AI Chips news and analysis on Web Pulse: 7071 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The US IPO market posted its biggest quarter ever in Q2 2026, raising $104.8 billion across 48 offerings, led by SpaceX's $75 billion IPO. The quarter saw no crypto or blockchain listings, with AI and aerospace dominatin…
Michael Burry, the investor known for predicting the 2008 housing crisis, revealed new bearish bets against Tesla, Nvidia, Caterpillar, Applied Materials, and the iShares Semiconductor ETF, warning of overvaluation in AI…
Bloom Energy's stock declined despite the company's major expansion in AI infrastructure, as market concerns outweighed the positive news.
Apple and Micron are blaming each other for memory price hikes and shortages amid surging AI demand. Apple CEO Tim Cook says memory suppliers are passing huge price increases, while Micron's Sumit Sadana counters that ag…
AI startup Oxmiq raised $35 million to develop chip architecture and software that combines graphics chips, central processors, and tensor engines into a single design, aiming to lower the cost of building and running AI…
Oxmiq Labs, the GPU startup founded by Raja Koduri, raised $35 million in Series A funding to expand its technology stack into custom data center-scale hardware and software, including bespoke silicon. The company added …
Etched exited stealth on June 30, 2026, revealing a working AI inference chip built on TSMC's N4P process that already runs models like DeepSeek and Llama. The San Jose startup has raised $800 million from investors incl…
PC sales in the U.S. fell 7% in Q1 2025 to 15.8 million units, driven by rising component costs and fading demand for sub-$500 laptops, which saw an 18.7% sales drop. Memory makers prioritizing AI server demand have sque…
Z.ai launched GLM-5.2, the first open-weight model to top the HuggingFace Open LLM Leaderboard and beat proprietary coding products on SWE-bench Verified with a 72.3% score. Trained on Huawei Ascend hardware under Apache…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industry and support health…
Meta is developing a cloud infrastructure business called Meta Compute to rent out unused AI computing power, potentially competing with AWS, CoreWeave, and Lambda. The initiative, still in early stages, could turn idle …
A developer at a fashion-discovery startup reduced image generation costs by 90x by switching from Google's Gemini API to running Alibaba's open-source Qwen-Image-Edit model on an RTX 4090 GPU, leveraging FP8 tensor core…
A UBS report reveals that 60% of companies have cut AI spending, shifting to cheaper models and open-source Chinese alternatives, potentially impacting major AI chip providers like NVIDIA. The trend signals a cost-cuttin…
Taiwanese authorities detained workers from Super Micro in a probe into the illegal diversion of Nvidia's advanced AI chips to China, seizing 50 high-end servers. This marks Taiwan's first public enforcement action in a …
Big Tech's first half saw hardware stocks surge while software stocks struggled, with Micron rising 308%, Intel 280%, and AMD 173%, as Meta fell 15% and Microsoft 23%. Wall Street remains bullish on AI infrastructure spe…
SpaceX founder Elon Musk claimed at Davos that orbital data centers will be the lowest-cost AI option within two to three years, and SpaceX filed an FCC application for up to 1 million satellites. However, analysis shows…
Raymond James Investment Management chief market strategist Matt Orton named Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO) as top tech stock picks, calling TSMC AI's 'quintessential trendse…
Twelve Labs Inc., a video AI startup backed by Nvidia, raised $100 million in Series B funding co-led by New Enterprise Associates and Naver, with Amazon.com participating. AWS signed a multiyear contract to host Twelve …
Meituan Inc. released its LongCat-2.0 AI model, a 1.6-trillion-parameter open-source system trained entirely on domestic Chinese chips, marking a milestone in China's tech self-reliance. The move underscores China's push…
CoreWeave and Nvidia announced a joint venture to validate a rack-scale computing architecture in June, aiming to enhance AI efficiency and scalability. This collaboration could set a new standard for autonomous systems …