AI Chips news and analysis on Web Pulse: 7064 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology will invest up to $3 billion in its Manassas, Virginia facility to produce advanced DRAM and high-bandwidth memory chips for AI data centers and crypto mining. The expansion, backed by the CHIPS Act and…
Microsoft opened its Fairwater AI datacenter in Wisconsin, equipped with NVIDIA GB200 GPUs, as part of a $190 billion annual capex spree that has pressured its stock. The facility supports Azure and AI workloads, while c…
Global memory chip sales hit a record $74.6 billion in July 2026, driven by surging AI demand for high-bandwidth memory, according to UBS. DRAM sales rose 27.7% to $48 billion, while NAND flash jumped 40.7% to $25.8 bill…
Nvidia's stock has lost nearly $1 trillion in market value since May 14, trading at its cheapest since early 2019, which could prompt the company to aggressively increase share buybacks. Citi analysts expect Nvidia to bo…
DriveNets deployed a scale-across networking solution connecting two WhiteFiber data centers 50 miles apart into a single distributed GPU supercluster, achieving 111.2 Tb/s with sub-millisecond latency. The deployment ai…
Meta plans to put its own AI chip into production in September and aims to roughly double computing capacity across its data centers, according to Reuters. The chip, part of Meta's MTIA line, is designed to reduce relian…
SK Hynix's Nasdaq listing was oversubscribed more than seven times, with orders reaching roughly $171.5 billion, signaling strong demand for one of the largest foreign share sales on Wall Street. The South Korean memory-…
France's antitrust regulator is nearing the end of its investigation into Nvidia, focusing on the company's dominance in AI chips and its CUDA software. The probe could result in charges that would make France the first …
Samsung Electronics has begun mass production of the PM1763 enterprise SSD for Nvidia's next-generation AI platform, Vera Rubin. The PCIe 6.0-based drive, using Samsung's ninth-generation V-NAND and a 4nm controller, off…
Hedge funds have sold US semiconductor stocks for four consecutive weeks as of early July 2026, unwinding the dominant chip-over-software trade that drove markets earlier in the year. The reversal follows profit-taking a…
Best Buy is offering up to $900 off Windows Copilot+ PCs and gaming laptops as part of its back-to-school sale, with prices starting at $299.99. The deals include models powered by AMD Ryzen AI 400-series and Intel Core …
Meta plans to manufacture its next-generation Iris AI chip in September, targeting a 25x increase in compute FLOPS and a 4.5x improvement in memory bandwidth by 2027. The in-house silicon push, fabricated by TSMC and des…
Meta announced it will build its first Canadian data center in Alberta, investing $9 billion in a facility that can scale to 1.8 gigawatts to support its AI infrastructure. The project will rely on new natural gas power …
Hedge funds have net-sold U.S. information technology hardware and semiconductor stocks for four consecutive weeks, according to Goldman Sachs prime brokerage data reported by Reuters on July 6. The selling reflects prof…
Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The figures, reported by W…
South Korean fabless chip startup FuriosaAI is expanding into Europe by deploying its RNGD AI inference accelerators in Equinix's Lisbon LS2 data center, aiming to attract European enterprises seeking non-American comput…
SK Hynix is listing on the Nasdaq through a roughly $28 billion ADR offering, making it the second-largest equity offering in history after SpaceX's IPO. The memory chipmaker, a dominant supplier of high-bandwidth memory…
Wall Street investors are shifting focus to multilayer ceramic capacitors (MLCCs) as the next potential bottleneck in AI server production, following a sell-off in chip and memory stocks. Goldman Sachs projects the AI-se…
Memory-chip stocks including Samsung, SK Hynix, and Micron have entered bear-market territory, falling more than 20% from recent highs, as investors grow harder to impress despite record profits and growth forecasts. The…
Semiconductor stocks that surged on AI demand in the first half of 2026 are now declining, with Micron's 346% revenue growth failing to prevent a 7.5% stock drop on July 7. Chipmaker Sequans Communications sold 1,025 Bit…