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.
South Korean President Lee Jae Myung declared a vision Friday to make South Korea a trustworthy production base and supply partner for AI semiconductors, unveiling his "San Francisco AI Declaration" at a meeting with glo…
Asia-focused hedge funds that rode the AI chip rally to gains of 60% to 120% in the first half of 2026 have given back 12% to 17% in July as a $137 billion foreign exodus from Asian equities and a 31% drop in Nvidia B200…
President Lee Jae-myung unveiled the San Francisco AI Declaration on Friday, outlining a plan to make South Korea an indispensable global hub for building, supplying, and responsibly deploying AI. Speaking at the San Fra…
South Korean President Lee Jae Myung convened an AI summit in San Francisco on Friday with CEOs from Nvidia, OpenAI, Anthropic, and Broadcom, unveiling the "San Francisco AI Declaration" to position South Korea as a glob…
Nvidia announced a series of Korean AI deals with SK Hynix, Naver, SK Telecom, Doosan and LG, though the companies did not disclose the value of those agreements. Naver's Gak Sejong data centre will be the first physical…
Nvidia Corp. CEO Jensen Huang pledged a US$500 billion business partnership with SK Group and announced plans to jointly develop a self-driving Genesis sedan with Hyundai Motor Group during a meeting with South Korean Pr…
AMD has a great chance of breaking Nvidia's CUDA software moat in AI accelerators, according to SemiAnalysis, which upgraded its outlook from zero to non-zero to now a strong probability of success, citing AMD's agentic …
SK Group Chairman Chey Tae-won confirmed that Anthropic, the AI company behind Claude, is building its own computing power rather than relying entirely on third-party providers, signaling a deeper AI infrastructure arms …
Nvidia CEO Jensen Huang told Axios on July 23, 2026, that fears AI will eliminate half of U.S. jobs or pose an existential threat are 'complete nonsense,' urging Washington to stop regulating based on 'science fiction.' …
SK Telecom plans to build up to 15 gigawatts of AI data center capacity by 2035, with the first 5 GW phase starting operations in 2029. The South Korean telecom operator, partnering with Nvidia on a joint AI project anno…
Naver secured $1 billion from Nvidia and $9 billion from Brookfield Asset Management for its AI data center expansion, targeting gigawatt-scale capacity at the GAK Sejong facility by 2029. Nvidia will provide advanced GP…
Samsung Electronics and SK Hynix are preparing to announce long-term memory supply agreements with major U.S. technology companies during South Korean President Lee Jae-myung's trip to San Francisco, a senior presidentia…
South Korean President Lee Jae Myung called on Anthropic CEO Dario Amodei to significantly expand investment and cooperation with South Korean companies, pitching the country as an ideal Asian hub for the AI company's in…
Intel reported Q2 2026 revenue of $16.1 billion on July 23, a 25% year-over-year increase and its strongest growth in over 15 years, with non-GAAP EPS of $0.42 doubling analyst expectations of $0.21. The Data Center and …
TSMC reported a fifth straight record gross margin of 67.7% in Q2 2026, but guided Q3 down to 66.0%, while gross profit rose to roughly $27.2 billion. Despite calling AI demand unbounded, TSMC is spending only 34-36% of …
Real-world assets (RWAs) accounted for 54% of Hyperliquid's weekly trading volume during July 13–19, the first time non-crypto assets have dominated the exchange, according to ARK Invest director of digital assets resear…
AMD at its Advancing AI event in San Francisco unveiled ROCm.AI, a platform that uses frontier AI models to automatically optimize GPU kernels and inference performance on AMD Instinct hardware, claiming a 38 percent per…
Verizon CEO Dan Schulman disclosed a dark fiber agreement worth more than $1 billion with Google on the company's Q2 2026 earnings call today, July 24, and promised additional deals before year-end that could collectivel…
Roku is raising prices on its streaming players by up to 60%, with the Roku Streaming Stick 4K jumping from $50 to $80 and the Roku Ultra and Streambar SE rising from $100 to $150. The company blames the increases on a g…
AMD and Cerebras Systems announced a technical partnership to deliver a disaggregated AI inference solution combining AMD Helios rackscale solutions with the Cerebras Wafer-Scale Engine, unveiled at Advancing AI 2026. Th…