AI Chips news and analysis on Web Pulse: 7131 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Apple will use Nvidia’s Blackwell B200 data center chips through Google Cloud to power some queries for the new Gemini-based Siri, according to a new report. The company plans to enable Nvidia’s confidential compute feat…
Broadcom's stock dropped 11% in after-hours trading after the chipmaker issued fiscal Q3 AI revenue guidance of $16 billion, falling roughly $1.2 billion short of Wall Street's $17.2 billion consensus estimate. The disap…
Anthropic has selected Morgan Stanley and Goldman Sachs to lead its initial public offering, with JPMorgan Chase also on the deal, Bloomberg reported Monday, citing people familiar with the matter. The artificial intelli…
Broadcom Inc. shares fell after the company's artificial intelligence chip revenue outlook failed to meet investor expectations, raising concerns about slowing growth in the sector. The semiconductor firm projected AI-re…
Broadcom reported fiscal Q2 2026 revenue of $22.2 billion, a 48% increase year-over-year, driven by AI semiconductor revenue that surged 143% to $10.8 billion. The company guided for approximately $29.4 billion in Q3 202…
Big Tech companies and datacenter operators are experiencing significant growth driven by surging demand for artificial intelligence infrastructure. The expansion of AI applications requires massive computational power, …
Nvidia, Microsoft, Google and other major tech companies are introducing new chips, laptops and software designed to power AI agents that can autonomously complete complex, multi-step tasks on a user's behalf. The compan…
South Korea’s trade surplus with China surged to $3.8 billion in May, swinging from a $764 million deficit in December 2025, driven by a 243 percent jump in semiconductor exports amid booming AI demand. The turnaround, f…
Nvidia and Microsoft jointly unveiled the RTX Spark, an Arm-based superchip delivering up to 1 petaflop of AI performance for thin-and-light Windows laptops, at GTC Taipei during Computex. The chip pairs a Blackwell RTX …
NVIDIA CEO Jensen Huang joined Microsoft CEO Satya Nadella at Microsoft Build to announce an expanded partnership between the two companies, spanning AI development from Windows devices to large-scale AI factories. The c…
Microsoft CEO Satya Nadella announced new AI software and hardware during the Day 2 keynote at Microsoft Build in San Francisco, joined by Nvidia CEO Jensen Huang and Qualcomm CEO Cristiano Amon to discuss agentic AI com…
Broadcom shares fell in trading despite the company reporting quarterly earnings and revenue that exceeded analyst expectations, driven by strong demand for its AI-related chips. The company also raised its full-year for…
Fortune's 2026 analysis shows Nvidia's $4.24 trillion market capitalization exceeds Japan's $4.03 trillion GDP, making the chipmaker larger than the world's fourth-largest economy if treated as a country. Apple's $3.73 t…
Nvidia confirmed at Computex 2026 in Taipei that it has at least two additional RTX Spark generations planned beyond the current release, publicly referred to as N2X and N3X. CEO Jensen Huang stated he wants conversation…
Broadcom reported second-quarter earnings of $2.44 per share on revenue of $22.19 billion, exceeding analyst expectations of $2.40 per share and $22.13 billion, respectively. The company also issued third-quarter revenue…
Nvidia CEO Jensen Huang confirmed at Computex 2026 that the company is already planning at least two additional generations of its RTX Spark chips, called N2X and N3X. Huang stated the long-term goal is to create Star Tr…
Microsoft unveiled the Surface RTX Spark Dev Box, a compact developer PC powered by Nvidia's Arm-based RTX Spark chips with 128GB of unified memory and a 100-watt thermal envelope. The device can run AI models up to 120 …
Anthropic has selected Morgan Stanley and Goldman Sachs to lead its initial public offering, with JPMorgan Chase also on the deal, targeting an October listing at a $965 billion valuation. SpaceX's own IPO filing reveale…
Central processing units remain essential for handling real-time decision-making and low-latency tasks in AI agent systems, despite the rise of specialized accelerators like GPUs. CPUs provide the flexibility and control…
Michael Burry warned that Nvidia's top three customers now account for 64% of its accounts receivable, up from 33% in 2020, calling the concentration "off the charts." The "Big Short" investor highlighted that a 20% cut …