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.
AMD and Cerebras Systems announced separate AI chip deals on Monday, with AMD securing a $1.5 billion contract from an unnamed hyperscaler and Cerebras landing a $100 million agreement with a Middle Eastern oil company f…
A Twitter post by user joefioti highlights the dominance of a key player in the AI chip market, though the specific company or chip is not named in the available text. The post has garnered 1 point on Hacker News with no…
Google burned through cash last quarter as it ramped up spending on artificial intelligence infrastructure, according to the Financial Times. The company's capital expenditures surged as it invested heavily in data cente…
AMD announced plans to sell tens of billions of dollars worth of AI servers to Anthropic and invest up to $5 billion in the AI startup, with delivery of AMD's Instinct MI450 AI servers expected to begin in the first half…
Dell's Pro 7 14 AMD business laptop, powered by the Ryzen AI 9 HX PRO 470 processor with a 55 TOPS NPU, achieves 19 hours and 28 minutes of battery life and outperforms the larger Pro 5 16 AMD in AI workloads due to fast…
The U.S. stock market has more than doubled over the past decade to over $75 trillion, roughly two and a half times the annual output of the entire U.S. economy, fueled by investor appetite for artificial intelligence, t…
Salience Labs, a startup spun out of Oxford University and the University of Münster, has built an optical circuit switch based entirely on silicon photonics technology that it says can reconfigure port-to-port links in …
Astera Labs unveiled the latest edition to its Taurus family of connectivity modules at AMD's Advancing AI event in San Francisco, featuring a compact smart signal conditioner capable of supporting speeds up to 3.2 Tb/s …
IBM stock rose after CFO Jim Kavanaugh explained that AI infrastructure buildouts, not a software slowdown, drove the company's Q2 earnings warning. IBM reported Q2 net sales of $17.2 billion (up 1%) and diluted EPS of $…
Anthropic PBC will purchase up to two gigawatts of graphics cards from Advanced Micro Devices Inc. as part of a multibillion-dollar deal announced today. AMD will invest up to $5 billion in Anthropic and use Claude to sp…
A new $3 trillion sector dubbed 'Memi'—a portmanteau of memory and semiconductors—is transforming global equities markets, fueled by AI's demand for memory chips, according to asset manager Harbor Capital. The sector is …
The PHLX Semiconductor Index (SOXX) lost roughly 10% in a single day in June and July 2026, with implied volatility on the VanEck Semiconductor ETF (SMH) surging above 46%—more than double the S&P 500's VIX—signaling a b…
Intel's Q2 2026 earnings report, due July 23, will test whether the semiconductor giant can sustain its AI-driven rally after shares surged about 225% in 2026. The company raised Q2 revenue expectations to $13.8-$14.8 bi…
Arm Holdings plc introduced the Arm AGI CPU, designed to balance compute, memory, I/O, and power for AI agent workloads at scale. The chip sustains high utilization in video processing and streaming tasks, outperforming …
Apple Inc. plans to overhaul its MacBook, iMac, and other products with faster chips and new designs to meet surging demand for artificial intelligence capabilities, according to people familiar with the matter. The comp…
Wistron Corporation celebrated the grand opening of its D1 AI smart facility in Fort Worth, Texas, where the first NVIDIA GB300 Grace Blackwell Ultra Superchip was built and mass-produced in the United States. The US$ 70…
The White House has accused Beijing-based AI startup Moonshot of illegally using NVIDIA's Blackwell-generation chips and unlawfully distilling U.S. AI models to develop its Kimi K3 model, in violation of U.S. export cont…
AMD announced a partnership with Anthropic involving up to $5 billion in investment and deployment of up to 2GW of AMD Instinct MI450 Series GPUs via Helios rack-scale systems, with the first gigawatt expected in the fir…
The Trump administration overruled Commerce Department warnings to grant the United Arab Emirates extensive access to advanced US technology, including AI chips and military-related tech, without a license. The policy sh…
AMD and Anthropic are reportedly signing a major AI chip deal, according to Yahoo Finance Technology Editor Dan Howley, potentially challenging Nvidia's dominance in the AI chip market.