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.
The combined market capitalization of the ten largest US-listed companies has reached approximately $25.3 trillion, surpassing China's nominal GDP of $20.85 trillion. Led by Nvidia, Apple, and Alphabet, these stocks now …
Nvidia is backing Hydra Host, a startup that raised $100 million in Series A funding to build a marketplace for renting GPU capacity, effectively commoditizing Nvidia's own chips. The company, founded in 2021 for crypto …
Oracle plans to raise up to $50 billion in 2026 to fund a massive AI infrastructure buildout across the US, Japan, Malaysia, Germany, and the Netherlands. The company reported OCI revenue surged 93% year over year to $5.…
Microsoft's new Surface Pro and Surface Laptop cost $500 and $600 more than their predecessors, starting at $1,499 and $1,599 respectively, due to increased RAM and storage prices driven by AI investments. The devices fe…
Microsoft launched the Surface Laptop 8 and Surface Pro 12 with Qualcomm Snapdragon X2 processors, featuring new color options and higher starting prices of $1,599 and $1,499 respectively. The devices offer improved grap…
Startup Tensordyne claims its new Napier AI chip, using logarithmic math to replace multipliers with adders, can run large language models four times faster using one-fifth the power of a comparable Nvidia GB300 system. …
Rackspace Technology shares surged 30% on June 16 after signing a definitive agreement with AMD to deploy 30 megawatts of AMD-based AI compute capacity across its global data centers through 2028. The deal formalizes a p…
Zhongji Innolight, the world's largest optical transceiver maker, is seeking a secondary listing in Hong Kong that could raise up to $7 billion, driven by surging AI infrastructure demand. The company's 2025 net profit m…
AMD and Rackspace Technology signed a definitive agreement to deploy an initial 30 MW of AMD AI compute across Rackspace data centers from late 2026 through 2028, integrating AMD Instinct GPUs and EPYC CPUs. Rackspace al…
Nvidia announced a $25 billion bond offering across seven tranches maturing between 2028 and 2056, with yields up to 5.625%. The deal tightens spreads and marks a major financing event for the AI chipmaker.
Chinese AI optical components maker Zhongji Innolight is considering a Hong Kong listing that could raise up to $7 billion, according to a source. The company, a key supplier for AI infrastructure, is working with banks …
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infrastructure. Baker hi…
China's industrial production grew 4.5% in May, beating forecasts, driven by a 19.4% surge in exports and strong AI-related demand for semiconductors and hardware. The AI export boom is expanding global compute capacity,…
SpaceX has revealed plans to build orbital AI data centers using a constellation of up to one million satellites, as reported by Reuters on June 9. The initiative aims to move AI inference infrastructure into low Earth o…
Nvidia's Vera Rubin NVL72, announced at CES and detailed at GTC, promises up to 10x lower cost per token than Blackwell, but the headline figure depends on ideal conditions: mixture-of-experts models, long contexts, and …
Six months after mapping the AI value chain, the compute supply chain and operational infrastructure layers show strong revenue growth and stability, but the intelligence layer faces uncertainty as enterprise adoption re…
Dell Technologies raised its full-year AI server revenue guidance to roughly $60 billion after booking $24.4 billion in new AI orders in Q1, with shares surging up to 40% in after-hours trading. A $1.6 billion deal with …
At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president, stated that wafer-level packaging technologies like CoWoS currently offer superior interconnection density for the largest AI chips comp…
Dell Technologies (DELL) is experiencing bullish sentiment driven by demand for both AI and non-AI servers, according to a recent analysis. The company's diversified server portfolio is positioning it to capitalize on th…
Chinese electric-vehicle makers are designing their own smart-driving chips to reduce reliance on Nvidia and Horizon Robotics. Li Auto unveiled the Mach M100 5nm AI chip with 1,280 TOPS, while BYD debuted the Xuanji A3 4…