AI Chips news and analysis on Web Pulse: 6095 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology Inc. (MU) shares fell 7%, raising questions about whether the AI memory trade has become too expensive. The decline follows a period of strong gains driven by demand for AI-related memory chips.
CoreWeave, Nebius, Lambda, Crusoe, and Groq are ranked as the five largest GPU neoclouds of 2026, with Nebius posting the lowest H100 rate and the only published B300 price, Lambda offering the cheapest B200, Crusoe bein…
Starcloud Inc. raised $250 million at a $2.3 billion valuation to build orbital AI data centers, with investment firm Manhattan West leading the round and Nvidia Corp. and Cisco Investments among the backers. The company…
Anthropic has hired Amir Salek, the engineer who founded and led Google's custom silicon division from 2013 to 2022, including its Tensor Processing Unit line, as part of its move to design its own AI chips, Bloomberg re…
Nvidia announced Friday that it has become a minority investor in Cloverleaf Infrastructure, a company founded in 2024 that develops land and power for data centers, as part of its strategy to ensure adequate capacity fo…
Microsoft has received the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on August 21, 2026, making Microsoft one of the earliest adopters of Nvidia's next-generation AI architecture. The V…
Forbes reports that the Pixel 11 Pro will feature a significant AI performance boost, with Google's Tensor chip focusing on on-device AI capabilities. Honor projects 2026 growth driven by AI integration, while Fairphone …
Anthropic announced on August 5, 2026, the formation of an in-house custom silicon team to design proprietary AI chips, aiming to cut inference costs and reduce dependence on Nvidia, AMD, and Google. The company reported…
Anthropic confirmed on August 5, 2026 that it is assembling an in-house custom silicon team to design AI chips tailored to its Claude models, hiring a veteran from Google's chip organization to lead the effort. The compa…
Amir Salek, former head of Google's custom silicon organization, is joining Anthropic's compute team, according to a report from Crypto Briefing. Salek led Google's TPU development from 2013 to 2022 before moving to Cerb…
Waymo LLC, the autonomous driving unit of Alphabet Inc., revealed details of its in-vehicle compute system, including a new purpose-built 5nm ASIC designed to process raw sensor data for its Waymo Driver. The company sai…
Nvidia CEO Jensen Huang called Marvell Technology the next trillion-dollar company at Computex on June 2, and Marvell's stock surged 25-33% following the endorsement. On July 29, Marvell signed a strategic agreement with…
Dell's Pro Precision 5 16s AMD, featuring the Ryzen AI 9 HX PRO 475 with 12 cores, 24 threads, and a 60 TOPS NPU, starts at $2,118.70 and approximately $5,087 as configured with 64GB RAM and 1TB SSD. The 16-inch workstat…
Broadcom (NASDAQ: AVGO) shares fell 12.88% in the past week to $364.50 despite reporting Q2 FY2026 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue of $10.80 billion, up 143%, and manage…
Nvidia (NVDA) will report fiscal second-quarter results on Wednesday after the market close, headlining a mixed earnings week that also includes Salesforce, Intuit, Heico (HEI), and Box (BOX). The results come amid heigh…
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, while Broadcom Inc. r…
Starcloud, a startup building orbital data centers, raised $250 million at a $2.3 billion valuation, led by Manhattan West with new investors Nvidia and Cisco Investments. The funding brings total capital to $450 million…
AMD reported record revenue of $11.54 billion for Q2 2026, with Data Center revenue of $6.72 billion up 107% year over year, while NVIDIA reported $82 billion in quarterly revenue with Data Center revenue of $75 billion …
Advanced Micro Devices (AMD) shares fell 13.77% over the past month to $469.46 after Elon Musk's SpaceX chose NVIDIA's Vera Rubin platform for its AI infrastructure, reportedly taking 20% of NVIDIA's next-platform capaci…
Micron Technology announced a $10 billion investment to build a new data center in Iowa, continuing its expansion driven by AI demand. The facility underscores Micron's growing role in AI infrastructure, according to Yah…