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.
Sovereign AI is shifting from a software model race to a supply chain security issue, as governments and companies worry about access to frontier AI models. The real challenge lies in securing the entire AI infrastructur…
Amphenol (APH) is emerging as a key supplier for AI data centers, providing essential components like connectors and cables. The company's role as a 'picks-and-shovels' provider positions it to benefit from the growing d…
Nothing has scrapped its planned CMF Phone 3 Pro due to soaring memory chip prices driven by AI demand, marking the first casualty of a device that will not exist rather than just costing more. Apple CEO Tim Cook called …
Amphenol Corp. (NYSE: APH) is rated a hold by Seeking Alpha contributor Wail Shudar, with shares trading at roughly 6x NTM revenue. The company's acquisition of CommScope CCS expands its fiber-optic reach into hyperscale…
Alibaba Group chairman Joe Tsai announced at the VivaTech conference in Paris that the company is 'all in' on AI, pursuing a full-stack strategy spanning chips, cloud infrastructure, foundation models and consumer applic…
Everpure CTO Rob Lee placed Nvidia at the center of the vendor's AI strategy during the Accelerate Conference in Las Vegas, citing a shift from traditional HPC to accelerated computing. The company unveiled data intellig…
MatX, an AI chip startup, is hiring a Bluespec Design Engineer, seeking Haskell developers even without hardware experience. The role is based in Mountain View with hybrid requirements for US candidates, but remote work …
China has tightened export checks on indium, a critical material for AI semiconductor production, causing 6-inch InP wafer prices to surge 250% since early 2025. The move, leveraging China's 70% control of global supply,…
Amazon is in talks to sell its Trainium AI chips directly to other companies for use in their data centers, following Google's similar move with its TPUs. CEO Andy Jassy signaled the plan in April, noting the in-house ch…
Multiple optical-photonics companies announced capacity expansions in mid-June 2026, driven by AI data center demand. Coherent Corp. received up to $50 million under the CHIPS Act to quadruple wafer production at its Tex…
Reliance Industries announced at its 49th annual general meeting that Reliance Intelligence will commission the first 120 MW of AI compute capacity at a Jamnagar data centre by end 2026, powered entirely by renewable ene…
Apple's iPhone 18 Pro could start at $1,399 or higher due to rising memory chip costs, according to a Wall Street Journal analysis. CEO Tim Cook acknowledged price increases are coming across Apple's lineup, driven by a …
Infineon Technologies is increasing AI-related investment to €2.7 billion this fiscal year, up from a prior €2.2 billion, and projects data center revenue to rise from €1.5 billion in fiscal 2026 to €2.5 billion in 2027.…
China has tightened export controls on indium phosphide, a critical material for AI data center optical chips, causing prices to surge 250% and threatening to slow AI infrastructure buildout. The move leverages China's d…
The U.S. Department of Commerce has accused Dutch chip machine maker ASML of selling advanced chipmaking equipment to China, potentially violating export restrictions. ASML denies the allegations, stating it has never de…
Sungkyunkwan University researchers led by professors Jo Sae-byeok and Yang Woo-seok developed a semiconductor synapse that strengthens or weakens memory by changing light wavelength, using disorder in an AgBiS2 heterost…
A commentator argues that every independent nation should develop its own AI models, infrastructure, and chips, warning that reliance on foreign tech giants leads to subjugation. The post cites Anthropic's denial of invo…
AMD, Intel, Nvidia, Arm, and Qualcomm are selling datacenter CPUs into the AI buildout, but the instruction set architecture (ISA) matters less than the coherent link to the GPU. The coherent host socket's value comes fr…
Sungkyunkwan University researchers developed a technology that strengthens or weakens AI semiconductor memory by changing light color, using material disorder and defects to mimic brain memory homeostasis. The team expe…
SpaceX unveiled the AI1 orbital data-center concept, a craft with an interchangeable compute payload averaging 120 kW and peaking at 150 kW, powered by a 150-kilowatt solar array and cooled by 110 square meters of deploy…