AI Chips news and analysis on Web Pulse: 6248 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia CEO Jensen Huang described demand for artificial intelligence chips as "insatiable," a single-word assessment that analysts say will define the semiconductor industry's trajectory through 2026. The remark signals …
NVIDIA is positioning Computex 2026 as its most significant event of the year following a disappointing CES 2026. The company aims to restore momentum in the tech industry with major product and AI announcements at the t…
AMD submitted graphics driver changes for Linux kernel 7.2, pulling AMDGPU and AMDKFD patches into DRM-Next to enhance performance and stability for AMD GPUs on the open-source platform. Valve released SteamOS 3.8.6 Beta…
A Redditor running a workstation with 768GB of used Intel Optane Persistent Memory DIMMs achieved roughly 4 tokens per second on a 1-trillion-parameter LLM (Kimi K2.5) using a single GPU. The six second-hand Optane stick…
Snowflake CEO Sridhar Ramaswamy reported a blowout first quarter with 33% year-over-year revenue growth, the fastest pace in two years, sending shares up 36% and extending five-day gains past 50%. The results validated S…
Microsoft and Nvidia are collaborating on a new line of Windows PCs that will run local AI agents instead of the Copilot assistant, according to reports. The first devices, including models from Dell and Microsoft's Surf…
Anthropic, a private AI firm, has secured $65 billion in funding amid a broader AI infrastructure boom that has pushed semiconductor companies Micron and SK Hynix to trillion-dollar valuations. The funding round signals …
Nvidia and Microsoft will launch the first Windows PCs powered by Nvidia chips next week, marking the GPU maker's entry into the PC processor market. The Arm-based processors, designed to run AI workloads locally, will d…
The S&P 500 Momentum Index surged 31.7% over two months through May 2026, its largest gain since inception in 1994, driven almost entirely by AI and semiconductor stocks. Technology stocks generated roughly 85% of S&P 50…
A developer has outlined a comprehensive engineering strategy for maximizing battery life in Edge AI devices, emphasizing that power must be treated as a system-level interface rather than a post-development checkbox. Th…
A pick-and-shovel AI stock has joined Meta, Tesla, and Broadcom as the newest member of the $1 trillion market capitalization club. The company's valuation milestone reflects surging investor demand for infrastructure pr…
Nvidia CFO Colette Kress declared that artificial intelligence is "no longer a nice-to-have" but a "necessity for enhancing productivity across all industries," as the company reported record quarterly revenue of $81.6 b…
Hyperscalers are spending billions on AI chips for data centers, with a single Nvidia Blackwell GPU costing as much as a Tesla Model 3, while token consumption is forecast to surge 24-fold by 2030. Microsoft canceled mos…
Nvidia paid Groq $20 billion in December to license its chip technology and hire several senior engineers, leaving the AI startup to rebuild around its inference cloud business. Groq is now raising $650 million from exis…
Seeking Alpha published an investment note on May 30, 2026, framing Nvidia as a "Quality Growth" stock with Q1 FY2027 revenue of $81.6 billion and a market capitalization of $5.19 trillion. The note identifies "Physical …
Acer announced three new gaming devices at its latest event: the Predator Helios 18 AI laptop with up to an RTX 5090 GPU and Core Ultra 9 processor, the Nitro 16 as its first X3D-powered laptop featuring an AMD Ryzen 9 9…
Dan Loeb's Third Point hedge fund has accumulated over 2.9 million shares of Nvidia across four consecutive quarters, betting on what he calls an AI "super-cycle" that remains in its early stages. Loeb argues the chipmak…
Nvidia CEO Jensen Huang is scheduled to visit South Korea to meet with Samsung and SK Hynix, with analysts expecting discussions to focus on High Bandwidth Memory procurement for next-generation AI GPUs. Meta Platforms h…
Nvidia announced it has largely conceded China's artificial intelligence chip market to Huawei, citing U.S. export restrictions that have made it increasingly difficult to compete. CEO Jensen Huang acknowledged that Huaw…
Vertiv Holdings reported Q1 2026 revenue of $2.65 billion, a 30.1% year-over-year increase, with Americas revenue surging 53% driven by strong AI data center demand. The company's operating leverage and efficiency initia…