AI Chips news and analysis on Web Pulse: 6209 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The Magnificent Seven tech stocks have lost their market dominance as the AI trade shifts to memory chipmakers like Micron and Sandisk, with the Mag 7 index gaining only 1.1% in 2026 versus the Nasdaq 100's 18% rise. Inv…
China is considering new restrictions limiting foreign access to its most advanced AI models, treating them as strategic national assets. The move escalates the tech cold war with the US, which has already imposed export…
Chinese AI startup DeepSeek is developing its own inference chip to reduce reliance on Nvidia and Huawei, according to three sources. The move marks a strategic shift for the company, which rose to global fame with its e…
Chinese AI startup DeepSeek is aggressively hiring technical talent and optimizing its models for domestic Huawei chips, doubling its workforce amid US export restrictions. The company, valued at over $50B after raising …
U.S. chip stocks rallied Monday but Asian shares fell Tuesday as concerns about the sustainability of AI-driven demand weighed on Samsung and SK Hynix, dragging South Korea's KOSPI down 5%. Samsung's 19-fold profit jump …
Nscale closed a $900 million revolving credit facility on July 7, 2026, to fund AI data-center expansion across the US, Europe, and Asia-Pacific, syndicated by J.P. Morgan, Goldman Sachs, and Morgan Stanley. The Nvidia-,…
Synopsys is discontinuing its chip fab manufacturing control software to redirect engineers toward more profitable AI chip design tools, a move confirmed by internal sources and affecting customers including Samsung and …
SK Hynix's stock in Seoul has fallen 17% this month ahead of its $28 billion Nasdaq debut, threatening the pricing of the offering. The volatility, triggered by Meta Platforms' cloud pivot and amplified by a leveraged ET…
South Korea's stock market has doubled this year, driven by AI-linked semiconductor stocks like SK Hynix and Samsung Electronics, but leveraged ETFs and retail borrowing have fueled extreme volatility, prompting regulato…
AMD's Ryzen AI Halo, a $3,999 desktop AI inference system with 128GB unified memory, launched July 10 at Micro Center, undercutting NVIDIA's DGX Spark by $700. Reviews confirm competitive performance on 30B-70B models bu…
Meta and xAI are investing hundreds of billions in data center infrastructure, including Meta's Hyperion and Prometheus facilities and xAI's Colossus supercomputer, while their AI models Llama and Grok struggle to outper…
The European Commission introduced a Tech Sovereignty Package on 3 June to reduce Europe's dependence on foreign technology, particularly from the U.S., citing concerns over security and liability. The package includes t…
CIOs face unprecedented infrastructure constraints driven by AI demand, including shortages of high-bandwidth memory, server components, and power capacity, leading to rising costs, extended lead times, and procurement f…
Samsung Electronics expects a 19-fold jump in quarterly operating profits to 89.4tn won, driven by surging demand for AI memory chips. The company's earnings guidance for April-June marks its third consecutive record qua…
Billionaire Jeffrey Talpins, founder of Element Capital Management, disclosed a $43.58 million stake in Micron Technology as of March 31, 2026, betting on sustained demand for high-bandwidth memory chips used in AI infra…
Huawei will debut its Atlas 950 SuperPoD computing cluster and the world's first AI agent phone at the World Artificial Intelligence Conference in Shanghai from July 17-20. China's AI phone and computer shipments surpass…
UK-based AI infrastructure company Nscale secured a $900 million revolving credit facility to expand its global data-center footprint, backed by Nvidia. The company, which spun out of Bitcoin miner Arkon Energy, has rais…
Samsung Electronics reported a record operating profit of $58 billion for the second quarter of 2026, nearly 20 times higher than the same period last year, driven by surging demand for memory chips used in AI data cente…
Broadcom and Apple extended their chip supply partnership through 2031, covering custom silicon for multiple Apple device generations. The deal secures roughly 20% of Broadcom's annual revenue and signals a broader indus…
Samsung Electronics reported a second-quarter operating profit of 89.4 trillion won ($58.4bn), a 19-fold increase year-over-year, driven by surging demand for AI memory chips. Revenue more than doubled to 171 trillion wo…