AI Chips news and analysis on Web Pulse: 7050 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Alphabet CEO Sundar Pichai defended Google's AI strategy during Wednesday's earnings call, acknowledging delays in the Gemini 3.5 Pro model but highlighting the release of Gemini 3.6 Flash, which improved by more than 10…
Asian stocks rose on Thursday after US technology firms outlined significant capital spending plans that are likely to benefit chipmakers in the region, with South Korea's Kospi jumping 3% led by Samsung and SK Hynix. Al…
Asian shares rose 0.8% on Wednesday as regional chipmakers climbed on expectations of benefiting from billions of dollars flowing into artificial intelligence buildout, with South Korea's Kospi adding 2.5% and Samsung El…
AI infrastructure demand is moving so fast that hardware makers must constantly rewrite supply chain plans, according to Vik Malyala, chief business officer of Super Micro Computer Inc. Malyala told theCUBE that the shif…
Alphabet CEO Sundar Pichai said Google prioritizes allocating its tensor processing units (TPUs) to artificial general intelligence (AGI) research over renting them to customers, as the company reported Google Cloud reve…
Apple's next-generation MacBook Neo 2, expected in 2027, will feature the A19 Pro chip with up to 40% faster GPU performance, 12GB of RAM, and support for Apple's more powerful on-device AI model, according to Bloomberg …
Google's free cash flow turned negative for the first time as a public company, hitting -$5.9 billion in Q2 2026 due to record AI spending, with parent Alphabet CFO Anat Ashkenazi warning that free cash flow will remain …
Nvidia's Vera Rubin NVL72 delivers 5.4x performance per megawatt and 5x performance per dollar over GB200 NVL72 on DeepSeek R1 inference, according to early engineering samples from CoreWeave. The second-generation rack-…
Harbor Capital has coined the term "Memi" (memory semiconductors) to describe a new $3 trillion sector dominated by Micron, SK Hynix, and Samsung, which are essential to AI infrastructure due to high-bandwidth memory (HB…
At Advancing AI 2026, AMD launched the AMD Helios rackscale solution, a unified AI infrastructure combining AMD Instinct MI455X GPUs, 6th Gen AMD EPYC server CPUs, AMD ROCm software, and AMD Pensando networking, deliveri…
AMD introduced the EPYC 9006 Series server CPUs at Advancing AI 2026, a portfolio of processors designed for agentic AI, enterprise, and HPC workloads. The lineup includes four variants—EPYC 9006 SP7, SP8, 9006X SP7, and…
AMD announced the Ryzen AI Embedded X100 Series processors, integrating up to 16 Zen 5 CPU cores, a discrete-class GPU, and an NPU to accelerate physical AI workloads in robotics, industrial automation, and intelligent e…
AMD launched the AMD Instinct MI400 Series GPUs at Advancing AI 2026, including the MI455X for frontier AI and AI factory deployments and the MI430X for sovereign AI and HPC, with the MI430X delivering up to 288 TFLOPS o…
AMD is investing up to $5 billion in Anthropic, the AI lab behind Claude, in a deal that includes Anthropic deploying up to two gigawatts of AMD's top-end AI chips starting in the first half of 2027, directly challenging…
AMD launched its next-generation AI infrastructure and physical AI portfolio at Advancing AI 2026, including AMD Helios rackscale solutions, which deliver up to 30% more inference tokens per dollar than the leading compe…
Tesla's heavy spending on AI, robotics, and self-driving technology drove operating profit down sharply in the second quarter, even as revenue rose 23% to $28 billion. CFO Vaibhav Taneja said the company plans to spend m…
Google reported negative free cash flow of $5.9 billion in the second quarter, the first time in decades, as capital expenditures on AI data centers and hardware surged. The company raised its full-year 2026 capex foreca…
Bursa-listed Mi Technovation plans to list its semiconductor materials business on the Singapore Exchange (SGX), driven by the artificial intelligence boom fueling investment across the global chip supply chain. The Mala…
Elon Musk said Tesla's new Terafab facility in Austin is 'necessary' to scale production of the Optimus robot by consolidating lithography, logic, memory, packaging, and testing under one roof to accelerate AI chip devel…
Wall Street banks including Bank of America Corp. and Morgan Stanley have begun trading parts of a $35 billion financing package for Broadcom Inc. and Anthropic PBC's AI infrastructure expansion, with the debt being offe…