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.
Apple rolled out significant price increases across most of its products due to AI-driven RAM and storage constraints, but spared the iPhone, Apple Watch, and AirPods lines from any price hikes. The company may be waitin…
Micron Technology's fiscal third-quarter earnings validate market enthusiasm for AI demand, according to Franklin Templeton Global Investment Strategist Michael Browne, who said any 10% pullback in the stock would be a b…
Nasdaq futures surged 2.24% on June 25 after Micron reported an earnings beat and issued an upbeat outlook, while Qualcomm set a $15 billion data-center revenue target by 2029, boosting chip stocks. Markets await the PCE…
Micron reported record fiscal Q3 2026 revenue of $38.24 billion, up 346% year-over-year, driven by AI demand for memory and NAND. The company raised DRAM prices by low-60s% and NAND prices by mid-80s% sequentially, and s…
Wall Street opened higher on Wednesday after Micron Technology's strong quarterly earnings report boosted other semiconductor stocks. The Nasdaq Composite rose 0.9%, the S&P 500 gained 0.8%, and the Dow Jones increased 0…
Apple is raising prices on Macs and iPads due to soaring memory and storage chip costs driven by AI demand. CEO Tim Cook called the shortage a "hundred-year flood" and said price increases are unavoidable. The Mac mini e…
DRAM prices surged over 60% in 2025 as AI demand overwhelms semiconductor production capacity, with downstream effects rippling into consumer goods and automotive sectors. A coalition of nine U.S. trade associations appe…
Apple raised prices on Macs by up to 20% and iPads by up to 25%, with the entry-level MacBook Neo now costing $699 and the 14-inch MacBook Pro starting at $1,999. The price hikes follow CEO Tim Cook's warning due to a me…
Apple raised the starting price of the M4 Pro Mac Mini by $200 to $1,599, citing rising memory and storage chip costs driven by AI data center demand. The company also increased prices across Mac and iPad lines by 15-25%…
IBM's stock rose after the company unveiled a new AI chip the size of a fingernail, signaling its push into the artificial intelligence market. The chip is designed to enhance AI processing capabilities, positioning IBM …
Micron Technology reported fiscal Q3 2026 revenue of $41.5 billion, far exceeding analyst expectations of $35.7 billion, and forecast Q4 revenue of $49-$51 billion with gross margins around 86%. The AI-driven demand for …
Apple raised iPad and MacBook prices on Thursday, citing soaring memory and storage chip costs driven by AI industry demand. The increase, which does not affect iPhones, pushes the starting price of the Neo laptop from $…
Apple raised Mac mini prices from $599 to $799 and increased iPad Pro and iPad Air prices, citing memory costs driven by AI infrastructure demand. The shift in DRAM supply toward high-bandwidth memory for AI servers is s…
Apple announced significant price increases for its iPad and MacBook lines, citing soaring memory and storage chip costs driven by AI data center construction. The price hikes include the MacBook Air rising from $1,099 t…
The Federal Reserve's preferred inflation gauge rose to a 4.1% annual rate in May, a three-year high, driven by surging gas prices and semiconductor costs. The increase poses political challenges for President Trump ahea…
Andreessen Horowitz (a16z) has invested in Netris, a startup that provides network management software for GPU data centers. The company's solution addresses the complexity of managing multiple networks in AI data center…
The European Union is set to join Pax Silica, a US-led initiative to coordinate AI chip supply chains and export controls against China, despite France's criticism that the pact amounts to colonization and contradicts th…
Render Network experienced negative GPU supply for the first time since 2018, as surging AI workloads and rapid onboarding consumed all available compute capacity. The decentralized platform added 60,000 GPUs in six mont…
A firm that helps Nvidia, TSMC, and Intel bring AI ideas to market is highlighted as a breakout watch, indicating its role in commercializing AI innovations for major chipmakers.
Sail Research, a startup founded by former Apple engineer Neil Movva, launched from stealth with $80 million in seed and Series A funding at a $450 million valuation. The company is building an AI infrastructure platform…