the content of an article about an under-the-radar AI semiconductor investment opportunity. The notice requires users to accept or manage tracking preferences bef…
Rumble plans to close its $767 million acquisition of Northern Data AG by mid-June, gaining 22,400 Nvidia GPUs and data center capacity to compete directly with AWS, Azure, and Google Cloud in AI cloud services. The vide…
Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-third of that growth in…
Bank of America reaffirmed Nvidia as its top AI compute stock pick, citing the company's dominant position in the data center GPU market and strong demand for its next-generation Blackwell chips. The bank's analysts argu…
NVIDIA has introduced the Vera CPU, positioning it as a competitive force in the AI infrastructure market. The chip is designed for AI factories, a new class of facilities that convert energy into tokens for real-time in…
Rocket One (RKTO) announced a corporate rebranding that signals a strategic pivot toward the space AI chip and orbital computing markets. The move refocuses the company’s business model on developing advanced semiconduct…
Micron Technology Inc. surpassed $1 trillion in market capitalization for the first time Tuesday after UBS Group AG raised its price target to a Street-high $1,625, implying the stock could more than double over the next…
The U.S. government has approved a secret $9 billion request for Nvidia GB10 superchips to help the CIA and NSA keep pace with private-sector AI leaders like Anthropic and OpenAI. The chips, which deliver 1 petaflop of A…