AI Chips news and analysis on Web Pulse: 6098 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Marvell Technology announced an expanded partnership with Google on July 29 to co-develop custom silicon products for Google's Tensor Processing Unit ecosystem, including AI inference accelerators, storage controllers, n…
SK Hynix reported a 76% operating margin for Q2 2026, up from 41% a year earlier, with operating profit of 60.54 trillion won ($41.7 billion), a 557% year-over-year increase, driven by AI demand for high-bandwidth memory…
Broadcom is in talks to raise more than $60 billion in senior debt through a special-purpose vehicle to finance AI chip purchases and lease them to companies like Anthropic, with the total structure potentially reaching …
The Roundhill Memory ETF (CBOE:DRAM) faces its biggest risk from structural concentration, with its top three holdings—Samsung Electronics at 24.99%, SK hynix at 24.22%, and Micron Technology at 23.83%—accounting for rou…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the top five holdings—N…
SambaNova Systems is hiring a Principal Engineer for its SambaRack platform in Bengaluru, India, to build software for monitoring, controlling, updating, and diagnosing rack-scale AI infrastructure systems. The role invo…
Kevin Cochrane, chief marketing officer of neocloud Vultr, said AI demand has only hit the 'tip of the spear,' with enterprise modernization expected to drive a 10-year build cycle requiring massive compute capacity glob…
Nvidia plans to ship a new AI chip designed for China by the end of 2026, according to The Information. The chip, based on language processing unit technology licensed from Groq, targets AI inference workloads and is int…
Nvidia publicly corrected a report by The Information, saying it contained inaccurate claims about the Groq 3 Language Processing Unit and Nvidia's strategic intentions, including speculation about re-entering the Chines…
NVIDIA has identified OpenAI as one of its Lighthouse model builders using the GB200 NVL72 rack-scale system at data-center scale for next-generation model training and production inference. The confirmation places OpenA…
Waymo, the autonomous rideshare operator owned by Alphabet Inc., has begun building its own AI chips to better optimize sensor data, according to Bloomberg. The move aims to bring more of the company's technology in-hous…
GPD announced that its Win Max 3 gaming handheld will launch on Indiegogo at a starting price of $1,750 for the entry-level model with an AMD Ryzen AI Max+ 388 CPU, 32 GB of RAM, and a 1 TB SSD. The mid-tier variant with…
Marvell Technology (NASDAQ:MRVL) signed a commercial agreement with Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) to develop custom silicon for Google's TPU ecosystem, including custom accelerators, storage, networking, and memor…
Broadcom (NASDAQ: AVGO) posted a record $22.2 billion quarter with AI silicon revenue of $10.8 billion, up 143% year over year, while Marvell Technology (NASDAQ: MRVL) reported $2.418 billion in revenue and raised its fi…
Nvidia, the leading U.S. semiconductor and AI-chip company, is poised to capitalize on the expanding artificial intelligence market, according to a Financial Times report. The company, currently the world's largest publi…
Billionaire Stanley Druckenmiller's Duquesne Family Office sold its entire stakes in Micron, Intel, and Broadcom in the second quarter, according to a Form 13F filed August 14, 2026, and instead bought new positions in E…
Mayfield, a Silicon Valley venture firm founded in 1969, has hired Adit Singh as an infrastructure partner to focus on semiconductor, cybersecurity, and physical AI investments. Singh, previously a partner at Cota Capita…
Nvidia, the world's biggest chip company, is leveraging its balance sheet to seed new markets and adopt a new business model, positioning itself to benefit from the next stage of the AI boom, according to the Financial T…
Advanced Micro Devices (NASDAQ: AMD) stock is predicted to reach $650 by August 20, 2027, according to a model cited by 24/7 Wall St., implying a 39.4% gain from its current price of $466.42. The prediction follows AMD's…
Micron Technology is investing $50 billion in two advanced memory fabs in Boise, Idaho, which are expected to create about 3,500 direct jobs and turn some employees into millionaires, while straining local housing and in…