AI Chips news and analysis on Web Pulse: 7132 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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 …
Infineon is hosting a practical webinar on July 9, 2026, to help engineers and procurement professionals navigate the AI-driven memory super cycle. The session will address supply challenges like longer lead times and al…
Nvidia CEO Jensen Huang announced a blueprint for a 6-foot, 150-pound humanoid robot called H2 Plus, combining a Chinese-made body from robotics startup Unitree with an American Nvidia Thor chip and advanced software. Th…
Marvell has been selected to design a custom networking chip for Google's TPUv8e accelerators, with production expected on Intel's 18A or 18AP process and volume manufacturing slated for the end of 2027. MediaTek is hand…
Amkor Technology (AMKR) trades at roughly 2.35 times forward revenue while delivering 27.5% year-over-year growth, positioning the semiconductor packaging firm as a potential chokepoint in the AI supply chain. Management…
Credo Technology shares surged Monday as investors responded to growing demand for copper connectivity in AI data centers and the company's ramp-up of optics production. The stock move reflects market expectations that C…
Alphabet Inc. upsized its equity offering to $84.75 billion from $80 billion to fund growing artificial intelligence spending, making it the largest equity capital markets transaction of all time. The offering includes a…
Intel's 18A process node has proven more challenging than anticipated, with CFO David Zinsner acknowledging the company overextended itself on the technology. Zinsner characterized the troubled node as a one-off misstep …
The European Union proposed a "tech sovereignty package" on Tuesday, including the Cloud and AI Development Act and Chips Act 2.0, to triple data center capacity and boost domestic semiconductor production. The legislati…
The European Union published a set of measures Wednesday to reduce reliance on US and Chinese suppliers for AI, cloud, and semiconductors, including rules that would restrict the use of US hyperscalers for certain public…
OpenAI CEO Sam Altman projects another million-fold increase in AI token usage over the next six years, following a similar leap in the past six years. The projection, based on expected improvements in algorithms, hardwa…
Marvell Technology is positioning itself as a potential trillion-dollar company through its custom chip designs and networking technology tailored for the AI data center boom. The company's success hinges on its ability …
Intel shares rose about 3.4% Wednesday morning after executives at the Computex expo in Taipei announced the company's 18A chipmaking process is now at full scale with hundreds of design wins, alongside new custom silico…
Amazon is offering the ASUS ROG Zephyrus G14, the only 14-inch laptop on the market with an NVIDIA RTX 5080 GPU, for nearly $300 off its regular price. The deal provides a compact, premium gaming system with a Ryzen AI 9…
The European Union unveiled a "tech sovereignty" package on Wednesday aimed at reducing dependence on American AI and cloud services and Asian microchips. The 27-nation bloc proposed measures including a sequel to its Ch…
JEDEC is updating its LPDDR6 memory standard to include features tailored for AI data centers, including a narrower x6 per-die interface to double memory densities and a new SOCAMM2 module standard. The revision aims to …
The European Commission on Wednesday unveiled a four-part technological sovereignty package including a revised Chips Act that would grant it emergency powers to override chip supply contracts and fine companies for with…
A developer has built a 32x32 AI pixel display using 1,024 RGB LEDs and the TuyaOpen open-source framework, creating a compact smart display that responds to voice commands, shows AI-generated pixel art, visualizes music…
Space datacenters could become economically viable by the late 2030s, according to a new analysis of orbital compute costs. SpaceX has stated plans to launch 100 gigawatts of compute to space annually, citing improved to…
The cheapest 32GB DDR5 RAM kit now costs $374.97, up from under $100 a year ago, as AI demand continues to strain PC hardware supply chains. The price surge, tracked by PCPartPicker, has pushed the cost of the once-affor…