AI Chips news and analysis on Web Pulse: 7107 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
OpenAI and Broadcom announced a new chip called Jalapeño, designed specifically for large language model inference in data centers. The ASIC was developed from scratch based on insights from OpenAI researchers and promis…
Qualcomm stock surged over 13% after the chipmaker raised its fiscal 2029 non-handset revenue target to $40 billion, doubling its previous goal, with over $15 billion expected from its new AI data center business. The co…
Qualcomm announced Meta as the first Big Tech customer for its new C1000 data center CPUs, with chips set to power Meta servers in late 2028, and plans to acquire AI software company Modular for about $3.9 billion. The m…
Wall Street stocks showed mixed results on Wednesday, with the Dow rising 486 points intraday but the Nasdaq closing down 0.6% amid a two-day slide of over 4%, as AI-related stocks like Micron and Cerebras Systems contin…
Qualcomm CFO Akash Palkhiwala told investors on June 24 that the company has an opportunity to grow annual revenue to $100 billion, up from the current $30-$40 billion range, driven by automotive, IoT, and AI. No timelin…
NVIDIA's Rubin architecture and DSX AI factory reference design introduce a 100% liquid-cooled system operating with coolant temperatures up to 45°C, eliminating data center water consumption and reducing PUE to 1.15. Th…
Qualcomm announced Meta as its first major Big Tech customer for data center CPUs, signing a multi-generation strategic agreement centered on the Dragonfly C1000 chip designed for agentic AI workloads. The deal supports …
AI data centers in 2026 require 100–750 MW per site, driven by inference workloads and high-density GPU clusters like NVIDIA Blackwell. Gartner estimates global data center electricity demand will exceed 1,000 TWh by 202…
Qualcomm announced a target to grow data center revenue from $0.3 billion in fiscal 2026 to over $15 billion by fiscal 2029, driven by a multi-generation agreement with Meta and custom silicon deals with hyperscalers. Th…
Micron Technology reported record third-quarter earnings, with revenue quadrupling to $41.45 billion and profit surging to $28.2 billion, driven by AI-fueled demand for memory chips. The company's shares rose over 13% af…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, crushing Wall Street estimates by nearly $6 billion, driven by AI-fueled demand for memory chips. Adjusted EPS of $25.11 also beat expectations, and sh…
Taiwan-based chip firm ASE is expanding its operations to meet growing demand from the artificial intelligence boom, according to a report. The company is investing in new facilities and capacity to support AI-related ch…
SambaNova Systems, an AI chip startup, plans to raise $1 billion at a $10 billion valuation, a fivefold increase from its valuation four months ago. The surge reflects renewed investor interest in specialized inference h…
Micron Technology reported fiscal third-quarter revenue of nearly $42bn, quadrupling year-over-year, driven by surging demand for high-bandwidth memory used in AI accelerators. Gross margins exceeded 81 percent, and the …
OpenAI unveiled its first-generation AI chip, Jalapeño, developed with Broadcom, designed to improve LLM inference efficiency and reduce reliance on Nvidia. The chip is part of OpenAI's broader strategy to control the fu…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and adjusted EPS of $25.11, crushing Wall Street estimates by 16% and 22% respectively, driven by insatiable demand for high-bandwidth memory used in Nv…
Micron Technology forecasted fiscal year 2026 revenue exceeding $50 billion, topping analyst estimates, as its high-bandwidth memory production is sold out through 2026 amid an AI-driven memory shortage. The company repo…
OpenAI and Broadcom unveiled Jalapeño, their first jointly-made AI chip designed to run large language models, claiming performance per watt substantially better than current state-of-the-art. The chip was co-developed i…
Micron shares surged nearly 8% in after-hours trading after the memory chipmaker reported record quarterly revenue of $41.46 billion, beating Wall Street expectations of $35.9 billion. The company also issued stronger-th…
Meta CEO Mark Zuckerberg confirmed a multi-generation processor deal with Qualcomm, securing custom Snapdragon silicon for Meta's extended reality hardware and AI workloads. The agreement extends across multiple hardware…