AI Chips news and analysis on Web Pulse: 2707 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Wedbush analyst Dan Ives initiated coverage of SpaceX with an Outperform rating and $190 price target, citing the company's three-way bet on launch, connectivity, and artificial intelligence. Ives highlighted SpaceX's po…
Cargo thieves are stealing millions of dollars worth of supplies from AI data center construction projects, including copper wire and electronics, as demand for AI infrastructure surges. A coordinated theft of two traile…
Big Tech's AI competition is shifting from chatbots to data centres, with companies investing hundreds of billions in computing infrastructure. Google, Meta, Microsoft, and Oracle are racing to build capacity, facing con…
Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The concentration raise…
Console prices are skyrocketing as Sony and Microsoft hike prices on PS5 and Xbox models, driven by a semiconductor squeeze from AI data center demand. OpenAI's deal with Samsung and SK Hynix tripled DRAM prices, leaving…
CoreWeave stock fell nearly 10% to $89 on July 1, 2026, as investors questioned AI spending durability despite the company reporting $2.08 billion in quarterly revenue, a 112% year-over-year increase. The GPU-centric clo…
OXMIQ Labs, founded by former Intel chief GPU architect Raja Koduri, raised $35 million in Series A funding to scale its OxCore architecture, a licensable GPU core designed to run CUDA and PyTorch code without modificati…
Id Software announced 'Doom: The Dark Ages – Revelations,' a downloadable expansion adding 10-12 hours of new content, including a Chain Spear weapon, new enemies, and six levels set in hell. The expansion, releasing Jul…
Sony and Microsoft have raised prices on their PlayStation 5 and Xbox Series X/S consoles, respectively, citing soaring costs for semiconductors and memory driven by AI datacentre demand. The price hikes, which add up to…
The US IPO market posted its biggest quarter ever in Q2 2026, raising $104.8 billion across 48 offerings, led by SpaceX's $75 billion IPO. The quarter saw no crypto or blockchain listings, with AI and aerospace dominatin…
Michael Burry, the investor known for predicting the 2008 housing crisis, revealed new bearish bets against Tesla, Nvidia, Caterpillar, Applied Materials, and the iShares Semiconductor ETF, warning of overvaluation in AI…
Bloom Energy's stock declined despite the company's major expansion in AI infrastructure, as market concerns outweighed the positive news.
Apple and Micron are blaming each other for memory price hikes and shortages amid surging AI demand. Apple CEO Tim Cook says memory suppliers are passing huge price increases, while Micron's Sumit Sadana counters that ag…
AI startup Oxmiq raised $35 million to develop chip architecture and software that combines graphics chips, central processors, and tensor engines into a single design, aiming to lower the cost of building and running AI…
Oxmiq Labs, the GPU startup founded by Raja Koduri, raised $35 million in Series A funding to expand its technology stack into custom data center-scale hardware and software, including bespoke silicon. The company added …
Etched exited stealth on June 30, 2026, revealing a working AI inference chip built on TSMC's N4P process that already runs models like DeepSeek and Llama. The San Jose startup has raised $800 million from investors incl…
PC sales in the U.S. fell 7% in Q1 2025 to 15.8 million units, driven by rising component costs and fading demand for sub-$500 laptops, which saw an 18.7% sales drop. Memory makers prioritizing AI server demand have sque…
Z.ai launched GLM-5.2, the first open-weight model to top the HuggingFace Open LLM Leaderboard and beat proprietary coding products on SWE-bench Verified with a 72.3% score. Trained on Huawei Ascend hardware under Apache…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industry and support health…
Meta is developing a cloud infrastructure business called Meta Compute to rent out unused AI computing power, potentially competing with AWS, CoreWeave, and Lambda. The initiative, still in early stages, could turn idle …