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.
Marvell Technology Inc. shares surged after Google LLC struck a deal to use its AI chips and received an option to buy a $12.2 billion stake in the company, intensifying competition with Broadcom Inc. The agreement gives…
Nvidia is certifying Nordic data center operators through its DGX-Ready Colocation Data Center program, turning the region into a hub for AI infrastructure powered by renewable energy and cold climates. Certified operato…
Cerebras Systems introduced the WSE-3 Turbo processor, doubling the performance of its predecessor to 250 PFLOPS sparse FP16, and the new CS-4 rack-scale system that enables multiple WSEs to work together. The WSE-3 Turb…
Broadcom Inc. shares fell 5% to $359.66 after Marvell Technology Inc. secured a deal to develop custom AI chips for Alphabet Inc.'s Google, threatening Broadcom's position as Google's incumbent custom silicon partner. Ma…
24/7 Wall St. set a $341.77 price target on Amazon (NASDAQ:AMZN), implying 31.73% upside from the current $259.45, with a buy recommendation and 90% confidence, driven by AWS re-accelerating to its fastest growth in 18 q…
Nvidia is acting as a matchmaker between GPU customers and Nordic data-center operators, leveraging the region's cheap power and available land to fuel an AI infrastructure boom, sources told CNBC. The company is facilit…
AMD's Radeon AI PRO R9700 x2 graphics cards fail with Windows error Code 31 under Adrenalin drivers 26.5.1, 26.6.1, and 26.7.1, but remain stable for over 20 hours with driver 26.3.1, according to a Level1Techs forum use…
SanDisk (NASDAQ:SNDK) shares have surged 3,911.79% over the past twelve months, from $44.54 in August 2025 to $1,629.67, driven by an AI-fueled NAND cycle, with 24/7 Wall St. setting a price target of $2,164.26, implying…
China is allowing small batches of Nvidia's H200 chips onto the mainland to help domestic AI firms compete with the US, with ByteDance and Tencent each receiving around 10,000 H200 processors, according to the Financial …
Fifteen S&P 500 companies have gained 100% or more this year, driven by the AI boom, with Sandisk leading at nearly 600% amid strong memory chip demand, according to Yahoo Finance analysis. The list includes legacy tech …
Samsung Foundry is raising chip manufacturing prices by up to 15% for new customers, targeting its 4nm, 5nm, and select 8nm nodes, as its division achieved monthly profitability for the first time in three years amid an …
Nvidia Corp. is providing up to $105 billion in residual-value guarantees for OpenAI's planned Ohio data center campus, covering an initial 4.25 GW of IT capacity at SB Energy's PORTS-Pike Technology Campus in Pike Count…
Marvell Technology shares jumped 13% to $243.66 after the company disclosed a warrant issued to Alphabet's Google worth about $12.18 billion as part of a deal to develop custom AI chips, while Broadcom fell 3% to $369.13…
SK Hynix shares rose 6% to $164.70 on Wednesday after the company approved a 40 trillion won ($28.6 billion) treasury share cancellation, the largest in South Korean history, lifting memory peers Micron Technology (up 3%…
Analog Devices forecast fiscal fourth-quarter revenue of $3.55 billion, plus or minus $200 million, and adjusted earnings per share of $2.63, plus or minus 10 cents, both above LSEG consensus estimates of $3.35 billion a…
SK Hynix announced a 40 trillion won ($28.6 billion) share buyback, the largest treasury share cancellation ever by a Korean company, targeting about 24.07 million shares (3.3% of total issued shares) from August 20 thro…
Marvell Technology announced discussions with Google to develop custom AI, storage, and networking chips, including a Memory Processing Unit and an inference-optimized TPU, with the MPU design targeted for 2027. The talk…
POET Technologies (NASDAQ:POET), trading at $9.40, has a 24/7 Wall St. price target of $21.14, implying 124.89% upside, driven by its Optical Interposer platform and a $50 million purchase order from Lumilens with potent…
Bank of America analyst Vivek Arya said Nvidia's stock is trading at a 40%-50% discount to AI compute peers and a 31%-36% discount to the S&P 500 on an enterprise value-to-free cash flow basis, creating a 'compelling opp…
Memory chip prices have surged roughly fourfold as Big Tech's AI spending spree collides with finite semiconductor supply, raising questions about whether the AI boom reflects real demand or a chip shortage. Micron Techn…