AI Chips news and analysis on Web Pulse: 7063 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Apple captured 90% of the edge AI smartwatch market in Q1 2026, according to Counterpoint Research, driven by its S9 chip's on-device AI capabilities for health monitoring. The company's dominance in edge AI, which has g…
SK Hynix and Samsung are under pressure to build manufacturing plants in the U.S. as the AI chip market booms, driven by unprecedented demand for AI hardware. This strategic shift aims to reduce U.S. reliance on Asian ma…
SK Hynix and Samsung face pressure to establish U.S. factories amid a surge in AI chip investment, a move that could reshape the semiconductor landscape and reduce U.S. dependency on foreign supply chains.
NVIDIA unveiled a new hardware-friendly design for large language models on October 2023, claiming it can dramatically enhance AI processing speeds by optimizing models for its own GPUs. The approach aims to reduce compu…
Google's upcoming Tensor G6 chip sacrifices CPU and GPU performance to prioritize on-device AI processing, with a new TPU and image signal processor designed to run Google's AI models locally. Critics argue the chip is o…
S&P Global Ratings downgraded Oracle's credit rating to BBB-, one notch above junk, citing extreme customer concentration risk from OpenAI, which accounts for half of Oracle's $638 billion in remaining performance obliga…
SK Hynix CEO Kwak Noh-jung warned that 2027 will be the memory industry's worst-ever year for supply shortages, with tight conditions likely persisting beyond 2030, driven by surging AI demand. The warning aligns with si…
Apple's self-driving car project, Project Titan, did not result in a commercial vehicle but led to the development of the Neural Engine, which debuted in the iPhone X in 2017. The Neural Engine now powers on-device AI pr…
Apple's failed self-driving car program led to the development of the Neural Engine, which became the backbone of its on-device AI processing. The company is now accelerating development of the M7 Ultra chip, expected in…
Apple is reportedly skipping the M6 Pro, M6 Max, and M6 Ultra chips to accelerate the M7 family, which will feature major neural-processing upgrades for AI performance, according to Bloomberg's Mark Gurman. The base M6 c…
AI executives including Pat Gelsinger and Lumentum report demand is nearly unlimited, with energy as the only constraint, but chip and data-center stocks are volatile as the PHLX chip index's 60% year-to-date rally price…
Nvidia has engineered a circular financing loop with GPU cloud providers CoreWeave and Nebius, selling them GPUs, investing billions, and guaranteeing to buy unsold capacity, creating a $35 billion debt structure that de…
Apple announced on June 26 that it will skip the M6 Pro and M6 Max chip variants to fast-track an AI-optimized M7 chip family expected in 2027, while locking in a $30 billion deal with Broadcom for US-made chips through …
Fund managers are raising concerns that Nvidia, Microsoft, and Alphabet's dominance in AI is distorting returns in emerging markets, undermining geographic diversification. The trio's combined $4.4 trillion valuation and…
SK Hynix raised $26.5 billion in its Nasdaq debut, the largest-ever US listing by a foreign company, surpassing Alibaba's record. The South Korean memory chipmaker's shares closed 13% higher on their first trading day, r…
Memory giants SK Hynix, Micron, and Samsung are experiencing record revenue growth driven by AI demand for high-bandwidth memory, but the boom risks a future bust cycle as massive fab investments take years to materializ…
The US spent a record $253 billion on imported semiconductors in 2025, representing 0.9% of GDP, driven by AI infrastructure buildout and raising concerns about technological dependence on Asian fabrication facilities. T…
Memory manufacturers are experiencing extreme boom-bust cycles driven by AI demand, with the current AI boom creating unprecedented volatility in the market.
Elon Musk's xAI launched Grok 4.5, a coding-focused AI model that claims to use 4.2x fewer output tokens than Anthropic's Opus 4.8 on benchmarks, priced at $2 per million input tokens and $6 per million output tokens. Th…
Nvidia CEO Jensen Huang will attend the China International Supply Chain Expo from July 16 to 20, marking the company's debut at the event amid US export restrictions on advanced AI chips. The appearance could signal new…