AI Chips news and analysis on Web Pulse: 6242 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Broadcom shares fell 4% in after-hours trading Thursday despite reporting record fiscal second-quarter revenue of $22.19 billion, a 48% year-over-year increase that beat analyst estimates. AI semiconductor revenue surged…
South Korea's equity market capitalization surged 86% this year to approximately $5 trillion, overtaking India's $4.8 trillion market value, according to data compiled by Bloomberg and reported by the Economic Times. The…
Apple will route some Siri queries to Google Cloud and run them on Nvidia Blackwell B200 GPUs as part of a licensed deployment of Google's Gemini model, according to The Information. Apple has also approved the use of Nv…
A coalition of nine US trade associations warned Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick on June 3 that AI data centers are consuming the majority of global memory chip production, causing …
BlackRock Investment Institute reaffirmed its overweight tactical position on US equities, a stance held since December 2024, citing accelerating AI infrastructure spending and resilient corporate earnings as key drivers…
Apple will use Nvidia’s Blackwell B200 data center chips through Google Cloud to power some queries for the new Gemini-based Siri, according to a new report. The company plans to enable Nvidia’s confidential compute feat…
Broadcom's stock dropped 11% in after-hours trading after the chipmaker issued fiscal Q3 AI revenue guidance of $16 billion, falling roughly $1.2 billion short of Wall Street's $17.2 billion consensus estimate. The disap…
Anthropic has selected Morgan Stanley and Goldman Sachs to lead its initial public offering, with JPMorgan Chase also on the deal, Bloomberg reported Monday, citing people familiar with the matter. The artificial intelli…
Broadcom Inc. shares fell after the company's artificial intelligence chip revenue outlook failed to meet investor expectations, raising concerns about slowing growth in the sector. The semiconductor firm projected AI-re…
Broadcom reported fiscal Q2 2026 revenue of $22.2 billion, a 48% increase year-over-year, driven by AI semiconductor revenue that surged 143% to $10.8 billion. The company guided for approximately $29.4 billion in Q3 202…
Big Tech companies and datacenter operators are experiencing significant growth driven by surging demand for artificial intelligence infrastructure. The expansion of AI applications requires massive computational power, …
Nvidia, Microsoft, Google and other major tech companies are introducing new chips, laptops and software designed to power AI agents that can autonomously complete complex, multi-step tasks on a user's behalf. The compan…
South Korea’s trade surplus with China surged to $3.8 billion in May, swinging from a $764 million deficit in December 2025, driven by a 243 percent jump in semiconductor exports amid booming AI demand. The turnaround, f…
Nvidia and Microsoft jointly unveiled the RTX Spark, an Arm-based superchip delivering up to 1 petaflop of AI performance for thin-and-light Windows laptops, at GTC Taipei during Computex. The chip pairs a Blackwell RTX …
NVIDIA CEO Jensen Huang joined Microsoft CEO Satya Nadella at Microsoft Build to announce an expanded partnership between the two companies, spanning AI development from Windows devices to large-scale AI factories. The c…
Microsoft CEO Satya Nadella announced new AI software and hardware during the Day 2 keynote at Microsoft Build in San Francisco, joined by Nvidia CEO Jensen Huang and Qualcomm CEO Cristiano Amon to discuss agentic AI com…
Broadcom shares fell in trading despite the company reporting quarterly earnings and revenue that exceeded analyst expectations, driven by strong demand for its AI-related chips. The company also raised its full-year for…
Fortune's 2026 analysis shows Nvidia's $4.24 trillion market capitalization exceeds Japan's $4.03 trillion GDP, making the chipmaker larger than the world's fourth-largest economy if treated as a country. Apple's $3.73 t…
Nvidia confirmed at Computex 2026 in Taipei that it has at least two additional RTX Spark generations planned beyond the current release, publicly referred to as N2X and N3X. CEO Jensen Huang stated he wants conversation…
Broadcom reported second-quarter earnings of $2.44 per share on revenue of $22.19 billion, exceeding analyst expectations of $2.40 per share and $22.13 billion, respectively. The company also issued third-quarter revenue…