AI Chips news and analysis on Web Pulse: 6086 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Tesla has lost another senior chip engineer, Shishuang Sun, to DensityAI, an AI hardware startup founded by former Tesla Dojo team members. Sun, who spent over five years as Tesla's AI hardware architect on Dojo and Auto…
RUM Group, the company behind Truth Social, has signed a $13.7 billion contract to supply AI chips to an unnamed U.S. cloud customer, sending shares up more than 8% in premarket trading. The deal marks a dramatic expansi…
Marvell Technology (NASDAQ: MRVL) heads into its August 27, 2026 fiscal Q2 2027 earnings report with a favorable setup, as CEO Matt Murphy has already raised revenue guidance for fiscal 2027 and 2028, citing exceptional …
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of $2.418 billion, up 2…
Xiaomi unveiled three TSMC-fabbed Xring chips, including the 3nm O3 flagship phone SoC, the 6nm O100 NPU for on-device MiMo LLM, and the 3nm D100 for autonomous driving, aiming to reduce reliance on Qualcomm and MediaTek…
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwinds and Amazon's plan…
RUM Group, which hosts U.S. President Donald Trump's Truth Social platform, announced on Monday a $13.7 billion contract to supply AI chips to an unnamed U.S.-based cloud customer, sending its shares up more than 8% in p…
Arm Holdings, a SoftBank subsidiary, announced at its 'Arm Everywhere' event in San Francisco its first production silicon, the AGI CPU, a 136-core Neoverse V3 chip for AI data centers, breaking a 35-year tradition of on…
Nvidia faces rising competition in the AI data center processor market as AMD, Google, Cerebras, Amazon, Meta, and Microsoft invest in alternatives, with AMD securing 6 GW deployment commitments each from OpenAI and Meta…
Taiwanese prosecutors charged nine people, including an Nvidia worker, on Monday for illegally exporting 74 AI servers containing advanced Nvidia chips to China in violation of U.S. export controls. The Keelung District …
RUM Group Inc., formerly Rumble Inc., announced a $13.7 billion GPU services agreement with an unnamed US cloud customer, structured over six years in three tranches of about $4.6 billion each. The deal includes warrants…
ASML Holding NV reported Q2 revenue of $10.65 billion, up 21.25% year over year, with EPS of $8.6688, marking a fourth consecutive beat, driven by AI chip demand and record orders. Meanwhile, Canon Inc. is pushing its FP…
NVIDIA Corporation (NASDAQ: NVDA) reported Q1 FY27 Data Center revenue of $75.246 billion, up 92% year over year, and total revenue of $81.61 billion, up 85.23%, as CEO Jensen Huang said 'Agentic AI has arrived' and dema…
Apple Inc. and NVIDIA Corp. both reported strong quarterly results, with NVIDIA posting $81.61 billion in revenue, up 85.2% year over year, and Apple reaching $109.4 billion, up 16%, as the two tech giants compete to con…
IBM Corp. announced at the Hot Chips 2026 conference that it is developing a dual-architecture processor with Arm Holdings Ltd. that will run both z/OS and Arm-native Linux workloads on the same core, eliminating the nee…
IBM announced its first dual-architecture processor for future IBM Z and LinuxONE systems at Hot Chips, enabling native execution of both IBM and Arm instructions in the same enterprise system. The processor, a milestone…
AI vendors are increasingly turning to custom silicon from Cerebras and Marvell for inference workloads, and Waymo is designing its own chips for robotaxis, signaling a shift away from reliance on traditional GPUs. Micro…
Cerebras Systems unveiled the CS-4 AI accelerator, which CEO Andrew Feldman calls the fastest system in the industry, doubling the performance of the CS-3 by boosting clock speed on the same 5nm WSE-3 chip. The rack-scal…
Businesses invested more than £11 billion in UK data centres in 2025, driven by AI demand, with NVIDIA planning up to £11 billion in 'AI factories' and up to 120,000 Blackwell Ultra GPUs, Microsoft committing $30 billion…
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in former Bitcoin mine…