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.
Bloomberg reports that the largest cloud and hyperscale companies have pushed their total future data-center lease commitments above $850 billion, driven by new deals from Meta and Microsoft. Meta added roughly $79 billi…
OpenAI and Broadcom co-developed Jalapeño, a custom AI inference chip designed to replace general-purpose GPUs for large language model serving. The chip, built in nine months, targets memory and networking bottlenecks i…
Wall Street indexes rose on Wednesday, with the Dow Jones leading gains as semiconductor stocks struggled. Investors are recalibrating expectations for tech earnings, viewing the recent selloff as a healthy correction, a…
OpenAI unveiled 'Jalapeño,' its first custom AI accelerator chip built with Broadcom, optimized for inference workloads. The chip, fabricated by TSMC, aims to reduce reliance on Nvidia's GPUs and lower inference costs as…
OpenAI and Broadcom unveiled Jalapeno, an ASIC accelerator for LLM inference, on June 24, 2026. The chip, co-developed in nine months, is claimed to deliver substantially better performance per watt than current state-of…
Micron Technology reports fiscal Q3 2026 earnings today, with analysts projecting revenue of $34.5-$35.5 billion, driven by surging demand for AI memory chips like HBM. Tokenized MU shares on Solana enable 24/7 trading, …
Meta and Microsoft are leading a surge in data-center lease commitments among big tech firms, pushing total future obligations past $850 billion. Meta added $79 billion in the first quarter to reach $182.9 billion, while…
Nvidia's stock is trading at a discount to the broader semiconductor sector, with forward price-to-earnings multiples of 22-25x, according to OptionsPlay chief strategist Tony Zhang. Zhang sees this as a potential buying…
Countries are racing to secure chips, data centers, and energy for sovereign AI capacity, with the US-led Pax Silica Initiative expanding to 24 nations to strengthen supply chains for critical minerals, semiconductor man…
Credo Technology Group shares fell on June 23 as investors worried that Co-Packaged Optics could replace its copper-based Active Electrical Cables in AI data centers. The company tripled fiscal 2026 revenue to $1.34 bill…
Brown Capital Management added Credo Technology Group to its Small Company Fund, citing the company's role in AI infrastructure. Credo reported Q3 FY2026 revenue of $407 million, up 51.9% quarter-over-quarter, driven by …
OpenAI unveiled its Jalapeño Intelligence Platform, a custom AI accelerator built with Broadcom, achieving tape-out in nine months. The chip, already running GPT-5.3-Codex-Spark in the lab, uses Broadcom Tomahawk network…
OpenAI unveiled its first custom inference processor, Jalapeño, designed with Broadcom to reduce reliance on Nvidia GPUs. The chip offers better performance-per-watt for AI inference, aiming to lower costs for real-time …
Cerebras nearly doubled its first-quarter revenue to $193.4 million and guided 2026 sales above Wall Street estimates, but its stock fell about 10% after warning that core gross margins would drop sharply due to a shorta…
The Trump administration's revenue-sharing deals with Nvidia and AMD, requiring 15% of China chip sales to be paid to the government, have yielded zero payments nearly a year later due to a lack of formal regulations and…
Valve revealed that DRAM makers now dictate monthly prices and allocations, with no room for negotiation, threatening to cut off supply permanently if terms are refused. The imbalance stems from AI infrastructure demand …
OpenAI unveiled its first custom AI inference chip, Jalapeño, designed with Broadcom to power large language models like ChatGPT. The ASIC matches Nvidia's Blackwell and Google's TPU performance, reducing reliance on sca…
Qualcomm announced an agreement to acquire AI infrastructure company Modular Inc. for about $3.9 billion, aiming to strengthen its AI software capabilities with Modular's open, AI-native platform that runs across diverse…
Big Tech companies including the Magnificent Seven, Broadcom, and Oracle have lost roughly $2.7 trillion in market value this month as investors question whether massive AI infrastructure spending can be justified. Alpha…
OpenAI unveiled Jalapeño, its first custom AI chip designed with Broadcom for inference workloads, aiming to reduce dependence on Nvidia. The chip, built in nine months with AI-assisted design, will power OpenAI's models…