AI Chips news and analysis on Web Pulse: 7061 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Shanghai-based semiconductor start-up Dongfang Suanxin has unveiled an aggressive road map to challenge Nvidia's dominance in AI chips, centered on its DF1000 processor built on a 14-nanometre process that delivers 520 t…
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help prevent a speculativ…
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by unprecedented demand…
Even Nvidia's head of automotive, Xinzhou Wu, must compete internally for compute resources against the company's booming AI business, he said on The Verge's Decoder podcast. Wu described the challenge of securing capaci…
Intel's five billion-euro investment in its Co Kildare campus is not an 'outlier' in the tech industry, Taoiseach Micheál Martin said at the chip maker's Leixlip facility. The investment, driven by global AI demand, will…
Infrastructure strategy has shifted from optimizing known variables to making decisions amid relentless uncertainty, driven by rising AI demands and volatile cloud pricing. Companies face massive cost implications as GPU…
A VentureBeat Research survey of 573 technical leaders at companies with 100+ employees found that 86% of enterprises operating their own GPUs run those chips at 50% utilization or less, revealing a widespread management…
Intel is spending €5 billion ($5.7 billion) to retool its Leixlip campus in County Kildare, Ireland, for AI chip production, upgrading the site to manufacture Xeon 6 and next-generation Xeon processors on its Intel 3 pro…
Chinese semiconductor start-up Dongfang Suanxin (Shanghai Oriental Computing Technology) has unveiled an aggressive AI chip road map to challenge Nvidia, announcing its flagship DF1000 14-nanometre AI processor deliverin…
Citizens Financial Group raised its price target for Alphabet to $515 from $385, reiterating a Market Outperform rating, driven by the company's early-stage AI infrastructure growth and strong position in Tensor Processi…
Google Cloud, Amazon Web Services, Alibaba Cloud, Microsoft, Oracle, and Huawei Cloud were named Leaders in Gartner's first-ever Magic Quadrant for cloud AI infrastructure, with Google Cloud ranking highest due to its cu…
Amazon is selling the overclocked ASUS ROG Astral RTX 5090 White OC graphics card at a 5% discount, bringing its price to $4,199.99, its 30-day low. The GPU features 32GB GDDR7 VRAM and a 512-bit memory interface, target…
Sandisk stock rose after a leaked memo revealed a multi-year flash supply agreement with Meta Platforms, marking the first known long-term agreement (LTA) in the NAND area. The deal supports Meta's AI infrastructure buil…
Meta committed an additional $40 billion to its Hyperion campus in Richland Parish, Louisiana, bringing total investment to $50 billion for a 5GW compute facility. Louisiana's aggregate AI infrastructure commitments now …
Intel announced a €5 billion ($5.7 billion) investment at its Leixlip campus in Ireland to expand manufacturing capacity for AI and high-performance computing chips, including Intel Xeon 6 and next-gen Xeon processors bu…
Tech stocks fell Monday amid a broader market downturn driven by renewed US-Iran hostilities and investor scrutiny over AI spending profitability. Meta alleviated some concerns by announcing new revenue streams including…
Taiwan Semiconductor Manufacturing Company (TSMC) reported a nearly 36% revenue increase in the first half of 2026, reaching 2.4 trillion new Taiwan dollars ($75 billion), driven by strong demand for AI chips. The compan…
Huawei is reportedly building a 12-inch DRAM wafer plant in Shenzhen, China, with a projected capacity of 140,000 wafers per month, in partnership with local memory chipmaker Swaysure and with support from the Chinese go…
SK Hynix stock sank 15% in Asia on Monday, leading a broad decline in chip stocks as investors took profits amid concerns of an overstretched AI trade and a report that the company's operating profit for the current quar…
Intel Corp. is investing €5 billion ($5.7 billion) to expand its Leixlip campus in Ireland, aiming to boost production of data center processors and advance its foundry business as it competes in the AI chip race. The in…