AI Chips news and analysis on Web Pulse: 6116 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electronics, SK hynix and Micron Technology are locking customers into long-term supply agreements lasting up to five years, a shift from quarterly negotiations that could soften the memory chip industry's boom-a…
TSMC reported a 45% year-over-year surge in sales, driven by demand for advanced packaging and 3nm/2nm nodes, yet the market remains hesitant due to concentration risk, capex fatigue, and geopolitical concerns. The growt…
CoreWeave's second-quarter revenue more than doubled to $2.58 billion, beating analyst estimates, as CEO Michael Intrator said near-term capacity is 'effectively sold out' and the company's revenue backlog surged 246% ye…
Nvidia and six financial partners — Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR — announced a $500 billion investment pool to help customers, including frontier AI labs, enterprises, and AI clouds, …
Nvidia and six financial partners — Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR — announced a fund of more than $500 billion in third-party capital to finance AI infrastructure, which analysts warn …
SK Hynix is considering selling its packaging plant in Chongqing, China, as part of a strategic pivot toward high-margin AI memory products, with reports valuing the facility at around US$3 billion. The company confirmed…
Ambiq Micro reported a second-quarter net loss of US$7.1 million, narrowing from US$8.5 million a year earlier, as revenue surged 89.7% on demand for its edge AI chips. The fabless semiconductor company's first-half net …
Tencent Holdings Ltd. and JD.com Inc. report earnings this week, testing whether China's rotation from AI infrastructure stocks into internet platforms can continue. JD.com is expected to post an 18% year-on-year rise in…
SK Hynix Inc. and Samsung Electronics Co. are turning to shareholder returns as memory-chip pricing gains slow, with SK Hynix set to unveil details in the third quarter and Samsung expected to follow, helping its shares …
River AI Inc., a startup that helps enterprises customize open-source AI models, has raised $1.1 billion in Series A funding led by General Catalyst and AMP PBC, with participation from Nvidia Corp., AMD Ventures, Y Comb…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July sales of NT$14.52 billion, up 45% year over year and nearly 6% from June, driven by strong demand for AI chips, but the company's stock wavered as investors shr…
Nvidia CEO Jensen Huang's plan to use GPUs as collateral to secure $500 billion in AI financing faces a significant risk from China, according to CNBC. The strategy hinges on the depreciation rate of Nvidia's chips, whic…
Microsoft's second-generation Maia 200 AI chip delivers operational costs 30% to 40% lower than comparable Nvidia hardware for certain models, according to Microsoft. The chip, unveiled on January 26, 2026, and deployed …
SpaceX and Tesla announced plans for a joint semiconductor factory in Grimes County, Texas, spanning over 100 million square feet, with an initial investment of $16.8 billion and potential full buildout cost of $119 bill…
A new paper from Google DeepMind, co-authored by Turing Award winner David Patterson and Xiaoyu Ma, argues that the biggest obstacle to scaling large language model inference is memory, not raw computing power. The paper…
CME Group will launch two compute futures contracts on October 5, 2026, enabling AI companies and investors to hedge against volatile GPU rental costs. The contracts, developed with Silicon Data, track hourly rental rate…
Nvidia's stock surged more than 10% in the week ending August 8, 2026, easing market fears about AI infrastructure spending, according to analysts. The rally followed SpaceX's announcement of plans to build terrestrial a…
SpaceX and Tesla Inc. announced plans to build Terafab, a 100-million-square-foot semiconductor facility in Grimes County, Texas, with an initial $16.8 billion investment that could reach $119 billion. The facility will …
Taiwan Semiconductor Manufacturing Co. (TSMC) remains confident about its AI-driven growth despite concerns over AI spending affecting other chip stocks, according to a recent analysis. The company's advanced chip manufa…
AMD reported $6.7 billion in data center revenue for Q2 2026, up 107% year-over-year, and projects data center sales will exceed $13 billion in Q3 2026, with CEO Lisa Su forecasting the segment will more than double agai…