AI Chips news and analysis on Web Pulse: 7126 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to approximately 110,000 NVIDIA GPUs and related components housed at SpaceX's xAI data centers, according to regulatory filing…
Elon Musk's SpaceX signed Google to a compute rental agreement worth $920 million per month, according to a SpaceX regulatory filing on Friday. The deal grants Google's AI organization access to approximately 110,000 NVI…
Mainland Chinese investors withdrew a record 24.6 billion yuan ($3.7 billion) from China-listed ETFs tracking Hong Kong equities in a single week, marking the largest weekly outflow ever for these funds. The capital is r…
The Philadelphia Semiconductor Index fell 2% on June 4 after Broadcom's AI chip guidance missed Wall Street expectations by roughly $1.2 billion, triggering the chipmaker's largest single-day drop since early 2025. Broad…
Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to approximately 110,000 NVIDIA GPUs and other computing components, according to a regulatory filing Friday. The deal, which i…
A stronger-than-expected U.S. jobs report on June 5, 2026, triggered a broad sell-off in technology and semiconductor stocks, with the Nasdaq Composite falling sharply. The Bureau of Labor Statistics reported nonfarm pay…
Daniel Sparks of The Motley Fool recommended Meta Platforms, Microsoft, and Broadcom as three AI stocks to buy and hold for the next decade, citing their ability to fund sustained AI infrastructure investment. The recomm…
Broadcom reported fiscal Q2 revenue of $22.2 billion, up 48% year over year, and AI semiconductor revenue of $10.8 billion, up 143%, triggering a share decline of up to 14% on valuation and customer concentration concern…
Tech stocks fell sharply as investor concerns over Broadcom's earnings, Google's AI spending, and upcoming AI-related IPOs triggered a broad sell-off. The downturn reflects growing unease about valuations and profitabili…
Nintendo's Switch 2 has become the fastest-selling console in history with 19.9 million units moved in its first year, but industry headwinds including tariffs, rising memory costs, and ballooning game budgets suggest it…
Nvidia has a 90% probability of ending June as the world's largest company by market capitalization, according to Polymarket pricing. The AI-chip maker's market cap is estimated between $5.2 and $5.3 trillion, with Apple…
Major stock indexes fell sharply Friday after a strong jobs report raised expectations for a Federal Reserve interest rate hike, with the Nasdaq 100 tumbling more than 3% as AI-related tech stocks led the decline. The th…
Nvidia CEO Jensen Huang unveiled a new laptop design and computing paradigm at Computex, centered on the company's RTX Spark AI hardware. The announcement, part of a broader push from Big Tech, raises questions about con…
The Dow Jones Industrial Average reached a new high during the week, while shares of Broadcom and Ciena were impacted by developments in AI and chip stocks. Additionally, news emerged regarding a potential SpaceX initial…
Elon Musk will address ASML employees in a virtual fireside chat next Thursday to pitch SpaceX's Terafab semiconductor concept, according to internal communications seen by Business Insider. The event, held at Europe's m…
Meta is constructing six massive weatherproof tent structures near New Albany, Ohio, each spanning 125,000 square feet, to house GPU clusters for AI compute. The "rapid deployment structures" cut traditional data center …
The European Commission on June 3-5, 2026 proposed a "European Technological Sovereignty Package" including a Chips Act 2.0, Cloud and AI Development Act, and Open Source Strategy to reduce the EU's reliance on non-EU te…
TvN announced Tuesday that Nvidia CEO Jensen Huang will appear on the South Korean talk show “You Quiz on the Block,” marking another high-profile international booking for the program. Huang, who rarely appears on enter…
AI investment funds are shifting from GPU-focused semiconductor stocks to broader infrastructure sectors including power, industrial goods, and space, as profit-taking hits leading AI chipmakers like Broadcom. The U.S. m…
Technology stocks fell sharply Friday as a stronger-than-expected jobs report pushed bond yields higher, reducing the likelihood of near-term interest rate cuts and weighing on high-valuation momentum names. Broadcom sha…