AI Chips news and analysis on Web Pulse: 6229 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Billionaire Mark Cuban advised the AI industry to improve public relations over data centers, but his comments sparked backlash as data centers faced a brutal week with political losses, local government restrictions, an…
Most U.S. benchmarks rose on Friday, but AI-related stocks dragged Wall Street toward a weekly loss. The S&P 500 recovered to a 0.5% gain, the Dow Jones Industrial Average rose 194 points, and the Nasdaq was about 0.5% h…
The S&P 500 and Nasdaq are on track for weekly losses as a broad semiconductor selloff, led by Nvidia, AMD, and Micron, drags major indices lower. The PHLX Semiconductor Index's weakness has pulled down the broader marke…
Apple and Microsoft announced significant price hikes on popular consumer electronics, including iPads, MacBooks, and Xbox consoles, blaming an AI-fueled shortage of memory and storage components. The increases, ranging …
DeVere Group CEO Nigel Green predicted the 'Magnificent Seven' tech stocks will shrink to three within five years, as rising AI-related input costs split the group into infrastructure owners and AI consumers. Green cited…
Advanced Micro Devices (AMD) is considering its first stock split in over 25 years as shares near $520, driven by surging demand for AI infrastructure. CFO Jean Hu reportedly indicated a split could be considered if shar…
The AI boom may be entering its final stages as stock volatility surges and companies rush to raise cash, with analysts at Capital Economics warning of an equity bubble close to bursting. The Nasdaq heads for its worst w…
Onsemi acquires Synaptics in a $7 billion all-stock deal, offering a 19% premium. The merger combines Onsemi's power-management and sensing chips with Synaptics' edge AI and connectivity solutions to target intelligent s…
Supermicro unveiled a Data Center Building Block Solutions Blueprint for the NVIDIA Vera Rubin NVL4 platform at ISC 2026, supporting up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks. The pre-…
ON Semiconductor announced an all-stock acquisition of Synaptics for about $7 billion, expanding its push into physical AI. The deal adds $30 billion to ON Semiconductor's addressable market, but its stock fell 20% after…
Apple will skip high-end M6 Pro and Max chips, leapfrogging to an AI-focused M7 line in 2027 to prioritize on-device AI processing. The base M6 chip, arriving as early as 2025 for entry-level Macs, offers improved memory…
Onsemi agreed to buy Synaptics in an all-stock deal worth about $7 billion, betting that the next wave of artificial intelligence will run in cars, factories, and robots rather than in cloud data centers. The acquisition…
Valve launched the Steam Machine at over $1,000, a price driven by soaring component costs and supply constraints, while Microsoft and Sony face even greater pressure as their next-generation consoles approach. Valve's n…
Arcium, a Solana-based confidential computing network, unveiled Blackthorn, an infrastructure layer that encrypts data on standard Nvidia GPUs using multi-party computation. The software-only upgrade expands the confiden…
Singapore's Kuok Group plans a €5.3 billion hyperscale data center campus near Milan, Italy, delivering 300 MW of capacity as part of a broader European AI infrastructure buildout. The project, disclosed by Italian Indus…
Onsemi acquires Synaptics in a $7 billion all-stock deal to expand into edge AI computing and wireless connectivity, positioning itself for the physical AI market. The acquisition combines Synaptics' human-machine interf…
Micron's chief business officer Sumit Sadana told the Wall Street Journal that aggressive pricing demands from certain customers during the 2022-2023 DRAM downturn suppressed investment, contributing to the current memor…
Apple raised iPad and Mac prices by about 20% due to soaring RAM costs driven by AI data center demand, with further increases possible for iPhones. The global RAM shortage, dubbed "RAMageddon," has also forced Microsoft…