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.
Qualcomm announced Meta as its first major Big Tech customer for data center CPUs, signing a multi-generation strategic agreement centered on the Dragonfly C1000 chip designed for agentic AI workloads. The deal supports …
AI data centers in 2026 require 100–750 MW per site, driven by inference workloads and high-density GPU clusters like NVIDIA Blackwell. Gartner estimates global data center electricity demand will exceed 1,000 TWh by 202…
Qualcomm announced a target to grow data center revenue from $0.3 billion in fiscal 2026 to over $15 billion by fiscal 2029, driven by a multi-generation agreement with Meta and custom silicon deals with hyperscalers. Th…
Micron Technology reported record third-quarter earnings, with revenue quadrupling to $41.45 billion and profit surging to $28.2 billion, driven by AI-fueled demand for memory chips. The company's shares rose over 13% af…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, crushing Wall Street estimates by nearly $6 billion, driven by AI-fueled demand for memory chips. Adjusted EPS of $25.11 also beat expectations, and sh…
Taiwan-based chip firm ASE is expanding its operations to meet growing demand from the artificial intelligence boom, according to a report. The company is investing in new facilities and capacity to support AI-related ch…
SambaNova Systems, an AI chip startup, plans to raise $1 billion at a $10 billion valuation, a fivefold increase from its valuation four months ago. The surge reflects renewed investor interest in specialized inference h…
Micron Technology reported fiscal third-quarter revenue of nearly $42bn, quadrupling year-over-year, driven by surging demand for high-bandwidth memory used in AI accelerators. Gross margins exceeded 81 percent, and the …
OpenAI unveiled its first-generation AI chip, Jalapeño, developed with Broadcom, designed to improve LLM inference efficiency and reduce reliance on Nvidia. The chip is part of OpenAI's broader strategy to control the fu…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and adjusted EPS of $25.11, crushing Wall Street estimates by 16% and 22% respectively, driven by insatiable demand for high-bandwidth memory used in Nv…
Micron Technology forecasted fiscal year 2026 revenue exceeding $50 billion, topping analyst estimates, as its high-bandwidth memory production is sold out through 2026 amid an AI-driven memory shortage. The company repo…
OpenAI and Broadcom unveiled Jalapeño, their first jointly-made AI chip designed to run large language models, claiming performance per watt substantially better than current state-of-the-art. The chip was co-developed i…
Micron shares surged nearly 8% in after-hours trading after the memory chipmaker reported record quarterly revenue of $41.46 billion, beating Wall Street expectations of $35.9 billion. The company also issued stronger-th…
Meta CEO Mark Zuckerberg confirmed a multi-generation processor deal with Qualcomm, securing custom Snapdragon silicon for Meta's extended reality hardware and AI workloads. The agreement extends across multiple hardware…
Micron Technology reported fiscal Q3 earnings that crushed expectations, with earnings per share of $25.11 versus $20.47 expected and revenue of $41.46 billion versus $34.7 billion expected. The stock rose over 8% in aft…
US investment-grade bond issuance hit a June record of $175 billion, driven by Nvidia and SpaceX's $25 billion bond sales each, as technology companies borrow heavily to fund AI infrastructure. The surge surpassed Wall S…
OpenAI and Broadcom unveiled Jalapeno, OpenAI's first custom AI chip, designed for inference tasks in ChatGPT and other services. The ASIC chip, developed in nine months, aims to reduce costs and improve efficiency compa…
Qualcomm acquired Modular to challenge NVIDIA's AI dominance, unveiling a five-year plan to expand into data centers with Dragonfly AI accelerators and CPUs. The acquisition provides an alternative to NVIDIA's CUDA frame…
Qualcomm announced Meta as the first named customer for its Dragonfly C1000 data centre chip, set for 2028, and confirmed a $3.9 billion acquisition of AI software startup Modular. The moves signal Qualcomm's push into A…
Qualcomm announced new data center solutions at its Investor Day, including the Dragonfly C1000 CPU, HBC, and Dragonfly AI300 inference accelerator, targeting AI inference workloads. The company aims to leverage its low-…