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.
The European Union and India have formalized a sweeping technology cooperation agreement covering semiconductors, artificial intelligence, 6G telecommunications, and quantum computing under the EU-India Trade and Technol…
Kalshi, a CFTC-regulated prediction market, launched compute forward curves on July 14, allowing traders to bet on future GPU rental prices for Nvidia's B200, H200, and A100 chips. The contracts enable AI companies to he…
Apple has been in talks with bankers and semiconductor startups about potential acquisitions to strengthen its AI server chip capabilities, according to The Information. The company's next-generation server chip, code-na…
Apple is reportedly looking to acquire AI chip companies to reduce its dependence on Nvidia for demanding AI workloads, according to The Information. The company currently relies on Nvidia hardware within Google Cloud fo…
Reflection AI signed an AI compute deal worth more than $1bn with Amsterdam-based cloud provider Nebius, securing access to Nvidia's newest GB300 chips through 2029. The agreement marks Reflection's second major capacity…
ASML raised its annual sales forecast amid growing demand for AI chip equipment, a move Defiance ETFs chief investment officer Sylvia Jablonski called a 'real vote of confidence' for the AI trade.
ASML CEO Christophe Fouquet confirmed the company can ship approximately 65 Low-NA EUV lithography systems in 2026, up from 44 units in 2025, a nearly 50% year-over-year increase driven by AI chip demand. The Dutch semic…
ASML plans to cut the build cycle for its extreme ultraviolet lithography machines from 22 weeks to 15-16 weeks, CFO Roger Dassen said, as AI demand outstrips production capacity. The Dutch company is nearly fully booked…
HSBC strategist Duncan Toms says Wall Street's dialogue has shifted from concerns about an AI bubble to discussions of AI bottlenecks beginning to materialize, following ASML Holding's raised full-year sales guidance.
Barclays strategists warn that Big Tech capital expenditures as a share of sales are expected to hit an all-time peak in Q3 2026, signaling aggressive AI spending is yielding limited impact on revenue and profits. All Ma…
Nvidia's automotive head Xinzhou Wu revealed on The Verge's 'Decoder' podcast that the company's internal teams are competing for scarce GPU allocations as AI data center demand surges, with CEO Jensen Huang occasionally…
The US Commerce Department has granted licenses for ZTE's telecom subsidiary ZTE Kangxun Telecom and server maker Maginfra to purchase Nvidia's H200 AI chips, along with a Kingsoft subsidiary receiving approval for AMD's…
Google Cloud Vice President of Technology and Customer Engineering for APAC Moe Abdula said the company has not faced infrastructure supply constraints amid surging AI demand, citing strong supplier partnerships includin…
ASML posted Q2 revenue of €9.33 billion, beating the €8.80 billion consensus, and raised its full-year 2026 guidance to €43-45 billion — up 16% at the midpoint — on 'extremely strong' AI chip demand from TSMC, Samsung, a…
Power Integrations unveiled two ultra-slim auxiliary power supply reference designs for Nvidia's 800 VDC Kyber architecture at COMPUTEX in Taipei on June 1, using its 1700 V PowiGaN gallium-nitride technology. The design…
New Ideas Industrial Co., Limited, a Shenzhen-based semiconductor distributor founded in 2012, offers full-chain supply chain services for AI computing, high-end storage, industrial UAVs, and new-energy storage, providin…
CoreWeave, the AI cloud infrastructure company listed on NASDAQ as CRWV, is exploring put options on memory-chip stocks to hedge against the risk that DRAM and storage chip prices fall below levels it has contractually g…
UBS raised its price target on NVIDIA to $275 from $245, maintaining a Buy rating, as the investment bank projects sustained demand for AI accelerators and data-center infrastructure. UBS forecasts global semiconductor s…
Nvidia's automotive division head Xinzhou Wu said on The Verge's "Decoder" podcast that internal teams still compete for scarce GPU supply, requiring CEO Jensen Huang to occasionally settle disputes. Wu noted that Nvidia…
Global smartphone shipments fell 11% year over year in Q2, marking the worst second quarter in 13 years, according to Counterpoint Research, as the AI-driven memory shortage continues to hammer the industry. Memory costs…