AI Chips news and analysis on Web Pulse: 6110 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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 …
Bank of America's Global Research team projects the total data center systems market will reach $2.2 trillion by 2030, driven by AI infrastructure, with AI data center systems alone accounting for $1.7 trillion. The bank…
Wolfe Research estimates Broadcom could generate up to $200 billion in AI revenue by 2028, driven by its involvement in XPV, an AI infrastructure financing vehicle with Apollo and Blackstone supporting over 20 gigawatts …
Larsen & Toubro has rebranded its data center unit as Larsen & Toubro-Vyoma and partnered with Nvidia to build gigawatt-scale AI factory infrastructure in India, aiming to own part of the compute layer. Nvidia has named …
NVIDIA CEO Jensen Huang said compute equals revenue in AI factories, where data centers have evolved from cost centers to revenue drivers. The company outlined five key questions for optimizing AI factory economics, focu…
NVIDIA CEO Jensen Huang said compute equals revenue in AI factories, prompting a focus on tokens per watt and cost per token. The company outlined five key questions for optimizing AI factory economics, emphasizing the n…
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at least 2028, according t…
NVIDIA CEO Jensen Huang said compute equals revenue in AI factories, where tokens per watt and cost per token determine profitability. The company outlined five critical questions for optimizing AI factory economics, cov…
Intel CEO Lip-Bu Tan signaled a return to memory chip innovation, saying memory is no longer a commodity and that Intel is exploring stacking DRAM on CPUs, amid industry expectations that memory shortages will persist be…
Applied Materials reported fiscal Q3 2026 revenue of $9.12 billion, beating analyst estimates of $8.99 billion, and adjusted EPS of $3.50 versus the consensus $3.40, while raising its full-year Semiconductor Systems grow…
Nvidia may redesign components of its Feynman AI platform, targeting a 2028 release, due to manufacturing constraints at TSMC, whose A16 1.6 nm wafer capacity is fully booked through 2028. The platform, unveiled by CEO J…
SK hynix has outlined a 1,100 trillion-won (about $720 billion) mid- to long-term investment strategy for memory production in South Korea, covering 600 trillion won for the Yongin Semiconductor Cluster, 100 trillion won…
The MSI Claw 8 EX AI Plus, priced at $1,800, is the most powerful and battery-efficient Windows handheld yet, with reliable sleep/wake functionality, but The Verge's Sean Hollister says graphical issues, Windows annoyanc…
Semiconductor equipment OEMs are turning to build-to-print contract manufacturing to meet rising demand from AI and high-performance computing, avoiding costly in-house expansions. Suppliers operating above 80% capacity …
Guangdong province signed a strategic cooperation framework with Alibaba (China) Co., Ltd. on August 13 to advance AI, semiconductors, and computing infrastructure, with provincial leaders urging deeper investment in the…
Guangdong, China's wealthiest province with a GDP exceeding $2 trillion, signed a strategic cooperation agreement with Alibaba Group Holding on Thursday in Guangzhou to expand investment in computing power, AI models, an…
Nvidia Corp. is turning former rival Groq into a customer, with Groq announcing Wednesday it will put Nvidia systems in its data centers, allowing GroqCloud customers to access Nvidia technology alongside Groq's LPUs. Th…
NEC, Hitachi, and Fujitsu have rushed to secure partnerships with Anthropic in early 2026, completing deals in as little as three weeks to access the Claude Mythos Preview model, in a coordinated defensive move to embed …
Semiconductor Manufacturing International Corp (SMIC) raised wafer prices after customer negotiations in the first quarter and will charge more for wafers processed in the third quarter, CEO Zhao Haijun said on a confere…