AI Chips news and analysis on Web Pulse: 6095 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumped 90% to 95% quarter…
Nvidia Corp. has notified some of its largest customers that prices for servers containing its AI chips will rise by more than 15% in many cases, driven by soaring memory chip costs, Bloomberg News reported on Saturday. …
Nvidia has notified customers and supply chain partners of price increases exceeding 15% on AI-related GPU products, driven by rising high-bandwidth memory costs and surging AI demand. Server GPUs like the H200 and B200 …
Nvidia reported fiscal Q1 2027 data center revenue of $75.2 billion, up 92% year-over-year, accounting for 92% of total revenue of $81.6 billion. CEO Jensen Huang cited agentic AI as a key demand driver, while the compan…
Microsoft announced the arrival of the first production Vera Rubin AI systems at its datacenters, thanking partners at NVIDIA and its Azure hardware and datacenter teams. The milestone highlights that AI infrastructure n…
NVIDIA Corp. trades at $215.17, and 24/7 Wall St. sets a price target of $270.26, implying 25.27% upside, with a buy recommendation at 90% confidence. The company's Q1 FY27 revenue hit $82 billion, up 85% year over year,…
Nvidia is partnering with data center developer Cloverleaf to build AI-native facilities optimized for its H100 and upcoming Blackwell GPUs, addressing power density and liquid cooling needs. The collaboration aims to al…
David Tepper's Appaloosa Management sold its entire 281,250-share SanDisk position in Q2 2026, worth about $179 million, after a 591% year-to-date rally, and redeployed capital into Amazon, Nvidia, Taiwan Semiconductor M…
Broadcom Inc. is in talks with lenders to raise over $60 billion in debt, potentially reaching $100 billion with junior financing, to fund AI chip infrastructure for Anthropic and other major AI companies, according to B…
Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) are identified as the widest monopolistic plays in the semiconductor industry, with Taiwan Semiconductor having the wider economic moat due to its sc…
NVIDIA, Broadcom, and Advanced Micro Devices (AMD) have pulled back over the past week, offering a cleaner entry ahead of their upcoming earnings reports, according to 247 Wall St. NVIDIA closed Thursday at $214.72, down…
Microsoft, Alphabet, and NVIDIA are the three US-listed stocks with the most durable positions in the AI capital cycle, according to 24/7 Wall St.'s monthly buy list. Microsoft's Azure crossed $100 billion in annual reve…
Taiwan's government raised its 2026 GDP growth forecast to 11.05%, the fastest annual pace since 1987, driven by artificial-intelligence infrastructure boosting semiconductor exports and factory investment. The Directora…
Micron CEO Sanjay Mehrotra said artificial intelligence has changed the memory industry's traditional boom-and-bust cycle by creating sustained demand for high-bandwidth memory and other data-center products. Micron expe…
Semiconductor Manufacturing International Corp. (SMIC) raised wafer prices after reporting second-quarter revenue of $3.006 billion, up 20% sequentially and 36.1% year over year, driven by AI-related chip demand that pus…
CCSH Corporation plans a $4.9 billion IPO on the Shanghai STAR Market to fund Yangtze Memory Technologies Corp (YMTC), China's leading memory producer, as part of a state-engineered recapitalization to build a sanctions-…
Chinese AI and semiconductor firms are leading a wave of aggressive equity incentive plans to retain talent amid a fierce domestic headhunting market and the intensifying US-China tech race. AI chipmaker Cambricon Techno…
Chinese smart vehicle makers face rising costs and a 20-30% global shortage of printed circuit boards (PCBs) and multilayer ceramic capacitors (MLCCs), with prices more than tripling over the past year, as AI demand soak…
Samsung Electronics reported its HBM4 memory production yield reached 80% in early August, up from below 60% in February, four months ahead of schedule, according to TrendForce and Korean media. The yield milestone press…
Broadcom Inc.'s credit default swap spread surged to a record 122 basis points after the company announced a massive off-balance-sheet debt structure, potentially reaching $100 billion, to finance custom AI chips for cus…