AI Chips news and analysis on Web Pulse: 6203 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Lumentum Holdings Inc. has become a critical supplier of photonic components for AI data centers, with its lasers and optical chips enabling high-speed data transmission essential for training large AI models. The compan…
Chinese food-delivery company Meituan trained a 1.6-trillion-parameter language model, LongCat-2.0, using approximately 50,000 domestic AI chips without any NVIDIA GPUs. The model activates only 48 billion parameters per…
Apple is testing DRAM chips from Chinese state-backed ChangXin Memory Technologies (CXMT) for devices sold in China and lobbying Washington to permit broader commercial use, according to the Financial Times. CXMT is on a…
AMD's upcoming 10-core "Medusa Point" Zen 6 APU, spotted in a Geekbench leak, shows improved performance with scores 29% higher in single-core and 22% higher in multicore than the Ryzen AI 9 365, despite running at just …
SK Hynix filed for a $28.07 billion Nasdaq listing, the second-largest share sale in history, to fund expansion of high-bandwidth memory production for AI infrastructure. The South Korean chipmaker plans to issue 177.9 m…
Paris startup ZML, backed by AI pioneer Yann LeCun, released free software called ZML/LLMD that runs open-source language models across Nvidia, AMD, Google, Intel, and Apple chips, aiming to break Nvidia's lock-in on AI …
Google Cloud has been named a Leader in the inaugural 2026 Gartner Magic Quadrant for AI Infrastructure, positioned highest for Ability to Execute and furthest for Completeness of Vision. The recognition highlights Googl…
Nvidia's forward price-to-earnings ratio fell to 22.22x, its lowest since June 2019, despite record revenue of $215.9 billion in fiscal 2026, as investor focus shifts to other AI sectors like memory and storage chips.
PC shipments fell 5% year-over-year in Q2 2026 to 68.2 million units, the first decline after nine consecutive quarters of growth, driven by an AI-fueled memory chip shortage, according to IDC. Smaller vendors face risk …
Apple and Broadcom announced a $30 billion partnership to manufacture AI chips in the United States, boosting domestic semiconductor production. The deal underscores the companies' commitment to American manufacturing an…
China will allow Alibaba, ByteDance, and DeepSeek to purchase Nvidia's H200 chips for AI model training, but total approvals are capped at fewer than 200,000 units, less than half of what the companies requested. The mov…
Micron Technology Inc. announced a $9.3 billion expansion of its factory in Japan, positioning the company as a top AI stock on Wall Street. The investment underscores Micron's role in supplying memory chips critical for…
Bank of America has reaffirmed NVIDIA Corp. (NVDA) as a top AI stock on Wall Street's radar, citing the company's strong position in the artificial intelligence market. The affirmation highlights NVIDIA's leadership in A…
Self-driving startup Turing Inc. has secured backing from AMD Ventures and begun adopting AMD's AI accelerators to diversify its supply chain and reduce costs. The Japanese company, which previously relied solely on Nvid…
China has approved purchases of Nvidia's H200 chips for ten major AI firms including Alibaba, Tencent, ByteDance, and JD.com, with each company allowed up to 75,000 chips. However, as of mid-May 2026, no chips have been …
A new report warns that a shortage of high-skilled workers could delay construction of billions of dollars in semiconductor plants across the US and constrain future chip production, with the deficit projected to reach 1…
Researchers at UNIST and Hanbat National University in South Korea, and engineers in Japan, presented alternative memory chip designs at the IEEE VLSI Symposium that stack DRAM dies side by side instead of vertically, ai…
Chinese circuit-board makers are ramping up capital expenditure to record levels to meet demand from the AI boom, with over 20 PCB companies disclosing aggressive expansion plans in the first half of the year. Major play…
A new white paper argues that AI data center infrastructure strategy has become a board-level issue as rack power densities exceed 200 kW and grid interconnection queues stretch beyond five years. The paper offers framew…
Samsung Electronics has begun mass production of the PM1763, its first PCIe 6.0 enterprise SSD designed for AI and HPC servers. The drive delivers sequential read speeds up to 28,400 MB/s and write speeds up to 21,900 MB…