AI Chips news and analysis on Web Pulse: 3276 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A Seeking Alpha analyst projects Microsoft's capital expenditures could reach $190 billion by 2026, creating an "infrastructure trap" that justifies a 'Sell' rating and a 20% downside target to $300-$350 per share. The a…
Micron Technology's 2026 surge in AI memory demand is lifting semiconductor ETFs and AI-infrastructure funds. The Roundhill Memory ETF has gained about 85% since its April 2 debut and crossed $10 billion in assets in rou…
NVIDIA released CUDA 13.3, adding support for writing tile-based GPU kernels in C++ through the CUDA Tile programming model. The new capability allows developers to build highly optimized kernels using tile abstractions …
NVIDIA released CUDA 13.3, introducing tile programming in C++ that automates low-level GPU management for optimized kernel development across all supported architectures. The update also includes CUDA Python 1.0 with gr…
The collapse of compute prices, not earnings reports, poses the greatest risk to AI stocks as falling costs erode the competitive advantages of major AI companies. Investors are overlooking that cheaper computing power u…
NVIDIA's Vera CPU, featuring 88 custom Olympus cores and 1.2TB/s of memory bandwidth, delivered a 1.6x performance gain over its predecessor in Phoronix benchmark testing, positioning it as a direct competitor to Intel a…
Billionaire investor Stanley Druckenmiller sold his stakes in two major AI stocks during the fourth quarter, according to a recent SEC filing. Druckenmiller's family office instead purchased shares of Broadcom, signaling…
The S&P 500, Nasdaq 100, and Russell 2000 all closed at record highs after President Donald Trump said negotiations with Iran are “proceeding nicely” and reports emerged that the US Navy has restarted shepherding vessels…
Wall Street has only begun to recognize the upside potential of Advanced Micro Devices’ agentic AI capabilities, according to analysts. The chipmaker’s technology is positioned to capitalize on the growing demand for aut…
Applied Digital secured a hyperscaler deal that signals the start of a larger artificial intelligence opportunity for the company. The agreement positions the firm to expand its AI infrastructure capabilities beyond the …
Micron Technology has joined the $1 trillion market capitalization club, driven by a surge in demand for memory chips used in artificial intelligence applications. The company's stock rally has outpaced other megacap tec…
An artificial intelligence chip stock has joined Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the $1 trillion market capitalization club, marking a significant milestone for the semiconductor industry. The comp…
Google has announced Googlebooks, a new category of AI-native laptops built for the Gemini era, with Arm serving as the primary compute platform. Arm-based systems-on-chip in these devices enable high-performance on-devi…
Raspberry Pi 6 will not launch before 2028 and will not include an onboard neural processing unit (NPU) for AI tasks, according to three company engineers and leaders during a Reddit AMA on May 21, 2026. The delay extend…
Google has redesigned its global and data center networks to meet the demands of the AI era, moving beyond previous architectural eras focused on the internet, streaming, and cloud computing. The company created an end-t…
Qualcomm shares surged Monday after Bloomberg reported the chipmaker is selling "millions" of custom AI processors to TikTok owner ByteDance for use in the social media company's AI agent software. The deal signals Qualc…
Huawei's claims about its chip manufacturing breakthrough under U.S. sanctions appear to rely more on marketing than actual technological progress, according to industry analysts. The company's "chip law" narrative, whic…
A 2-socket AMD EPYC server running Kubernetes requires careful NUMA alignment to avoid 3x latency penalties when GPUs access memory across CPU sockets. Platform engineers must configure BIOS settings like NPS (Nodes Per …
Nvidia CEO Jensen Huang told CNA that he criticizes everything his more than 42,000 employees show him, comparing his management style to a Taiwanese parent who believes "nothing is ever good enough." Huang said he deliv…
TeraWulf shares rose after the company acquired a 1-gigawatt hyperscale data center site in eastern Kentucky, called the Muskie Data Campus. The 285-acre site is engineered to support over 1 gigawatt of capacity, with th…