AI Chips news and analysis on Web Pulse: 7045 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Alcoa Corporation's final investment decision on a gallium plant at its Wagerup alumina refinery in Western Australia positions the region as a non-Chinese hub for the critical mineral, which is essential for AI chips an…
Google CEO Sundar Pichai confirmed the company is training Gemini 4, its most ambitious pre-training run yet, requiring a larger base model to compete at the frontier of AI development. Pichai expressed confidence that G…
Cornell Tech researchers have developed an optical memory link that uses QR-code-like light patterns to directly edit static random-access memory (SRAM) on AI processors, eliminating power-hungry analog conversion circui…
Alphabet Inc. shares plunged more than 7% on Thursday after the company raised its 2026 capital expenditures to as much as $205 billion and reported negative free cash flow for the first time since its 2004 IPO, signalin…
A software engineer learned from Andrej Karpathy's video 'Deep Dive into LLMs like ChatGPT' about the difference between base and chat models, the role of GPUs in training, and what is released when a new model drops. Th…
Wistron opened its D1 AI smart facility in Fort Worth, Texas, marking the first U.S. production and assembly site for the NVIDIA GB300 Grace Blackwell Ultra Superchip. The $700 million, 324,000-square-foot plant has crea…
Chinese tech giant Huawei has partnered with DRAM maker SwaySure and the Chinese government to set up a 12-inch memory production plant in Shenzhen, according to semiconductor analysts on X, in a move that could reshape …
AMD CEO Lisa Su said the total addressable market for AI products will grow 45% a year through 2030 to $1.4 trillion, up from her previous estimate of $500 billion six months ago, driven by surging demand for compute fro…
China is considering tighter export controls on artificial intelligence models and chips, according to a Financial Times report. The potential restrictions would expand Beijing's oversight of AI technology exports, build…
Nvidia has posted a 15,333% total return over the past decade, the highest in the S&P 500, driven by its dominance in AI infrastructure with GPUs for training and inference. In 2025 alone, Nvidia accounted for roughly 15…
DeepSeek told prospective investors on July 25 to halt a second funding round that would have valued the Chinese AI lab at $71 billion, triggered by a leaked transcript of founder Liang Wenfeng's private investor briefin…
ChangXin Memory Technologies (CXMT) priced its Shanghai STAR Market IPO at 8.66 yuan per share on July 25, raising roughly $9.8 billion at an $85.2 billion valuation, with trading beginning July 27. The fourth-largest DR…
Cornell Tech researchers have developed an optical receiver that directly alters a processor's memory using photocurrents from beamed light, enabling AI models to update parameters without power-hungry analog circuits. T…
Roku raised prices on its entire US streaming device lineup by up to 60 percent, with the Streaming Stick 4K jumping from $50 to $80 and the Ultra from $100 to $150, blaming the global memory shortage driven by AI data c…
Alphabet's Q2 earnings revealed capital expenditures of over $78 billion in the first half of the year, with total 2026 spending expected between $195 billion and $205 billion, mostly on data centers and custom silicon. …
Samsung Electronics and Broadcom signed a memorandum of understanding for a semiconductor collaboration they estimate will exceed $200 billion over five years through 2030, but the companies disclosed no minimum purchase…
DeepSeek has suspended its second fundraising round after leaked comments from founder Liang Wenfeng about China's dependence on Nvidia chips and the country's AI gap with the United States went viral on Chinese social m…
Microchip Technology signed a definitive agreement on July 24 to acquire edge AI chipmaker Hailo, though the transaction has not yet closed and financial terms were not disclosed. Microchip expects completion near the en…
Nvidia and SK Group signed a $500 billion-plus letter of intent on July 24, 2026, to build a 2-gigawatt AI data center in South Korea using Nvidia's Vera Rubin DSX architecture and secure long-term supply of SK hynix HBM…
Samsung Electronics said on Saturday it struck a pact with US chip designer Broadcom to widen cooperation across memory chips, contract chip making and advanced packaging envisaged to exceed US$200 billion until 2030. Th…