AI Chips news and analysis on Web Pulse: 7127 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Quantitative trading firm Jane Street is building and independently financing its own data center, signaling a major escalation in the race for compute power amid surging AI demand. The move follows a $6 billion commitme…
The European Commission announced an ambitious legislative package this week to boost the EU's digital sovereignty, aiming to compete with the US and China on chips, data centers, and AI while mobilizing hundreds of bill…
Alphabet CEO Sundar Pichai announced Project Suncatcher, a plan to deploy 81 solar-powered satellites carrying Google's Tensor Processing Units into a tight orbital cluster to create an AI data center in space. A two-sat…
Nvidia’s net income surged 2,900% over three years, climbing from $4.37 billion in fiscal 2023 to $120 billion in fiscal 2026, driven almost entirely by AI demand. The chipmaker reported $58.321 billion in net income for…
Pinterest committed $4 billion to Amazon Web Services for cloud services through 2031, the largest infrastructure deal in the company's history, to power AI-driven visual search and personalization for its 600 million mo…
Chinese startup Spirit AI has topped the RoboArena leaderboard with a score of 1,924, surpassing Nvidia's Cosmos3-Nano-Policy at 1,881 in a benchmark Nvidia co-developed with Stanford and UC Berkeley. The achievement mar…
The rapid expansion of AI hardware manufacturing is creating economic distortions reminiscent of Dutch disease, where a booming sector drives up costs and draws resources away from other industries. This phenomenon is le…
Micron Technology lost approximately $94 billion in market capitalization on June 4 after Broadcom's disappointing AI chip guidance triggered a sector-wide sell-off. Micron shares fell 7.7% in the company's steepest sing…
Gigabyte has unveiled a prototype server that packs 40 Intel Lunar Lake processors into a chassis the size of a pizza box. The compact system, demonstrated at an industry event, is designed for edge computing and AI work…
NVIDIA's RTX Spark chip combines Arm CPU cores, a powerful RTX Blackwell GPU, and up to 128GB of unified memory, positioning Windows PCs to rival Apple Silicon's performance and efficiency for the first time. The chip, e…
NVIDIA announced its RTX Spark system on a chip, an integrated CPU/GPU/RAM unit designed to deliver unprecedented AI computing power in low-power Windows notebooks and desktops. The chip, which combines a MediaTek ARM CP…
Raspberry Pi reported profits well ahead of expectations, driven by strong demand for its single-board computers. However, the company's rising DRAM costs are cutting into margins, prompting it to tap credit facilities t…
A new empirical study of Pearl's Proof-of-Useful-Work blockchain found that its network of approximately 320,000 GPU-equivalents, consuming an estimated 112 megawatts of power, produced zero useful AI computation. Resear…
Seeking Alpha assigned Alphabet Inc. a Buy rating, citing the company's proprietary TPU chip stack that reduces dependence on NVIDIA and strengthens its infrastructure moat. The analysis reported Google Cloud holds a $46…
The European Commission released a multi-pronged strategy to achieve technological sovereignty, introducing four interconnected initiatives including the Chips Act 2.0, the Cloud and AI Development Act, an EU Open Source…
Canonical announced that Ubuntu 26.04 LTS will include single-command installations for NVIDIA CUDA, AMD ROCm, and NVIDIA DOCA-OFED, aiming to reduce deployment friction for AI infrastructure. The company is also partner…
Broadcom CEO Hock Tan said Thursday the company is deprioritizing acquisitions because its AI business is growing faster than any deal could deliver. Speaking at the Bloomberg Tech conference in San Francisco, Tan explai…
Trump administration officials fear a loophole in U.S. export rules allowed Chinese companies to legally acquire Nvidia's advanced Blackwell AI chips by routing purchases through overseas subsidiaries in Singapore and Ma…
AMD executive Frank Azor stated the company has made "no such decision" on FSR 4.1 support for RDNA 3.5 architecture, following reports that the upscaling technology was not planned for the mobile chip. The clarification…