AI Chips news and analysis on Web Pulse: 6202 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
AMD partnered with infrastructure operator 5C to build gigascale AI campuses with over 1.5 gigawatts of planned capacity, targeting next-generation AI factories. The collaboration integrates AMD's Helios rack-scale archi…
Tower Semiconductor announced a photonics milestone aimed at advancing AI data center connectivity, enhancing high-speed data transmission for AI workloads.
Jefferies analyst Blayne Curtis reiterated a Buy rating and $550 price target on Broadcom, citing an improving outlook for its AI chip business. The company has a long-term agreement with Google through 2031 and a report…
Meta will begin production of its latest AI chips in September, aiming to reduce GPU costs amid a component shortage. The chips, developed under the MTIA program with Broadcom and manufactured by TSMC, are designed for t…
Reserve Protocol launched five tokenized index funds, called Decentralized Token Folios (DTFs), on July 6, giving global users on-chain exposure to AI supply-chain sectors including semiconductors, photonics, cloud compu…
Nvidia's stock price has fallen 15% since May as GPU supply eases and cloud giants launch custom processors, while memory maker Micron has nearly tripled in value due to surging DRAM prices driven by data center demand. …
Flex and Cerebras announced on July 9, 2026 an expansion of their manufacturing partnership in Milpitas, California, aiming to increase production capacity of Cerebras CS-3 AI supercomputers by roughly sevenfold through …
AMD's data center revenue surged 57% year-over-year to $5.775 billion in Q1 FY2026, driven by massive GPU deals with Meta and OpenAI for up to 6 gigawatts of capacity. The chipmaker's stock surged 274% over the past year…
Investor Michael Burry, known for 'The Big Short,' argues that the AI trade's bull case contains a major contradiction: Nvidia requires endless demand for its chips, while AI hyperscalers like Meta, Amazon, and Microsoft…
Micron Technology's stock surged 15% after reporting $41.46 billion in Q3 FY2026 revenue, driven by AI demand for memory chips. The company announced a $200 billion domestic manufacturing plan, including new fabs in Idah…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, up from $9.3 billion a year earlier, and guided Q4 revenue to approximately $50 billion, sending shares up 15% and pushing its market cap past $1 trill…
AMD CTO Mark Papermaster said at the RAISE Summit that agentic AI requires significantly more CPU resources, not just GPUs, as orchestration and reasoning tasks run on CPUs before GPU computation. AMD's market value has …
Meta's custom Vistara CXL 2.0 memory expander ASIC, built in-house, is deployed across millions of production servers, repurposing DDR4 memory from decommissioned machines to expand capacity in DDR5-only AI infrastructur…
Meta plans to begin production of its in-house MTIA AI chip in September 2025, aiming to reduce reliance on Nvidia GPUs and double its data center computing capacity to 14 gigawatts by 2027, according to a Reuters report…
Nvidia's stock valuation has fallen to its lowest level since 2019, but Hennion & Walsh CIO Kevin Mahn remains bearish on the company, citing concerns about its long-term prospects despite the AI boom.
US semiconductor ETFs saw a record $7.1 billion in daily inflows, with the iShares Semiconductor ETF alone absorbing $5 billion, driven by investor demand for AI-related chip exposure. The surge reflects a 1,200% increas…
SK Hynix plans to price its US listing at $149 per American depositary receipt, targeting a $26.5 billion IPO that would surpass Alibaba as the largest foreign company debut on a US exchange. The Korean memory chipmaker'…
Skyrocketing memory prices driven by AI demand for large context windows and massive parameter counts are reshaping the memory stack, with high-bandwidth flash (HBF) emerging alongside traditional SRAM, DRAM, and Flash. …