AI Chips news and analysis on Web Pulse: 6198 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SK Hynix CEO Kwak Noh-Jung warned that global memory chip shortages will persist beyond 2030, with supply trailing demand by over 20%, driven by surging AI workloads and high-bandwidth memory demand. The company plans to…
Cerebras Systems CEO Andrew Feldman revealed a $25 billion backlog of orders, anchored by a $20 billion deal with OpenAI, as the AI chipmaker struggles to meet demand due to supply chain constraints. The company went pub…
CoreWeave CEO Michael Intrator sold nearly 370,000 shares for $31 million, bringing total insider sales since the March 2025 IPO to over $2.3 billion. The GPU cloud provider reported $2.08 billion in Q1 2026 revenue, up …
SK Hynix, a major supplier of memory chips to Nvidia, debuted on Wall Street with a $26.5 billion IPO, surpassing Alibaba's record as the largest foreign company listing. The South Korean chipmaker, which briefly overtoo…
SK Hynix raised $26.5 billion in the largest foreign IPO in US history, with shares opening 14% above the offer price. The South Korean memory chip maker, a key supplier to Nvidia, plans to use the funds for new fabs and…
The AI industry is facing a shift from computation to memory as the fundamental primitive for intelligent systems, according to Andrej Karpathy. Just as GPUs replaced CPUs as the dominant compute architecture for deep le…
SK Hynix's American depositary receipts surged 17% above the offering price after the company raised $26.5 billion in the largest U.S. listing by a foreign firm, signaling strong AI-driven demand. The stock opened at $17…
Solidigm and MinIO have developed a new memory tier that uses ultra-dense solid-state drives to offload key-value cache blocks from GPU high-bandwidth memory, addressing the AI memory wall in large language model inferen…
Mini PCs with unified memory architectures, such as those using AMD's Strix Halo chip, can run 70-billion-parameter language models that exceed the VRAM capacity of discrete GPUs like the RTX 5090, but at significantly l…
NVIDIA is introducing a revenue-sharing and credit-support model for specialized AI cloud providers, financing GPU deployments to bypass hyperscaler custom silicon and secure distribution for inference workloads. The str…
ASUS gave a tour of its thermal testing lab in Taiwan, where it tests AI servers in environmental chambers that simulate years of thermal stress in compressed timeframes. The lab includes a walk-in chamber for full-rack …
The U.S. Department of Commerce loosened export controls on the United Arab Emirates, making it easier to export military items, AI chips, and commercial satellites. The UAE government and approved companies, including G…
Investors are selling off long-dated bonds tied to AI infrastructure as Big Tech's $159 billion borrowing binge in 2025-2026 tests market appetite. The selloff reflects growing selectivity about duration risk, with conce…
Japan-backed Rapidus aims to mass-produce 2 nm chips by 2027 at lower prices than TSMC, but TSMC's dominant market share, customer relationships, and manufacturing scale make it difficult for challengers to gain ground. …
Goldman Sachs raised AMD's price target to $640, citing surging demand for AI chips driven by agentic AI systems. AMD stock has gained over 100% year-to-date as analysts project sold-out capacity and expanding market sha…
AI companies' massive demand for RAM and storage components has drained consumer supply, causing shortages and price hikes across devices from Apple and Microsoft to Nintendo and Sony. The trend, dubbed 'RAMageddon,' thr…
The US Commerce Department reclassified the United Arab Emirates from export control groups D:3 and D:4 to Group A:5, allowing license-free access to advanced AI chips from Nvidia and AMD. The move, tied to the UAE's sta…
China imposed a temporary export ban on helium, a critical element for semiconductor manufacturing, citing foreign trade law as the Iran war disrupts global supply. The move aims to protect domestic chipmaking and AI ind…
Apple accounted for roughly 90% of all Edge AI-capable smartwatch shipments in Q1 2026, as Edge AI penetration reached 25% of the broader smartwatch market, according to Counterpoint Research. The Apple Watch's on-device…
The Trump administration plans to ease export restrictions on the United Arab Emirates, allowing the Gulf state to purchase advanced technologies including AI chips from Nvidia, AMD, and Cerebras. The Commerce Department…