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.
J.P. Morgan analyst Rajat Gupta upgraded Tesla from Underweight to Neutral on June 5, raising the price target from $145 to $475. The upgrade reflects a shift in valuation thesis, with Gupta projecting nearly half of Tes…
A research group led by Huawei completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model, using a cluster of at least 1,000 Huawei Ascend 910C chips. The effort, which involved the Shenz…
The S&P 500 and Nasdaq suffered a sharp pullback on Friday, but the AI-driven rally remains supported by robust earnings upgrades and persistent compute bottlenecks. AI infrastructure demand is broadening beyond semicond…
Nvidia used Computex 2025 to pitch a "reinvention of the PC" centered on AI capabilities, but the company's messaging may have misjudged the audience's readiness for such a shift. The chipmaker's vision for AI-driven com…
The S&P 500 fell 2.64% on June 5, its worst single-day decline since October, as a broad sell-off in AI-related stocks dragged markets lower. The decline puts the index's nine-week winning streak at risk, with a 10th con…
Minisforum announced two Panther Lake-based mini PCs, the M2 Pro and MS-03, designed for local AI workloads. The M2 Pro delivers up to 180 TOPS of combined compute with an Intel Core Ultra X9 388H, while the MS-03 target…
Three stocks trading below $50 per share are positioned to become major beneficiaries of the next artificial intelligence boom, according to analysts who say the companies remain largely overlooked by investors. The firm…
At Computex 2026 in Taipei, Nvidia announced RTX Spark, a version of its Blackwell GB10 superchip for Windows PCs, with Microsoft, Asus, Dell, Lenovo, HP, and MSI unveiling new devices powered by the hardware. The chip i…
Large technology companies' heavy spending on artificial intelligence development and compute hubs is contributing to price pressures on U.S. consumers, according to a Washington Post report. Federal Reserve officials an…
Google has agreed to pay SpaceX $920 million per month starting October 2026 through June 2029 for access to xAI's data centers, according to a SpaceX SEC filing. The deal, valued at $30 billion, grants Google 110,000 NV…
Equixly engineers report that GPU scarcity is a structural problem driven by hyperscaler stockpiling and rising energy costs, not a temporary supply-chain issue. The company argues that standard load-balancing methods li…
Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, in a deal worth roughly $30 billion. The agreement, disclosed in a regulatory filing Friday, comes one …
Nvidia CEO Jensen Huang announced at Computex 2026 that the company has increased its annual spending in Taiwan from $10-15 billion to $150 billion, reinforcing the island's role as the world's most strategically importa…
A new cryptocurrency project called Pearl is marketing itself as a "useful" proof-of-work AI mining network, but evidence suggests it is actually running standard PoW computations disguised as AI inference. Miners on the…
Hon Hai Precision Industry, known as Foxconn, posted a 34% year-over-year revenue increase for the April-to-May 2026 period, reaching NT$1.69 trillion ($53.6B), driven by surging demand for Nvidia-powered AI servers. AI …
SpaceX has signed a $920 million per month deal to lease AI computing capacity to Google, providing the tech giant access to 110,000 Nvidia chips for its Gemini Enterprise platform, according to an SEC filing. The agreem…
PC makers including HP and Lenovo, alongside Microsoft, are partnering with Nvidia to challenge Apple's dominance in the laptop market. The collaboration aims to close the gap with Apple's MacBook by integrating Nvidia's…
A coalition of leading industry associations sent a joint letter to Secretaries Lutnick and Bessent warning that surging demand from AI data centers is constraining memory chip supply, driving price increases, and creati…
Taiwan Semiconductor Manufacturing Co. is reinforcing its "silicon shield" strategy with a $250 billion US investment deal set for January 2026, while keeping its most advanced 2nm chip production in Taiwan through the e…
Nvidia CEO Jensen Huang announced the recruitment launch for a new research and development center in South Korea during a visit around June 5, 2026, marking the chipmaker's first publicly recognized R&D facility in the …