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.
US equities recovered most losses from the Federal Reserve meeting, with the S&P 500 up about 1% for the week, as Apple CEO Tim Cook indicated iPhone price increases due to rising chip costs, boosting memory and chip sto…
Amazon Web Services is in early talks to sell its Trainium AI chips to other companies, directly challenging Nvidia's dominance in the AI chip market. CEO Andy Jassy indicated the chips could generate a $50 billion annua…
President Donald Trump claimed Apple has agreed to work with Intel to design and manufacture chips in the U.S., but neither company has confirmed the deal. The Wall Street Journal reported a preliminary agreement after o…
HPE and NVIDIA expanded the HPE AI Factory portfolio at HPE Discover Las Vegas, introducing the NVIDIA Vera CPU for agent workloads, integrating the NVIDIA Agent Toolkit into HPE Private Cloud AI, and extending Confident…
HIVE Digital Technologies acquired the 32 MW Big Boden data center in Sweden after operating it as a tenant since 2018, with plans to install 2,000 NVIDIA GPUs for AI workloads. The acquisition, approved by Boden Municip…
Anjney Midha, founder of AMP, argues that the AI scaling race is not just about acquiring more GPUs but about maximizing the efficiency of existing hardware, citing xAI's sub-10% Model FLOPs Utilization as a symptom of s…
IREN Limited, formerly Iris Energy, faces a $21 billion funding gap to fulfill $13.1 billion in AI cloud contracts with Microsoft and NVIDIA. The company plans to raise capital through convertible notes, GPU financing, a…
Apple CEO Tim Cook warned that Apple products are about to get more expensive due to an unsustainable rise in memory chip prices driven by the AI boom. The price increases are unavoidable, and Apple has already delayed s…
ASML CEO Christophe Fouquet warned that Europe is 'quite behind' in the AI race, with the US purchasing 80% of advanced AI chips and Europe accounting for only 1-2% of ASML's high-end lithography system shipments over th…
Intel Corp.'s stock surged up to 12% after President Donald Trump announced that Apple Inc. has agreed to work with Intel to design and produce chips domestically. The tie-up, mentioned in a Truth Social post, could help…
Apple CEO Tim Cook acknowledged that the company must raise prices due to unsustainable increases in component costs, particularly memory. The price pressure, driven by AI industry demand and Middle East conflict, is exp…
Apple CEO Tim Cook confirmed that price increases across iPhones, MacBooks, and iPads are unavoidable due to surging memory costs driven by AI data center demand. Memory and storage costs for the iPhone 18 Pro are estima…
Apple CEO Tim Cook announced that upcoming iPhones and other products will see price increases due to rising memory and storage costs, driven by AI industry demand. Cook stated the increases are "unavoidable" as the comp…
Architect Labs, a Palo Alto startup, emerged from stealth with a $24 million seed round to develop an AI system that designs and verifies custom chips end-to-end. The company aims to democratize chip design, targeting th…
Amazon is in talks to sell its custom-designed AI chips for use in other companies' data centers, according to Bloomberg News. Amazon's AI chief Peter Desantis confirmed the discussions but declined to name potential cus…
Apple CEO Tim Cook confirmed to the Wall Street Journal that price increases across Apple's product lineup are unavoidable due to AI datacenter spending consuming 70% of global DRAM supply, driving memory chip costs shar…
Amazon is negotiating to sell its custom Trainium AI processors to external companies for use in their own data centers, challenging Nvidia's dominance in AI hardware. The move follows Amazon's in-house chip business rea…
The Roundhill Memory ETF (DRAM), the first exchange-traded fund dedicated to memory chip companies, has surpassed $20 billion in assets under management just weeks after its April 2, 2026 launch, driven by surging invest…
Apple CEO Tim Cook warned that price increases on Apple products are unavoidable due to rising costs of memory and storage chips, driven by the AI boom. The hikes come ahead of the expected iPhone 18 lineup and a rumored…
US stock markets rose on Thursday, with Intel surging 7.2% after President Donald Trump announced a chip manufacturing deal with Apple. The Dow Jones gained 0.4%, S&P 500 added 1%, and Nasdaq climbed 1.3%, while oil pric…