AI Chips news and analysis on Web Pulse: 6249 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Qualcomm unveiled the Snapdragon C platform ahead of Computex 2026, targeting entry-level Arm Windows laptops starting near $300. The 6nm chip features an eight-core 1+3+4 CPU, an Adreno GPU at 900MHz, LPDDR5 memory supp…
Goldman Sachs Research predicts an unprecedented upcycle in multi-layer ceramic capacitors (MLCCs) driven by AI data center demand, extending through 2030. The bank revised its 2026 MLCC pricing forecast upward to 0-5% g…
SpaceX has nearly completed version 1.0 of a proprietary AI training stack written in C, designed to exact-map to 220,000 GB300 processors with 800G network interface cards. The system, which leverages heavy pipeline par…
A developer replaced five 64MP cameras in a wall-mounted sensor network with 12MP cameras, calling the downgrade the best decision of the year after the higher-resolution sensors caused thermal throttling and driver conf…
A used RTX 3090, now three generations old and costing under $900, remains the best value for running 30B+ parameter LLMs locally in 2026, as its 24GB of VRAM is the only single-GPU solution that fits models like CodeLla…
Nvidia, Microsoft, and Arm launched a coordinated social media campaign on May 29 teasing Nvidia's first Arm-based laptop processors, the N1 and N1X, ahead of Computex 2026 in Taipei. The chips, rumored to feature up to …
Nvidia and Microsoft posted coordinated social media teasers ahead of Computex 2026, using the phrase "A new era of PC" and coordinates for the Taipei Music Center, where Nvidia CEO Jensen Huang is scheduled to keynote. …
Dell Technologies shares surged the most since 2018 after the company issued a bullish outlook driven by strong demand for its artificial intelligence servers. The stock rally reflects investor confidence in Dell's abili…
Lenovo shares surged 109% in May, the company's best monthly performance in 27 years, after AI-related revenue accounted for 38% of quarterly sales. Goldman Sachs more than doubled its price target for the world's larges…
Super Micro Computer has issued a direct challenge to competitors in the AI server market, signaling aggressive pricing and capacity expansion. The company's move aims to capture greater market share amid surging demand …
Super Micro Computer (SMCI) shares surged 11.67% to $46.12 on May 29, 2026, on volume of over 62 million shares, driven by strong AI demand and a company announcement that its collaboration with Taiwanese authorities led…
Dell Technologies reported quarterly revenue up nearly 88% year over year, driven by AI server revenue that surged 757% to $16.1 billion, according to CNBC. Adjusted earnings per share of $4.86 beat consensus estimates o…
Nvidia CEO Jensen Huang teased new hardware announcements including Grace Blackwell, Vera Rubin, and a mystery "surprise new product" during his appearance at the Taipei Music Center ahead of Computex 2026. Huang's keyno…
Micron Technology crossed $1 trillion in market value this week, joining Samsung and SK Hynix as memory-chip makers reach historic valuations amid surging AI demand. The industry's consolidation to three dominant players…
OpenAI is developing an AI-first smartphone designed for continuous, agent-style interactions rather than traditional app-based workflows, with mass production expected around 2028. The device will use a customized Media…
AI chip startup Groq is seeking $650 million in new funding from existing investors to expand its inference cloud business, according to Axios. The fundraising follows a $20 billion not-an-acquisition agreement with Nvid…
AI chip startup Groq is reportedly raising $650 million from existing investors to expand its inference cloud business, following a $20 billion agreement with Nvidia in December that involved employee departures and tech…
Broadcom and fiber optic leader Ciena reported strong earnings, driving a surge in AI-related stock gains. The companies' financial results exceeded analyst expectations, reinforcing investor confidence in the AI infrast…
Apollo Global Management and Blackstone are competing to raise $36 billion to acquire chips from Google for use by Anthropic, the AI startup backed by Google. The deal would provide Anthropic with critical computing powe…