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.
Taiwan Semiconductor Manufacturing Company (TSMC) reported May 2026 revenue of NT$416.98 billion, up 30.1% year-over-year, and first-quarter profit of $18.2 billion, up 58%. CEO C.C. Wei raised the full-year revenue grow…
FriendlyElec released the NanoPi M6V2, an updated single-board computer with Rockchip's RK3588S SoC, 8 GB LPDDR5, a 6 TOPS NPU, and HDMI 2.1 supporting 8K/60Hz output. Priced at $172, the board targets embedded vision an…
IREN has secured a $3.65 billion GPU financing facility to support Microsoft's AI cloud expansion. The deal will provide the necessary infrastructure for scaling AI workloads in Microsoft's cloud services.
Taiwan Semiconductor (TSM) reported strong May sales, and UBS named the stock a top pick based on the outlook for agentic AI.
Yahoo Finance reports that Advanced Micro Devices has surged 138% year-to-date while Nvidia has risen about 10%, with Nvidia's forward P/E at 20.65 versus AMD's 58.68. Nvidia remains the dominant GPU supplier for hypersc…
Bank of America issued a rare double upgrade for Intel, citing the company's strategic shift toward artificial intelligence. The upgrade reflects growing confidence in Intel's ability to compete in the AI chip market.
SpaceX disclosed a $920 million monthly AI compute contract with Google ahead of its record IPO, signaling the company now controls more of AI's physical infrastructure than most competitors. The deal, along with SpaceX'…
Taiwan Semiconductor (TSM) is the top AI stock holding of a famous billionaire, highlighting the company's central role in the AI chip supply chain.
Orderly Network listed $SKHYNIX, a perpetual futures contract tracking SK Hynix, with up to 10x leverage on decentralized exchanges. The listing uses Orderly's permissionless system to offer synthetic exposure to the chi…
TSMC reported a 30% revenue surge in May, driven by relentless AI demand, and analysts argue the stock remains undervalued despite the growth.
A developer explores the complexity of running a "Hello, World!" program on a heterogeneous system where a host processor launches code on a different target architecture, such as a DSP or AI accelerator. The process inv…
Nebius Group N.V. reported Q1 2026 revenue of $399 million, a 6.8x year-over-year increase, driven by its AI Cloud business which now represents 98% of revenue with a 45% adjusted EBITDA margin. The company broke ground …
Nvidia raised the price of its RTX Pro 6000 Blackwell GPU to $13,250, a 55% increase over MSRP from a year earlier, driven by surging demand amid the AI boom.
Cerebras Systems has developed AI chips that rival Nvidia's GPUs in performance, as demonstrated in a new video. The breakthrough positions Cerebras as a strong competitor in the AI hardware market, challenging Nvidia's …
SpaceX's valuation hinges on Elon Musk's unmatched data center construction capabilities, the cost differences between terrestrial and space facilities, and energy storage innovation, according to macro investor Jordi Vi…
US imports of data center equipment surged 109% between 2020 and 2025 to $653.1 billion, driven by AI demand, reshaping global trade and boosting Asian exporters like Taiwan, Mexico, and Vietnam. Taiwan's trade surplus w…
SambaNova Systems launched a European sovereign AI inference platform that offers managed, dedicated, and on-premises deployment options with full data residency in German infrastructure. The platform delivers up to 10x …
AMD opened preorders for the Ryzen AI Halo developer mini PC at $3,999, featuring a Ryzen AI MAX+ 395 SoC with 128 GB unified memory, 2 TB storage, and a 50 TOPS NPU. The platform targets local AI development, claiming s…
A new scenario warns that Europe is on track to lose its ability to shape its own future due to misjudging the speed and scale of AI, leading to economic and political sidelining by 2031. The report details how Europe's …
Anjney Midha, founder and CEO of AMP, said AI development is consuming unprecedented resources and that big companies dominate the landscape due to their ability to justify massive spending on AGI. He emphasized that acc…