AI Chips news and analysis on Web Pulse: 6096 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
CNBC reports that four memory stocks—Micron Technology, Samsung Electronics, SK Hynix, and Western Digital—are benefiting from the AI boom, but they differ in product focus and market positioning. CNBC's analysis highlig…
Micron Technology (NASDAQ:MU) trades at $937.11 with a 24/7 Wall St. 12-month price target of $966.70, implying 3.16% upside and a HOLD rating with 90% confidence. The stock has surged 228.54% year to date and 669.05% ov…
Hyperscalers are projected to nearly double AI capital expenditures to between $660 billion and $690 billion by 2026, up from roughly $380 billion in 2025, according to a report from DesignRush. Microsoft is leading the …
Micron Technology announced on August 20 the launch of Micron Research Labs, a $10 billion, decade-long initiative to create the first dedicated AI memory research institution in the U.S., with a flagship campus in Boise…
Memory prices have surged up to 500% in the past year, with U.S. prices now 5 to 10 times higher than a year ago, driven by AI companies that bought nearly all available memory supply, according to reports from Tom's Har…
Starcloud, formerly Lumen Orbit, has raised approximately $200M in total capital, including a $170M Series A on March 30, 2026, reaching a $1.1B post-money valuation and becoming the fastest Y Combinator company to hit u…
Silicon photonic-specific revenue will surge 23-fold between 2024 and 2030, driven by AI demand, according to a China Insights Consultancy (CIC) report commissioned for Chinese laser developer Yuanjie Semiconductors' Hon…
Yangtze Memory Technologies Co. Ltd (YMTC), China's sole NAND flash manufacturer, has completed pre-IPO advisory preparations to list on Shanghai's STAR market, following CXMT's IPO that raised nearly $10 billion. YMTC c…
NVIDIA Corporation (NASDAQ:NVDA) reports fiscal second-quarter results on Wednesday, August 26, 2026, with management guiding revenue to $91 billion, plus or minus 2%, nearly double the $46.74 billion reported in the sam…
Corning Inc. estimates that Meta Platforms Inc.'s 'Hyperion' data center campus in Richland Parish, Louisiana, will consume 8 million miles of optical fiber, a figure cited by Corning executives at the Broadband Nation E…
Cerebras unveiled the CS-4, a rack-scale system with three WSE-3 Turbo wafers per rack on its new Nexus architecture, claiming up to 30x faster inference than GPU systems and more than 1,000 tokens per second on 10-trill…
Nvidia plans to invest several hundred million dollars in Cloverleaf Infrastructure, an energy infrastructure startup founded in February 2024, according to the Wall Street Journal. The investment is part of Nvidia's bro…
NVIDIA reported Q1 FY27 revenue of $82 billion, up 85% year-over-year, with data center revenue at $75 billion, and guided Q2 revenue to $91 billion, while Micron Technology reported fiscal Q3 revenue of $41.5 billion, u…
The UK government announced a £1.1 billion ($1.47 billion) AI Hardware Plan on June 8 during London Tech Week, aiming to build a domestic AI chip sector and capture 5% of the projected $1 trillion global AI chips market …
NVIDIA Corp. (NASDAQ:NVDA) heads into its Aug. 26 fiscal Q2 2027 earnings report with a conservative revenue guide of $91 billion plus or minus 2%, a non-GAAP gross margin of 75%, and a 0.953 implied probability of beati…
Broadcom Inc. (NASDAQ: AVGO) reported Q2 FY2026 AI semiconductor revenue of $10.80 billion, up 143% year-over-year, and guided Q3 AI revenue to $16.0 billion, with a fiscal 2027 target exceeding $100 billion, as the comp…
Texas Instruments (NASDAQ: TXN) reported Q2 2026 revenue of $5.463 billion, up 22.82% year over year, with diluted EPS of $2.14, and declared a quarterly dividend of $1.42 per share, marking its sixth consecutive annual …
Alphabet's robotaxi subsidiary Waymo has developed a custom chip for its self-driving taxis, reducing its reliance on Nvidia and AMD. The chip, manufactured by TSMC on a 5-nanometer process, delivers more than 1,000 TOPS…
Nvidia Corp. reports fiscal second-quarter 2027 earnings on August 26, with shares up just 12% year-to-date despite record revenue of $81.6 billion, an 85% jump year-over-year. Analysts are focused on AI and data-center …