AI Chips news and analysis on Web Pulse: 2761 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The Federal Trade Commission fast-tracked Elon Musk's acquisition of Mesh Optical Technologies, granting early termination of an antitrust review, while the same agency spent years investigating his Twitter purchase. The…
J.P. Morgan warns of investor exuberance in AI markets, noting that 42 AI companies in the S&P 500 account for 65-80% of the index's total profits and that semiconductor rallies mirror dotcom bubble patterns. The bank hi…
Alphabet is expanding its Tensor Processing Unit (TPU) business through a $5 billion joint venture with Blackstone to build 500 MW of TPU compute capacity by 2027, as Google Cloud revenue is projected to rise 64% to $96 …
On June 25, 2026, IBM announced the world's first sub-1 nanometer chip technology at the 0.7nm node, packing nearly 100 billion transistors onto a fingernail-sized chip. The breakthrough required rebuilding the underlyin…
OpenAI and Broadcom unveiled Jalapeno, OpenAI's first custom ASIC designed specifically for large language model inference, marking a shift from general-purpose GPUs to specialized silicon to address the memory-bandwidth…
OpenAI and Broadcom unveiled Jalapeño, a custom inference ASIC for large language models, on June 24, 2026. The chip is designed to optimize performance-per-watt for inference by pairing a reticle-sized compute chiplet w…
Oil prices are falling, but the Federal Reserve now faces a potential new inflation threat from massive AI infrastructure spending by tech giants like Amazon and Google. TD Cowen expects hyperscaler spending to reach 3% …
A developer reports that the AI arms race is driving up memory chip prices and diverting supply away from consumer electronics. Samsung, SK Hynix, and Micron are pivoting production to high-bandwidth memory for AI data c…
Apple's sharp price increases on laptops and other gear, driven by a datacenter-related computer parts shortage, have made new PCs unaffordable. The RAM crisis is expected to persist for years, prompting users to revive …
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LLM workloads, aims to…
The Federal Trade Commission cleared Elon Musk to acquire Mesh Optical Technologies, a startup founded by former SpaceX engineers that makes optical transceivers for AI data centers. The startup, which raised $50 million…
Surging demand for AI infrastructure is driving up memory chip prices, raising costs for consumer electronics in Estonia. A 64GB DDR5 module now costs up to €1,500, triple last year's price, and Apple has raised MacBook …
Apple has lobbied the Trump administration for permission to buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is blacklisted by the Pentagon, as the AI boom drives up semiconductor pr…
Apple raised prices on many MacBooks by about 20% to offset rising memory chip costs, increasing the MacBook Neo by $100 to $699. Despite the hike, the Neo remains competitive with its aluminum chassis, 13-inch display, …
OpenAI began a limited preview of its GPT-5.6 series, renamed Sol, Terra, and Luna after US government consultations, signaling tighter national security oversight of advanced AI. Meanwhile, China's 60% surge in critical…
IBM Research unveiled its NanoStack architecture, a sub-1nm 3D transistor stacking technology that achieves a 50% performance improvement and 70% power reduction over its 2nm design. However, the transition to production…
South Korea participated in the second Pax Silica Summit in Washington, D.C., joining 24 member countries to discuss cooperation on AI innovation and semiconductor supply chains. Second Vice Foreign Minister Kim Jin-ah o…
Best Buy launched its Tech Fest event with discounts up to $650 on 2026 Copilot+ PCs featuring Snapdragon X2 and Ryzen AI 400 chips, competing with Amazon's Prime Day. The sale includes new Windows laptops and desktops w…
Qualcomm CEO Cristiano Amon unveiled a five-year plan to challenge Nvidia's dominance in AI chips for data centers, projecting over $15 billion in annual AI component sales by fiscal 2029. The company also announced the …
Vice Foreign Minister Kim Jina attended the Pax Silica Summit in Washington, where partner nations discussed cooperation in artificial intelligence and semiconductor supply chains. Kim introduced Korea's semiconductor st…