AI Chips news and analysis on Web Pulse: 7102 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The future of artificial intelligence will be determined by control over physical infrastructure—semiconductor factories, data centers, cloud networks, and power plants—rather than by algorithms or chatbots. The United S…
Panasonic plans to localise production of data-centre battery cells in Kansas by fiscal 2028, redirecting a large slice of its AI infrastructure investment toward storage. The Japanese group aims to capture growing deman…
Nvidia stock has underperformed the S&P 500 for six straight trading days, the longest stretch since September 2025, driven by institutional rotation out of AI hardware stocks and concerns over Big Tech's rising AI capit…
Beijing-based Z.ai released GLM-5.2, an open-weight model trained on Huawei Ascend chips without Nvidia hardware, which quickly topped public leaderboards including Design Arena and Artificial Analysis's Intelligence Ind…
The Nasdaq Composite lost over $1 trillion in market value in late June 2026, sparking bubble fears as AI-related corporate borrowing could exceed $500 billion by year-end and the S&P 500's price-to-sales ratio sits 75% …
India and the United States have largely closed an interim bilateral trade agreement, with the remaining gap described as the 'final 1%' centered on tariffs, reliability, strategic interests, and technology collaboration…
The AI-driven price surge in the semiconductor supply chain is spreading to upstream materials and manufacturing inputs, with suppliers of power chips, capacitors, and other components raising prices. Germany's Infineon,…
Digital Realty agreed to buy Blackstone's majority stake in three fully leased Virginia data centres for $7.8 billion, paying $3.5 billion for a 64% equity interest. The deal underscores surging demand for AI infrastruct…
Wells Fargo raised its price target on Advanced Micro Devices to $615 from $505, driven by accelerating data center and AI revenue projections. Analyst Aaron Rakers, maintaining an Overweight rating, cited AMD's growing …
Best Buy's 4th of July sale offers Lenovo's Snapdragon X2 Plus-powered Yoga Slim 7x laptop for $999.99, down from $1,200, marking the first notable discount on this model.
Chip stocks have more than doubled in the first half of 2026 despite a turbulent period marked by the Iran war and geopolitical tensions, with the U.S. SOX chip index posting its best second quarter on record. The Federa…
Intel has removed AMX-TF32 support from its ISA programming reference manual and is stripping the feature from the GNU Compiler Collection, killing the planned extension before its debut in Xeon Diamond Rapids processors…
South Korea President Lee Jae Myung announced a $518 billion plan to build a chip production cluster in the southwest, with Samsung and SK Hynix constructing four new fabrication plants. The initiative aims to decentrali…
The Predator 2TB GM7000 SSD has dropped to $279, its lowest price since February, amid a broader SSD market slowdown driven by AI-related memory chip shortages. The drive offers read speeds up to 7400 MB/s and a 5-year w…
Amazon announced an additional $13 billion investment to expand AI and cloud infrastructure in India, raising its planned 2026-2030 outlay to $48 billion. The funds will expand AWS data center capacity in Mumbai and Hyde…
On June 26, 2026, Reps. Josh Gottheimer and John Moolenaar introduced the Cloud Security Act to close a loophole in US export controls that allows Chinese entities to rent advanced AI chips from US cloud providers withou…
GCC 17 has landed support for the SpacemiT X100 RISC-V core, the first widely-available RVA23 profile compliant design, via -mcpu=spacemit-x100 and -mtune=spacemit-x100 targeting. The SpacemiT K3 SoC features eight X100 …
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoCs, integrating up to 32 GB of LPDDR5X to deliver 288 GB/s bandwidth in 60% less board area, targeting high-bandwidth applications like AI, networking, …
Technology stocks are on pace for their best first half since 2023, rallying 28% year to date, driven by AI infrastructure investments despite underperformance from the 'Magnificent Seven' megacap stocks. Investors have …
The memory shortage driving consumer electronics price hikes is worsening as AI data center buildouts divert capacity from consumer products. Analysts and CEOs expect pricing pressures to persist into 2027, with memory s…