AI Chips news and analysis on Web Pulse: 6189 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
China's exports jumped 27% in June from a year earlier, driven partly by the AI boom, the customs agency said Tuesday. Imports surged 36%, with analysts attributing the rise in part to the Iran war driving up import cost…
Semiconductor ETFs have logged 34 daily moves exceeding 4% in 2026, a record level of volatility, according to BTIG analyst Jonathan Krinsky. The VanEck Semiconductor ETF (SMH) delivered over 62% year-to-date, while the …
IBM shares fell roughly 25% on Tuesday, erasing nearly $68 billion in market value in what MarketWatch said was on pace to be the company's worst single-day drop ever, worse than its Black Monday fall in 1987. The sellof…
A record 82% of fund managers call AI the most crowded trade, according to Bank of America's latest survey, yet investor conviction on both sides of the AI debate has never been higher. The Magnificent Seven have spent $…
ZTE Kangxun Telecom, a unit of Chinese telecom giant ZTE Corp, and server maker Maginfra have received U.S. approval to purchase Nvidia's advanced H200 AI chips, while a Kingsoft subsidiary has been cleared to buy compar…
Google announced Gemma 4 E2B for TPU, a model optimized to run natively on the Pixel 10's Tensor G5 TPU, at I/O Connect India. The multimodal model enables offline AI chat, image identification, and audio transcription o…
DFSX Peak DF1000, a high-performance AI accelerator card based on 3D near-memory computing, integrates 3D DRAM and a software-defined architecture to redefine domestic high-performance AI accelerator standards with break…
The U.S. Commerce Department is preparing new regulatory actions on artificial intelligence and semiconductors, senior official Jeffrey Kessler confirmed Tuesday, saying the Trump administration will not replace the Bide…
AI-capable PCs made up roughly 20% of PC shipments in 2024 and are projected to approach half of the market by 2026, according to Counterpoint Research, but most users still run AI tasks through cloud browser tabs rather…
Intel's Arc Pro B70, priced at $949 for 32GB of GDDR6 but now selling above $1,100 due to market shortages, offers up to 85% higher token throughput and 6.2x faster time-to-first-token versus NVIDIA's RTX Pro 4000 on Int…
The US Commerce Department has signaled new regulatory action targeting chips and artificial intelligence, adding uncertainty for semiconductor firms already navigating shifting export controls. The Bureau of Industry an…
Chinese AI laboratory DeepSeek, which closed a $7 billion funding round weeks ago, is already seeking additional capital to maintain its aggressive pricing strategy and expand infrastructure for custom data centers and p…
Google unveiled Gemma 4 E2B for TPU and Functional Gemma at Google I/O India, demonstrating how Google Tensor's custom SoC and TPU enable 100% private on-device AI for the Pixel 10 family. The models run natively on the …
The FBI has issued a Request for Information for AI supercomputer hardware featuring Nvidia B300 GPUs and Google TPUs, to be deployed at its CJIS Division in Clarksburg, West Virginia, for LLM training, inference, comput…
Meta announced on July 13 that its Hyperion data center campus in Richland Parish, Louisiana, will expand to 5 gigawatts of power capacity, with total planned investment exceeding $50 billion — up from the original $10 b…
U.S. Commerce Department official Jeffrey Kessler said at a hearing on Tuesday that regulatory action on artificial intelligence and semiconductors is coming, noting the Trump administration does not plan to replace the …
DeepSeek is planning a new funding round at a $71 billion valuation just weeks after closing its first $7 billion round at a $52 billion valuation, according to the Financial Times. The Chinese AI lab needs capital to bu…
South Korea's ICT exports hit a record high of $253.9 billion in the first half of 2025, a 120.5% surge year-over-year driven by AI demand, the Ministry of Science and ICT reported Tuesday. Semiconductor exports soared 1…
Groq founder Jonathan Ross revealed that a $20 billion deal with NVIDIA was conceived just three weeks before closing, after NVIDIA CEO Jensen Huang converted a GPU purchase order into a platform partnership. Ross, who b…
NVIDIA's GB300 NVL72 platform delivers up to 25x performance per watt over its predecessor, the NVIDIA Hopper, redefining AI infrastructure efficiency. The company's extreme codesign from silicon to software, including t…