AI Chips news and analysis on Web Pulse: 6197 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Meta is expanding its Louisiana AI data center, Hyperion, to 5 gigawatts of compute capacity at a cost of more than $50 billion, up from a previous $27 billion estimate. The company said the project has generated year-en…
Amazon has invested in TwelveLabs' $100 million Series B round and secured a commercial deal making AWS the startup's preferred cloud partner, with next-generation models launching first on Amazon's Trainium chips rather…
SK Hynix American depository shares fell 8.9% on Monday, days after the company's record-breaking $26.5 billion U.S. IPO, as analysts raised concerns about valuation and cyclical demand for high-bandwidth memory chips. T…
TSMC reported a record monthly revenue of 442.68 billion NTD ($13.75 billion) in June 2026, a 67.9% increase year-over-year driven by AI data center expansion. The company also began high-volume manufacturing of its N2 p…
Sam Altman said space data centers will not be a serious business anytime soon, echoing what most experts already believe, in a social media exchange with Elon Musk over the weekend. Musk had accused Altman of being a sc…
AI is driving up smartphone costs, killing the low-cost segment, according to Omdia and Counterpoint Research data. Apple and Samsung combined for 42% of the global smartphone market in Q2 2026, gaining 4% and 2% share r…
GlobalFoundries Vice President Sudipto Bose said at the MIPS 'Physical AI is Agentic AI at the Edge' event in Taipei that the company's portfolio, including silicon photonics, RF-GaN, power GaN, and analog/mixed signal i…
The Dow Jones Industrial Average fell 152 points (0.3%) Monday as oil prices surged to nearly $80 a barrel after President Trump announced a blockade and 20% toll on cargo through the Strait of Hormuz, while AI-exposed s…
Federal Reserve Governor Christopher Waller questioned whether traditional monetary policy tools can effectively manage demand driven by artificial intelligence innovations, citing challenges in controlling inflationary …
Memory stocks like SK Hynix, Sandisk, and Micron Technology trade at price-to-earnings multiples in the bottom 20% of the S&P 500 as of June 30, 2026, despite surging demand from AI data centers. SK Hynix, which soared o…
Bank of America says analog chipmakers are emerging beneficiaries of the AI infrastructure boom, with AI-related sales across the group expected to grow 50% to more than 100% this year. Analyst Vivek Arya highlighted Ana…
Apple is accelerating development of its M7 chip series, now expected to arrive in the first half of 2027, with AI enhancements derived from the canceled Apple Car project, according to Bloomberg's Mark Gurman. The M7 wi…
DDN and Nebul announced a proof-of-concept collaboration at the RAISE Summit in Paris to validate KV cache acceleration for NVIDIA-based AI factories, reporting early improvements in time to first token and GPU utilizati…
Intel's stock closed at $109.84 on July 10, down 22.84% from its 52-week high of $142.35 on June 30, as AMD's data-center revenue surged 57.2% to a record $5.78 billion in Q1 2026, surpassing Intel's $5.1 billion in its …
Meta's Hyperion AI data center in Richland Parish, Louisiana, will expand to a 5-gigawatt facility costing more than $50 billion, up from an initial $10 billion projection in 2024, making it one of the world's largest AI…
Nscale, the British AI unicorn backed by Nvidia, is seeking alternative energy supplies for its flagship £2bn data centre in Essex after discovering the National Grid cannot provide electricity in time for the project's …
Alphabet CEO Sundar Pichai announced on April 29 that Google will sell its Tensor Processing Units directly to external customers, targeting Nvidia's key relationships. Google plans to ship 4.3 million TPUs in 2026 and o…
Monzo cofounder Tom Blomfield is leaving Y Combinator to join Anthropic's compute team, working alongside cofounder and chief compute officer Tom Brown to manage the chips, data centers, and power contracts that keep its…
The AI boom has broken the memory market's boom-bust cycle, with DRAM and NAND prices soaring instead of falling, and IDC does not expect relief until 2028. SK Hynix and Micron have tripled revenues in a year, while Sams…
TSMC shares climbed ahead of its Q2 2026 earnings report on July 16, while SK Hynix shares pulled back after its Nasdaq debut on July 10, where the IPO raised between $26.5 billion and $28 billion and shares closed the f…