AI Chips news and analysis on Web Pulse: 6200 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Sequoia partner David Cahn estimates the AI industry must earn $3 trillion to justify $1.5 trillion in infrastructure spending by 2026, while Apollo economist Torsten Slok warns that a slower payoff could trigger a reces…
Elon Musk reversed months of public criticism by calling Anthropic the current leader in AI, praising its Mythos and Fable models as unmatched. Musk admitted he was 'clearly wrong' about the company, which is now paying …
Meta's stock rose 8% after reports that it is exploring a cloud business to sell excess AI computing power and developing a custom AI chip called Iris, easing investor fears about its massive infrastructure spending. The…
SemiAnalysis projects Meta will hold more AI compute capacity than OpenAI or Anthropic by end of 2026, driven by multi-gigawatt datacenters and a $14.3 billion Scale AI stake. The firm also predicts Meta could surpass Go…
SK Hynix priced its American depositary receipts at $149 each on July 9, raising approximately $26.5 billion in the largest foreign offering in history, surpassing Alibaba's 2014 record. The South Korean chipmaker's Nasd…
Commerce Secretary Howard Lutnick is pressuring Samsung Electronics and SK Hynix to build memory chip production facilities in the US or face 100% tariffs on chips sold into the American market. The push comes as AI-driv…
Meta announced Wednesday it will invest more than $9.1 billion to build its first AI data center in Canada, located in Sturgeon County, Alberta, making it the company's largest such facility outside the United States. Th…
Nvidia announced its first series of GeForce Trading Cards, featuring 14 designs that highlight key moments in its GPU history, as the company reflects on its origins in PC gaming amid the AI boom that has made it the wo…
AMD CTO Mark Papermaster confirmed the EPYC "Venice" Zen 6 server CPU will launch at AMD's Advancing AI event on July 22-23. Built on TSMC's 2nm process, the chip offers up to 256 cores and over 70% performance improveme…
Meta plans to start manufacturing its Iris AI chip in September 2026, working with Broadcom on design and TSMC on manufacturing, as part of a push to expand compute capacity from 7 gigawatts in 2026 to 14 gigawatts in 20…
Meta Platforms will begin manufacturing its in-house AI chip, code-named Iris, in September, according to an internal memo. The chip, designed with Broadcom and fabricated by TSMC, is part of Meta's MTIA program to reduc…
SK Hynix launched a massive US share offering on Nasdaq targeting up to $29.4 billion, one of the largest foreign share sales in history, to fund new chip fabrication facilities and EUV lithography scanners. The South Ko…
The Nasdaq Composite surged roughly 1.1% on July 9, erasing July losses as semiconductor stocks like Micron, Nvidia, and Broadcom rebounded after a brutal profit-taking period. The recovery was fueled by the upcoming inc…
A GPU quicklist for AI PCs and Macs has been published, featuring Apple Mac mini M4, Mac Studio M4 Max, and AMD AI Max+ 395 systems with prices ranging from $999 to $3,499.99. The list includes configurations with up to …
Meta plans to design its own AI chips starting in September under the internal project "Iris," aiming to reduce dependence on Nvidia and cut costs amid strained supply chains. The social media giant is working with Broad…
Smartphones are evolving into 'agent phones' that automate multi-step tasks, with Counterpoint Research forecasting that over 80% of premium smartphones will have agentic AI capabilities by 2027. Chipset vendors MediaTek…
Mark Zuckerberg confirmed Meta is exploring an AI cloud business to rent out spare computing power, aiming to monetize its over $100 billion AI infrastructure investment. The move would pit Meta against AWS, Azure, and G…
Tower Semiconductor and Marvell Technology have shipped over five million photonic integrated circuits for AI data center interconnects, marking a shift from copper to light-based data transmission. The company has secur…
Epoch AI has released an independent database of the world's largest AI data centers, built from satellite imagery, permits, and public documents. The 72 covered sites total 11.2 GW of IT power, led by SpaceXAI's Colossu…
Global PC shipments fell 3.6% in Q2 2026 to 65.7 million units, the first decline in two years, as soaring memory chip prices driven by AI data center demand pushed device makers to raise prices by 20-40%. The cheap smar…