AI Chips news and analysis on Web Pulse: 6251 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
French startup Mistral AI and Nvidia announced a partnership to launch Mistral Compute, a European AI infrastructure stack that will include roughly 18,000 Blackwell GPUs and a planned 40-megawatt data center in Essonne.…
SPAN announced the launch of XFRA, a distributed data center solution that places enterprise-grade, liquid-cooled compute nodes in residential and small commercial spaces to deliver gigawatts of new AI compute capacity. …
Royal Bank of Canada reported adjusted earnings of C$3.90 per share for the second quarter, beating analyst estimates of C$3.77, while CIBC also exceeded expectations with adjusted EPS of C$2.54 and announced the sale of…
Team Group CEO Gerry Chen stated that RAM and SSD prices will continue to rise due to AI server demand consuming 40% to 50% of global memory supply. Chen warned that most memory production planned for 2026 and 2027 alrea…
Broadcom (AVGO) is positioned to capitalize on the next major shift in AI infrastructure, according to analysts. The company's strategic focus on custom AI chips and networking solutions could drive significant growth as…
LLM inference costs 100x more than traditional machine learning inference because autoregressive generation requires a separate forward pass through the entire model for each output token. A Llama 3.1 8B model generating…
Marvell Technology reported fiscal first-quarter 2027 earnings that exceeded analyst expectations, driven by surging demand for its data center chips used in artificial intelligence applications. The company posted adjus…
Five of the largest hyperscalers funding the AI build-out—Meta, Microsoft, Alphabet, Oracle, and OpenAI—plus Nvidia are all led by female CFOs steering the trillion-dollar infrastructure expansion. Microsoft alone is tar…
Nvidia CEO Jensen Huang announced a $500 billion investment in U.S. data centers earlier this year, earning praise from President Trump and a rollback of export controls on some chips. Huang then flew to Taiwan, broke gr…
South Korea is on track for its 12th consecutive month of export growth in May, driven by an AI-fueled semiconductor boom that saw chip shipments surge 173.5% year-over-year to $31.9 billion in April alone. Samsung Elect…
ByteDance, the parent company of TikTok, is developing custom central processing units (CPUs) to power its artificial intelligence infrastructure, as prices for chips from Intel and AMD have surged 10-35% quarter-over-qu…
Best Buy forecast upbeat sales for the current quarter, citing rising demand for artificial intelligence-powered gadgets and personal electronics, sending its shares higher in premarket trading. The retailer expects comp…
Mistral is exploring the design of its own chips as it ramps up an AI infrastructure build, according to a CNBC report. The French startup aims to gain greater control over its compute stack amid competition with OpenAI …
Micron Technology has become the third-best performing stock in the S&P 500, with shares surging from $90 to over $750 on AI-driven demand for its memory chips, yet the company trades at a forward price-to-earnings ratio…
Nvidia CEO Jensen Huang will visit South Korea next week to deepen AI and semiconductor ties with Samsung, Hyundai, and the Korean government. The trip follows his October 2025 visit, his first to the country in over 15 …
Taiwan-based AI server manufacturer Wiwynn warned that critical component shortages for AI infrastructure will persist through 2028, extending beyond GPUs and memory to high-end PCBs, CPUs, and DRAM. The company said red…
The UBS Global Family Office Report 2026 found that 60 percent of 307 surveyed family offices plan to adjust their strategic asset allocation over the next 12 months, the highest level in the study's history, as they pur…
Greg Abel, Warren Buffett's designated successor at Berkshire Hathaway, has purchased shares in an artificial intelligence company that directly competes with Nvidia. The investment signals a strategic bet on a rival chi…
Valve has raised Steam Deck OLED prices by 43-46%, with the 512GB model now costing $749 and the 1TB model $949, citing increased costs for storage and RAM due to the AI boom and hardware shortages. The price hike makes …
Nvidia CEO Jensen Huang has joined the advisory board of Tsinghua University's School of Economics and Management in Beijing, placing him alongside Apple CEO Tim Cook, Elon Musk, and other global business leaders. The ap…