AI Chips news and analysis on Web Pulse: 6108 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Altimeter Capital Management added a new position in Cerebras Systems worth approximately $2 billion and cut its Meta Platforms stake by 31%, shedding around 20,000 shares in early 2026, according to its latest 13F filin…
Bridgewater Associates, the macro hedge fund managing an estimated $150B to $170B in assets, disclosed a US equity portfolio worth approximately $22.4B in its Q1 2026 13F filing, with top positions in S&P 500 ETFs SPY an…
Nvidia has reportedly disclosed ownership of 122.8 million Class A shares in SpaceX, a stake worth roughly $16.6 billion at SpaceX's June 12, 2026 IPO price of $135 per share. The reported holding follows SpaceX's public…
Soros Fund Management increased its Nvidia stake by approximately 407,530 shares in Q1 2026, bringing total holdings to about 1.07 million shares, a 61.2% jump from the prior quarter. The position now represents about 2.…
Ukraine's Defence Intelligence said on August 12 that investigators found an Nvidia Jetson Orin computer module inside Russia's S-71M Monochrome cruise missile, indicating possible use of artificial intelligence in the w…
Ukraine's military intelligence (HUR) identified an Nvidia Jetson Orin computer module inside Russia's new S-71 Monochrome air-launched cruise missile, indicating possible use of artificial intelligence in the weapon. Th…
South Korea's KOSPI briefly reclaimed 7,000 on Friday, extending a 22% rebound from its July 30 low as cooling US inflation revived demand for chipmakers Samsung Electronics and SK Hynix. The index opened 2.7% higher at …
Broadcom Inc. shares fell 6.85% to an intraday low on August 14, 2026, after investor concerns about its AI revenue trajectory and lower-margin custom chip mix, following a June 4, 2026 earnings miss that wiped out over …
Semiconductor stocks are on pace for their best August since 2003, with the PHLX Semiconductor Sector Index up more than 10% in August 2026 after a 20%-plus decline in July, according to semiconsociety.com. The rebound i…
Nvidia Corp.'s $500 billion plan to invest in U.S. manufacturing and AI infrastructure is driving a surge in Wall Street trading activity, according to Bloomberg. The initiative, announced by CEO Jensen Huang, aims to bo…
Ukrainian military intelligence (GUR) reported that a Russian S-71 Monochrome cruise missile contained an Nvidia Jetson Orin NX 16GB module, indicating potential use of AI technologies in the weapon. Nvidia, which exited…
CoreWeave, a former bitcoin miner turned neocloud, reported Q2 2026 revenue of $2.58 billion, up 2.1X year-over-year, with a net loss of $626 million and $6.41 billion in cash, while amassing a $104.2 billion revenue bac…
SoftBank Group cut its stake in Taiwan Semiconductor Manufacturing Co. by 71.5%, reducing its holdings to 565,000 American Depositary Shares, after fully exiting Nvidia in November 2025. The reduction brings SoftBank's T…
George Hahn reports that Nvidia is financing customers to buy its chips, creating a half-trillion-dollar AI loop, while a weak jobs report reveals economic strain and technology reshapes relationships. Scott and Jess dis…
Nebius auction-goers bid aggressively for Nvidia's Blackwell GPUs, driving prices higher amid surging AI-agent demand that keeps compute scarce and expensive despite expanding capacity and efficiency gains, according to …
OpenAI has opened a limited preview of OpenAI Ultrafast, an API tier serving GPT-5.6 Sol at up to 750 output tokens per second on Cerebras wafer-scale silicon, roughly 14 times faster than its Standard tier. The same mod…
OpenAI and Cerebras are previewing an "Ultrafast" mode for GPT-5.6 Sol that delivers 750 tokens per second, roughly 14x the standard tier's ~53 tokens per second, marking the first time a closed frontier model runs on wa…
Nvidia has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to raise over $500 billion for AI infrastructure, with CEO Jensen Huang saying Nvidia may backstop up to $125 billion of the dea…
Applied Materials Inc. reported fiscal-third-quarter revenue of about $9.12 billion and adjusted EPS of about $3.50, and guided fiscal-fourth-quarter revenue to a midpoint of $10.25 billion, above the roughly $9.6 billio…
Google released Gemini 3.7 Flash, a new AI model priced at $1.50/$7.50 per million input/output tokens, which appears competitive with Claude Sonnet 5 and is offered at a 50% discount on OpenRouter. OpenAI introduced an …