AI Chips news and analysis on Web Pulse: 7057 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Moonshot AI launched Kimi K3, a 2.8-trillion-parameter open-weight model, on Thursday, ranking alongside Claude Fable 5 and GPT-5.6 Sol on the Artificial Analysis Intelligence Index with a score of 57. Semiconductor stoc…
Taiwan Semiconductor Manufacturing Co. (TSMC) posted record Q2 revenue of over $40 billion but saw its shares fall 4%, dragging the Nasdaq 100 down 1.4%, after raising its 2026 capital expenditure forecast to $60-64 bill…
Meta is in very early talks to lease computing power to Anthropic in a potential deal worth around $10 billion, according to CNBC. The discussions follow Anthropic's recent compute deal with SpaceX and come as Meta explo…
Meta is reportedly negotiating to lease roughly $10 billion of its AI computing power to rival Anthropic, a deal that would make Mark Zuckerberg's company a landlord for one of its fiercest competitors. According to Semi…
AMD's Instinct MI350P PCIe AI accelerator, featuring CDNA 4 architecture and HBM3E memory, has been showcased at multiple trade shows including Dell Tech World, HPE Discover, and Computex 2026. The card offers 141GB of m…
Apple overtook Nvidia on Friday to become the world's most valuable company, with a market valuation of $4.88tn compared to Nvidia's $4.86tn after a 3.5% decline. The shift reflects investors broadening their focus beyon…
Nvidia shares dropped 2.2-2.4% over July 16-17 after briefly hitting a $4 trillion market cap, driven by concerns that hyperscale cloud providers may slow AI infrastructure spending and by rising competition from Huawei'…
Apple has regained the title of the world's most valuable company with a $4.88 trillion valuation, overtaking Nvidia which fell to $4.86 trillion after a 3.5 percent market value decline. The shift reflects investor sent…
ASML is granting nearly all of its 44,500 employees a one-off share award worth €20,000 each, locked until 2030, to retain talent amid tight labor markets for EUV lithography engineers. The retention lock comes days afte…
Tesla and Intel report Q2 2026 earnings this week, with potential ripple effects on crypto markets. Tesla, a major corporate Bitcoin holder, releases results on July 22 after market close, while Intel follows on July 23.…
Tech stocks plunged on Friday amid growing investor concern that the artificial intelligence rally may be unsustainable, with the S&P 500 falling 0.58% and the Nasdaq Composite losing 1.25%. The sell-off was driven by we…
Meta is in advanced negotiations to lease computing power to Anthropic in a deal that may reach $10 billion over two years, according to a July 2 report from SemiAnalysis. The arrangement would turn Meta into a cloud pro…
The Philadelphia Semiconductor Index has fallen more than 20% from its late June high, entering bear market territory as the AI rally unravels. The index dropped 11% in a single week, its worst since March 2025, dragging…
Hyperscalers including Alphabet, Meta, Amazon, and Oracle have issued over $300 billion in bonds since the start of 2025 to fund AI infrastructure, but investor demand is plunging as cover ratios for hyperscaler bonds fe…
Alphabet plans to spend between $175 billion and $190 billion on capital expenditures in 2026, more than double the $90 billion it spent in 2025, as CEO Sundar Pichai flags persistent compute constraints throughout the y…
DeepSeek, the Chinese AI lab spun off from the High-Flyer hedge fund, is targeting a valuation between $71 billion and $74 billion in a new funding round and a potential 2027 IPO on the Shanghai STAR Market, after raisin…
Chinese AI startup Moonshot released its new open-weight model Kimi K3, which rivals advanced US models from OpenAI and Anthropic, sparking fears of a "DeepSeek 2.0" market disruption. The Philadelphia Semiconductor Inde…
ASML is giving all 45,000 employees a one-time €20,000 share award vesting in 2030, the company confirmed on Friday, as AI demand drives record sales. The payout joins a wave of AI-boom bonuses across the chip industry, …
The Philadelphia SE Semiconductor Index fell 11% this week, heading for its steepest weekly decline in over a year and down 24% from its late June high, as investors rotated out of AI-exposed stocks amid skepticism about…
Apple overtook Nvidia on Friday to become the world's most valuable company, with a market valuation of $4.88 trillion versus Nvidia's $4.86 trillion after a 3.5% decline in Nvidia's shares. The shift marks Apple's retur…