AI Chips news and analysis on Web Pulse: 2727 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Goldman Sachs strategist Ben Snider estimates AI infrastructure stocks will contribute nearly 60% of S&P 500 EPS growth this quarter, with Nvidia, Micron, and Broadcom accounting for about 54% of total earnings growth. I…
Best Buy's 4th of July sale offers HP's OmniBook X 16-inch 2K OLED Copilot+ laptop with Qualcomm's Snapdragon X2 Elite processor for $1,099.99, marking a $350 discount from its usual $1,450 price. This is the first notab…
Apple is lobbying the Trump administration for permission to buy DRAM chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is on the Pentagon's 1260H list of companies with alleged military ties. Th…
Baidu is preparing to take its AI chip subsidiary Kunlunxin public on the Hong Kong Stock Exchange, targeting a $50 billion valuation. The spin-off aims to highlight Kunlunxin's standalone value amid China's push for sem…
Hundreds of billions of dollars in new U.S. semiconductor investment are creating opportunities for automation and precision engineering suppliers, with Nightfood Holdings (NGTF) announcing a strategic alliance between T…
JPMorgan analyst Harlan Sur reaffirmed that Broadcom's TPU v9 chip for Google remains on schedule for 2028 production, raising Broadcom's price target to $580 amid recent delay fears. The 2nm ASIC program, featuring four…
Big Tech is pouring trillions into AI infrastructure, with JPMorgan raising its global AI capex estimate through 2030 to $5.5 trillion. Qualcomm and Micron are expanding into data centers and memory chips, while hypersca…
KLA Corporation reported $3.4 billion in quarterly revenue as the global chip equipment market is projected to reach $250 billion by 2028, driven by AI infrastructure spending. The company announced a 10-for-1 stock spli…
ByteDance aims to finalize the design of its next-generation in-house CPU by early next year, targeting mass production in the second half of 2027 to power its AI infrastructure. The company is collaborating with Qualcom…
Palantir Technologies and Nvidia announced a Sovereign AI Operating System Reference Architecture (AIOS-RA) for US government and enterprise use, combining Nvidia's Blackwell Ultra GPU systems with Palantir's AIP, Foundr…
South Korea announced a $880 billion investment plan over a decade to dominate the AI era, focusing on semiconductors, AI data centers, and robots. President Lee Jae Myung unveiled the package on Monday, calling speed es…
Prediction market traders on Kalshi give Meta CEO Mark Zuckerberg a 32% chance of reaching a $1 trillion net worth before 2033, followed by Nvidia CEO Jensen Huang at 21%, as AI investments drive wealth growth. Elon Musk…
South Korea plans to invest hundreds of billions of euros in computer chip production, led by President Lee Jae-myung and chipmakers Samsung and SK Hynix, to address global chip shortages and meet surging AI demand. The …
Best Buy launched its 4th of July sale with discounts up to $830 on Windows Copilot+ PCs, including new Snapdragon X2 Elite laptops and 2-in-1s, starting at $329.99.
Soitec, a French semiconductor materials company, partnered with Chinese foundry ZenSemi to mass-produce 300mm BCD-on-SOI substrates for power chips used in AI datacenters, electric vehicles, and humanoid robots. The dea…
Samsung Electronics and SK Hynix are investing at least 1,350 trillion won ($880 billion) in chips and data centers, with potential plans to increase spending to 2,000 trillion won ($1.3 trillion) over the next decade, d…