AI Chips news and analysis on Web Pulse: 7053 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Alphabet plans to spend between $175 billion and $185 billion on capital expenditures in 2026, more than double last year, with the vast majority directed toward AI compute capacity, data centers, and Google Cloud infras…
Micron Technology reported fiscal third-quarter revenue of $41.5 billion, nearly quadrupling from $9.3 billion a year earlier, driven by record demand for high-bandwidth memory chips used in AI data centers. Shares surge…
The Punjab government in Pakistan has approved a Rs7.4 billion state-owned cloud infrastructure project to accelerate AI adoption and digital governance, with the Punjab Information Technology Board drafting the formal p…
US stock futures climbed on Monday as Asian equity markets staged a sharp recovery led by semiconductor stocks, with South Korea's Kospi surging 3.6% and Japan's Nikkei 225 rallying 3.3%. Samsung Electronics gained 6.2%,…
Microsoft will deploy AMD's Helios rackscale solution to power model inference and Azure AI services, part of an expanded partnership spanning GPUs, CPUs, networking, and software. The double-wide Helios rack, featuring …
Tesla's accelerating cash burn is set to test investor confidence in the company's heavy spending on artificial intelligence and autonomous driving technology, according to Reuters. The automaker's capital expenditures a…
AMD launched Helios, its first complete open rackscale AI infrastructure system integrating Instinct GPUs, EPYC CPUs, Pensando networking, and ROCm software, marking its biggest push yet to challenge Nvidia's dominance i…
Intel has officially listed support for its Arc G3 non-extreme processor in the latest beta graphics driver (version 32.0.101.8864), following Acer's announcement of the Predator Atlas 8 handheld, which will be the first…
Alphabet will report Q2 earnings on Wednesday as investors assess AI monetization, with expected EPS of $2.95 on revenue of $116.98 billion. Google Cloud Platform revenue is projected to hit $22.4 billion, up 64% year-ov…
IREN Limited reported that demand for its GPU cloud services now exceeds supply, with contracts pricing above $15 million per megawatt. The company, formerly known as Iris Energy, has secured a multi-year deal with Micro…
Bank of America added Micron Technology to its US 1 List and upgraded the stock from Hold to Buy, raising its price target from $144 to $177, citing growing demand for memory chips driven by edge AI. Shares surged as muc…
Syensqo, a materials science company, reports that advances in polymers, elastomers, and specialty fluids are critical to enabling next-generation AI by addressing physical limits in semiconductors and data center infras…
A new analysis by The Verge examines the energy consumption of GPUs across gaming, smartphones, and AI data centers, questioning the moral and political dimensions of their power use. The report highlights that a single …
Startup Accelsius claims its two-phase cooling fluids can reduce datacenter operating costs by allowing facility water temperatures up to 54°C (or 59°C with doubled flow rate), with every 1°C increase corresponding to ro…
Citrini Research says Qualcomm, GitLab, and Meta are poised to be winners in the next phase of the AI trade, as current narratives blaming Chinese competition and geopolitics for AI volatility fail to explain the selloff…
South Korea plans to build the Honam semiconductor complex, an 800 trillion won ($540bn) chip hub in the rural southwest, by 2030, but the region lacks the electricity and water to support it. The cluster could consume 7…
AMD shipped its first rack-scale AI system, Helios, on July 20, landing Microsoft Azure, Meta, OpenAI, and Oracle as customers. One rack packs 72 MI455X GPUs, 31 TB of HBM4, and 2.9 exaFLOPS of FP4 compute, roughly doubl…
A July 2026 guide details AI breakthroughs including a model price war that slashed inference costs via Grok 4.5 and GPT-5 iterations, the rise of agentic AI for autonomous multi-step workflows, and advances in physical …
China's chip exports nearly doubled in the first half of 2024, driven by mature logic integrated circuits, while Nvidia's H200 chips have resumed limited imports into China. The US leads in advanced AI chips, but China i…
IQE expects revenue to grow by more than 20% in 2026, driven by surging AI data-centre demand for its indium phosphide wafers, after reporting a 18% revenue decline to £97.3m for 2025. The Cardiff-based compound semicond…