AI Chips news and analysis on Web Pulse: 7105 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
South Korea's stock market, heavily reliant on Samsung and SK Hynix, is leveraged to $725 billion in US AI capital expenditures, with 14 million retail investors exposed to the AI boom. A preview of this risk emerged in …
NVIDIA Corporation appears on lists of brain-computer interface stocks, but has underperformed in 2026 with a 12% year-to-date gain versus the VanEck Semiconductor ETF's 85% rise. The B200 compute price peaked at $6.11 p…
IBM Research announced the world's first sub-1 nanometer chip technology at the 0.7nm node on June 25, 2026, using a vertically stacked 3D nanosheet architecture called 'nanostack' to overcome quantum tunneling and scale…
Supermicro showcased its Super AI Station, a DGX Station system powered by NVIDIA's GB300 Grace Blackwell chip, at Computex 2026. The liquid-cooled desktop features 252GB of GPU memory, 496GB of CPU memory, and 400GbE ne…
Apple and Microsoft announced price hikes on iPads, Macs, and Xbox consoles due to an AI-driven semiconductor shortage, with Apple raising prices up to $300 and Microsoft implementing its third Xbox price increase in und…
Apple raised prices on several MacBook and iPad models by up to $300, citing a surge in memory and storage component costs driven by AI data center demand. Memory prices have roughly quadrupled over the past year as supp…
Apple has raised prices across its product lineup, including the MacBook Pro, iPad Air, and HomePod Mini, citing increased costs driven by the AI industry's demand for memory chips. The company blames a RAM shortage caus…
The Federal Trade Commission fast-tracked Elon Musk's acquisition of Mesh Optical Technologies, granting early termination of an antitrust review, while the same agency spent years investigating his Twitter purchase. The…
J.P. Morgan warns of investor exuberance in AI markets, noting that 42 AI companies in the S&P 500 account for 65-80% of the index's total profits and that semiconductor rallies mirror dotcom bubble patterns. The bank hi…
Alphabet is expanding its Tensor Processing Unit (TPU) business through a $5 billion joint venture with Blackstone to build 500 MW of TPU compute capacity by 2027, as Google Cloud revenue is projected to rise 64% to $96 …
On June 25, 2026, IBM announced the world's first sub-1 nanometer chip technology at the 0.7nm node, packing nearly 100 billion transistors onto a fingernail-sized chip. The breakthrough required rebuilding the underlyin…
OpenAI and Broadcom unveiled Jalapeno, OpenAI's first custom ASIC designed specifically for large language model inference, marking a shift from general-purpose GPUs to specialized silicon to address the memory-bandwidth…
OpenAI and Broadcom unveiled Jalapeño, a custom inference ASIC for large language models, on June 24, 2026. The chip is designed to optimize performance-per-watt for inference by pairing a reticle-sized compute chiplet w…
Oil prices are falling, but the Federal Reserve now faces a potential new inflation threat from massive AI infrastructure spending by tech giants like Amazon and Google. TD Cowen expects hyperscaler spending to reach 3% …
A developer reports that the AI arms race is driving up memory chip prices and diverting supply away from consumer electronics. Samsung, SK Hynix, and Micron are pivoting production to high-bandwidth memory for AI data c…
Apple's sharp price increases on laptops and other gear, driven by a datacenter-related computer parts shortage, have made new PCs unaffordable. The RAM crisis is expected to persist for years, prompting users to revive …
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LLM workloads, aims to…
The Federal Trade Commission cleared Elon Musk to acquire Mesh Optical Technologies, a startup founded by former SpaceX engineers that makes optical transceivers for AI data centers. The startup, which raised $50 million…
Surging demand for AI infrastructure is driving up memory chip prices, raising costs for consumer electronics in Estonia. A 64GB DDR5 module now costs up to €1,500, triple last year's price, and Apple has raised MacBook …
Apple has lobbied the Trump administration for permission to buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is blacklisted by the Pentagon, as the AI boom drives up semiconductor pr…