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.
Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre discussed Nvidia's circular financing and the cyclical nature of the semiconductor industry, questioning whether massive AI capital…
Cerebras Systems (CBRS) stock plunged 17% in premarket trading on Thursday after the AI chipmaker swung to a Q2 loss of $2.98 per share from a profit of $1.91 per share a year earlier, with Q3 core gross margin guidance …
Broadcom has secured multi-year agreements with OpenAI, Google, and Meta to develop custom AI accelerators, covering a combined capacity exceeding 10 gigawatts. The OpenAI deal, announced October 13, 2025, covers 10 GW o…
SK Hynix has committed $720 billion to build South Korea's largest memory factory network, with the board approving an initial 54 trillion won ($38 billion) tranche on August 7 for the Yongin Y2 DRAM/HBM fab and Cheongju…
Cerebras Systems (Nasdaq: CBRS) shares fell more than 17% in premarket trading after its second-quarter earnings report missed Wall Street expectations, with total revenue of $180.1 million versus the predicted $194 mill…
Qualcomm introduced its entry-level Snapdragon C platform for laptops starting around $300, claiming performance gains of up to 67% over Intel's N250 'Twin Lake' platform. The chip features up to eight Arm cores, an Adre…
Bank of America (NYSE: BAC) announced a $250 billion Critical Infrastructure Finance Initiative to fund US infrastructure over 18 months, from January 1, 2026, to July 4, 2027, focusing on data centers, chips, and power …
Nebius Group N.V. announced an agreement with Vantage Data Centers to deploy NVIDIA-powered AI infrastructure at the Newport facility in Wales, part of a £1.7 billion ($2.26 billion) commitment to establish 65 MW of NVID…
Dow Jones futures and S&P 500 rose slightly early Thursday, while Nasdaq futures were little changed, after a tame CPI report helped the S&P 500, Nasdaq, and Russell 2000 post modest gains. Cisco Systems and optical play…
Microsoft has formally accepted Horizon 1, the first phase of IREN Limited's AI cloud deployment under a five-year contract worth approximately $9.7 billion, with IREN on track to deliver 50 MW of IT load by Q4 2025. The…
SMIC and Hua Hong Grace reported triple-digit profit growth in the June quarter, with net profits up 261.7% to US$479.2 million and 385.9% to US$38.6 million respectively, driven by surging AI demand. SMIC's revenue rose…
Semiconductor Manufacturing International Corporation (SMIC) reported Q2 2026 net profit attributable to shareholders of $479.2 million, more than tripling year-over-year and nearly doubling analyst expectations of $253–…
Qualcomm's Snapdragon C entry-level Arm SoC outperforms Intel's Processor N250 Twin Lake CPU by up to 67 percent in unplugged benchmarks, according to a new 'Snapdragon C Platform Overview' document released by Qualcomm.…
Cerebras Systems Inc. shares fell 17.8% in premarket trading on August 13, 2025, to $215.50, despite reporting Q2 core revenue of $209.9 million, up 103% year over year, and raising its full-year 2026 core revenue guidan…
Yangtze Memory Technologies Co., Ltd. (YMTC) entered the global NAND flash market's top three by shipment share in Q2 2026, holding a reported 14% of shipments, according to Counterpoint Research data cited by CNBC. The …
SK Hynix, the leading maker of high-bandwidth memory, is investing $720 billion in memory factories to meet AI demand, according to an exclusive CNBC report. The buildout is transforming South Korea's industrial landscap…
A Hacker News user argues that US sanctions on China, which prohibit NVIDIA chips from being sold there, are counterproductive, as they compel China to develop independent, affordable alternatives and flood the market wi…
CME Group, the Chicago-based exchange, announced it will launch futures contracts tied to the cost of renting Nvidia's H100 and B200 AI chips starting October 5, pending regulatory approval. The contracts, based on an in…
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Group Corp. announced a partnership to build a new chip plant in Japan, a move that strengthens the global semiconductor supply chain. Meanwhile, Chinese AI-related …
SK hynix will break ground on Aug. 27 on its $3.87 billion advanced chip packaging plant in West Lafayette, Indiana, for high-bandwidth memory used in AI processors. The South Korean memory maker, which has received up t…