AI Chips news and analysis on Web Pulse: 7122 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia shares fell 6.2% to $205.10 on June 5, their steepest single-day drop this year, after a stronger-than-expected U.S. jobs report reduced the likelihood of Federal Reserve rate cuts and Senator Elizabeth Warren sum…
The price of the 1 TB Steam Deck OLED jumped $300 overnight, from $649 to $949, as part of a broader price increase across laptops, mini PCs, and handhelds driven by a memory-pricing crisis. Roughly 90% of the world's DR…
Clive Chan, OpenAI's second hardware hire who worked on the company's custom chip program, has left the company and joined Anthropic this week, according to a LinkedIn post. Chan praised his former team's hardware talent…
Computex 2026 in Taipei shifted its focus from AI PCs to agentic AI, with Nvidia CEO Jensen Huang declaring during his opening keynote that "agentic AI and useful AI have arrived." Nvidia unveiled its new Arm-based RTX S…
AI chip stocks experienced a sectorwide sell-off this week, pulling back shares across the industry. AMD’s business is performing strongly across all segments, but the decline has left investors debating whether the stoc…
Nvidia's gross profit margins are projected to remain above 70% through 2030, according to DA Davidson analyst Gil Luria, as hyperscalers like Google and Amazon have few alternatives to the company's AI chips. The chipma…
Two machines with 128 GB of unified memory — the AMD Strix Halo and the NVIDIA DGX Spark — are being compared by owners who run 70B-parameter language models locally. AI developer u/Eugr benchmarked both and found token …
A Huawei-led team in Shenzhen post-trained DeepSeek's 1.6-trillion-parameter model using a cluster of 1,000 Ascend 910C chips, according to the Shenzhen government. The achievement demonstrates China's ability to train l…
Jim Cramer called NVIDIA Corporation the "heart" of the data center story, while warning that increased AI-related spending could cause near-term market effects. The high-profile commentary underscores NVIDIA's central r…
Staff at ASML, one of Europe’s most valuable chip machinery makers, are threatening to boycott an internal company conference after it invited Elon Musk to deliver a keynote address via video link. Employees on the compa…
Marvell Technology Inc. and Flex Ltd. will join the S&P 500 later this month, replacing Pool Corp. and The Campbell’s Company in the index’s latest quarterly rebalance, S&P Dow Jones Indices announced Friday. The semicon…
Hitachi and Intel announced a strategic partnership on June 5 to deploy AI, advanced computing, and digital infrastructure across manufacturing, energy, and mobility sectors. The collaboration, built on five pillars incl…
Nvidia's market capitalization has fallen below $5 trillion, reversing its recent milestone as the first public company to surpass that threshold amid the global AI boom. The decline signals a potential shift in market s…
A former Meta engineer has launched a five-part series called "Unpacking AI" to explain artificial intelligence from the ground up, starting with the hardware that powers it. The first installment covers transistors, sem…
J.P. Morgan analyst Rajat Gupta upgraded Tesla from Underweight to Neutral on June 5, raising the price target from $145 to $475. The upgrade reflects a shift in valuation thesis, with Gupta projecting nearly half of Tes…
A research group led by Huawei completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model, using a cluster of at least 1,000 Huawei Ascend 910C chips. The effort, which involved the Shenz…
The S&P 500 and Nasdaq suffered a sharp pullback on Friday, but the AI-driven rally remains supported by robust earnings upgrades and persistent compute bottlenecks. AI infrastructure demand is broadening beyond semicond…
Nvidia used Computex 2025 to pitch a "reinvention of the PC" centered on AI capabilities, but the company's messaging may have misjudged the audience's readiness for such a shift. The chipmaker's vision for AI-driven com…
The S&P 500 fell 2.64% on June 5, its worst single-day decline since October, as a broad sell-off in AI-related stocks dragged markets lower. The decline puts the index's nine-week winning streak at risk, with a 10th con…
Minisforum announced two Panther Lake-based mini PCs, the M2 Pro and MS-03, designed for local AI workloads. The M2 Pro delivers up to 180 TOPS of combined compute with an Intel Core Ultra X9 388H, while the MS-03 target…