AI Chips news and analysis on Web Pulse: 6112 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Nvidia CEO Jensen Huang said on August 13th that the A100 fleet remains 'mission-capable' through 2029, citing CUDA's role in extending the lifespan of AI accelerators. The statement amplifies a CoreWeave contract signed…
Nvidia Corp. has become indispensable to the technology industry, with demand for its AI chips so high that companies have no choice but to buy them, according to a Financial Times analysis. The report highlights that Nv…
South Korea's Kospi index surged as much as 4.8% on Thursday, extending its gain from a July 30 low to about 22% and putting it on track for a technical bull market, driven by a global rebound in AI trade and heavy buyin…
Cerebras Systems Inc. reported a second-quarter adjusted loss of 5 cents per share, beating the forecast of a 17-cent loss, and core revenue of $210 million, up 50% year-over-year and above the $201 million expected, but…
South Korea's Kospi index rose as much as 4.8% on Thursday, extending its gain from a July 30 low to about 22% and putting it on track for a technical bull market, driven by a rebound in AI-related chip stocks. Samsung E…
OpenAI previewed GPT-5.6 Sol Ultrafast on August 13, 2026, a Cerebras-powered speed tier for its most capable model, claiming up to 14x faster processing than Standard and up to 750 output tokens per second. The tier lau…
Cisco Systems Inc. raised its full-year AI infrastructure order target to $9 billion, nearly doubling its previous estimate of $5 billion, and projected fiscal Q4 2026 revenue of $16.7 billion to $16.9 billion, surpassin…
CoreWeave, an AI-focused cloud infrastructure provider, warned investors in a regulatory filing that transitioning away from Nvidia's GPUs would require significant time and financial resources, as its entire operation c…
The S&P 500 rose 0.26% to 7,748.50 points on Wednesday, lifted by upbeat results from CoreWeave and other AI infrastructure firms, while mild inflation data reinforced bets the Federal Reserve will hold rates steady in S…
Google launched the Pixel 11, Pixel 11 Pro, and Pixel 11 Pro XL, featuring the new Google Tensor G6 chip and the latest Gemini Nano model, along with major camera upgrades and enhanced durability. The devices are designe…
Lumentum Holdings Inc. reported fiscal fourth-quarter revenue up 109% year-over-year and 24.5% sequentially, marking its third consecutive quarter of 20%+ sequential growth, with adjusted gross margin crossing 50% earlie…
Cerebras Systems reported Q2 2026 core revenue of roughly $210 million, more than 100% year-over-year growth, and raised its full-year 2026 revenue guidance to $880 million to $890 million. CEO Andrew Feldman expects cor…
Private capital firms are wagering that Nvidia's AI chips will hold their value for years, defying the typical rapid depreciation of technology hardware. The Financial Times reports that these investors are betting on th…
Wall Street banks and Nvidia are developing a new financial pipeline to fund the AI boom, according to a Wall Street Journal report. The pipeline involves exotic financing structures, such as asset-backed securities tied…
Cisco Systems Inc. CEO Chuck Robbins announced five new hyperscaler design wins for its Silicon One chips and Acacia optics, with hyperscaler AI infrastructure orders on track to hit a $9 billion run-rate by the end of F…
Cerebras Systems Inc. shares fell in after-hours trading despite reporting second-quarter revenue of $210 million and a loss per share of -$2.98. The company forecast third-quarter revenue of $214–216 million, above anal…
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., completed a $926 million leveraged-loan deal to finance the purchase and installation of graphics processing units and other infrastructure as part of a…
Coherent Corp. reported fiscal Q4 2026 revenue of approximately $2 billion, beating analyst consensus of $1.99 billion and exceeding its own guidance of $1.91 billion to $2.05 billion. The company guided Q1 FY2027 revenu…
Cerebras Systems (CBRS) reported a 103% jump in core revenue to $209.9 million for the second quarter, beating Wall Street's adjusted sales target, but the AI chipmaker lost $2.98 per share and its stock fell in extended…