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.
AI chips now account for roughly one-third of Taiwan Semiconductor Manufacturing Co.'s (TSMC) total revenue, CEO CC Wei said during an earnings call, as the foundry announced an additional $100 billion investment to expa…
PicoJool CEO Al Yuen argues that GaAs VCSELs at 200G/lane are the pragmatic choice for scaling optical interconnects, citing unconstrained supply versus indium phosphide and a roadmap to 12.8T via 8×200, 16×100, and 32×5…
OpenAI Head of Compute Infrastructure Sachin Katti predicts artificial intelligence will soon design the chips and systems it needs to run, as the company pushes into custom silicon to reduce reliance on Nvidia GPUs. Ope…
ASML raised its full-year 2026 net sales guidance to €43B-€45B on July 15, the second upward revision this year, as AI chip demand accelerates. The Dutch semiconductor equipment maker reported Q2 2026 net sales of €9.3B,…
Nvidia Corp. networking chief Gilad Shainer argues that in the era of agentic AI, the network has become a first-class participant in computation, transforming AI infrastructure from a server farm into an AI factory. The…
Beijing denounced US chip curbs as a threat to global supply chains after three China-focused export control bills—the AI Overwatch Act, the Match Act, and the Chip Security Act—were incorporated into the National Defenc…
Warren Buffett revealed he was behind Berkshire Hathaway's $31 billion investment in Alphabet, saying the AI race has forced Google and its hyperscaler rivals into a capital-intensive spending game they 'don't want to pl…
Meta is reportedly launching Meta Compute, a cloud service offering hosted Llama model APIs and raw GPU rental, directly competing with AWS, Azure, and Google Cloud. Bloomberg reported the plans on July 1, 2026, causing …
A new analysis from theCUBE Research argues that enterprise AI infrastructure can no longer be evaluated primarily by GPU count or speed, as networking, compute, storage and software must operate as one coordinated syste…
Mizuho Securities analyst Daniel O'Regan named Micron Technology the third most important stock globally behind Nvidia and Alphabet, citing AI-driven demand that has sold out all of Micron's 2026 high-bandwidth memory pr…
A new report reveals that 107 enterprises are racing to invest in AI infrastructure, but 83% report GPU utilization at 50% or less and fewer than half can track compute costs. Only 21% run AI in production at scale, yet …
Alphabet, Microsoft, Amazon, and Meta are guiding for between $635 billion and $665 billion in combined 2026 capital expenditure, with some estimates reaching $725 billion, as earnings reports begin this week. Amazon lea…
A VentureBeat Pulse Research survey of 107 enterprises found that AI infrastructure spending is accelerating faster than organizations can measure its costs, with 83% reporting GPU utilization of 50% or less and fewer th…
Huawei is building its own DRAM fabrication plants, likely through a joint venture with SwaySure (SWX), according to analysts and media reports. The move aims to address a global DRAM shortage driven by AI demand and to …
Japan's newly created Noetra Corp. will deploy 27,500 Nvidia Rubin GPUs and 13,750 Vera CPUs to build a national AI infrastructure for robotics and physical AI, backed by an initial government subsidy of roughly ¥387.3 b…
Japan announced on July 16 the construction of the world's first national AI factory, built by a consortium of SoftBank, Sony, Honda, and NEC under Noetra Corp., powered by 27,500 Nvidia Rubin GPUs and 13,750 Vera CPUs, …
Intel and Google Cloud expanded their strategic collaboration on July 16, 2026, with Intel deploying Google Cloud's Gemini Enterprise across its operations for agentic coding assistance and engineering automation. The pa…
Latch, a lightweight hybrid post-quantum proxy server, secures legacy TCP traffic against interception and future quantum cryptanalysis using X25519 and ML-KEM-768 key exchange, with features including session resumption…
Apollo Global Management co-president Marc Rowan warns that a multi-layered compute shortage is reshaping corporate strategy and market leadership, with constraints emerging simultaneously across GPUs, memory, TSMC capac…
Goldman Sachs led a $100 million Series D round for Spectro Cloud, a Santa Clara startup whose PaletteAI software manages GPU clusters across different chip vendors and clouds, bringing total funding to $260 million. The…