AI Chips news and analysis on Web Pulse: 6111 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Applied Materials Inc. forecast fiscal fourth-quarter revenue of approximately $10.3 billion and earnings of $4.02 a share, beating analysts' average estimates of $9.62 billion and $3.72, but shares fell about 3% in late…
Applied Materials reported fiscal Q3 2026 revenue of approximately $9 billion, up 25% year-over-year, and raised its revenue and profit forecasts for 2026 and 2027, citing surging AI chip demand. The company upgraded its…
Micron Ventures, the corporate venture capital arm of Micron Technology, is operating a $300 million fund focused on early-stage deep tech startups in AI, machine learning, and sustainable computing infrastructure, with …
NVIDIA's proposed $500 billion AI compute deal is considered insufficient by some investors, according to a top AI reporter. The deal, which aims to fund AI infrastructure, has drawn skepticism about whether it will meet…
Google unveiled the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold at its Made by Google event on August 12, with the Pro starting at $1,099, a $100 increase over last year's Pixel 10 Pro, and preorders o…
IREN Ltd. shares rose more than 12% after the AI cloud infrastructure provider delivered the first phase of its Microsoft deployment and secured Nvidia Exemplar Cloud status. The company completed Horizon 1, a 50-megawat…
Advanced Micro Devices (AMD) plans to raise up to $5 billion through a bond offering, according to Bloomberg News, citing sources with knowledge of the matter. Proceeds will be used for general corporate purposes, which …
Advanced Micro Devices (AMD) plans to raise between $4 billion and $5 billion through its largest-ever US dollar investment-grade bond offering, which would nearly triple its outstanding long-term debt of approximately $…
European semiconductor and AI infrastructure stocks have surged over 100% in 2026, driving the STOXX Europe 600 up approximately 10-11% year-to-date as of early August, with AI enablers like ASML and Infineon as signific…
Samsung Electronics Co. has sold out its entire 2026 supply of HBM4 memory chips, with customer demand concentrated on the product, according to Chief Financial Officer Park Soon-cheol on the company's April 30 earnings …
Elon Musk announced that xAI will increase its data center power capacity to 10 gigawatts by the end of 2027, roughly seven times its current 1.4GW capacity across facilities in Memphis and Southaven. Musk estimated that…
Cerebras Systems CEO Andrew Feldman announced a partnership with AMD on July 23, combining Cerebras' Wafer-Scale Engine with AMD's Helios rack systems to create a disaggregated inference solution targeting ultra-low-late…
SanDisk has taped out its first High Bandwidth Flash (HBF) memory die, targeting product samples in 2027, with the technology promising up to 512 GB per stack and read bandwidths around 1.6 TB/s, within 2.2% of theoretic…
Nvidia Corp. (NVDA) is approaching a 236.53 buy point, with an early entry at 224.76, ahead of its fiscal Q2 earnings report, according to Investor's Business Daily. The stock, named IBD Stock of the Day, has an IBD Comp…
Nvidia is playing multiple roles in the AI boom, from selling chips to investing in and financing AI companies, according to Rob Lalka, a business professor at Tulane University. Lalka said Nvidia has invested or committ…
CoreWeave has booked Nvidia A100 GPUs through 2029, nine years after the chip's May 2020 launch, CEO Mike Intrator confirmed on the company's second-quarter earnings call. Nvidia CEO Jensen Huang amplified the news, citi…
CoreWeave, Nebius, and Supermicro reported strong quarterly results on Tuesday, sending their shares up as much as 27% on Wednesday and easing AI bubble fears. Nebius revenue surged 454% year-over-year to $582.3 million,…
Galaxy Digital's Helios campus in Dickens County, West Texas, has gone live as an AI and high-performance computing facility, with Phase I delivering 133 MW of critical IT load to anchor tenant CoreWeave under a 15-year …
Intel CEO Lip-Bu Tan hinted at a potential return to the memory chip business, 41 years after the company exited DRAM, citing AI-driven demand that is expected to keep memory supply sold out through 2027 or 2028. Tan men…
NVIDIA's six-year-old A100 "Ampere" GPU will remain in use until 2029, as CoreWeave has signed an agreement with a customer to rent the chips, confirmed by NVIDIA CEO Jensen Huang. The A100, introduced in late 2020 with …