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.
The AI market is bifurcating into expensive frontier models and cheap 'good enough' models, with Grok 4.5's aggressive pricing signaling a margin collapse. Hardware suppliers like semiconductor companies and datacenters …
Nvidia is developing its proprietary CMX platform to improve AI inference economics by offloading KV cache to SSDs via BlueField DPUs, while the open CXL standard offers a vendor-agnostic alternative. The battle between …
SK Hynix surged 13% in its Nasdaq debut on Thursday, raising $26.5 billion in the largest US IPO by a foreign company. The South Korean chipmaker, a dominant supplier of high-bandwidth memory for Nvidia's AI accelerators…
Vertiv (VRT) is expanding its AI data center cooling platform through the acquisition of ThermoKey, a move that strengthens its position in the thermal management market for high-density computing environments. The deal …
Vertiv Holdings and Bloom Energy reported strong quarterly results, with Vertiv's revenue up 30% to $2.65 billion and Bloom's revenue surging 130% to $751 million, as AI infrastructure spending shifts from chips to power…
Neoclouds CoreWeave and Nebius have secured massive hyperscaler commitments totaling over $145 billion, but their growth is funded by circular financing involving Nvidia equity and GPU-backed debt, raising concerns about…
Inflationary pressures persist from multiple sources including a 'Godzilla' El Niño disrupting agricultural commodities, the AI boom driving up chip demand and prices, Trump tariffs still being passed through to consumer…
Micron Technology reported fiscal Q3 2026 revenue of $41.5 billion, a 346% increase year-over-year, driven by surging demand for AI memory chips. The company's record profitability highlights a growing competition for ha…
Chip stocks experienced a volatile but strong week, with Meta leading portfolio gains, while rising oil prices kept Wall Street on edge.
Nvidia CEO Jensen Huang recounted his journey from a childhood fleeing a coup in Thailand to building the world's most valuable chip company, during an interview with Condoleezza Rice. Huang described arriving in the U.S…
South Korea's FuriosaAI has deployed its Renegade inference chips at Equinix's LS2 data center in Lisbon, marking the company's first commercial rollout in Europe. The chip, built on a 5-nanometer Tensor Contraction Proc…
Advanced Energy Industries launched the ADH series of DC-DC converters for 800 V DC power architectures in AI data centers, achieving 98.2% peak efficiency and up to 8 kW output. The converters address power bottlenecks …
Nvidia and a consortium of tech companies are in advanced talks to acquire a minority stake in Lancium, the power infrastructure developer behind the Stargate AI data center campus in Texas, in a deal valuing Lancium bet…
Microsoft is shifting from large AI models to smaller, specialized ones, unveiling its MAI family of models at the Build developer conference. The move aims to reduce costs and improve efficiency for tasks like coding an…
Apple faces rising costs as an AI-driven memory shortage reshapes hardware markets, with data centers expected to consume 70% of high-end memory supply by 2026. PC shipments fell 5% in Q2 2026 as memory manufacturers rea…
SK Hynix raised approximately $26.5 billion through its American Depositary Receipt offering, the largest US listing by a foreign company in history, signaling strong investor demand for AI-related memory chips. The offe…
NVIDIA's RTX 5090 offers 32GB of VRAM and 78% more memory bandwidth than the RTX 4090, but the extra performance is most noticeable for specific local LLM workloads such as running 32B models at Q4 with large context win…
Samsung, SK Hynix, and Micron control 90-95% of the global DRAM market, with a class-action lawsuit alleging price manipulation as conventional DRAM prices surged 700% over four years. The HBM shortage, where SK Hynix le…
Big Tech hyperscalers are spending heavily on AI infrastructure, causing their free cash flow to turn negative, while chipmakers like Nvidia and Micron are cashing in with rising free cash flow, according to Bank of Amer…
Apple is preparing for a potential downturn in the AI industry, which is currently fueled by massive debt and unsustainable spending on data center infrastructure. The company anticipates a slowdown in AI investment by 2…