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.
Morgan Stanley and Goldman Sachs warn that AI chip revenue forecasts for 2026 and 2027 have outpaced realistic capacity and demand trajectories, with sustained annual growth exceeding 30% seen as unsustainable given manu…
Micron Technology shares fell 6% on July 13 after SK Hynix posted a second-quarter profit forecast 8% below analyst consensus, driven by delayed shipments of HBM4 chips. The miss triggered a 15% single-day plunge for SK …
Alphabet Inc. announced a $40 billion stock-sale program as part of a larger $84.75 billion equity capital raise to fund AI infrastructure projects, including data centers and custom TPU chips, marking the largest equity…
Apple's rumored M7 Ultra chip is targeting 1.5TB of unified memory and AI performance comparable to Nvidia's Blackwell architecture, according to leaks. The chip would represent a significant leap in Apple's high-end com…
South Korea's Kospi index plunged 9% on Monday, deepening a 27% loss over three weeks, as AI stock jitters collided with a retail debt crisis that saw brokerages liquidate over $100 million in retail positions. The sell-…
Alphabet Inc. is selling its Tensor Processing Units to Meta and Anthropic in a direct challenge to Nvidia's dominance in the AI chip market, according to a report. The TPUs are claimed to be more cost-effective and effi…
Shanghai-based semiconductor start-up Dongfang Suanxin has unveiled an aggressive road map to challenge Nvidia's dominance in AI chips, centered on its DF1000 processor built on a 14-nanometre process that delivers 520 t…
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help prevent a speculativ…
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by unprecedented demand…
Even Nvidia's head of automotive, Xinzhou Wu, must compete internally for compute resources against the company's booming AI business, he said on The Verge's Decoder podcast. Wu described the challenge of securing capaci…
Intel's five billion-euro investment in its Co Kildare campus is not an 'outlier' in the tech industry, Taoiseach Micheál Martin said at the chip maker's Leixlip facility. The investment, driven by global AI demand, will…
Infrastructure strategy has shifted from optimizing known variables to making decisions amid relentless uncertainty, driven by rising AI demands and volatile cloud pricing. Companies face massive cost implications as GPU…
A VentureBeat Research survey of 573 technical leaders at companies with 100+ employees found that 86% of enterprises operating their own GPUs run those chips at 50% utilization or less, revealing a widespread management…
Intel is spending €5 billion ($5.7 billion) to retool its Leixlip campus in County Kildare, Ireland, for AI chip production, upgrading the site to manufacture Xeon 6 and next-generation Xeon processors on its Intel 3 pro…
Chinese semiconductor start-up Dongfang Suanxin (Shanghai Oriental Computing Technology) has unveiled an aggressive AI chip road map to challenge Nvidia, announcing its flagship DF1000 14-nanometre AI processor deliverin…
Citizens Financial Group raised its price target for Alphabet to $515 from $385, reiterating a Market Outperform rating, driven by the company's early-stage AI infrastructure growth and strong position in Tensor Processi…
Google Cloud, Amazon Web Services, Alibaba Cloud, Microsoft, Oracle, and Huawei Cloud were named Leaders in Gartner's first-ever Magic Quadrant for cloud AI infrastructure, with Google Cloud ranking highest due to its cu…
Amazon is selling the overclocked ASUS ROG Astral RTX 5090 White OC graphics card at a 5% discount, bringing its price to $4,199.99, its 30-day low. The GPU features 32GB GDDR7 VRAM and a 512-bit memory interface, target…
Sandisk stock rose after a leaked memo revealed a multi-year flash supply agreement with Meta Platforms, marking the first known long-term agreement (LTA) in the NAND area. The deal supports Meta's AI infrastructure buil…
Meta committed an additional $40 billion to its Hyperion campus in Richland Parish, Louisiana, bringing total investment to $50 billion for a 5GW compute facility. Louisiana's aggregate AI infrastructure commitments now …