AI Chips news and analysis on Web Pulse: 6227 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Cerebras, an AI chip startup that bet against GPUs by designing a wafer-scale processor, went public in May 2026 at a $56 billion valuation, the largest US tech IPO since Uber. The company's confidential Series A deck fr…
Micron, the Boise-based memory chip maker, has seen its market cap surge to nearly $1.27 trillion, briefly surpassing Meta and Tesla, as Wall Street bets on sustained AI-driven demand for its memory chips. The company's …
Firmus Technologies struck a strategic partnership with Nvidia to deploy 170,000 Nvidia GPUs in Batam, Indonesia, turning the Australian AI infrastructure builder into a reseller of Nvidia-powered cloud capacity. The dea…
Australian AI infrastructure startup Firmus Technologies partnered with Nvidia to build its first data center in Indonesia, expanding its Asia-Pacific footprint. The company, which pivoted from crypto mining to AI, has r…
Apple is reportedly working on an M7 Ultra Mac Studio for 2028, according to Bloomberg's Mark Gurman, while an M5-based Mac Studio refresh is still on track for later this year. The current Mac Studio, released in early …
Micron Technology reported fiscal Q3 2026 earnings with $41.46 billion in revenue and $28.24 billion in net income, achieving an 84.9% gross margin that surpasses Nvidia and Meta. The memory chipmaker's profitability sur…
Firmus Technologies, an Australian company that pivoted from Bitcoin mining to AI infrastructure, has joined Nvidia's DGX Cloud Lepton marketplace as a Cloud Partner, deploying tens of thousands of Nvidia GPUs across the…
Qualcomm acquired AI startup Modular for $3.9 billion on June 24, 2026, to challenge NVIDIA's CUDA software dominance with Modular's Mojo programming language and MAX inference engine, which enable AI developers to write…
A new 'MANIA' trade comprising five AI hardware stocks is emerging as a replacement for the Magnificent 7, with two leveraged ETFs offering hedged exposure to the hot tickers.
Consumer electronics prices are rising across the board, with AI industry demand for components and resources driving up costs. Smartphones have largely been spared so far, but analysts say that trend is unsustainable as…
Wall Street analysts say the AI-driven stock market rally is not a bubble about to pop, despite surging costs and lofty valuations. Micron's blockbuster earnings reassured investors that AI spending remains on track, but…
Emerging market ETFs are increasingly tied to the AI chip trade as South Korea and Taiwan funds surpass China-focused funds in assets, pulling investors into the same global semiconductor cycle driving US tech. The shift…
Samsung Electronics may consider an American depositary receipt (ADR) listing to attract U.S. investors and boost its valuation, following rivals like TSMC and SK hynix in the AI memory chip race. Analysts say an ADR cou…
Apple raised prices on Macs, iPads, Vision Pro, HomePods, and Apple TV by 15% to over 30%, blaming surging memory costs driven by AI data center demand. The price hikes follow similar moves by Microsoft, Motorola, and Sa…
Y Combinator's 2026 AI investment trends reveal a shift toward applied AI startups in healthcare, defense, and enterprise automation, with a focus on reducing reliance on large language models. The analysis shows increas…
Microsoft's Fairwater AI data center in Mount Pleasant, Wisconsin, is now operational, featuring an 800-gigabit-per-second Ethernet fabric across a multi-building cluster. The $4.7 billion facility, which Microsoft claim…
Rep. Alexandria Ocasio-Cortez called for Congress to break up Apple amid looming price hikes on MacBooks and iPhones due to a strained chip supply chain, arguing that big tech companies wield unchecked power. She also ur…
Nvidia's global inference datacenter market share has fallen to 1%, as competitors like China's HX-9 Pro chip and open-source models from Zhipu and Sakana AI erode its dominance. A Tier-2 datacenter in Ohio replaced its …
NVIDIA Jetson Orin Nano Super 8GB achieves optimal performance at 25W power mode, delivering 43% more tokens per second than 15W and better energy efficiency than MAXN, according to benchmarks of eight tiny LLMs using ll…
Qualcomm is challenging Nvidia's dominance in China by deploying custom AI chips designed to comply with local regulations, while L'Oréal uses Nvidia's AI to accelerate R&D. Japan's SIer industry faces a predicted declin…