AI Chips news and analysis on Web Pulse: 7067 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
NVIDIA positioned its Vera CPU for agentic AI workloads, claiming it outperforms x86 in coding tasks by up to 1.9x. The company highlighted Vera's Olympus cores and memory bandwidth as key for CPU-bound agent loops. NVID…
Major chip stocks including SK Hynix, Samsung, Micron, and AMD have plunged double digits in a semiconductor sell-off driven by profit-taking, stretched valuations, and disappointing guidance from Broadcom. The VanEck Se…
Apple has nearly closed the market capitalization gap with Nvidia, reducing a $1.37 trillion deficit to just $190 billion as Apple's stock rises 15% year-to-date while chip stocks face selling pressure. Apple's upcoming …
Samsung Electronics reported a nearly 19-fold surge in Q2 2026 operating profit to 89.4 trillion won, yet its stock fell 6.9% as investor expectations had already priced in AI-driven growth. The decline dragged down US t…
CoreWeave has deployed NVIDIA Vera Rubin NVL72 at rack scale, becoming the first cloud provider to validate the system. The company integrated training, continuous inference, observability, and autonomous improvement int…
SK Hynix projects $231 billion in revenue for 2026, up from $67 billion in 2025, driven by surging demand for high-bandwidth memory used in AI accelerators. The company dominates HBM shipments with over 60% market share,…
DeepSeek is developing a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia, according to Yahoo Finance's Dan Howley. The move aims to secure supply amid geopolitical tensions.
High Bandwidth Flash (HBF), a NAND-based memory stack with read bandwidth comparable to HBM4 but 10x the capacity, is set to sample from Sandisk in late 2026 and appear in AI inference devices by early 2027. By stacking …
Amazon secured $62 billion in investor demand for its $25 billion bond sale, earmarked for AI infrastructure including data centers and proprietary chips. The oversubscription allows Amazon to negotiate tighter spreads, …
Japanese Prime Minister Sanae Takaichi unveiled a ¥370 trillion ($2.3 trillion) growth strategy targeting 17 strategic sectors by 2040, with major investments in AI and semiconductors. The plan aims to revive Japan's chi…
Gartner projects global data center electricity consumption will reach 565 terawatt hours in 2026, a 26% increase from 2025, driven by AI-optimized servers that will account for 31% of that power use. The U.S. will consu…
DeepSeek is developing its own AI inference chip, according to a Reuters report, as founder Liang Wenfeng pushes the Hangzhou AI lab into chip design to reduce dependence on Nvidia and Huawei hardware amid U.S. export re…
The Nasdaq Composite fell 4.18% on June 5, its worst single-day drop since April 2025, as a trillion-dollar selloff in semiconductor stocks dragged the Dow and S&P 500 lower and spilled into crypto markets, with Bitcoin …
Samsung Electronics reported earnings that fell short of high AI-driven expectations, triggering a sell-off in chip stocks after the company's shares had surged 145%.
Storage technology is becoming an active inference tier for agentic AI, as long-context agents push key-value cache and context memory beyond ordinary GPU and CPU paths, according to a SiliconANGLE report. NVIDIA's BlueF…
Samsung Electronics surpassed Nvidia to become the world's most profitable technology company in the second quarter of 2026, driven by AI-fueled demand for memory chips. Samsung's chip division alone is projected to earn…
Chinese startup DeepSeek is developing its own AI chip for inference, aiming to reduce reliance on Nvidia and Huawei chips. The move marks a major strategic shift for the company, which is hailed as China's AI champion, …
South Korean chip startup FuriosaAI has activated its RNGD AI accelerators at Equinix's Lisbon datacentre, offering European enterprises a cooler, cheaper alternative to Nvidia chips. The 180-watt accelerators deliver 51…
Bitcoin mining stocks fell roughly 20% in early July 2026 due to cooling AI sentiment, while Bitcoin remained resilient near $63,042. Miners like Riot Platforms and Marathon Digital have pivoted to AI infrastructure, tur…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken free from its historic …