AI Chips news and analysis on Web Pulse: 6113 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Cerebras Systems reported Q2 2026 core revenue of $210 million, beating analyst expectations of approximately $194 million, and raised its full-year 2026 guidance. The wafer-scale AI chipmaker, founded in 2015 in Sunnyva…
Nvidia stock (NVDA) rose about 3% to $223 in early trading Wednesday after six major investment firms—Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR—signed memorandum…
CoreWeave CFO Nitin Agrawal said the AI cloud company recently signed a contract to rent out Nvidia A100 GPUs into 2029, suggesting the 2020-era chips remain economically useful about nine years after launch. The deal ch…
Anthropic's massive AI infrastructure buildout is a bullish signal for Advanced Micro Devices (AMD) stock, according to a report from InvestorPlace. The AI startup's expansion plans are expected to increase demand for AM…
Nvidia signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for AI infrastructure, a move that sent Alphabet's st…
Nvidia is profiting from AI infrastructure spending while the AI labs it supplies face an unsustainable economic model, according to an analysis of the hardware capex trap. The report warns that if labs cannot monetize t…
AMD's Instinct MI455X accelerator, unveiled at the 2026 Advancing AI event, introduces the CDNA 5 architecture, delivering 4x peak FP4/FP8 matrix performance and 2x other compute versus the MI355X, built on TSMC's 2nm pr…
Nvidia has become the most actively traded stock in the US, accounting for 3.0% of total notional trading volume year-to-date, according to Goldman Sachs. The chipmaker's market capitalization approaches $5.4 trillion, a…
Google unveiled the Pixel 11, Pixel 11 Pro, and Pixel 11 Pro XL, featuring the new Google Tensor G6 chip with the latest Gemini Nano model, a 40% thinner camera bar, and a 48-megapixel main sensor with 56% more light sen…
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create financing platforms aimed at mobilizing more than $500 billion for AI infrastructure, with funds largely from…
AEM Holdings reported a net profit of S$30.8 million for the half year ended Jun 30, up from S$3.1 million a year earlier, driven by stronger demand from an artificial intelligence chipmaker. Revenue rose 30% to S$247.2 …
The worldwide Data Center IT Semiconductors and Components market is projected to reach $1.8 trillion by 2030, according to a new forecast from Dell'Oro Group, which revised its January 2026 projections upward due to hig…
CoreWeave, Super Micro Computer, and Nebius shares surged by triple digits on Wednesday after reporting earnings that beat Wall Street expectations, with CoreWeave's revenue doubling year over year, reigniting optimism i…
Google's Tensor G6 TPU, featured in the Pixel 11 series, delivers 50% more compute power and up to 3.5x faster performance in some workloads, enabling new on-device AI features such as filler-word removal in voice-to-tex…
Nvidia has raised the price of its flagship RTX Pro 6000 workstation GPU to $16,000, nearly double its $8,565 launch price from March 2025 and a 21% increase since June when it cost $13,250. The price hike, reported by V…
ARK Invest, led by Cathie Wood, bought 122,422 Nvidia shares worth over $26 million and 39,020 Broadcom shares valued at about $16.5 million on August 10, while selling 60,458 Deere shares worth roughly $36.8 million. Th…
Ukraine's military intelligence directorate (HUR) recovered an Nvidia Jetson Orin AI computing module from the wreckage of Russia's new S-71 Monochrome cruise missile, identifying 35 foreign electronic components from co…
Fermi America signed a binding turnkey data center lease with TensorWave for up to 650MW at its Project Matador campus in Carson County, Texas, with the initial 222MW phase delivering from the second half of 2027. Fermi …
Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July, with the Nasdaq Composite leading major indexes as technology stocks gained. Nvidia rose 2% and semiconductor st…