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.
Wallet in Telegram launched tokenized exposure to SK Hynix's Nasdaq listing through xStocks, allowing eligible users to buy tokenized shares of the AI chip maker. SK Hynix raised $26.5 billion in the largest U.S. IPO by …
Meta is transitioning from an ad-driven giant to a vertically integrated AI hyperscaler with its custom 'Iris' AI chip scheduled for production in September 2026 and the launch of 'Meta Compute,' a new cloud unit selling…
SK Hynix raised $26.5 billion in its U.S. listing on the Nasdaq, the largest ever by a foreign firm, to expand capacity for AI data center demand. The company's ADRs priced at $149 and rose to over $173, as memory prices…
Altera, the programmable chip maker spun out of Intel, is growing roughly 20% annually and more than doubling operating income as it prepares for an eventual public listing, CEO Raghib Hussain said. The company is positi…
The Federal Reserve warns that AI-driven demand for DRAM and NAND memory chips is pushing up core PCE inflation by 30 basis points, with May 2026 core PCE at 3.4% and headline PCE at 4.1%. Apple has raised prices on MacB…
Citi reiterated a Buy rating on Nvidia with a $300 price target after speaking with the company's investor relations team, confirming its AI product roadmap remains on track amid rumors of delays. Nvidia also plans a $20…
The U.S. Department of Commerce has relaxed export restrictions for the United Arab Emirates, allowing Apple and seven other U.S. companies to bring advanced-computing chips, servers, and controlled technology into the U…
SK Hynix CEO Kwak Noh-Jung warned that global memory chip shortages will persist beyond 2030, with supply trailing demand by over 20%, driven by surging AI workloads and high-bandwidth memory demand. The company plans to…
Cerebras Systems CEO Andrew Feldman revealed a $25 billion backlog of orders, anchored by a $20 billion deal with OpenAI, as the AI chipmaker struggles to meet demand due to supply chain constraints. The company went pub…
CoreWeave CEO Michael Intrator sold nearly 370,000 shares for $31 million, bringing total insider sales since the March 2025 IPO to over $2.3 billion. The GPU cloud provider reported $2.08 billion in Q1 2026 revenue, up …
SK Hynix, a major supplier of memory chips to Nvidia, debuted on Wall Street with a $26.5 billion IPO, surpassing Alibaba's record as the largest foreign company listing. The South Korean chipmaker, which briefly overtoo…
SK Hynix raised $26.5 billion in the largest foreign IPO in US history, with shares opening 14% above the offer price. The South Korean memory chip maker, a key supplier to Nvidia, plans to use the funds for new fabs and…
The AI industry is facing a shift from computation to memory as the fundamental primitive for intelligent systems, according to Andrej Karpathy. Just as GPUs replaced CPUs as the dominant compute architecture for deep le…
Solidigm and MinIO have developed a new memory tier that uses ultra-dense solid-state drives to offload key-value cache blocks from GPU high-bandwidth memory, addressing the AI memory wall in large language model inferen…
Mini PCs with unified memory architectures, such as those using AMD's Strix Halo chip, can run 70-billion-parameter language models that exceed the VRAM capacity of discrete GPUs like the RTX 5090, but at significantly l…
NVIDIA is introducing a revenue-sharing and credit-support model for specialized AI cloud providers, financing GPU deployments to bypass hyperscaler custom silicon and secure distribution for inference workloads. The str…
ASUS gave a tour of its thermal testing lab in Taiwan, where it tests AI servers in environmental chambers that simulate years of thermal stress in compressed timeframes. The lab includes a walk-in chamber for full-rack …
The U.S. Department of Commerce loosened export controls on the United Arab Emirates, making it easier to export military items, AI chips, and commercial satellites. The UAE government and approved companies, including G…
Investors are selling off long-dated bonds tied to AI infrastructure as Big Tech's $159 billion borrowing binge in 2025-2026 tests market appetite. The selloff reflects growing selectivity about duration risk, with conce…
Japan-backed Rapidus aims to mass-produce 2 nm chips by 2027 at lower prices than TSMC, but TSMC's dominant market share, customer relationships, and manufacturing scale make it difficult for challengers to gain ground. …