AI Chips news and analysis on Web Pulse: 7055 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Oracle faces multibillion-dollar cost overruns at its AI megacampuses, with capital expenditures surging from $21.2 billion in fiscal 2025 to a projected $90-95 billion in fiscal 2027, while banks including JPMorgan Chas…
Chinese AI firms Moonshot AI and MiniMax unveiled powerful new models at the World AI Conference in Shanghai on July 17, triggering a broad sell-off in US tech stocks. The Nasdaq dropped 1.4%, the S&P 500 fell 1%, and se…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU revenue share rose from 2…
Advanced Micro Devices Inc. is positioning itself as the indispensable second platform in the AI infrastructure market, rather than trying to beat Nvidia Corp., according to a Breaking Analysis. CEO Lisa Su's strategy fo…
Alphabet Inc., Google's parent company, announced the largest equity capital raise in corporate history, pulling in $80 billion through stock sales, convertible preferred shares, and a $10 billion private placement from …
The Lenovo Chromebook Plus 14, priced at $1,269.99, offers a premium build with an OLED touch screen and a MediaTek Kompanio Ultra 910 processor featuring a 50 TOPS NPU, but its high cost and middling battery life make i…
DeepSeek trained its flagship V3 model for about $5.6 million, a fraction of the $50 million to $100 million OpenAI spent on GPT-4, and the Chinese lab operating under U.S. chip export controls has continued to match or …
Big Tech earnings season begins next week with Google, and the key figure will be capital expenditure on AI data centers, with Google, Amazon, Microsoft, and Meta planning to spend over $700 billion this year. Morgan Sta…
TSMC reported blowout Q2 earnings with revenue jumping 36% year over year and net income soaring 77.4%, driven by surging AI chip demand, while IBM warned Q2 revenue and earnings fell below expectations as customers shif…
Global startup investment hit $510 billion in the first half of 2026, surpassing the $440 billion full-year record set in 2025, with over 70% of capital going to AI-focused companies, according to Crunchbase and venture …
Alibaba's chip design unit T-Head open-sourced SAIL, the full software stack for its Zhenwu AI chips, at the World AI Conference in Shanghai on Saturday, aiming to lower migration barriers for developers locked into Nvid…
Moonshot AI, a Beijing-based startup founded by Yang Zhilin, unveiled Kimi K3 on July 16-17, 2026, as the world's largest open-weight AI model with 2.8 trillion parameters, outperforming OpenAI's GPT-5.6 on certain tasks…
Alibaba Group Holding's chip design unit T-Head announced at the World AI Conference in Shanghai on Saturday that it will open-source its SAIL software stack, the foundational architecture for its Zhenwu series of AI chi…
SK Hynix has captured roughly 70% of Nvidia's HBM4 memory orders for the upcoming Vera Rubin AI platform, making Nvidia the first customer for the next-generation memory chips. The multi-year co-development agreement, fo…
China's 2025 National Science and Technology Awards prioritized Star Market-listed semiconductor firms like AMEC and Piotech, targeting specific production bottlenecks to bypass Western lithography restrictions. The awar…
Chinese semiconductor design firm Biren Technology has unveiled next-generation 'supernode' solutions using near-packaged optics to link up to 1,024 AI chips across a single cluster, bypassing traditional copper-wired li…
TSMC posted record second-quarter revenue of over $40 billion, up 36% year on year, with net income rising 77%, but its stock fell 4% after the chipmaker raised its 2026 capital expenditure forecast to $60-64 billion fro…
Anthropic is capping access to its Claude Fable 5 model at 50% of normal usage limits starting July 20, citing demand that has been "challenging" to meet due to insufficient compute infrastructure. The company delayed th…
Wall Street banks are reporting record equities revenues driven by surging investor demand for Asia-focused artificial intelligence bets, particularly in semiconductor stocks. The Financial Times reports that investments…
Anthropic PBC is reportedly in early-stage discussions with Meta Platforms Inc. to lease data center capacity in a deal that could be worth $10 billion over two years, according to The New York Times. The AI developer, w…