AI Chips news and analysis on Web Pulse: 7049 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Elon Musk thanked Micron on Tesla's quarterly call for a significant memory allocation on reasonable terms, but Tesla and SpaceX are jointly building Terafab, a chip fab at Giga Texas that could cost $55bn to $119bn, to …
Needham analyst John Todaro sees AMD's $5 billion investment in Anthropic, announced July 22, as a catalyst for Riot Platforms, maintaining a Buy rating and $28.50 price target on the Bitcoin miner turned AI infrastructu…
Agentic AI compute is reshaping cloud economics as demand for both GPUs and high-core-count CPUs surges, according to Steve Berg, corporate vice president and general manager of the server CPU Cloud Business Group at Adv…
Framework previewed a 192GB configuration of its Desktop powered by AMD's Ryzen AI Max+ Pro 495, offering 50% more memory than the previous 128GB model but only 7% more bandwidth, at AMD's Advancing AI event this week. T…
The AI infrastructure buildout is reshaping the enterprise technology stack from silicon to systems, according to SiliconANGLE. Organizations are redesigning compute, storage, networking and data to achieve instant time …
A surge in demand for non-Nvidia AI chips is reshaping hardware strategies as engineers optimize large language model deployments for alternative architectures due to H100 shortages and high costs. The shift signals that…
AWS raised H200 GPU instance prices by 15% on January 4, 2026, the first GPU price increase in roughly two decades, while average GPU utilization across more than 23,000 Kubernetes clusters sits at just 5%, according to …
Alphabet raised its full-year capital expenditure guidance to between $195 billion and $205 billion on July 22, 2026, nearly double its 2025 infrastructure spending, as the Google parent accelerates investment in AI infr…
DeepSeek's API deadline hits tomorrow, July 24 at 15:59 UTC, when the deepseek-chat and deepseek-reasoner aliases will stop working, and teams that have not migrated will face production errors. The migration trap is tha…
Samsung Electronics is forecasting a 19-fold increase in operating profit for Q2 2026 compared to the same quarter a year earlier, driven by a projected tripling of high bandwidth memory (HBM) sales. The company holds a …
AMD CEO Dr. Lisa Su delivered a keynote at the Advancing AI 2026 conference, unveiling new chips and platforms aimed at driving data center growth and outlining the company's AI vision for tech investors.
CrowdStrike partnered with AI chip maker Cerebras Systems to use Cerebras's wafer-scale CS-3 systems for AI inference in CrowdStrike's Falcon AIDR cybersecurity services, marking Cerebras's first security client for the …
Tesla shares fell 6.1% in after-hours trading on Wednesday after the EV maker's Q2 earnings per share dropped to $0.33 from $0.51 a year earlier, causing Elon Musk's net worth to fall $44.3 billion to $750.2 billion, acc…
Google's data centers are processing seven times more AI tokens than last year, driven by the rise of agentic AI workloads, according to Mark Lohmeyer, vice president and general manager of AI and computing at Google. Th…
A group of US lawmakers is pressing the Trump administration to close an alleged loophole in semiconductor export controls that they say allows Chinese firms like Huawei to access advanced AI chips through intermediary m…
Nokia reported a 12% year-on-year increase in network infrastructure sales for Q2 fiscal 2026, with AI and cloud net sales surging 105% YoY, helping overall net sales grow 9% and operating profit jump 18% to $496.11 mill…
SpaceXAI is scouting sites in Austin, Bastrop, and Conroe, Texas for a gigawatt-scale AI data center campus that would match or exceed its Memphis Colossus complex, which houses roughly 555,000 Nvidia GPUs across approxi…
Nebius Group closed a $775 million senior secured debt facility on July 17, its first asset-backed borrowing, to fund AI cloud infrastructure buildout. The deal, led by MUFG and syndicated among 10 banks including Bank o…
Nvidia has shipped 'hundreds of thousands' of Grace standalone servers and over 2.5 million Grace CPUs to data centers globally, the company disclosed. SVP of hardware engineering Andrew Bell said a dozen manufacturing p…
Z.ai, the Beijing-based AI developer formerly known as Zhipu, has completed construction and begun partial operations at a 1-gigawatt data center built exclusively on Chinese-made AI accelerators, Bloomberg reported on J…