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.
Nvidia has engineered a circular financing loop with GPU cloud providers CoreWeave and Nebius, selling them GPUs, investing billions, and guaranteeing to buy unsold capacity, creating a $35 billion debt structure that de…
Apple announced on June 26 that it will skip the M6 Pro and M6 Max chip variants to fast-track an AI-optimized M7 chip family expected in 2027, while locking in a $30 billion deal with Broadcom for US-made chips through …
Fund managers are raising concerns that Nvidia, Microsoft, and Alphabet's dominance in AI is distorting returns in emerging markets, undermining geographic diversification. The trio's combined $4.4 trillion valuation and…
SK Hynix raised $26.5 billion in its Nasdaq debut, the largest-ever US listing by a foreign company, surpassing Alibaba's record. The South Korean memory chipmaker's shares closed 13% higher on their first trading day, r…
Memory giants SK Hynix, Micron, and Samsung are experiencing record revenue growth driven by AI demand for high-bandwidth memory, but the boom risks a future bust cycle as massive fab investments take years to materializ…
The US spent a record $253 billion on imported semiconductors in 2025, representing 0.9% of GDP, driven by AI infrastructure buildout and raising concerns about technological dependence on Asian fabrication facilities. T…
Memory manufacturers are experiencing extreme boom-bust cycles driven by AI demand, with the current AI boom creating unprecedented volatility in the market.
Elon Musk's xAI launched Grok 4.5, a coding-focused AI model that claims to use 4.2x fewer output tokens than Anthropic's Opus 4.8 on benchmarks, priced at $2 per million input tokens and $6 per million output tokens. Th…
Nvidia CEO Jensen Huang will attend the China International Supply Chain Expo from July 16 to 20, marking the company's debut at the event amid US export restrictions on advanced AI chips. The appearance could signal new…
Chinese semiconductor equipment makers like Naura Technology are capitalizing on a domestic capacity-building cycle and Western export bottlenecks, driving a shift to local suppliers for memory production. This trend, fu…
Tech giants including Amazon, Google, and Microsoft have taken on $350 billion in debt to expand AI data centers, aiming to dominate the next wave of AI infrastructure. The massive investment raises concerns about long-t…
Chinese tech firm DeepSeek is developing its own AI chip, a strategic move to reduce reliance on Western technology amid geopolitical tensions and tech embargoes. The effort signals China's push for technological indepen…
SK hynix raised approximately $26.5 billion in its Nasdaq debut, the largest capital raising by a foreign company in the U.S. market, with ADRs priced at a premium to its Seoul shares. The milestone signals global invest…
Chinese AI startup DeepSeek is developing its own artificial intelligence chip, according to sources, as it seeks to reduce reliance on foreign suppliers amid US export restrictions.
Samsung Electronics, SK hynix, and Micron Technology are racing to expand production capacity as AI infrastructure demand outstrips supply, with combined industry investment expected to reach about 200 trillion won ($129…
Memory chip prices have surged fivefold in Shenzhen's Huaqiangbei electronics hub due to the global AI boom, forcing computer vendors to raise prices and deterring buyers. Traders expect further price increases in the co…
Enterprise AI demand remains 'almost unlimited' as companies shift from experimentation to 'valuemaxxing' — prioritizing measurable returns on AI investments, according to executives at major tech firms. The trend signal…
Samsung Electronics is accelerating the opening of its first fabrication plant at the Yongin Semiconductor Cluster to 2029, pulling the timeline forward from 2030 or later, as surging demand for AI chips reshapes global …
A stock market frenzy in Korea is driven by semiconductor firms tied to global AI investment, but new concerns about energy supply for AI training and inference could delay adoption. McKinsey projects worldwide data cent…
SK hynix raised $26.5 billion in its US IPO, the largest ever by a foreign company, but analysts are divided on the sustainability of the AI memory boom. The South Korean chipmaker will use the funds to expand production…