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.
Chinese semiconductor equipment makers like Naura Technology are capitalizing on a domestic capacity-building cycle and Western export bottlenecks, driving a shift to local suppliers for memory production. This trend, fu…
Tech giants including Amazon, Google, and Microsoft have taken on $350 billion in debt to expand AI data centers, aiming to dominate the next wave of AI infrastructure. The massive investment raises concerns about long-t…
Chinese tech firm DeepSeek is developing its own AI chip, a strategic move to reduce reliance on Western technology amid geopolitical tensions and tech embargoes. The effort signals China's push for technological indepen…
SK hynix raised approximately $26.5 billion in its Nasdaq debut, the largest capital raising by a foreign company in the U.S. market, with ADRs priced at a premium to its Seoul shares. The milestone signals global invest…
Chinese AI startup DeepSeek is developing its own artificial intelligence chip, according to sources, as it seeks to reduce reliance on foreign suppliers amid US export restrictions.
Samsung Electronics, SK hynix, and Micron Technology are racing to expand production capacity as AI infrastructure demand outstrips supply, with combined industry investment expected to reach about 200 trillion won ($129…
Memory chip prices have surged fivefold in Shenzhen's Huaqiangbei electronics hub due to the global AI boom, forcing computer vendors to raise prices and deterring buyers. Traders expect further price increases in the co…
Enterprise AI demand remains 'almost unlimited' as companies shift from experimentation to 'valuemaxxing' — prioritizing measurable returns on AI investments, according to executives at major tech firms. The trend signal…
Samsung Electronics is accelerating the opening of its first fabrication plant at the Yongin Semiconductor Cluster to 2029, pulling the timeline forward from 2030 or later, as surging demand for AI chips reshapes global …
A stock market frenzy in Korea is driven by semiconductor firms tied to global AI investment, but new concerns about energy supply for AI training and inference could delay adoption. McKinsey projects worldwide data cent…
SK hynix raised $26.5 billion in its US IPO, the largest ever by a foreign company, but analysts are divided on the sustainability of the AI memory boom. The South Korean chipmaker will use the funds to expand production…
Nvidia is developing its proprietary CMX platform to improve AI inference economics by offloading KV cache to SSDs via BlueField DPUs, while the open CXL standard offers a vendor-agnostic alternative. The battle between …
The AI market is bifurcating into expensive frontier models and cheap 'good enough' models, with Grok 4.5's aggressive pricing signaling a margin collapse. Hardware suppliers like semiconductor companies and datacenters …
SK Hynix surged 13% in its Nasdaq debut on Thursday, raising $26.5 billion in the largest US IPO by a foreign company. The South Korean chipmaker, a dominant supplier of high-bandwidth memory for Nvidia's AI accelerators…
Vertiv Holdings and Bloom Energy reported strong quarterly results, with Vertiv's revenue up 30% to $2.65 billion and Bloom's revenue surging 130% to $751 million, as AI infrastructure spending shifts from chips to power…
Neoclouds CoreWeave and Nebius have secured massive hyperscaler commitments totaling over $145 billion, but their growth is funded by circular financing involving Nvidia equity and GPU-backed debt, raising concerns about…
Inflationary pressures persist from multiple sources including a 'Godzilla' El Niño disrupting agricultural commodities, the AI boom driving up chip demand and prices, Trump tariffs still being passed through to consumer…
Micron Technology reported fiscal Q3 2026 revenue of $41.5 billion, a 346% increase year-over-year, driven by surging demand for AI memory chips. The company's record profitability highlights a growing competition for ha…
Chip stocks experienced a volatile but strong week, with Meta leading portfolio gains, while rising oil prices kept Wall Street on edge.
Nvidia CEO Jensen Huang recounted his journey from a childhood fleeing a coup in Thailand to building the world's most valuable chip company, during an interview with Condoleezza Rice. Huang described arriving in the U.S…