AI Chips news and analysis on Web Pulse: 2723 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
EE Times moderated a panel on RISC-V ecosystem growth for Physical AI with Arteris, GlobalFoundries, and Tenstorrent at a Taipei event, discussing scalable robots, computing power balance, and the importance of partnersh…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer is generating durable…
Apple faces worsening pricing and supply issues through 2027 due to a memory supply-demand gap driven by AI server demand, according to analyst Ming-Chi Kuo. The company has already raised Mac and iPad prices by up to $5…
Amazon invested an additional $5 billion into Anthropic, with up to $20 billion more tied to milestones, bringing the total potential commitment to $33 billion. In return, Anthropic pledged over $100 billion on AWS infra…
A federal antitrust class-action lawsuit filed June 25, 2026 in the Northern District of California accuses Samsung, SK Hynix, and Micron of colluding to cut DRAM production, driving RAM prices up roughly 700% over four …
French private equity giant Ardian is betting over $1.2 billion on Nordic data centers through its Verne platform, leveraging the region's cheap renewable energy and natural cooling to power Europe's AI infrastructure. T…
The Gigabyte Aero X16 gaming laptop, featuring an AMD Ryzen AI 7 350 processor and Nvidia RTX 5060 GPU, has dropped to $1,198 on Amazon as part of a Prime Day deal, a 27% discount from its original price. The 16-inch 2.5…
Apple faces ongoing RAM shortages and price hikes as AI demand devours consumer electronics memory supply, with analysts warning of an existential crisis for smaller tech firms. Memory manufacturers Samsung, SK Hynix, an…
AMD acquired MEXT, a startup that extends DRAM main memory to flash storage, to address soaring DRAM prices driven by GenAI demand. DRAM now accounts for up to 90% of server costs, with prices rising 5x by Q3 2026. MEXT'…
The US and China are engaged in an AI-cybersecurity cold war, with open Chinese AI models advancing while US cyberweapons remain unavailable. South Korea plans a $590 billion investment in chipmaking facilities with Sams…
NVIDIA's CUDA kernel launch involves a multi-stage compilation pipeline from C++ to PTX virtual ISA to SASS machine code, followed by runtime coordination via ioctl system calls and doorbell register writes. Understandin…
A class-action lawsuit filed in the U.S. accuses Micron Technology, Samsung Electronics, and SK Hynix of price-fixing and artificially restricting DRAM supply, causing consumer DDR5 memory prices to surge nearly 700% in …
Apple integrated Alphabet's Gemini large language model into Siri at WWDC 2026, driving demand for higher-memory devices as DRAM prices surged over 60% from the prior quarter, according to Micron Technology. The company …
SpaceX has secured contracts with Anthropic, Google, and Reflection AI to rent GPUs, generating an annualized revenue run rate of approximately $28 billion. The deals, including a $6.3 billion commitment from Reflection …
Lenovo warned at ISC 2026 that memory prices will not return to 2024-2025 levels until around 2030, citing massive demand from AI and cloud companies for high-end memory. The company's 'RAMageddon Survival Guide' targets…
Amazon is selling Apple's 14-inch MacBook Pro with the M5 chip for $1,650, $350 below Apple's increased MSRP, following Apple's recent price hikes. The M5 chip offers faster CPU and GPU performance with AI acceleration, …
Wall Street opened higher on Monday after the US and Iran agreed to pause hostilities, with the Dow Jones, S&P 500, and Nasdaq Composite rising 0.3%, 0.4%, and 1.3% respectively. AI stocks traded mixed amid recent sector…
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI inference chip, on June 24, achieving a nine-month design-to-tape-out cycle accelerated by AI-assisted design. This breakthrough compresses the timeline for…
Intel is advancing U.S. innovation, AI, and manufacturing as the nation marks its 250th anniversary, emphasizing domestic semiconductor production for economic growth and national security. The company's end-to-end capab…
Apple plans to release a Mac Studio M7 Ultra in 2028 with improved cooling, skipping the M6 Ultra, according to Bloomberg's Mark Gurman. An M5 Ultra model is still expected this year, but supply issues may delay its laun…