AI Chips news and analysis on Web Pulse: 2776 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Onsemi acquires Synaptics in a $7 billion all-stock deal, offering a 19% premium. The merger combines Onsemi's power-management and sensing chips with Synaptics' edge AI and connectivity solutions to target intelligent s…
Supermicro unveiled a Data Center Building Block Solutions Blueprint for the NVIDIA Vera Rubin NVL4 platform at ISC 2026, supporting up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks. The pre-…
ON Semiconductor announced an all-stock acquisition of Synaptics for about $7 billion, expanding its push into physical AI. The deal adds $30 billion to ON Semiconductor's addressable market, but its stock fell 20% after…
Apple will skip high-end M6 Pro and Max chips, leapfrogging to an AI-focused M7 line in 2027 to prioritize on-device AI processing. The base M6 chip, arriving as early as 2025 for entry-level Macs, offers improved memory…
Onsemi agreed to buy Synaptics in an all-stock deal worth about $7 billion, betting that the next wave of artificial intelligence will run in cars, factories, and robots rather than in cloud data centers. The acquisition…
Valve launched the Steam Machine at over $1,000, a price driven by soaring component costs and supply constraints, while Microsoft and Sony face even greater pressure as their next-generation consoles approach. Valve's n…
Arcium, a Solana-based confidential computing network, unveiled Blackthorn, an infrastructure layer that encrypts data on standard Nvidia GPUs using multi-party computation. The software-only upgrade expands the confiden…
Singapore's Kuok Group plans a €5.3 billion hyperscale data center campus near Milan, Italy, delivering 300 MW of capacity as part of a broader European AI infrastructure buildout. The project, disclosed by Italian Indus…
Onsemi acquires Synaptics in a $7 billion all-stock deal to expand into edge AI computing and wireless connectivity, positioning itself for the physical AI market. The acquisition combines Synaptics' human-machine interf…
Micron's chief business officer Sumit Sadana told the Wall Street Journal that aggressive pricing demands from certain customers during the 2022-2023 DRAM downturn suppressed investment, contributing to the current memor…
Apple raised iPad and Mac prices by about 20% due to soaring RAM costs driven by AI data center demand, with further increases possible for iPhones. The global RAM shortage, dubbed "RAMageddon," has also forced Microsoft…
OpenAI unveiled its custom inference chip Jalapeño, built with Broadcom, to reduce reliance on Nvidia's dominant AI chips. The move follows similar strategies by Google, Apple, and SpaceX to gain more control and perform…
Apple shares fell 6.1% in their worst single-day drop in over a year, wiping out about $270 billion in market value after the company raised prices on MacBook and iPad models due to rising memory and storage costs from a…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han ser en värdeöverförin…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, a 346% year-over-year surge driven by AI memory demand, with non-GAAP EPS of $25.11 beating estimates. The chipmaker guided Q4 revenue to approximately…
Sunrise DeFi, built by Wormhole Labs, launched a tokenized version of the Roundhill Memory ETF ($DRAM) on Solana's Jupiter exchange, enabling DeFi users to trade memory-chip exposure without a brokerage account. The toke…
Apple raised prices up to 25% across Macs and iPads due to soaring memory costs driven by AI infrastructure demand. Analysts warn of further iPhone price hikes and a new normal of higher electronics prices through 2030 a…
A developer with years of experience in AI and machine learning systems argues that infrastructure—GPU clusters, high-speed storage, memory, networking, and specialized servers—is the hidden backbone of the AI revolution…
Goldman Sachs strategist Christian Mueller-Glissmann advises investors to diversify toward hyperscalers like Amazon, Microsoft, Alphabet, Meta, and Oracle and reduce exposure to semiconductor stocks amid AI market volati…
HIVE Digital Technologies trained large language models on older Nvidia A40 GPUs in Paraguay and matched the performance of Nvidia's H100 chips after optimization with Columbia University researchers. The achievement sen…