AI Chips news and analysis on Web Pulse: 6231 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
OpenAI unveiled its custom inference chip Jalapeño, built with Broadcom, to reduce reliance on Nvidia's dominant AI chips. The move follows similar strategies by Google, Apple, and SpaceX to gain more control and perform…
Apple shares fell 6.1% in their worst single-day drop in over a year, wiping out about $270 billion in market value after the company raised prices on MacBook and iPad models due to rising memory and storage costs from a…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han ser en värdeöverförin…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, a 346% year-over-year surge driven by AI memory demand, with non-GAAP EPS of $25.11 beating estimates. The chipmaker guided Q4 revenue to approximately…
Sunrise DeFi, built by Wormhole Labs, launched a tokenized version of the Roundhill Memory ETF ($DRAM) on Solana's Jupiter exchange, enabling DeFi users to trade memory-chip exposure without a brokerage account. The toke…
Apple raised prices up to 25% across Macs and iPads due to soaring memory costs driven by AI infrastructure demand. Analysts warn of further iPhone price hikes and a new normal of higher electronics prices through 2030 a…
A developer with years of experience in AI and machine learning systems argues that infrastructure—GPU clusters, high-speed storage, memory, networking, and specialized servers—is the hidden backbone of the AI revolution…
Goldman Sachs strategist Christian Mueller-Glissmann advises investors to diversify toward hyperscalers like Amazon, Microsoft, Alphabet, Meta, and Oracle and reduce exposure to semiconductor stocks amid AI market volati…
HIVE Digital Technologies trained large language models on older Nvidia A40 GPUs in Paraguay and matched the performance of Nvidia's H100 chips after optimization with Columbia University researchers. The achievement sen…
Malaysian customs seized 72 server units containing advanced AI chips worth $13 million at Kuala Lumpur International Airport on June 5, intercepting a shipment declared as computer components that was bound for re-expor…
Wall Street futures fell Friday as traders locked in profits from AI stock rallies, with the S&P 500 and Nasdaq futures down 0.6% and 1.4% respectively. Asian markets also plunged, led by Japan's Nikkei 225 losing 4.2% a…
Italy is preparing to join the US-led Pax Silica initiative, an alliance designed to secure supply chains for AI, semiconductors, and critical minerals, despite recent diplomatic tensions with Washington over Iran and a …
Microsoft and Apple have raised prices on Xbox consoles, Surface laptops, MacBooks, iPads, and other hardware due to rising memory costs driven by AI demand. The Xbox Series X and S saw price jumps, while Apple increased…
Apple will skip Pro and Max versions of its M6 chip, instead fast-tracking on-device AI processing for the M7 series expected in 2027, according to Bloomberg. The base M6 chip may launch this year, but high-end Macs will…
Stockholmsbörsen visar motståndskraft trots global AI-oro som fick Asienbörser att rasa, med KOSPI-index ned 8 procent och Tokyobörsen ned 4,6 procent. Tre faktorer stöder Stockholmsbörsen: begränsad teknikexponering, lå…
Global tech stocks experienced extreme volatility this week, with AI-related shares swinging sharply amid concerns about high capital expenditure and rising chip costs. Apple's price hike on iPads and MacBooks due to sur…
Apple raised prices on core products by up to 54%, blaming AI-driven chip cost increases. Critics note Apple's $100 billion gross profit and deep supplier relationships, questioning whether the hikes are necessary or opp…
Wall Street triggered a massive selloff in tech stocks after Apple announced price hikes due to rising memory and storage chip costs, with Deutsche Bank warning of a 'memory supply crisis' as AI demand crowds out consume…