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.
Amazon SageMaker AI now supports NVIDIA Blackwell GPUs with P6-B200 instances, enabling optimized training for large AI models through expanded memory and new precision formats. The integration allows larger batch sizes,…
Apple raised prices across its hardware lineup including iPads, Macs, HomePods, Apple TV, and Vision Pro, citing surging memory and storage costs driven by AI companies stockpiling RAM and SSDs. The increases range from …
Dell Technologies introduced the PowerEdge XE8812 server at ISC 2026, a rack-scale platform built around NVIDIA's Vera Rubin NVL4 architecture that supports up to 144 GPUs per rack with over 300 kW power delivery. The fa…
European stocks climbed on Thursday as the Dow Jones Industrial Average hit a new all-time high, with the FTSE 100 closing up 0.7% amid an improving inflation outlook following a drop in oil prices. Micron Technology sur…
Meta and Qualcomm have signed a multi-year deal to consolidate AI chip infrastructure, concentrating control over the digital public square in fewer hands. Qualcomm's new Dragonfly C1000 CPU will power Meta's servers, wh…
Apple raised Mac and iPad prices by 15–25% on June 25, citing a global memory chip shortage driven by AI datacenters consuming 70% of output. The MacBook Air now starts at $1,299, up $200, with similar increases across t…
Micron Technology reported a blowout quarter with revenue of $41.5 billion and EPS of $25.11, far exceeding Wall Street expectations, and guided next-quarter revenue to $50 billion. The results reversed a global tech sel…
AI infrastructure is entering a new phase focused on rack-scale system composition for agentic AI workflows, where CPUs play critical orchestration roles alongside accelerators. The shift from single-pass inference to mu…
OpenAI announced its custom AI inference chip, Jalapeño, designed for large language model inference at gigawatt scale. The chip, built with Broadcom networking and Celestica system integration, aims to deliver superior …
Micron Technology Inc. shares surged after the company issued a quarterly sales forecast of approximately $50 billion, far exceeding analyst estimates of $43.2 billion, signaling sustained AI-driven growth. The memory ch…
Qualcomm Inc. shares surged after the chipmaker forecast annual sales of more than $15 billion from AI data center components by fiscal 2029, part of a broader $40 billion revenue target for non-handset businesses. The c…
Apple raised prices on all Macs, iPads, home devices and Vision Pro globally due to a memory chip shortage driven by AI data center demand, causing shares to fall up to 5.3%. The company hinted at further price adjustmen…
Apple shares fell 5% on Tuesday, wiping out $215 billion in market capitalization, after CEO Tim Cook acknowledged that rising memory chip costs driven by AI demand will force price increases across Apple's product lineu…
Agility Robotics goes public at $2.5B via SPAC, raising $620M to fund Digit v5 production and a 30+ enterprise customer pipeline. OpenAI and Broadcom unveil the Jalapeño inference chip, reducing Nvidia dependency for LLM…
Cerebras Systems shares plunged up to 20% on June 24 after its first earnings report as a public company revealed a gross margin forecast of 38-41% for 2026, far below Nvidia's mid-70% margins, despite beating Q1 revenue…
IBM Research introduced its 0.7 nm NanoStack platform at the VLSI 2026 symposium, a vertical transistor architecture that doubles transistor density over its 2 nm node by stacking NMOS and PMOS layers sequentially. The b…
The European Union has joined the US-led Pax Silica initiative, a multinational pact to secure AI and semiconductor supply chains, expanding transatlantic tech cooperation. The non-binding agreement covers critical miner…
South Korean chipmaker SK Hynix plans to raise up to $29.4 billion in a U.S. IPO to build chip factories in South Korea, not America, highlighting a reliance on foreign suppliers for AI infrastructure. The offering would…
Micron Technology reported record Q3 FY26 revenue of $41.16 billion, up 74% sequentially and 346% year-over-year, with net income surging 1,400% to $28.2 billion. The memory maker's strong performance, driven by demand f…
Micron Technology shares surged 19% on June 25, 2026, pushing its market capitalization above Meta Platforms for the first time after reporting fiscal Q3 2026 revenue of $41.5 billion, beating estimates, and disclosing $…