AI Chips news and analysis on Web Pulse: 6078 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology, Broadcom, and CoreWeave are positioned as the next big AI stock winners, with Micron up 219.19% year to date and targeting $1,200 per share, Broadcom targeting $450 with AI revenue expected to exceed $…
Taiwan Semiconductor Manufacturing (TSM) trades at $410.12, down 4.84% over the past week despite Q2 2026 revenue of $40.20 billion (up 36.05% year over year) and gross margin of 67.7%, with Wall Street's consensus targe…
Seagate Technology (NASDAQ:STX) is positioned as a major AI infrastructure winner, with fiscal 2026 revenue up 34.06% to a record and free cash flow of $3.105 billion, driven by hyperscaler demand for mass-capacity HDDs.…
Wall Street's main indexes opened lower on Wednesday (Aug 26) after hotter-than-expected inflation data reinforced bets on another quarter-point Federal Reserve rate hike this year, with investors awaiting results from A…
Qualcomm and MediaTek are preparing to launch their next-generation flagship chips, the Snapdragon 8 Elite Gen 6 Pro (SM8975) and Dimensity 9600 Pro, both fabricated on TSMC's 2nm N2P process, according to leaks from ind…
Apple's M6 Mac mini, announced August 25, starts at $899, a $300 increase over the M4 model, due to a DRAM shortage caused by AI infrastructure demand. Samsung, SK Hynix, and Micron have shifted production to High Bandwi…
London's FTSE 100 index held flat at 10,875.87 points by 1027 GMT on Wednesday, as falling oil prices dragged energy stocks lower, offsetting gains elsewhere, while investors awaited U.S. inflation data and Nvidia's quar…
Cisco Systems Inc. announced a suite of enterprise AI initiatives, including the Cisco Silicon One chip purpose-built for secure networking in the agentic AI era, and the AI-ready Secure Network Architecture to support A…
At Hot Chips 2026, OpenAI presented Jalapeño, an inference ASIC built with Broadcom, which integrates heterogeneous compute, memory, and network resources on a single chip to handle the three phases of a request—prefill,…
Nvidia's acquisition strategy faces sustainability questions due to integration risks and regulatory scrutiny, following the failed Arm deal. The company is shifting from selling GPUs to controlling the entire AI workflo…
Marvell Technology Inc. (NASDAQ: MRVL) closed Tuesday, August 25, at $240.38, up 4.84%, after a month-long rally of 27% driven by an expanded custom chip agreement with Google, which includes a warrant for up to 58.97 mi…
Nvidia (NASDAQ: NVDA) shares rose from $192 on June 26 to $213 by August 26, giving investors who put $1,000 into the stock two months ago a gain of about $109, an 11% return. The advance comes as Nvidia prepares to repo…
Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead said Nvidia's market share in AI data centers could fall to 70% from 90% over the next two years as competition intensifies. Moorhead discussed Nv…
A new eBook from Siemens EDA provides silicon and system architects with a framework for designing chips for physical AI systems, addressing real-time latency, power budgets, and security across the full lifecycle. The g…
Wall Street is scrutinizing Nvidia's acquisition strategy as the company's earnings report on August 26, 2026, draws attention to its aggressive AI investment deals, with analysts questioning the sustainability of its gr…
Nvidia's upcoming earnings report will test Wall Street's conviction in AI spending, with investors watching for signs of demand for its data center products and next-generation Blackwell chips. The report lands during a…
Apple's upcoming M6 Mac mini, featuring a 2nm chip with a 12-core CPU, 12-core GPU, and dual 16-core Neural Engine, will start at 6,999 CNY, delivering a 4x boost in AI performance over the M4. OpenAI's in-house inferenc…
Arista Networks (NYSE:ANET) and Broadcom (NASDAQ:AVGO) are dominating the AI networking niche, with Arista's Q2 FY26 revenue reaching just over $3 billion (up 37.7% year over year) and Broadcom's Q2 FY26 revenue hitting …
Apple's upcoming M6 chip, expected in 2026, will be built on TSMC's first-generation 2nm process with gate-all-around nanosheet transistors, featuring a 12-core CPU with 2 super cores, a dual 16-core Neural Engine, and 1…
Banana Pi has launched the BPI-AI2N, a system-on-module and carrier board powered by Renesas' RZ/V2N quad-core Cortex-A55 microprocessor with a 15 TOPS (sparse) DRP-AI3 accelerator for Vision AI workloads. The SoM includ…