AI Chips news and analysis on Web Pulse: 7139 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The cost of renting Nvidia’s H100 GPUs declined after a surge in early May, according to the Ornn Compute Price Index (OCPI) published by Ornn AI Inc. The index, now accessible on the Bloomberg Terminal, tracks live-trad…
Smartphone shipments are projected to drop 12.9% in 2026, the largest annual decline on record, driven by an artificial intelligence-fueled memory chip shortage that is forcing manufacturers to prioritize high-margin AI …
Rumble plans to close its $767 million acquisition of Northern Data AG by mid-June, gaining 22,400 Nvidia GPUs and data center capacity to compete directly with AWS, Azure, and Google Cloud in AI cloud services. The vide…
Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-third of that growth in…
NVIDIA has introduced the Vera CPU, positioning it as a competitive force in the AI infrastructure market. The chip is designed for AI factories, a new class of facilities that convert energy into tokens for real-time in…
Micron Technology Inc. surpassed $1 trillion in market capitalization for the first time Tuesday after UBS Group AG raised its price target to a Street-high $1,625, implying the stock could more than double over the next…
The U.S. government has approved a secret $9 billion request for Nvidia GB10 superchips to help the CIA and NSA keep pace with private-sector AI leaders like Anthropic and OpenAI. The chips, which deliver 1 petaflop of A…
Broadcom added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology. FuriosaAI claims its third-generation processor will be fabricated on 2nm and u…
Investing.com market analysis indicates the AI-driven semiconductor boom is not a speculative bubble, with major chipmakers like Intel, Qualcomm, NVIDIA, and Marvell Technology experiencing rising demand. The sector's gr…
Marvell Technology shares surged 142.3% year-to-date through May 26, 2026, ahead of the company's Q1 fiscal year 2027 earnings report on May 27. Wall Street analysts have raised price targets, citing Marvell's positionin…
Bitdeer Technologies Group appointed former Corsair Gaming CFO Michael G. Potter as its new chief financial officer, effective May 26, 2026. Potter, who led finance at the gaming hardware company from 2019 through 2025, …
Nvidia's planned AI inference GPU will not launch in 2024, according to industry reports, a delay that could benefit PC gamers by freeing up manufacturing capacity for consumer graphics cards. The postponement means more…
Taiwan Semiconductor Manufacturing Co. (TSMC), named IBD Stock Of The Day, is approaching a buy point as the chip giant plans to raise prices amid surging demand for artificial intelligence processors. The move signals T…
References to a potential "DLSS 5" have been discovered within Nvidia's latest graphics driver. However, the company has remained silent on any new developments regarding its AI-powered image enhancement technology. The …
A developer discovered that AI inference speed is limited not by computational power but by the "Memory Wall"—the bottleneck in moving data from memory to the compute unit. A 7-billion-parameter model must transfer rough…
South Korean retail investors have poured nearly $13.2 billion into SK Hynix, driving the memory chipmaker's market capitalization past $1 trillion as surging demand for AI-powered high-bandwidth memory fuels a stock ral…
IREN shares rose in postmarket trading Tuesday after the data company secured a $1.6 billion agreement with Dell for air-cooled Blackwell systems, supporting its AI cloud contract with Nvidia. The deal is expected to boo…
Microsoft released a preview update for Windows 11 that promises faster application launches and introduces new AI-powered features. The update adds Task Manager integration with the NPU (Neural Processing Unit), allowin…
Arm Holdings is investing across the software stack to support developers building for the agentic AI era, aiming to simplify the transition from prototype to production across cloud, edge, and physical environments. The…
Elon Musk proposed in late 2025 and early 2026 building a lunar mass driver to launch components for orbital AI compute from Moon factories, leveraging the Moon's low gravity and lack of atmosphere. The concept aims to r…