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.
Qualcomm CEO Cristiano Amon unveiled a five-year plan to challenge Nvidia's dominance in AI chips for data centers, projecting over $15 billion in annual AI component sales by fiscal 2029. The company also announced the …
Vice Foreign Minister Kim Jina attended the Pax Silica Summit in Washington, where partner nations discussed cooperation in artificial intelligence and semiconductor supply chains. Kim introduced Korea's semiconductor st…
Apple is skipping the M6 Pro and Max chips to focus on developing M7 chips, which will be AI-powered, according to a report. The move signals Apple's increased investment in artificial intelligence for its custom silicon…
Micron CEO Sanjay Mehrotra predicts the DRAM shortage will persist until at least 2028, with supply unable to catch up with AI-driven demand, despite new fab investments. The crisis is expected to keep memory prices elev…
A rapid sell-off in AI chip stocks this week exposed a roughly $270 billion speculation machine made up of leveraged positions, newly launched funds, and concentrated retail exposure, according to Bloomberg. The unwind, …
Alice & Bob, a Paris-based quantum computing company, published a computer architecture blueprint proposing decoupled AI topologies to resolve microsecond-level control loop latency constraints for superconducting cat qu…
Apple is lobbying the Trump administration for approval to purchase DRAM chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) amid a global memory shortage and rising prices. The move pits supply chain pra…
At Computex 2026, Wiwynn and TE Connectivity showcased a liquid-cooled 800V DC busbar solution for next-generation AI accelerators, addressing the industry's shift to higher power density in data centers. The demo featur…
Micron Technology reported record Q3 2026 revenue of $41.5 billion, driven by demand for high-bandwidth memory used in AI systems, and sold its entire 2026 HBM production under long-term contracts. The company aims to st…
Nvidia and Broadcom both offer AI exposure and dividends, with Barchart data helping investors pick the best stock to buy now. The article compares the two companies' AI-related opportunities and dividend yields to guide…
Apple and Microsoft have raised prices on laptops, tablets, and gaming consoles as global memory chip costs surge, driven by hyperscalers like Alphabet, Amazon, and Meta buying large shares of memory capacity for AI data…
Amazon Web Services will raise prices on its Nvidia-powered GPU cloud instances by 20% starting July 1, marking the second price hike in 2026 as demand for AI training infrastructure outpaces supply. The flagship P6-B300…
Broadcom has become OpenAI's preferred provider for AI inference chips, a development that could significantly boost Broadcom's stock (AVGO). The partnership positions Broadcom as a key player in the AI infrastructure ma…
Retail investors poured a record $22.5 billion into US-listed semiconductor ETFs in the first half of 2026, with inflows surging 1,200% in a single month as AI demand accelerated. The iShares Semiconductor ETF (SOXX) ros…
OpenAI, Google, Apple, and SpaceX are developing custom AI chips to reduce reliance on Nvidia, aiming for better performance and supply chain control. OpenAI's Jalapeño chip, built with Broadcom, exemplifies this trend a…
Apple's upcoming touchscreen MacBook Pro will launch with M5 Pro and M5 Max chips instead of the previously expected M6 series, according to Bloomberg's Mark Gurman. The 14-inch and 16-inch laptops will feature OLED disp…
Nvidia is leading a transition to 800-volt direct current (800 VDC) power architecture for AI data centers, aiming to reduce energy waste and copper usage. The shift could reshape the energy supply chain and benefit infr…
SpaceX announced Starmind, a project to deploy up to 1 million AI-processing satellites in low Earth orbit, creating a distributed space-based data center. The network, confirmed by Elon Musk on June 23, 2026, will use s…
Elon Musk agreed with Tim Cook that the memory chip shortage is unprecedented, calling it the biggest price jump he has ever seen. The AI boom has strained memory chip production, leading to skyrocketing costs and price …
Amazon Web Services raised prices for EC2 Capacity Blocks for ML by roughly 20% starting in July, following a 15% increase in January, citing supply and demand dynamics. The hikes reflect memory chip shortages and strong…