AI Chips news and analysis on Web Pulse: 2811 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology reported $41.46 billion in fiscal Q3 2026 revenue, quadrupling year-over-year and beating estimates, as its stock surged more than eightfold in a year amid AI-driven demand for high-bandwidth memory chi…
Microsoft raised Xbox Series X|S prices by $100 to $150, effective August 1, citing surging memory and storage costs driven by AI demand for high-bandwidth memory chips. Apple also increased MacBook and iPad prices by up…
Samsung Electronics and SK Hynix plan a $646 billion investment package to build a second major semiconductor cluster in South Korea, accelerating their timeline to 2034-2035 to meet explosive AI-driven demand for high-b…
Apple is reportedly skipping the M6 Pro and M6 Max chips, planning only a base M6 processor for entry-level Macs, according to Bloomberg. The company is accelerating its M7 family to arrive sooner, with the base M7 possi…
A 25-year-old from Malmö becomes a dollar billionaire on AI, while the podcast discusses Arvid Lunnemark, Anysphere, and the psychology of wealth. The stock market segment covers Micron, AI chips, memory prices, oil, int…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom, signaling a shift away from relying solely on Nvidia for inference compute. Meanwhile, Google fired developer Justin Poehnelt after his open-source…
China's STAR 50 Index surged 64% amid AI spending and tech policy support, with top holdings like Zhongji Innolight and Eoptolink Technology gaining around 33%. The rally has boosted ETFs tracking the index, but analysts…
Micron Technology reported a 346% surge in sales, reigniting investor confidence in artificial intelligence stocks after a period of volatility.
Chinese hardware tech stocks have surged 64% this quarter on AI infrastructure spending and government support, but earnings season will test whether valuations are justified. Analysts warn that share prices may have out…
Xbox will raise console prices by up to $150 starting August, citing rising component costs driven by the AI boom. The price hike follows a recent brand revitalization under a new CEO.
U.S. stock indexes wavered on Tuesday after a report that OpenAI's initial public offering may be delayed, sending chip stocks lower. The Dow, S&P 500, and Nasdaq all fluctuated as investors weighed the potential impact …
Unconventional AI released Un-0, an image generator that uses simulated coupled oscillators instead of neural network layers, achieving an FID of 6.74 on ImageNet 64x64. The model validates that physical computing can ha…
Onsemi announced a $7 billion all-stock acquisition of Synaptics on June 25, betting that AI will shift from cloud data centers to edge devices like cars and factory equipment. The deal, expected to close in mid-2027, gi…
Microsoft announced its third Xbox price hike since May 2025, raising prices by $100 to $150 due to a global memory shortage that has more than doubled component costs. The increases affect Xbox Series X and S models sta…
Naveen Rao's Unconventional AI released Un-0, an open image-generation model built on simulated coupled oscillators, achieving FID 6.74 on ImageNet 64x64. The release is the first public test of the company's thesis that…
Qualcomm unveiled the Dragonfly platform, a China-specific data center chip designed to comply with US export restrictions while serving a market that generates 46% of its revenue. The platform includes AI accelerators, …
Tenstorrent CEO Jim Keller claims his company's BlackHole Galaxy servers can outperform both GPUs and specialized AI hardware, including Nvidia and Cerebras, by solving AI inference as a networking and memory problem. At…
Micron Technology's market capitalization surged by $100 billion in a single day after reporting $41.5 billion in quarterly revenue, a 350% increase year-over-year, driven by soaring demand for AI memory chips. The price…
NEA partner Lila Tretikov says AI companies are prioritizing immediate chip delivery over quality due to severe supply constraints, with GPU and memory prices more than doubling since February 2025. The venture capital f…
South Korea's KOSPI index has more than doubled in 2026, driven by domestic retail investors pouring money into semiconductor stocks Samsung Electronics and SK Hynix amid surging AI chip demand. The rally has raised conc…