AI Chips news and analysis on Web Pulse: 6102 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The Star 50 Index, dominated by technology firms with 86% of its constituents in information technology, has outperformed the CSI 300 Index by about 30% in 2026, emerging as the key gauge for China's AI boom, according t…
Nvidia's GB300 rack draws over 180 kilowatts, equivalent to the electricity load of 60 average American homes, and US data centers consumed approximately 176 terawatt-hours (TWh) in 2025, about 4.4% of national power gen…
AI News Digest for August 20 reports 30 AI stories, including H200 chips quietly entering China despite export controls, CISA issuing an advisory about AI-generated malware, Japan requiring AI firms to disclose training …
SK hynix published its technology roadmap for co-packaged optics in the journal Nature Electronics on August 20, 2026, as AI competition shifts from individual chips to entire systems. The roadmap outlines the company's …
In Q2 2026 13F filings, Dan Loeb's Third Point exited Nvidia, Broadcom, KLA, Lam Research, the VanEck Semiconductor ETF, and Meta, while building a new 20 million share position in Warner Bros. Discovery worth about $533…
Marvell Technology Inc. shares jumped 9.8% after disclosing a contract to design AI chips for Google LLC, including a warrant enabling Google to purchase about 59 million shares worth $12.2 billion. The partnership will …
A $21 billion startup dubbed 'Kids in Chips' is hiring engineers from Nvidia, according to The Wall Street Journal. The company, which has not been named in the article, is attracting top talent from the leading AI chipm…
SMIC's net profit jumped 261.7% year over year in Q2 to $479.2 million, with revenue crossing $3 billion for the first time, up 36.1%, while Hua Hong Semiconductor's net profit soared 385.9% to $38.6 million on record re…
Ark Invest, the innovation-focused fund led by Cathie Wood, purchased 78,756 shares of Cerebras Systems, deepening its bet on the AI chipmaker as an alternative to Nvidia. The purchase follows a series of accumulations s…
South Korea's KOSPI index plunged nearly 40 percent from its June peak, erasing billions in paper wealth for millions of novice investors who had piled into AI-driven chip stocks, with margin loans reaching 28.9 trillion…
OpenAI is hiring a Software Engineer, Trainium in San Francisco with a salary range of $295k–380k/yr, to build and optimize its inference stack for AWS Trainium, developing high-performance kernels and improving compiler…
PINE64 has paused production of its open-source hardware lineup, including the Quartz64, PineNote, and PinePhone Pro, due to an AI-driven shortage of advanced semiconductor manufacturing capacity. The company's founder, …
Fractile, a London-based AI chip startup that supplies Anthropic, is in advanced talks to raise approximately $600 million at a pre-money valuation of $6.5 billion, a sixfold increase from its $1 billion Series B valuati…
The AI boom is about to make cars more expensive, according to a report from the automotive industry. The increased demand for AI chips and other components is driving up production costs, which will likely be passed on …
NVIDIA (NVDA) stock is being driven by strong demand signals from Foxconn and Super Micro Computer, indicating a sustained AI boom. Foxconn reported record revenue for the fourth quarter of 2024, citing robust AI server …
FTC Chairman Andrew Ferguson said the biggest competitive risks in artificial intelligence lie not among AI models but in the upstream inputs—chips, power, and construction—needed to build them, while noting that competi…
Cerebras Systems unveiled the CS-4 AI system, its fourth-generation rack-scale machine built on three Wafer Scale Engine-3T processors, delivering up to 750 petaFLOPs of AI compute and inference speeds up to 30 times fas…
AMD announced it achieved an estimated 4x increase in AI energy efficiency from 2024 to 2026, ahead of its 3x projected target, and is on track to deliver a 20x increase in rack-scale efficiency for AI training and infer…
Google has tapped Marvell Technology to develop custom silicon for its Tensor Processing Unit (TPU) ecosystem, including AI inference accelerators, storage controllers, and network interface controllers, according to an …
The U.S. Commodity Futures Trading Commission opened a public comment window on Wednesday for potential derivatives contracts tied to computing power, a move that could reshape how companies hedge the spiraling costs of …